Reading is a best way to enrich yourself and achieve greater success as an individual and as a professional. For the profession of financial advisory, this is especially more true. The profession is one which is evolving in every aspect, be it markets, financial products, technology, practice management or client expectations. A good advisor is expected to be at the top of his game at all times. And being so is difficult if we are ourselves stagnant in our skills and knowledge.
There are countless books available on investing and financial advisory profession. While there may be many which are worthy of reading, we have tried to present here six books, the first set, which are more popular and often quoted. This compilation of books, sourced from the internet, is like a must read for advisors aspiring to get better.
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Questions Great Financial Advisors Ask…and Investors Need to Know - by Alan Parisse and David Richman In order to help clients (and prospective clients) truly meet their financial goals, the authors believe that a financial advisor must ask the right questions. By asking sincere and quality questions, advisors can deepen their relationship with their clients, learn their hidden thoughts about money, and work to create a plan that will help them achieve their goals. Apart from strategic questions that you should be asking your clients, Alan Parisse and David Richman fill Questions Great Financial Advisors Ask…and Investors Need to Know with anecdotes and stories from some of the world's top financial advisors. |
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The Intelligent Investor: The Definitive Book on Value Investing Described as "by far the best book on investing ever written" by none other than Warren Buffett. "Chapters 8 and 20 have been the bedrock of my investing activities for more than 60 years," he says. "I suggest that all investors read those chapters and reread them every time the market has been especially strong or weak." Originally published in 1949, this book has sold more than a million copies and still tops best-selling business book lists. The gimmick-free revised edition, edited by senior Money magazine editor Jason Zweig, lays out the wisdom of value investing. Advising investors to take a big dose of reality for financial advisors when confronting market ups and downs, the book's key topics. |
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The Trusted Advisor 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. |
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Storyselling for Financial Advisors: How Top Producers Sell - by Scott West and Mitch Anthony You know that trust is essential to creating long-lasting relationships with your clients. But how do you build that trust? And are you certain that you're doing it correctly? In Storyselling, the authors explain that the best communication–so vital to building and maintaining client trust—comes from using storytelling to selling financial products that best meet clients' needs. The book presents several practical selling strategies that financial advisors can use, while it also expands upon ideas that can help advisors make personal connections with a wide variety of clients, including niche groups such as women, the 50+ market, and high net-worth individuals. |
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The Million-Dollar Financial Services Practice Mullen reveals how to become a "top-producing" financial advisor using the method he has taught at Merrill Lynch, which involves templates, scripts, letters, action plans for relationship building and time management. Reading the book one may say that Mullen is either a brilliant teacher or a simplistic salesman. But either way, he details exactly what an advisor needs to accomplish to get the job done. There are no shortcuts here - the point is planning. |
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The E-Myth Financial Advisor - by Michael E. Gerber and Michael Steranka Michael E. Gerber's popular E-Myth series is a definite must for anyone who has ever started a business. In The E-Myth for Financial Advisors, the authors analyze the many business mistakes that can ruin a financial practice, while they also present a hands-on, step by step plan to creating a successful advisory business. Great guidance for developing a business structure that provides consistently superlative client service. Read this book so you can increase your chances of success and live to start many more businesses. |
