“Maili is a seasoned Financial Services pro who has displayed the positive qualities of a leader from the outset of her career. She is one of the best of her generation.”
Smart Risk is the smart choice for any person or family attempting to look over the horizon at their financial future. She presents a roadmap, like a seasoned Commander issuing a pre battle order. Yet the book is personal and filled with warm stories and clear, concise, practical applications.
In Smart Risk, Maili openly and clearly explains the part personality and bias play in investment planning and then walks you through establishing a fluid goals based process. Any good financial advisor must possess the knowledge, decisiveness and dependability for this special role as teacher, mentor and coach. Her proposed guideposts for action; Purpose, People, Plan, Perspective and Positive Action offer a balancing handrail to step into the financial future of your choice.
Smart Risk is a must read. It is the right book for anyone seeking a financial compass and possessing doubts about which way to turn for advice.
Financial Advisor at Wells Fargo Advisors in New York City and former Chief Operating Officer for Municipal Markets / Public Finance at Bank of America / Merrill Lynch in New York