As we look towards the future (and present) of financial planning, will technical knowledge carry the same weight? Are the necessary skills for delivering true financial planning shifting?

Scott Frank, Founder of Stone Steps Financial, shares an equation he’s been working on — that IQ + EQ = Real financial planning.

He shares how the got there, including inspiration from Elizabeth Jetton’s four key competencies, George Kinder’s three questions and fellow financial planner PJ Wallin’s illustrative star.

Scott also gives us a full look into his business, from how it’s evolved over the years, to the process he now uses that gets clients to take action on his recommendations and finding time to work ON the business and not just IN the business.

Finally, Scott shares an easy and free SEO hack to boost your results on Google.

Links, transcript and timestamps at https://innovatingadvice.com/post/episode65.

Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business