Smart by name, Smart by nature

You can also listen to the episode on Spotify and Apple Podcasts.

In this episode:

Abraham chats to Steve Martin about his journey in financial services, covering:

  • Where he started out in the industry

  • The moments that defined his career

  • Starting Smart Financial, the Training Academy and Smart International

  • Bouncing off problems in business

  • Learning to understand yourself before understanding others

  • His choice to move to Spain and start again

  • What Steve would say to his younger self

Who is Steve Martin?

Steve Martin established Smart Financial in October 2008 and serves as its Chief Exec. He has around 20 years of experience in the profession, having been a Partner and Managing Director at previous firms and is a Chartered and Certified Financial Planner (CFP), a holder of the Investment Management Certificate and is the lead trainer of CFP licence through the Financial Planning Training Academy.

In 2021, Steve also set up Smart Financial International to support clients who have emigrated from UK and moved to Europe and beyond.

Where to find Steve:

LinkedIn: Steve Martin

Twitter: @stevemartincfp

Website(s) mentioned:


Previous
Previous

Not Just a State of Mind, But Being!

Next
Next

Guaranteed Income: JUST Special