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

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

Bill Martin

256 pages • missing pub info (editions)

nonfiction business economics informative medium-paced
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Description

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 e...

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