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Description
The Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based InvestingImproving 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
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 advisorBinding Type: Hardcover
Publisher: Harriman House
Published: 10/25/2017
ISBN: 9780857195838
Pages: 256
Weight: 1.18lbs
Size: 9.21h x 6.14w x 0.63d
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★★★★★ 5
The Inner Game of World Changing
Format: Kindle
This book bridges the gap between activism and spirituality, making the argument that the world will never change for the better in a lasting way without both working together. Yes, the systems of injustice must be dismantled, but it will be impossible to build new systems that work for all without the inner foundations spelled out in this book. Yes, we need to love one another, but we also need to deal with the material realities of injustice and oppression. Without the principles laid out in this book, we are left with a toxic culture of shaming and ineffectual anger on the side of the activists and a loving but disconnected-from-reality culture on the side of the spiritual while the violence-fueled industrial-growth complex goes on wreaking its destruction. If you despair of things ever changing for the better, read this book. It's THE way forward.
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Reviewed in the United States on April 7, 2020
★★★★★ 5
Transformative
Format: Paperback
The most beautiful book I’ve ever read. The book I needed to heal a heart broken by the horrors of injustice. The world would be a kinder place if everyone read this book.
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Reviewed in the United States on June 16, 2024
★★★★★ 5
This is a useful and inspiring book
Format: Kindle
In a humble and clear way, the author uses his own life experience to define what nonviolence is and isnt and shows how it can be an entire worldview.
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Reviewed in the United States on August 23, 2022
★★★★★ 5
AMAZING BOOK for Activists!
Format: Paperback
The order came fast, the book was brand NEW and only $11 bucks! I have loved reading this book and enriching my knowledge with more information. This is definitely a NEED READ for all future and current activists!
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Reviewed in the United States on April 6, 2020
★★★★★ 5
Must read
Format: Kindle
Excellent book. Kazu Haga is accessible, realistic, and profound. This is a mandatory reading for all of us looking for accountability and hope in our polarized times.
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Reviewed in the United States on August 10, 2020