Independently minded publishing

Lex Sokolin, Global Director Fintech Strategy & Partner at Autonomous Research and former Founder of AdvisorEngine and NestEgg Wealth

“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.”