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Listening Deeply

Scott R Frank

The science and practice of financial planning — for advisors who sense that something in the standard model isn't reaching the clients they most want to serve.

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Substack
PricingOnly free issuesPublishesWeekly
Issues13Founded6 months agoLast Issue5 days ago
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Latest Issues

What Your Client Is Actually Carrying Into the Room

If you’re new here, the short version: psychologist Jonathan Haidt describes the human mind as a Rider on an Elephant. The Rider is the conscious, analytical mind. The Elephant is the vast unconscious system that actually governs behavior....

5 days ago
6

You Just Experienced What Deep Listening Actually Feels Like

A quick note: this is a bonus issue — out of our regular Wednesday schedule — sent to coincide with my talk today at FutureProof Festival in Huntington Beach. Back to our regular cadence next week.

Thanks for reading Listening Deeply! Subs...

11 days ago
3

How to Follow the Emotion in a Client Meeting

If you’re new here, the short version: psychologist Jonathan Haidt describes the human mind as a Rider on an Elephant. The Rider is the conscious, analytical mind. The Elephant is the vast unconscious system that actually governs behavior —...

19 days ago
4
2

What Your Client Needs You to Do With the Silence

If you’re new here, the short version: psychologist Jonathan Haidt describes the human mind as a Rider on an Elephant. The Rider is the conscious, analytical mind. The Elephant is the vast unconscious system that actually governs behavior....

a month ago
4

What Happens in the Nervous System When a Client Feels Safe

If you’re new here, the short version: psychologist Jonathan Haidt describes the human mind as a Rider on an Elephant. The Rider is the conscious, analytical mind. The Elephant is the vast unconscious system that actually governs behavior —...

2 months ago
5

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  • Scott R Frank

    Scott founded Stone Steps Financial in 2015, a financial planning and investment management firm located in Encinitas, CA. Scott lives in Cardiff with his wife, two boys, and dog.

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