Independently minded publishing

Aaron Schumm Founder and CEO Vestwell

“The financial industry revolution is in fast-forward, and it has never been more exciting. But misapplication without a thoughtful advisory thesis will lead to misdirected energy and lackluster results. Bill Martin’s The Smart Financial Advisor eloquently distills complex aspects today’s advisors must navigate to channel a meaningful impact in their clients’ future. This book is how financial advisors need to be thinking about the role of professional advice.”