The Happy Advisor Shares Hard-Won Industry Wisdom

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In The Happy Advisor, Bill Smith, San Diego industry veteran, provides motivational anecdotes and practical advice for achieving greater fulfillment as a financial advisor. The new book appeals to all financial advisors including those working as registered investment advisors (RIA), independent financial planners, wealth managers, and regional and national broker dealers.

A new book on succeeding as a financial advisor couldn’t have arrived at a more auspicious time.

In The Happy Advisor (Horsesmouth, 2010, $34.95,, 30-year industry veteran Bill Smith offers financial professionals everywhere the keys to staying positive while leading clients through the coming recovery.

Smith, based in San Diego, says that even though advisors’ clients don’t lump them in with “Wall Street,” nonetheless hardworking Main Street advisors face a skeptical public.

He says that most financial advisors will find that their happiness level, at work and in other areas of life, can be improved.

The books offers specific wisdom and insight for advisors who want to run their practices in a way that will ensure greater fulfillment for them and for their clients.

“Most of us would not be happy advisors by disposition, any more than we would naturally or accidentally be able to do algebra, make a quilt or drive a car,” says Smith.
“Fortunately, there are specific practices, skills and habits that we can learn and put into practice that make our lives happier and our clients’ lives happier. I had to learn those myself.”

Smith offers his readers specific practices, skills and habits for advisors to pursue, mixed with humorous stories and inspirational quotes.

The Happy Advisor shows advisors how to:

             •    Stay positive and motivated even in difficult situations
             •    Reassure clients and themselves at the same time
             •    Break out of a slump
             •    Create an efficient time management system
             •    Incorporate humor to lighten serious topics
             •    Counter dubious third-party advice
             •    Answer the question “What do you do for your clients?” eighty different ways

“I am a happy advisor,” he says. “There are a lot of us and there could be a lot more.”

For an interview with Bill Smith or a review copy of The Happy Advisor, please contact Horsesmouth, LLC at 1-888-336-6884 ext 1 (Outside the US: 1-212-343-8760) or simply reply to this email.

About the Author:
Bill Y. Smith is author of The Happy Advisor (Horsesmouth, 2010, $34.95, He’s also a financial advisor and columnist at Horsesmouth. His Uncommon WYSdom column is known for its blend of practical and motivational insights into what it takes to succeed with clients and prospects while maintaining string ties with family and community. The Happy Advisor is his first book.

About the Book:
The Happy Advisor (Horsesmouth, 2010, $34.95, is available for institutional (bulk) sales to wholesalers, asset management firms, brokers/dealers, branch and sales managers, and other organizations. Call Miriam Lawrence at 212-217-1120 or email salesrequest(at)horsesmouth(dot)com.

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