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!

• Scott Frank on Linkedin
• Stone Steps Financial
• Real Personal Finance on Apple Podcasts
• Real Personal Finance on Spotify
• Brodrick Lothringer on LinkedIn