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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 [...]
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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 [...]
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