20 Essential Books for Every Advisor's Summer Reading List
June 26, 2013 3:50 PM
20 Essential Books for Every Advisor's Summer Reading List
Summer is an opportunity to soak up the sun, spend time with friends and family, and enjoy the little things in life. But that doesnt mean you cant get ahead.
Here are 20 books to sharpen yourself and your practice this summer.
Here are 20 books to sharpen yourself and your practice this summer.
20 Essential Books for Every Advisor's Summer Reading List
By: Scott West
Learn what makes a client trust you to be their financial advisor.
Put the power of storytelling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest ""storysellers"" of all time. These actual stories can help financial pros tap into the ""gut reaction"" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
Questions Great Financial Advisors Ask... and Investors Need to Know
By: Alan Parisse
In Questions Great Financial Advisors Ask and Investors Need to Know, coauthors Alan Parisse and David Richman have compiled the questions great advisors ask that lead to the probing and personal conversations necessary to diagnose and understand clients'and potential clients'deep-seated feelings about money. Thats how great advisors help clients wring the emotion out of investing and set them on the rational road to achieving their financial goals.
Source: Amazon.com
By: Alan Parisse
In Questions Great Financial Advisors Ask and Investors Need to Know, coauthors Alan Parisse and David Richman have compiled the questions great advisors ask that lead to the probing and personal conversations necessary to diagnose and understand clients'and potential clients'deep-seated feelings about money. Thats how great advisors help clients wring the emotion out of investing and set them on the rational road to achieving their financial goals.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families
By: Stephen D. Gresham
"A good coach can help even the best players reach their potential. As a financial advisor, you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help--he has the tactics to help you build a winning team."
--Mike KrzyzewskiHead Coach, Duke University Basketball and the 2006 U.S. National Team
Source: Amazon.com
By: Stephen D. Gresham
"A good coach can help even the best players reach their potential. As a financial advisor, you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help--he has the tactics to help you build a winning team."
--Mike KrzyzewskiHead Coach, Duke University Basketball and the 2006 U.S. National Team
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
Effort-Less Marketing for Financial Advisors
By: Steve Moeller
Use a 5-Step Process to Transform Your Business--and Your Life! If you've ever yearned for a business that would energize rather than drain you, if you've ever known and admired someone who made financial services look easy and fun, then you're ready to learn a new way to market. A way that doesn't require so much of your time and energy. A way that requires less effort.
Effort-Less Marketing is based on author Steve Moeller's extensive research and refinement of the best strategies to build a financial advisory practice, as well as key marketing principles that work just as well for financial advisors as they do for such customer-savvy giants as Saturn and Nike.
Source: Amazon.com
By: Steve Moeller
Use a 5-Step Process to Transform Your Business--and Your Life! If you've ever yearned for a business that would energize rather than drain you, if you've ever known and admired someone who made financial services look easy and fun, then you're ready to learn a new way to market. A way that doesn't require so much of your time and energy. A way that requires less effort.
Effort-Less Marketing is based on author Steve Moeller's extensive research and refinement of the best strategies to build a financial advisory practice, as well as key marketing principles that work just as well for financial advisors as they do for such customer-savvy giants as Saturn and Nike.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
25 Ways to Win with People: How to Make Others Feel Like a Million Bucks
By: John C. Maxwell
A small sampling of the twenty-five specific actions readers can take to build positive, healthy relationships includes:
tComplimenting People in Front of Others
tCreating a Memory and Visiting It Often
tEncouraging the Dreams of Others
Source: Amazon.com
By: John C. Maxwell
A small sampling of the twenty-five specific actions readers can take to build positive, healthy relationships includes:
tComplimenting People in Front of Others
tCreating a Memory and Visiting It Often
tEncouraging the Dreams of Others
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
The Lies About Money
By: Ric Edelman
Ric's unparalleled ability to explain complex financial concepts in a fun and entertaining way resonates with readers. In this book -- his first in more than five years -- he shares his most valuable lessons gained through two decades of working directly with individuals and families. He reveals the lies that have infiltrated your retail mutual funds and retirement accounts, and teaches you how to invest your money in your employer retirement plan, how to save for college, and for those who are retired, how to generate more income without sacrificing security. He shows you that proper money management has nothing to do with "hot tips" and everything to do with scientific analysis, bolstered by solid academic research and historical data.
Source: Amazon.com
By: Ric Edelman
Ric's unparalleled ability to explain complex financial concepts in a fun and entertaining way resonates with readers. In this book -- his first in more than five years -- he shares his most valuable lessons gained through two decades of working directly with individuals and families. He reveals the lies that have infiltrated your retail mutual funds and retirement accounts, and teaches you how to invest your money in your employer retirement plan, how to save for college, and for those who are retired, how to generate more income without sacrificing security. He shows you that proper money management has nothing to do with "hot tips" and everything to do with scientific analysis, bolstered by solid academic research and historical data.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
Secrets of the Millionaire Mind: Mastering the Inner Game of Wealth
By: T. Harv Eker
Secrets of the Millionaire Mind is two books in one. Part I explains how your money blueprint works. Through Eker's rare combination of street smarts, humor, and heart, you will learn how your childhood influences have shaped your financial destiny. You will also learn how to identify your own money blueprint and "revise" it to not only create success but, more important, to keep and continually grow it.
In Part II you will be introduced to seventeen "Wealth Files," which describe exactly how rich people think and act differently than most poor and middle-class people. Each Wealth File includes action steps for you to practice in the real world in order to dramatically increase your income and accumulate wealth.
Source: Amazon.com
By: T. Harv Eker
Secrets of the Millionaire Mind is two books in one. Part I explains how your money blueprint works. Through Eker's rare combination of street smarts, humor, and heart, you will learn how your childhood influences have shaped your financial destiny. You will also learn how to identify your own money blueprint and "revise" it to not only create success but, more important, to keep and continually grow it.
In Part II you will be introduced to seventeen "Wealth Files," which describe exactly how rich people think and act differently than most poor and middle-class people. Each Wealth File includes action steps for you to practice in the real world in order to dramatically increase your income and accumulate wealth.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment
By: David Swensen
In this fully revised and updated edition, Swensen, author of the bestselling personal finance guide Unconventional Success, describes the investment process that underpins Yale's endowment. He provides lucid and penetrating insight into the world of institutional funds management, illuminating topics ranging from asset-allocation structures to active fund management. Swensen employs an array of vivid real-world examples, many drawn from his own formidable experience, to address critical concepts such as handling risk, selecting advisors, and weathering market pitfalls.
Source: Amazon.com
By: David Swensen
In this fully revised and updated edition, Swensen, author of the bestselling personal finance guide Unconventional Success, describes the investment process that underpins Yale's endowment. He provides lucid and penetrating insight into the world of institutional funds management, illuminating topics ranging from asset-allocation structures to active fund management. Swensen employs an array of vivid real-world examples, many drawn from his own formidable experience, to address critical concepts such as handling risk, selecting advisors, and weathering market pitfalls.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
The Articulate Executive: Learn to Look, Act, and Sound Like a Leader
By: Granville N. Toogood
Granville N. Toogood is a top executive communications expert, as well as an established speaker, trainer, and writer. Before starting his own company in 1982, Mr. Toogood was a television reporter and network news producer for NBC and ABC. Today he works with a long list of blue-chip clients and has served as a consultant to 38 of the Fortune 50 CEOs, as well as thousands of senior-level executives, elected officials, and diplomats throughout the world. This book is based on his acclaimed corporate workshops in executive communications. Mr. Toogood resides in Darien, Connecticut.
Source: Amazon.com
By: Granville N. Toogood
Granville N. Toogood is a top executive communications expert, as well as an established speaker, trainer, and writer. Before starting his own company in 1982, Mr. Toogood was a television reporter and network news producer for NBC and ABC. Today he works with a long list of blue-chip clients and has served as a consultant to 38 of the Fortune 50 CEOs, as well as thousands of senior-level executives, elected officials, and diplomats throughout the world. This book is based on his acclaimed corporate workshops in executive communications. Mr. Toogood resides in Darien, Connecticut.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
First Things First
By: Stephen R. Covey
Applies the insights of "The 7 Habits of Highly Effective People" to the daily problems of people who must struggle with the ever-increasing demands of work and home life. Rather than focusing on time and change, this book emphasizes relationships, results and effectiveness.
Source: Amazon.com
By: Stephen R. Covey
Applies the insights of "The 7 Habits of Highly Effective People" to the daily problems of people who must struggle with the ever-increasing demands of work and home life. Rather than focusing on time and change, this book emphasizes relationships, results and effectiveness.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
The Trusted Advisor
By: David H. Maister
In today's fast-paced networked economy, professionals must work harder than ever to maintain and improve their business skills and knowledge. But technical mastery of one's discipline is not enough, assert world-renowned professional advisors David H. Maister, Charles H. Green, and Robert M. Galford. The key to professional success, they argue, is the ability to earn the trust and confidence of clients. To demonstrate the paramount importance of trust, the authors use anecdotes, experiences, and examples -- successes and mistakes, their own and others' -- to great effect. The result is an immensely readable book that will be welcomed by the inexperienced advisor and the most seasoned expert alike.
Source: Amazon.com
By: David H. Maister
In today's fast-paced networked economy, professionals must work harder than ever to maintain and improve their business skills and knowledge. But technical mastery of one's discipline is not enough, assert world-renowned professional advisors David H. Maister, Charles H. Green, and Robert M. Galford. The key to professional success, they argue, is the ability to earn the trust and confidence of clients. To demonstrate the paramount importance of trust, the authors use anecdotes, experiences, and examples -- successes and mistakes, their own and others' -- to great effect. The result is an immensely readable book that will be welcomed by the inexperienced advisor and the most seasoned expert alike.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
Built to Last: Successful Habits of Visionary Companies
By: Jim Collins
What separates General Electric, 3M, Merck, Wal-Mart, Hewlett-Packard, Walt Disney, and Philip Morris from their rivals? How, for example, did Procter & Gamble, which began life substantially behind rival Colgate, eventually prevail as the premier institution in its industry? How was Motorola able to move from a humble battery repair business into integrated circuits and cellular communications, while Zenith never became dominant in anything other than TVs? How did Boeing unseat McDonnell Douglas as the world's best commercial aircraft company -- what did Boeing have that McDonnell Douglas lacked?
By answering such questions, Collins and Porras go beyond the incessant barrage of management buzzwords and fads of the day to discover timeless qualities that have consistently distinguished out-standing companies. They also provide inspiration to all executives and entrepreneurs by destroying the false but widely accepted idea that only charismatic visionary leaders can build visionary companies.
Filled with hundreds of specific examples and organized into a coherent framework of practical concepts that can be applied by managers and entrepreneurs at all levels, Built to Last provides a master blueprint for building organizations that will prosper long into the twenty-first century and beyond.
Source: Amazon.com
By: Jim Collins
What separates General Electric, 3M, Merck, Wal-Mart, Hewlett-Packard, Walt Disney, and Philip Morris from their rivals? How, for example, did Procter & Gamble, which began life substantially behind rival Colgate, eventually prevail as the premier institution in its industry? How was Motorola able to move from a humble battery repair business into integrated circuits and cellular communications, while Zenith never became dominant in anything other than TVs? How did Boeing unseat McDonnell Douglas as the world's best commercial aircraft company -- what did Boeing have that McDonnell Douglas lacked?
By answering such questions, Collins and Porras go beyond the incessant barrage of management buzzwords and fads of the day to discover timeless qualities that have consistently distinguished out-standing companies. They also provide inspiration to all executives and entrepreneurs by destroying the false but widely accepted idea that only charismatic visionary leaders can build visionary companies.
Filled with hundreds of specific examples and organized into a coherent framework of practical concepts that can be applied by managers and entrepreneurs at all levels, Built to Last provides a master blueprint for building organizations that will prosper long into the twenty-first century and beyond.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
Y-Size Your Business: How Gen Y Employees Can Save You Money and Grow Your Business
By: Jason Ryan Dorsey
Companies that wisely choose to embrace Gen Y today will be well positioned to navigate the global economy tomorrow. Not only will these companies benefit from the talents and ambitions of Gen Ytheyll also benefit from Gen Y's increasing economic influence as well as their massive social networks. Based on Dorsey's work with business leaders at companies around the world, as a keynote speaker, consultant, and generational expert, Y-Size Your Business presents precisely the solutions you need to make the most of an increasingly important generation that is ready to make an impact from their first day at work (and then blog about it!).
Source: Amazon.com
By: Jason Ryan Dorsey
Companies that wisely choose to embrace Gen Y today will be well positioned to navigate the global economy tomorrow. Not only will these companies benefit from the talents and ambitions of Gen Ytheyll also benefit from Gen Y's increasing economic influence as well as their massive social networks. Based on Dorsey's work with business leaders at companies around the world, as a keynote speaker, consultant, and generational expert, Y-Size Your Business presents precisely the solutions you need to make the most of an increasingly important generation that is ready to make an impact from their first day at work (and then blog about it!).
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
Five Minds for the Future
By: Howard Gardner
We live in a time of relentless change. The only thing that?s certain is that new challenges and opportunities will emerge that are virtually unimaginable today. How can we know which skills will be required to succeed?
Complete with a substantial new introduction, Five Minds for the Future provides valuable tools for those looking ahead to the next generation of leaders - and for all of us striving to excel in a complex world.
Source: Amazon.com
By: Howard Gardner
We live in a time of relentless change. The only thing that?s certain is that new challenges and opportunities will emerge that are virtually unimaginable today. How can we know which skills will be required to succeed?
Complete with a substantial new introduction, Five Minds for the Future provides valuable tools for those looking ahead to the next generation of leaders - and for all of us striving to excel in a complex world.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
We Are Smarter Than Me: How to Unleash the Power of Crowds in Your Business
By: Barry Libert
In We Are Smarter Than Me, you will discover exactly how to use social networking and community in your business, driving better decision-making and greater profitability. The book shares powerful insights and new case studies from product development, manufacturing, marketing, customer service, finance, management, and beyond. You'll learn which business functions can best be accomplished or supported by communities; how to provide effective moderation, balance structure with independence, manage risk, define success, implement effective metrics, and much more. From tools and processes to culture and leadership, We Are Smarter than Me will help you transform the promise of social networking into a profitable reality.
Source: Amazon.com
By: Barry Libert
In We Are Smarter Than Me, you will discover exactly how to use social networking and community in your business, driving better decision-making and greater profitability. The book shares powerful insights and new case studies from product development, manufacturing, marketing, customer service, finance, management, and beyond. You'll learn which business functions can best be accomplished or supported by communities; how to provide effective moderation, balance structure with independence, manage risk, define success, implement effective metrics, and much more. From tools and processes to culture and leadership, We Are Smarter than Me will help you transform the promise of social networking into a profitable reality.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
Den of Thieves
By: James B. Stewart
A number-one bestseller from coast to coast, Den of Thieves tells, in masterfully reported detail, the full story of the insider-trading scandal that nearly destroyed Wall Street, the men who pulled it off, and the chase that finally brought them to justice. Pulitzer Prize winner James B. Stewart shows for the first time how four of the biggest names on Wall Street -- Michael Milken, Ivan Boesky, Martin Siegel, and Dennis Levine -- created the greatest insider-trading ring in financial history and almost walked away with billions, until a team of downtrodden detectives triumphed over some of America's most expensive lawyers to bring this powerful quartet to justice.
Based on secret grand jury transcripts, interviews, and actual trading records, and containing explosive new revelations about Michael Milken and Ivan Boesky written especially for this paperback edition, Den of Thieves weaves all the facts into an unforgettable narrative -- a portrait of human nature, big business, and crime of unparalleled proportions.
Source: Amazon.com
By: James B. Stewart
A number-one bestseller from coast to coast, Den of Thieves tells, in masterfully reported detail, the full story of the insider-trading scandal that nearly destroyed Wall Street, the men who pulled it off, and the chase that finally brought them to justice. Pulitzer Prize winner James B. Stewart shows for the first time how four of the biggest names on Wall Street -- Michael Milken, Ivan Boesky, Martin Siegel, and Dennis Levine -- created the greatest insider-trading ring in financial history and almost walked away with billions, until a team of downtrodden detectives triumphed over some of America's most expensive lawyers to bring this powerful quartet to justice.
Based on secret grand jury transcripts, interviews, and actual trading records, and containing explosive new revelations about Michael Milken and Ivan Boesky written especially for this paperback edition, Den of Thieves weaves all the facts into an unforgettable narrative -- a portrait of human nature, big business, and crime of unparalleled proportions.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
Barbarians at the Gate: The Fall of RJR Nabisco
By: Bryan Burrough & John Helyar
A #1 New York Times bestseller and arguably the best business narrative ever written, Barbarians at the Gate is the classic account of the fall of RJR Nabisco. An enduring masterpiece of investigative journalism by Bryan Burrough and John Helyar, it includes a new afterword by the authors that brings this remarkable story of greed and double-dealings up to date twenty years after the famed deal. The Los Angeles Times calls Barbarians at the Gate, Superlative. The Chicago Tribune raves, Its hard to imagine a better story...and its hard to imagine a better account. And in an era of spectacular business crashes and federal bailouts, it still stands as a valuable cautionary tale that must be heeded.
Source: Amazon.com
By: Bryan Burrough & John Helyar
A #1 New York Times bestseller and arguably the best business narrative ever written, Barbarians at the Gate is the classic account of the fall of RJR Nabisco. An enduring masterpiece of investigative journalism by Bryan Burrough and John Helyar, it includes a new afterword by the authors that brings this remarkable story of greed and double-dealings up to date twenty years after the famed deal. The Los Angeles Times calls Barbarians at the Gate, Superlative. The Chicago Tribune raves, Its hard to imagine a better story...and its hard to imagine a better account. And in an era of spectacular business crashes and federal bailouts, it still stands as a valuable cautionary tale that must be heeded.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
Nudge: Improving Decisions About Health, Wealth, and Happiness
By: Richard H. Thaler
Nudge is about choiceshow we make them and how we can make better ones. Drawing on decades of research in the fields of behavioral science and economics, authors Richard H. Thaler and Cass R. Sunstein offer a new perspective on preventing the countless mistakes we makeill-advised personal investments, consumption of unhealthy foods, neglect of our natural resourcesand show us how sensible choice architecture can successfully nudge people toward the best decisions. In the tradition of The Tipping Point and Freakonomics, Nudge is straightforward, informative, and entertaininga must-read for anyone interested in our individual and collective well-being.
Source: Amazon.com
By: Richard H. Thaler
Nudge is about choiceshow we make them and how we can make better ones. Drawing on decades of research in the fields of behavioral science and economics, authors Richard H. Thaler and Cass R. Sunstein offer a new perspective on preventing the countless mistakes we makeill-advised personal investments, consumption of unhealthy foods, neglect of our natural resourcesand show us how sensible choice architecture can successfully nudge people toward the best decisions. In the tradition of The Tipping Point and Freakonomics, Nudge is straightforward, informative, and entertaininga must-read for anyone interested in our individual and collective well-being.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
The Art of Mingling: Proven Techniques for Mastering Any Room
By: Jeanne Martinet
Does the idea of going to a large party make your palms sweat and your mouth go dry? You are not alone. Many people suffer from minglephobia, a secret terror of large parties. Jeanne Martinet's tried-and-true cure is her unique system of techniques and strategies for overcoming social fears. Now you can relax and thrive at any business or social event.
Source: Amazon.com
By: Jeanne Martinet
Does the idea of going to a large party make your palms sweat and your mouth go dry? You are not alone. Many people suffer from minglephobia, a secret terror of large parties. Jeanne Martinet's tried-and-true cure is her unique system of techniques and strategies for overcoming social fears. Now you can relax and thrive at any business or social event.
Source: Amazon.com
20 Essential Books for Every Advisor's Summer Reading List
Be Here Now
By: Ram Dass
A Lama Foundation Book. Describes one man's transformation upon his acceptance of the principles of Yoga and gives a modern restatement of the importance of the spiritual side of man's nature. Illustrated.
Source: Amazon.com
By: Ram Dass
A Lama Foundation Book. Describes one man's transformation upon his acceptance of the principles of Yoga and gives a modern restatement of the importance of the spiritual side of man's nature. Illustrated.
Source: Amazon.com
