The Smart Financial Advisor

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

The Smart Financial Advisor hits on many of the issues that derail investor and advisor success. Advisors would do well to heed Bill Martin's recommendations and understand the current and future environment; adapting to an ever quickening pace of change. In the end, we are all human: It's those human emotions that may be the difference between success and failure. Bill provides the tools to navigate your fears or exuberance towards clients' ultimate goals.Steve Lockshin, Founder, AdvicePeriod

Goals-based investing is one of the simplest, most powerful, and most consistently overlooked tools at the disposal of financial advisors. In this well-researched and engaging book, Bill Martin speaks to both the why and how of goals-based investing in a way that will improve both investor and advisor outcomes.Dr. Daniel Crosby, author of The Laws of Wealth: Psychology and the Secret to Investing Success.

As wealth management continues to change and evolve, leading advisors are embracing a fiduciary approach, leveraging technology to present the client’s entire financial situation on any device, anytime. Bill Martin completely captures this new paradigm in The Smart Financial Advisor, making the book an essential resource for financial advisors everywhere.David Benskin CEO Wealth Access