PP 003: Joe Stephan [Part 1] - Working with family, using technology to leverage time, educating advisers

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.

Joe Stephan

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
PP003 Quote - The non-relationship building functions should be outsourced or technology should take care of it.