Podcast 016: Steve Martin – Walking The Talk As A Lifestyle Financial Planner

On this session of the Adviser Hangout Podcast, Abraham Okusanya talks to Steve Martin of Smart Financial about how he runs his UK-based lifestyle financial planning firm, while he and his family lives in Spain!

A big part of a financial planner’s job is helping clients figure out what kind of life they want and working with them to design, and ultimately achieve that lifestyle. But here is a question every financial planner needs to ask Am I living the life I want? Am I walking the talk? And if I’m not, who’s the hypocrite?

This is what Steve Martin did. Having set up the firm nearly 6 years ago, Steve now runs his UK based financial planning firm from Spain, where he lives with his family!

How does he do it? Listen and enjoy!

Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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  • Good podcast Abraham and Steve. I think you’re being a touch provocative posing the question ‘if not, who’s the hypocrite’ though I guess it’s a valid question. My response however, would be suggest it’s often an on going journey. Rarely do we meet clients who are living the life they want, and the steps they take to get there often take time and careful planning. Our own lives and practices will also experience the same journey toward Nirvana. Perhaps the fairer question to ask is ‘Am I making progress toward the life I want?’ – Of course, reading between the lines of my reply you’ll probably guess that I’m also still on the journey. That doesn’t make me a hypocrite in my book, as every single one of my clients is also on the journey. Some have progressed further than others, and a great many would be satisfied if there was no further progress made, but that doesn’t stop them trying. Great podcast.

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