Independently minded publishing

Gerard Michael, President & Co-Founder, Smartleaf.

“Bill Martin’s The Smart Financial Advisor is a practical and easy-to-read guide for advisors who wish to embrace the future of wealth management. In simple and engaging language, Mr Martin explains where current practices fall short and how advisors can do better by centering their practices on helping clients achieve their goals. Part how-to manual, part manifesto, this book describes what being an advisor can and should mean.”