You Can't Hug a Spreadsheet with Frank Legan | Financial Planner Search

<p>In this episode of Financial Planner Search, Frank Legan, a financial advisor with 26 years in the business and founder of his own independent practice, discusses his "humanity-driven" approach to financial planning and why he believes you can't build a meaningful plan from a spreadsheet alone.<br /></p><p>Frank started his career at a wirehouse and a bank, where he learned that human nature is "undefeated" during difficult markets. The lure of independence was the chance to build something in his own image to communicate, write, and plan with clients the way he believed served them best. Today, his practice is built around the conversations that happen at the kitchen table: how a family's resources can be aligned with their hopes and dreams, not just their returns. He shares the question he asks every prospective client, borrowed from his mentor Dan Sullivan, that reveals whether someone is truly ready to do the work, and walks through his "1242" cadence for keeping clients seen and heard all year long.<br /></p><p>Takeaways</p><p>* A humanity-driven approach puts who you are ahead of what you own</p><p>* The "three years from now" question reveals who's ready to plan</p><p>* The 1242 cadence: monthly check-ins, quarterly reports, twice-yearly in-person meetings</p><p>* Most clients leave advisors over communication, not performance</p><p>* Building a "Unique Ability Team" so everyone spends 80% of their time doing what energizes them<br /></p><p><b>Chapters</b></p><p>* 00:00 Introduction &amp; "Skipping Into the Office"</p><p>* 02:04 How Frank Fell Into Finance</p><p>* 04:35 The Humanity-Driven Approach</p><p>* 07:03 Who Frank Serves Best</p><p>* 09:37 What Keeps Clients Up at 2 a.m.</p><p>* 12:02 The Three-Years-From-Now Question</p><p>* 15:43 Writing for Kiplinger &amp; The Humanity Factor Book</p><p>* 17:02 Vision: Building a Unique Ability Team</p><p>* 22:47 The Onboarding Experience</p><p>* 26:45 The 1242 Client Cadence</p><p>* 28:46 Where to Find Frank<br /></p><p>You can find them at: <a rel="noopener noreferrer nofollow" href="https://franklegan.com/" target="_blank">https://franklegan.com</a><br /></p><p>If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at <a rel="noopener noreferrer nofollow" href="https://www.wilnaudesign.com/" target="_blank">https://www.wilnaudesign.com/</a><br /></p><p>#financialplanning #finance #financialplannersearch #humanitydriven #clientrelationships</p>