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.  Call Miriam Lawrence at 212-217-1120 or email for more information

21 West 38th Street Fl 14
New York, NY 10018
888-336-6884 ext. 1

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1

(Outside U.S.): 1-212-343-8760




Advisor-Centric Advice
“Any FA can use Bill Smith’s proven approaches to reinvigorate their business. This unique book is a one-of-a kind resource you’ll reach for again and again. The sage advice and advisor-centric examples will get you out of any rut and give you an unstoppable mindset for success.”
—Edward Klink, business writer