“As an advisor you know the prime directive in financial advisory: care about your client’s goals and values, and advise accordingly. What you may not have noticed, because the tide has been turning slowly, is that technology, analytics and data transparency have been colluding to reveal to your clients just how well or poorly you are fulfilling your prime directive. Bill Martin’s The Smart Financial Advisor is your guidebook to building your craft to safely and successfully navigate this turning tide. It is a foundational text for the 21st century advisor disguised as common sense. Fortunately for you, Martin managed to get this book to print before the tide has consumed your practice. I urge you to take advantage of the timing and read this book.”
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