"IQ+EQ = Real Financial Planning"
Scott R. Frank, CFA, CFP®
Founder
Stone Steps Financial LLC
Having technical expertise and certificates of achievement (IQ) doesn’t necessarily translate into action. IQ is thinking, and humans act on emotion. We need to help clients develop the EQ so that they have the energy and inspiration to go and do the things they want to do.
Learning Objectives
1.
Realize that you may not be the hero you think you are in your clients’ lives.
They are the hero in their own life and you are their guide.
2.
Know that it is not just about one financial plan, it is about a financial
planning process.
3.
Learn that listening deeply is the most important thing you can do.
4. How do you listen deeply? Learn the power of the pause
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