How to Become a Smart Financial Advisor
Bill Martin’s The Smart Financial Advisor: How financial advisors can thrive by embracing fintech and goals-based investing is about improving client outcomes with goals-based investing, Brenda Jubin writes on Seeking Alpha.
Industry veteran and financial technology expert, Martin, CFA leads investment strategy for INTRUST Bank, emphasizing goals-based client solutions, portfolio construction using multifactor risk analysis, and tax-aware portfolio optimization.
It enables advisors to manage more of their clients’ wealth, it better matches assets and liabilities, it determines the optimal asset allocation, it minimizes taxes, and it increases an advisor’s value.
He advocates using fintech within a goals-based investing framework to efficiently manage, monitor, and report goal progress.
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