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NGP #12 – Steve Martin on his Financial Planning journey
Things that Adam talks to Steve about:
Steve's background and how he setup his firm, Smart Financial
How he views the world of Financial Planning
The process he takes every client through
How he has built a team
Where he sees the business and profession going forward
Show Notes:
Twitter - https://twitter.com/stevemartincfp
Smart Financial - http://www.smartfinancial.co.uk/
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By NextGen Planners
3.5
44 ratings
Things that Adam talks to Steve about:
Steve's background and how he setup his firm, Smart Financial
How he views the world of Financial Planning
The process he takes every client through
How he has built a team
Where he sees the business and profession going forward
Show Notes:
Twitter - https://twitter.com/stevemartincfp
Smart Financial - http://www.smartfinancial.co.uk/
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