Ep 167: Creating More Buy-In To Change Financial Behaviors With A Life Planning Approach with Scott Frank

Financial Advisor Success Podcast – Listen in as Registered Life Planner and Kinder Institute trainer Scott Frank shares how he convinces his clients to implement the strategies he recommends by creating a buy-in into the financial planning process. You will learn where traditional financial planning software intersects with the life planning approach and how he has built his business around this life planning approach. If you are intrigued by the George Kinder life planning approach or you want to simplify your pricing, this is the episode for you. Credit: Michael Kitces & Scott Frank