Episode 077

Steve Martin joins us again for his second NextGen Planners Podcast. He appeared on Episode 12 and is back to give us an update during the COVID-19 crisis.

In this latest episode, Steve talks about:

- The Financial Planning Training Academy and how he set it up, plus their work with the Level 7 CFP
- How he defines leadership
- Who he looks up to in the profession
- His charity work and why he started fundraising
- His thoughts on the current crisis and the financial planning community’s role in helping the wider community
- A book he thinks all financial planners should read.