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The Smart Financial Advisor

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

About The Smart Financial Advisor

Improving client outcomes with goals-based investing

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  • Language:
  • English
  • ISBN:
  • 9780857195838
  • Binding:
  • Hardback
  • Pages:
  • 192
  • Published:
  • October 24, 2017
  • Dimensions:
  • 156x234x16 mm.
  • Weight:
  • 540 g.
Delivery: 2-4 weeks
Expected delivery: January 25, 2025
Extended return policy to January 30, 2025
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Description of The Smart Financial Advisor

Improving client outcomes with goals-based investing

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