We chat with Joe Stephan who runs Stephan Strategic - a financial planning practice in Kew, Victoria. Joe operates the business with his brother James.
This is part one of a two part series.
Listen and learn
In this episode you'll discover:
- What it’s like to work with family
- How Joe uses technology and systems to leverage time, so he can spend more of it on building relationships with clients
- How Joe got involved with lecturing in financial planning
- Joe's thoughts on the gaps in the education of advisers