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Scott Frank on Mastering Empathy and Authenticity in Financial Planning

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Manage episode 426129574 series 3578292
Content provided by Brodrick Lothringer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brodrick Lothringer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Want to deepen your understanding and connection with your financial clients? Setting aside personal biases and focusing on clients' passions is key to effective financial planning. Join us for a transformative episode of “The Weekly Fintape” featuring Scott Frank, founder of Stone Steps Financial and co-host of the Real Personal Finance podcast, as he shares his insights on mastering active listening with empathy. Scott delves into the power of authenticity and selectivity in building genuine client relationships, offering practical advice for new advisors navigating their niche. Tune in to this insightful episode to discover how to streamline your business, embrace innovative financial technologies, and make a lasting impact in your career and clients' lives.

Connect with us below!

  continue reading

14 episodes

Artwork
iconShare
 
Manage episode 426129574 series 3578292
Content provided by Brodrick Lothringer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brodrick Lothringer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Want to deepen your understanding and connection with your financial clients? Setting aside personal biases and focusing on clients' passions is key to effective financial planning. Join us for a transformative episode of “The Weekly Fintape” featuring Scott Frank, founder of Stone Steps Financial and co-host of the Real Personal Finance podcast, as he shares his insights on mastering active listening with empathy. Scott delves into the power of authenticity and selectivity in building genuine client relationships, offering practical advice for new advisors navigating their niche. Tune in to this insightful episode to discover how to streamline your business, embrace innovative financial technologies, and make a lasting impact in your career and clients' lives.

Connect with us below!

  continue reading

14 episodes

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