You Can't Hug a Spreadsheet with Frank Legan | Financial Planner Search

Financial Planner Search · Sep 15, 2026 · 29m · transcript

In this episode of Financial Planner Search, Frank Legan, a financial advisor with 26 years in the business and founder of his own independent practice, discusses his "humanity-driven" approach to financial planning and why he believes you can't build a meaningful plan from a spreadsheet alone.

Frank started his career at a wirehouse and a bank, where he learned that human nature is "undefeated" during difficult markets. The lure of independence was the chance to build something in his own image to communicate, write, and plan with clients the way he believed served them best. Today, his…