Independently minded publishing

Scott Welch, CIMA® Chief Investment Officer Dynasty Financial Partners

“I’ve known Bill Martin professionally for many years. He is smart, thoughtful, and forward looking. And so is his book. The wealth management industry is today being disrupted by multiple simultaneous forces — technology, demographics, shifting investor preferences, product development, and legal and regulatory evolutions. In this book, Bill focuses on the two disruptive trends the advisor has the most control over — Fintech and Goals-Based Planning. By doing so he lays out a framework for how wealth management will be delivered over the next decade or more, and how advisors can adopt and adapt to these disruptive forces in order to deliver a differentiated client experience. I recommend this book to anyone seeking to deliver exceptional wealth management services to end investors.”