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

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Bill Martin

The Smart Financial Advisor

How financial advisors can thrive by embracing fintech and goals-based investing

Bill Martin

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English

Harriman House Publishing
25 October 2017

Stocks & shares

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 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 investing by choosing the smarter path of goals-based investing. This rewarding journey shifts the focus of traditional investing from products and performance towards a collaborative, tech-enabled framework built on personalized advice. Goals-based investing redefines success in terms of 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 must-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 can embark on this path, engaging clients and improving their outcomes along the way.

By adopting the fintech and goals-based strategies within this book, not only will you learn the secrets to survive today's industry challenges, but you will also discover how to truly thrive as a smart financial advisor!

By: Bill Martin
Imprint: Harriman House Publishing
Country of Publication: United Kingdom
Dimensions: Height: 234mm, Width: 156mm, Spine: 16mm
Weight: 540g
ISBN: 9780857195838
ISBN 10: 0857195832
Pages: 192
Publication Date: 25 October 2017
Recommended Age: From 18 years
Audience: General/trade , ELT Advanced
Format: Hardback
Publisher's Status: Active

Bill leads investment strategy for INTRUST Bank, emphasizing goals-based client solutions, portfolio construction using multifactor risk analysis, and tax-aware portfolio optimization. Prior to joining INTRUST, Bill served as director of managed account services at SunGard Advisor Technologies and Folio Dynamix. In this role, he consulted with and delivered investment solutions to wealth and retirement firms across the US. He has authored numerous industry articles and whitepapers and is a frequent speaker on investment strategies and industry innovation. Bill serves as a wealth management advisory board member for the American Bankers Association and participates on several client advisory councils of fintech and asset management companies. Moreover, as an active board member of Exploration Place, he advocates for science and technology learning across generations. Bill holds an MBA from the University of Kansas, is a CFA Charterholder and has more than 20 years of investment-related experience.

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

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. -- Lex Sokolin, Global Director Fintech Strategy & Partner at Autonomous Research and former Founder of AdvisorEngine and NestEgg Wealth