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
What this episode covers
•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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Steve Martin on his financial planning journey
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