#69 - Active Listening and Finding Success in Financial Planning - Scott Frank
Picture this: you're a financial advisor in the heart of sunny California. Sounds like a dream, right? Our guest, Scott Frank, founder of Stone Steps Financial in Encinitas, California, shares his fascinating journey from his beginnings in Noblesville, Indiana to becoming a sought-after name in the financial planning industry. Buckle up as we explore his alliances, his commitment to active listening, and his take on the CFA and CFP certifications.
Transitioning a business is never easy. Scott talks about the decision to leave pervious firms and what led him to that decision. He provides…
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