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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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Product Reviews
★★★★★ 5
Great product
Color: Rechargeable with Storage Box - Black
It’s great! Very powerful, even on low speed. Mixes fiber, and powdered mix-ins very well as well as frothing milk. Nice sturdy little case to keep the components in. Stays charged for a long time.
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Reviewed in the United States on June 5, 2026
★★★★★ 5
Easy to use, perfect small mixer for mornings
Color: Rechargeable with Storage Stand and Box - Black
Comes charged and charges quickly when needed, love the stand and case for the extra attachments, easy to use and clean
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Reviewed in the United States on May 27, 2026
★★★★★ 5
Best Hand-Held Frother EVER
Color: Rechargeable with Storage Stand and Box - Black
I have had many hand-held frothers over the years; hand-held as well as counter top. None of them have really given me the froth that I want which is dense foam to the point that it almost forms "peaks" and needs to be spooned into my coffee. Additionally, the one that I always went back to (hand-held) only lasted for 3-6 months at best before breaking and sometimes it lasted only a few weeks. Additionally, it drained batteries to the point they needed to be replaced every 2-3 weeks. The Circle Joy DOES make thick, dense froth (I use very cold skim milk on the high speed), has 3 speeds and is rechargeable so no more battery issues. Once I froth the milk, I pop it in the microwave for 40 seconds or so to heat/warm it up. It also comes with an attachment for beating eggs as well as an attachment for stirring in protein powders. I don't need the egg beater and I use the low speed to mix in chocolate collagen powder. I just got this frother so reliability is yet to be proven but I figure at $20.00 even if it needs to be replaced every six months ... it is still a winner.
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Reviewed in the United States on May 8, 2026
★★★★★ 4
Works well, worth buying.
Color: Rechargeable with Storage Stand and Box - Black
Works really well. I wish the attachments were easier to get off without feeling like you are going to break them. I use a butter knife to pry it off carefully. I like having the case too, it works well if you need to travel with it.
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Reviewed in the United States on May 31, 2026
★★★★★ 5
Little but mighty
Color: Rechargeable with Storage Stand and Box - Black, Color: Rechargeable with Storage Stand and Box - Black
Love this Frother. It stays charged for a good amount of time. The different speed settings are nice. Love the different attachments as they come in handy for multiple options in the kitchen.
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Reviewed in the United States on June 6, 2026