Imagine guiding your clients through a process of discovering what a meaningful, fulfilled life would look like and then providing them with the financial strategies to fuel that vision. You help your clients clarify and fund their best life. That is life planning. Most of us are comfortable with the technical side of the equation (the financial strategies). And I'm sure a lot of us are somewhat familiar with the concept of life planning. But, what does life planning actually look like in practice? When do I have these heartfelt conversations? What do these conversations sound like? How do I seamlessly integrate this into my current process? Fortunately, Scott Frank is the founder of Stone Steps Financial, has been through the Life Planning trainings and coaches advisors around the world on the Life Planning process. And, he joined us to discuss: The important distinction between being a "guide" versus a "hero" for clients Specific techniques to get clients to open up and tell you the things that are most important to them (and the techniques to avoid!) The #1 goal he has for every prospect meeting that creates connection, buy-in, and follow-through How to create a lens through which to make financial decisions based on life rather than returns A real example of how this process improved a client's life in a way that simply providing technical knowledge never could *For more resources discussed in this episode, check out www.wiredplanning.com/episode36. *For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.