Independently minded publishing

Steve Lockshin, Founder, AdvicePeriod

“The Smart Financial Advisor hits on many of the issues that derail investor and advisor success. Advisors would do well to heed Bill Martin’s recommendations and understand the current and future environment; adapting to an ever quickening pace of change. In the end, we are all human: It’s those human emotions that may be the difference between success and failure. Bill provides the tools to navigate your fears or exuberance towards clients’ ultimate goals.”