The Smart Financial Advisorharriman_house978-08-5719-583-897808571958382017-10-25English (United Kingdom)192HardcoverBook profileEnglish (United Kingdom)
Book · 1 edition
The Smart Financial Advisor
- 2017
- first published
- English
- language
- 1
- edition in English
- 192
- pages
Bill Martin’s The Smart Financial Advisor is a thoughtful guide on how financial advisors should future-proof their practice in the new millennium -- embrace goals-based planning and the Fintech tools that enable it. Advisors thinking about connecting roboadvice and digital financial planning into their practice should read this book, or face technological extinction.
Editions
1 edition · sort: newestThe Smart Financial Advisorharriman_house978-08-5719-583-897808571958382017-10-25English (United Kingdom)192Hardcover