Scott Frank, CFA, CFP®, RLP® has revolutionized his practice since earning his Registered Life Planner® designation in 2018. As the founder of Stone Steps Financial, he is passionate about helping his clients align their money with their life, freeing up their time to enjoy what matters most. He is also a co-host of the Real Personal Finance Podcast, where he helps break down listener’s questions on personal finance. Scott is part of Kinder Institute’s North American training team and can be found co-training the EVOKE® Life Planning Training, and assisting with The Seven Stages of Money Maturity® Training and the Life Planning Mentorship.
We caught up with Scott recently for our Spotlighting Trainers series and here’s what he shared:
How has Life Planning changed your personal and professional life?
Life Planning taught me that I am not the Hero, I am the Guide. My role with clients is to deeply listen and then help them put their resources to work once we know what is essential to them.
What was a meaningful interaction that you had with a client as a result of Life Planning?
So many. A recent one was a client leaning into their dream of becoming a writer. They have left their previous profession and we have aligned their finances so they can live into their dream!
What made you interested in becoming a trainer with the Kinder Institute?
I wanted to deepen my understanding with Life Planning. The best way I know of to deepen my knowledge is to teach.
What piece of advice would you give to new Life Planners?
Be attentive to I, Me, Mine thoughts. The challenges that come with learning EVOKE® often come back to allowing yourself to listen deeply and allow your I, Me, Mine thoughts to go, while letting the feelings be.
What is one practice management tip that you would give to new Life Planners?
Pace yourself. Life Planning all of your clients at once can be a heavy lift. Find a cadence that works well for you and stick with it.
Scott Frank is the founder of Stone Steps Financial, a financial planning and investment management firm located in Encinitas, CA that helps families and professionals align their money with life. He is passionate about pursuing a life-long learning model in order to best serve his clients and holds the Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP®), and Registered Life Planner (RLP®) designations. Scott was named to Investment News 40 under 40 in 2019 and has contributed to numerous articles on personal finance for the Los Angeles Time, CNBC, the Washington Post, and USA Today. When he’s not helping clients pursue their financial goals, you’ll find Scott co-hosting, Real Personal Finance, where he and another financial advisor break down listener’s personal finance questions into easily digestible answers, training advisors the EVOKE® process at the Kinder Institute of Life Planning, surfing, or hanging out in Cardiff, where he lives with his wife and two boys.
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