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•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
By NextGen Planners3.5
44 ratings
•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

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