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Edition · 2017-10-25 · Hardcover

The Smart Financial Advisor

BMBill Martin
2017
year of publication
192
pages
English (United Kingdom)
language
Hardcover
cover
Publisher
harriman_house
ISBN-13
978-08-5719-583-8
EAN
9780857195838
Publication date
2017-10-25
Book
The Smart Financial Advisor · 1 edition
The publisher on this edition

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.