"IQ+EQ = Real Financial Planning"
Scott R. Frank, CFA, CFP®
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.
1. Shift your mindset from the hero to the guide.
2. Real financial planning is not just about the financial plan, it is about a financial planning process.
3. Learn that listening deeply is the most important thing you can do.
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Phone: (323) 510-4870 Mail: in care of Premium Organization, PO Box 4130 Scottsdale AZ 85261