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Must Read Summer Book List for Advisors

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Last year I assembled a list of ten books every advisor should read over the summer for the eMoney blog. This year, I’ve put together a new list comprised of highly rated books pulled from multiple sources: Advisor recommendations, industry publications, and even our CEO Edmond Walters’ personal bookshelf here at eMoney HQ! I even included two books unrelated to advising for your summer reading by the pool or on the beach.

Are there any books your peers should read? Shoot me an email and let me know!

1. Personal Benchmark: Integrating Behavioral Finance and Investment Management by Dr. Daniel Crosby and Chuck Widger

Screen Shot 2015-06-17 at 8.12.32 AMIrrational financial behavior drives a distressing amount of financial mismanagement. In Personal Benchmark: Integrating Behavioral Finance and Investment Management, Dr. Daniel Crosby and Chuck Widger discuss behavioral finance and how using it to your advantage can protect you against irrational financial behavior.

 

2. Better and Faster: The Proven Path to Unstoppable Ideas by Jeremy Gutsche

Screen Shot 2015-06-17 at 8.19.40 AMAfter his energetic keynote presentation at our recent eMoney Advisor Summit, we’re very familiar with Jeremy Gutsche here at eMoney—and we’re some of his biggest fans. In Better and Faster, Gutsche teaches not just how to recognize opportunities when they arise, but how to seize them and reach your full potential as businessperson.

 

3. The Indispensible LinkedIn Sales Guide for Financial Advisors by Kevin Nichols and Matt Oeschli

LinkedInSalesGuide

LinkedIn has seen tremendous growth in the last few months, and with good reason. It’s become the go-to social network for professionals in all walks of life. Authors Kevin Nichols and Matt Oeschli recognize this trend and have put together this comprehensive plan to help financial advisors find clients by using LinkedIn.

4. Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor by Erin Tamberella

PlateauToPinnacle

As the famous saying goes, “Good is the Enemy of Great.” It’s often easy to become complacent in the face of moderate success instead of striving for even greater things. In Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor, Erin Tamberella uses a fictional advisor to demonstrate the kind of rut financial services professionals can find themselves in—and how they can get out of it to achieve their full potential.

5. Unbroken by Laura Hillenbrand

unbroken

And now for something completely different. Laura Hillenbrand’s Unbroken is the true story of Louis Zamperini, a superstar track athlete and later an airman in the Pacific theater of World War II. An inspiring story of bravery and perseverance, the book examines Zamperini’s life from his youth to his time in a Japanese POW camp. Even if you’ve seen the recent movie adaptation, this book is well worth your time for its detailed insights into Zamperini’s mindset and ultimate redemption from his troubled past.

6. The Real-Life MBA: Your No-BS Guide to Winning the Game, Building a Team, and Growing Your Career by Jack & Suzy Welch

RealLifeMBA

The latest in their series of books on business development, Jack & Suzy Welch’s The Real-Life MBA gives you a a thorough education in how to develop your business and your career. Jack’s history as the iconic chairman of GE and Suzy’s tenure at the Harvard Business Review help make them two of the most respected experts on this topic.

7. The Power of Habit: Why We Do What We Do in Life and Business by Charles Duhigg

PowerOfHabit

How we live is often based on habit, and many people are convinced that habits are nearly impossible to break. In this engaging book Pulitzer Prize-winning business reporter Charles Duhigg examines how habits drive what we do—and how we can change them for our benefit.

8. It’s All About Them by Bill Bachrach and Steve Shapiro

ItsAllAboutThem

 

In the words of author Bill Bachrach, “It’s not about telling your story. It’s about telling theirs.” He is, of course, referring to how advisors should relate to their clients—and there’s no better way of relating to others by listening to what they have to say. It’s All About Them teaches you the listening skills necessary to get to know your clients well and devise strategies to help them realize their financial and personal goals.

9. Johnny Carson by Henry Bushkin

JohnnyCarson

Johnny Carson set a standard for late-night TV hosts that today’s performers are still trying to reach. In this perceptive look at one of the icons of American pop culture, Carson’s good friend Harry Bushkin reveals that there was more to Carson than clever puns.

10. Customer Tells: Delivering World-Class Customer Service by Reading Your Customers’ Signs and Signals by Dr. Marty Seldman, John Futterknecht, and Ben Sorensen

CustomerTells

The title is a mouthful, I know. But the insights you’ll gain from this book will make you more observant, a better listener, and more in tune with what your clients really want. The authors of this book drew on their years of experience in corporate training, psychology, and financial services to provide a foolproof guide to better understanding your clients—and giving them even better service and advice.


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