Steve Martin on his financial planning journey episode artwork

EPISODE · Apr 23, 2020 · 53 MIN

Steve Martin on his financial planning journey

from The Plannex Podcast · host Plannex

•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

Episode metadata supplied by the publisher feed · Published Apr 23, 2020

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Steve Martin on his financial planning journey

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