The Human Side of Money Ep. 36: Integrating a Life Planning Approach into Your Practice with Scott Frank
The Human Side of Money – Financial planning without any regard for the person’s dreams, values, and life they want to live is nothing more than numbers on paper. A person’s dreams, values, and life they want to live without any regard for money is nothing more than a fantasy. That’s why the future of financial planning is life planning. Kinder Institute trainer and Registered Life Planner® Scott Frank’s conversation with the Human Side of Money Podcast’s host Brendan Frazier explores Life Planning and how an advisor interested in connecting more deeply with their clients might incorporate Life Planning into their business. Credit: Brendan Frazier & Scott Frank
