The Advisor as the Financial Guide

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The Advisor as the Financial Guide

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The overarching vision of the Kinder Institute is to bring Life Planning to everyone in the world by increasing the public’s knowledge about and demand for Life Planning, and by training Life Planners and helping them continue to develop their skills and practices.

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 –

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