
Alan Smith
One of the hosts of TRAP: The Real Adviser Podcast. He shares stories and industry experiences, contributing to the topical discussions.
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Feb 22, 2024 • 1h 7min
Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning
Join Alan Smith from Capital Asset Management as he discusses the evolution of financial planning, the importance of understanding clients' life stories, the impact of AI on business efficiency, and the art of building a niche personal brand in the financial world.