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!