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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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May 7, 2021

In this episode, Dan chats with Scott Frank from Stone Steps Financial in California.

Here, they chat about the importance of silence when having conversations with clients and allowing them the space to share what they're truly thinking.

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