img Leseprobe Leseprobe

The Smart Financial Advisor

How financial advisors can thrive by embracing fintech and goals-based investing

CFA Bill Martin

EPUB
ca. 26,99
Amazon iTunes Thalia.de Weltbild.de Hugendubel Bücher.de ebook.de kobo Mayersche Osiander Google Books Barnes&Noble bol.com
* Affiliatelinks/Werbelinks
Hinweis: Affiliatelinks/Werbelinks
Links auf reinlesen.de sind sogenannte Affiliate-Links. Wenn du auf so einen Affiliate-Link klickst und über diesen Link einkaufst, bekommt reinlesen.de von dem betreffenden Online-Shop oder Anbieter eine Provision. Für dich verändert sich der Preis nicht.

Harriman House img Link Publisher

Sozialwissenschaften, Recht, Wirtschaft / Allgemeines, Lexika

Beschreibung

Improving client outcomes with goals-based investing Financial advisors stand at a crossroads. One path is grounded in traditional investing. Advisors who remain on this route face numerous hazards that impair their clients’ long-term wealth and endanger advisory viability. The other path requires practitioners to adapt by embracing technology and goals-based solutions. Choosing the right road is vital for sustaining and growing advisory businesses in the years ahead. Industry veteran and financial technology expert, Bill Martin, CFA, creatively explains how financial advisors can sidestep the seven major hazards their clients face in conventional investing by choosing the smarter path of goals-based investing. This rewarding journey shifts the focus of traditional investing from products and performance towards a collaborative, tech-enabled framework built on personalized advice. Goals-based investing redefines success in terms of achieving each client's unique needs, desires, and aspirations – an approach that clients overwhelmingly prefer and which, crucially, leads to better outcomes for clients and advisors. The Smart Financial Advisor is a must-have guide for advisors who desire to differentiate and grow their practices amid commoditization, fee compression, and increasing regulatory requirements. Martin skillfully combines captivating stories, compelling research, and practical applications to show how you can embark on this path, engaging clients and improving their outcomes along the way. By adopting the fintech and goals-based strategies within this book, not only will you learn the secrets to survive today’s industry challenges, but you will also discover how to truly thrive as a smart financial advisor!

Weitere Titel von diesem Autor
Weitere Titel zum gleichen Preis
Cover Job Optional*
Casey Weade
Cover Ichimoku Charts
Nicole Elliott
Cover Joseph A. Schumpeter.
Esben Sloth Andersen
Cover Earth, Inc.
Gregory Unruh

Kundenbewertungen