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  • Monthly Program: "IQ+EQ = Real Financial Planning"

Monthly Program: "IQ+EQ = Real Financial Planning"

  • Thu, August 26, 2021
  • 2:00 PM - 3:00 PM
  • Virtual



"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.

Learning Objectives

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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Financial Planning Association of Los Angeles is a 501(c)(6) non-profit organization.

Phone:  (323) 510-4870    Mail:  in care of Premium Organization, PO Box 4130  Scottsdale AZ 85261