Aug 31, 2022
In this episode, we sit down with Scott Frank, founder of Stone Steps Financial, who has built a unique client experience for years leveraging new tech and different life planning approaches. We get into his experience introducing life planning into his practice and the latest tech he is using to improve his client experience and get back his time.
Check out Stone Steps: https://www.stonestepsfinancial.com/
Check out Elements: https://getelements.com/