Alan Smith
Storyteller and host on TRAP who shares industry anecdotes, interviews guests and offers guidance for advisers and entrants to the profession.
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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.
