Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based Investing

by Bill Martin

Book Overview

Improving client outcomes with goals-based investing

Financial advisors stand at a crossroads. One path is grounded in traditional investing. Advisors who remain on this route face numerous hazards that impair their clients' long-term wealth and endanger advisory viability. The other path requires practitioners to adapt by embracing technology and goals-based solutions. Choosing the right road is vital for sustaining and growing advisory...

• Format: Hardcover
• Language: English
• ISBN: 0857195832
• ISBN13: 9780857195838
• Release Date: October 2017
• Publisher: Harriman House
• Length: 256 Pages
• Weight: 1.15 lbs.
• Dimensions: 0.6" x 6.1" x 9.2"