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cover of episode 36: Integrating A Life Planning Approach In Your Practice with Scott Frank

36: Integrating A Life Planning Approach In Your Practice with Scott Frank

2021/10/27
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HUM Curated Podcasts

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Podcast: The Human Side of Money) (LS 42 · TOP 1.5% what is this?))Episode: 36: Integrating A Life Planning Approach In Your Practice with Scott Frank)Pub date: 2021-10-13[Get Podcast Transcript →](https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/c601d5c549ea4308b6d79d98787a101e/&notes=36: Integrating A Life Planning Approach In Your Practice with Scott Frank))powered by Listen411) - fast audio-to-text and summarizationImagine 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 … Read More Read More) The podcast and artwork embedded on this page are from Brendan Frazier, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.