The Advisor as the Financial Guide

Elementality Podcast – What describes your advisory approach? Maybe you see yourself as the “hero” who has the optimal financial solution for clients? Or maybe you take the approach of a “guide” by helping client’s align their finances with their life. Reese Harper’s guest on this episode of the Elementality podcast is Scott Frank of Stone Steps Financial, a Registered Life Planner® and Kinder Institute trainer. Scott and Reese talk about how having clients first focus on what they want out of life creates an emotional connection that provides the motivation they need to follow through with your planning advice. Scott found himself at a crossroads early in his career when he began wondering why it was so difficult to get clients to follow through. Find out why Scott changed his approach and how it has paid off through continued growth. Credit: Reese Harper & Scott Frank

Launching a Virtual Business with Danika Waddell

NextGen Planners – On this episode of NextGen Planners’ Podcast, Danika Waddell shares how challenging career-changing can be, what she has learned getting into the financial planning industry, and why focusing on a client avatar can really help define your niche as a business. Danika is currently enrolled in our Life Planning Mentorship. Credit: Dan Graham & Danika Waddell

The Human Side of Money Ep. 17: Delivering Human-First Financial Planning with a Chief Behavioral Officer with Adrian Murphy

The Human Side of Money – Registered Life Planner® Adrian Murphy talks about Murphy Wealth’s new human-first approach, which includes implementing the EVOKE® method with clients, practicing empathetic listening at the firm, hiring a Chief Behavioral Officer, and more on Wired Planning’s Human Side of Money podcast with Brendan Frazier. Credit: Brendan Frazier & Adrian Murphy

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