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Interested in Bulk Sales?

The Happy Advisor is available for institutional (bulk) sales to wholesalers, branch and sales managers, asset management firms, broker/dealers, and other organizations, and customization/gift packaging are available.

For Attitudinal Fitness
“I highly recommend The Happy Advisor if you want to be both happy AND successful. Author Bill Smith, a 30+ year veteran advisor, is in the trenches just like you, so he KNOWS what challenges you face. This is an ‘A to Z’ primer on attitudinal fitness for your Financial Advisor career that gives you the tactics he uses every day to stay positive, confident and focused, especially in a difficult market. It’s a ‘must own’ for your success library.”

—Jim “Da Coach” Rohrbach

Solid Success Principles
The Happy Advisor is a must read for every advisor who is looking for solid success principals written by one of their own. Bill Smith has the unique ability to breakdown each idea and make it actionable today. Do yourself a huge service and add this book to your positive mental diet list.”

—Joe Lukacs, business coach and Bill Smith’s coach