About the Author

Bill Smith, CFP

Bill Smith, CFP, is a financial advisor and widely read 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 strong ties and support from family and community. He is involved with The Salvation Army and Rotary International. Bill is a graduate of Auburn University. He and his wife Wanda are the parents of three grown children and live outside of San Diego. The Happy Advisor is his first book.




The Mother Lode
“Bill Smith’s book is full of useful and practical ways to develop the crucial and important skills required to be a successful Financial Advisor. He shows us step by step how to literally achieve success in the financial services industry. Indeed it is the mother lode of our industry’s principles. I recommend you read this book. You will be better off for having done so.”

—Gene Ingargiola, former Senior Vice President Market Manager, Wachovia Securities