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The Smart Financial Advisor: How financial advisors can thrive by embracing fintech and goals-based investing

Amazon.com Price: $22.48 (as of 12/05/2019 17:02 PST- Details)

Categories: Books, Business and Money, Finance, Financial Services, Industries, Investing, Portfolio Management, Stocks, Subjects, Wealth Management

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Making improvements to client outcomes with goals-based investing

Financial advisors stand at a crossroads. One path is grounded in traditional making an investment. Advisors who remain on this route face a lot of 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 businesses in the years ahead.

Industry veteran and financial technology expert, Bill Martin, CFA, creatively explains how financial advisors can sidestep the seven major hazards their clients face in conventional making an investment by choosing the smarter path of goals-based making an investment. This rewarding journey shifts the point of interest of traditional making an investment from products and performance towards a collaborative, tech-enabled framework built on personalized advice. Goals-based making an investment redefines success with regards to achieving each client’s unique needs, desires, and aspirations – an approach that clients overwhelmingly prefer and which, crucially, leads to better outcomes for clients and advisors.

The Smart Financial Advisor is a should-have guide for advisors who desire to differentiate and grow their practices amid commoditization, fee compression, and increasing regulatory requirements. Martin skillfully combines captivating stories, compelling research, and practical applications to show how you’ll embark on this path, engaging clients and Making improvements to their outcomes along the way.

By adopting the fintech and goals-based strategies within this book, not only will you learn the secrets to live to tell the tale today’s industry challenges, but you’ll also discover how to actually thrive as a smart financial advisor!

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