Episode
Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like
- Podcast
- Behind The Advisor
- Published
- Jun 17, 2026
- Duration seconds
- 2614
- Processing state
not_requested- Canonical source
- https://www.xyplanningnetwork.com/417
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Summary
Scott Frank, founder of Stone Steps Financial, returns to Behind the Advisor nearly a decade after his first XYPN appearance to reflect on the evolution of his firm, niche, and role as a business owner. He shares how Stone Steps has grown from a solo launch into a five-person firm serving tech and biotech professionals, retirees, and families with complex planning needs. Scott also discusses how financial life planning, stock compensation expertise, cash flow implementation, and a guide mindset have shaped the next chapter of his work with clients.