Scott Frank, Founder of Stone Steps Financial, has built a successful firm by taking a more holistic approach to planning. His approach is centered on letting go of his own biases and finding a way to connect with clients effectively.  In addition to building a firm with over $70M in AUM, he has created a podcast with over 40,000 downloads per month across all podcast platforms. In this episode, Scott teaches us his unique financial planning formula and how it helps you grow when starting from scratch.  

ABOUT ALTRUIST: 

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. 

Want to find out how Altruist can help you grow? See more at www.altruist.com/advisorjourneydemo

STAY CONNECTED: 

Instagram ► https://www.instagram.com/altruistcorp/  

Twitter ► https://twitter.com/altruist  

Linkedin ► https://www.linkedin.com/company/altruistcorp/  

RESOURCES IN EPISODE: 

Altruist

ADDITIONAL EPISODE RESOURCES 

Bill McNabb and Jason Wenk talk growth strategies and guiding principles for advisors

Lindsey Woodward explains how to attract the right clients through authenticity 

Nina O’Neal explains how to build life-long relationships with your clients

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or wherever you listen to podcasts.  

ABOUT THE ADVISOR JOURNEY: 

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won

ABOUT ALTRUIST:

We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.

Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts

STAY CONNECTED:

Instagram ► https://www.instpagram.com/altruistcorp/

Twitter ► https://twitter.com/altruist

Linkedin ► https://www.linkedin.com/company/altruistcorp/

RESOURCES IN EPISODE:

Altruist

For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.

ABOUT THE ADVISOR JOURNEY:

Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you ca...