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Description
The Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based InvestingImproving 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
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 advisorBinding Type: Hardcover
Publisher: Harriman House
Published: 10/25/2017
ISBN: 9780857195838
Pages: 256
Weight: 1.18lbs
Size: 9.21h x 6.14w x 0.63d
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4.2 ★★★★★
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Product Reviews
★★★★★ 4
Works great for 6 months, then gets dull
Color: Gold ＆black
Worked very well initially. Easy to charge, no nicking or pulling. But after about 6-7 months it got noticeably less sharp, with only moderate use (once every couple of weeks). Now at about a year out from purchase it’s much harder to get a close trim. Currently debating whether to simply buy a new one of the same version or switch up brands. Bottom line if you want something cheap and dependable for 6 months, go for this. If you want something that lasts longer, maybe opt for a higher price point.
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Reviewed in the United States on June 2, 2026
★★★★★ 5
I love this product 💖💕
Color: White
Title: Smooth, Easy to Use & Perfect for Sensitive Skin
⭐⭐⭐⭐⭐
I’m really impressed with this 3-in-1 bikini trimmer from ANYLIV! It’s lightweight, easy to hold, and works gently without pulling or irritating the skin. The different attachments make it super convenient for multiple areas, and the results are smooth and clean every time.
I also love that it’s quiet, rechargeable, and compact enough for travel. Great quality for the price and very beginner-friendly. Definitely a must-have for personal grooming!
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Reviewed in the United States on May 19, 2026
★★★★★ 5
Versatile & cute. Perfect for selfcare✨
Color: White, Color: White
I love this 3-in-1 shaver! It comes with everything you need for face and body upkeep, including a lady shaver, an eyebrow trimmer, and a body/beard shaver attachment. It’s waterproof, charges quickly via USB, and even has a sleek LED display. The packaging is super cute too! Definitely a great all-in-one tool for daily routines. 10/10 recommend! It’s efficient, gentle on the skin, and feels like a luxury upgrade to a standard razor!
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Reviewed in the United States on May 22, 2026
★★★★★ 5
Smooth, painless, and perfect for travel!
Color: White
I’ve tried a few different bikini trimmers over the years, and this one is honestly one of my favorites. It’s super easy to use, doesn’t pull or irritate my skin, and leaves everything feeling smooth without razor burn. I love that it comes with multiple attachments so I can use it for my bikini area, underarms, and even quick touch-ups on my face.
The display is a nice bonus because I can actually see the battery level, and the USB charging makes it really convenient for travel. It’s lightweight, waterproof, and easy to clean too. Overall, such a great tool for the price!
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Reviewed in the United States on May 14, 2026
★★★★★ 4
Beware of Bikini Trimming
Color: White
This shaver is very sharp, On dry skin it shaved my legs so close that it felt as if I had silky smooth legs as if I had used a high quality cream, almost slippery. My underarms however were a little sensitive to deodorant after. I must have misunderstood the description as I thought there was a brow trimmer accessory included, not, just the nose hair trimmer which is ok. Don't really need that, needed the brow trimmer. All this review put together makes me think this was made for men, or trans.
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Reviewed in the United States on May 11, 2026