Improving client outcomes with goalsbased investingFinancial 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 longterm wealth and endanger advisory viability. The other path requires practitioners to adapt by embracing technology and goalsbased 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 goalsbased investing. This rewarding journey shifts the focus of traditional investing from products and performance towards a collaborative, techenabled framework built on personalized advice. Goalsbased investing redefines success in terms of achieving each clients 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 musthave 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...

Binding: Hardcover;256 pages; Publisher: Pan Macmillan; Classification: KFFM2; Weight: 666 g; Dimensions: 164 x 241 x 20

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