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Advisor Reads

Common Financial Sense: Simple Strategies for Successful 401(k) & 403(b) Retirement Plan Investing 

Author: Harris Nydick & Greg Makowski

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The decisions you make about your 401(k) or 403(b) plan today will have a huge impact on your life tomorrow. Your future isn't going to pay for itself. Common Financial Sense will give you the knowledge you need to fund the retirement you deserve.
Common Financial Sense lays out the basics of 401(k) and 403(b) planning in simple, easy to understand language. 

The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

Author: David J. Mullen, Jr.

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The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

THE TRUTH SHALL SET YOUR WALLET FREE: Secrets to Finding the Perfect Financial Advisor 

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Author: Nicholas W. Stuller

THE TRUTH SHALL SET YOUR WALLET FREE: Secrets to Finding the Perfect Financial Advisor objectively educates consumers on how to find and select their "perfect" financial advisor. Advisors appreciate "The Truth" because for the first time a truly educational book has been written by someone who does not compete with nor take issue with the advisor universe. There are many ways advisors leverage the book, such as giving it to prospects, conducting educational seminars and webinars, or asking current clients to give it to friends.

Questions Great Financial Advisors Ask... and Investors Need to Know

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Author: Alan Parisse & David Richman

A financial advisor recounts an interview with a recently retired physician who planned an enjoyable—and costly—retirement. The doctor wanted his entire portfolio in bonds, which was far too conservative to maintain the lifestyle he and his wife had planned. In the advisor’s words:
"This fellow was a bit of a know-it-all, and I wasn’t getting through. Finally I asked him, 'Doctor, how will it feel for you when you have to go back to work?' That got his attention, and I was able to lay out a strategy that would allow him to retire and stay retired."

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. That’s how great advisors help clients wring the emotion out of investing and set them on the rational road to achieving their financial goals.

The Excellent Investment Advisor 

Author: Nick Murray 

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Investing

Principles For Navigating: BIG DEBT CRISES

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On the 10th anniversary of the 2008 financial crisis, one of the world's most successful investors, Ray Dalio, shares his unique template for how debt crises work and principles for dealing with them well. This template allowed his firm, Bridgewater Associates, to anticipate events and navigate them well while others struggled badly.

The Essays of Warren Buffet: Lessons of Corporate America

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The gold standard of its genre, according to Warren Buffett, the fourth edition of The Essays of Warren Buffett: Lessons for Corporate America marked this volume's 20th anniversary. As the book Buffett autographs most, its popularity and longevity attest to the widespread appetite for this unique compilation of Buffett's thoughts that is at once comprehensive, non-repetitive, and digestible. New and experienced readers alike will gain an invaluable informal education by perusing this classic arrangement of Warren's best writings.

Thinking, Fast and Slow 

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In the international bestseller, Thinking, Fast and Slow, Daniel Kahneman, the renowned psychologist and winner of the Nobel Prize in Economics, takes us on a groundbreaking tour of the mind and explains the two systems that drive the way we think. System 1 is fast, intuitive, and emotional; System 2 is slower, more deliberative, and more logical. The impact of overconfidence on corporate strategies, the difficulties of predicting what will make us happy in the future, the profound effect of cognitive biases on everything from playing the stock market to planning our next vacation―each of these can be understood only by knowing how the two systems shape our judgments and decisions.

Security Analysis: Sixth Edition, Foreword by Warren Buffett 

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"A road map for investing that I have now been following for 57 years."
--From the Foreword by Warren E. Buffett

First published in 1934, Security Analysis is one of the most influential financial books ever written. Selling more than one million copies through five editions, it has provided generations of investors with the timeless value investing philosophy and techniques of Benjamin Graham and David L. Dodd.

One Up On Wall Street 

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More than one million copies have been sold of this seminal book on investing in which legendary mutual-fund manager Peter Lynch explains the advantages that average investors have over professionals and how they can use these advantages to achieve financial success. America’s most successful money manager tells how average investors can beat the pros by using what they know. According to Lynch, investment opportunities are everywhere. From the supermarket to the workplace, we encounter products and services all day long. By paying attention to the best ones, we can find companies in which to invest before the professional analysts discover them. When investors get in early, they can find the “tenbaggers,” the stocks that appreciate tenfold from the initial investment. A few tenbaggers will turn an average stock portfolio into a star performer.

Warren Buffett and the Interpretation of Financial Statements: The Search for the Company with a Durable Competitive Advantage

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With an insider's view of the mind of the master, Mary Buffett and David Clark have written a simple guide for reading financial statements from Warren Buffett's succccessful perspective.
Buffett and Clark clearly outline Warren Buffett's strategies in a way that will appeal to newcomers and seasoned Buffettologists alike. Inspired by the seminal work of Buffett's mentor, Benjamin Graham (The Interpretation of Financial Statements, 1937), this book presents Buffett's interpretation of financial statements with anecdotes and quotes from the master investor himself.

Tech

2018 America's Best TAMPs: Your Inside Look at the Best Turnkey Asset Management Programs for Financial Advisors and Broker-Dealer Representatives 

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#1 RATED RESOURCE: America's Best TAMPs is the industry's leading guide on turnkey asset management programs (TAMPs). It is read by thousands for financial advisors. CURATED RECOMMENDATIONS: The TAMP industry is not only competitive, but confusing to those without specialized knowledge. America's Best TAMPs simplifies an otherwise complex sector, making clear recommendations for financial professionals. IN-DEPTH PROFILES: Nearly every major TAMP in the country is featured, with a dedicated profile outlining company history, leadership, contact information, offerings and more. 

Fintech in a Flash: Financial Technology made Easy (2018 Edition)

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The best guide to financial technology! (now updated for 2018)

Welcome to the exciting world of Fintech! The financial services technology industry is booming, with investment in excess of $20 billion just in the last year. There are more than 5000 fintech startups operating, and 50 of them have already reached a billion-dollar valuation. The scope of this market goes way beyond online payments. Financial technology promises to change the way we manage our money online, disrupting the landscape of the financial services industry is being disrupted. Understanding its many facets is the key to navigating the complex nuances of this global industry.

Best Practices

Principles: Life and Work

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#1 New York Times Bestseller
“Significant...The book is both instructive and surprisingly moving.” —The New York Times
Ray Dalio, one of the world’s most successful investors and entrepreneurs, shares the unconventional principles that he’s developed, refined, and used over the past forty years to create unique results in both life and business—and which any person or organization can adopt to help achieve their goals.

It's My Life! I Can Have The Job I Want

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Everyone deserves to have a job where they naturally thrive. This book will show you how to find your next job faster: - Discover what makes you happy - Find your ideal company and job - Become the top candidate for any employer - Write a winning resume and interview to win - Be your best version of yourself through your work Whether you're looking for your first job or your last job, this book will give you proven methods, techniques, examples and strategies for finding and landing a job you will love

The Ensemble Practice: A Team-Based Approach to Building a Superior Wealth Management Firm

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A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuations

Why do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets? The answer, according to industry consultant and researcher, P. Palaveev, is that the most successful firms are those which, create and promote a team-based service model that serves as the foundation of their enterprise.

The Transformative Leader       

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We are all leaders in some form or fashion. Whether you are leading a team at work, you are involved in your church or community, you are caring for your family, or you are pursing personal goals and aspirations in life, you are practicing some form of leadership. The quality of your results and the amount of fulfillment you get out of such pursuits depends less on your specific circumstances and much more on how well you understand and apply a set of timeless and universal leadership principles. Unfortunately, the education and training we receive in the course of our academic and professional careers still leaves most of us completely unaware of the simple truths about what’s keeping us from declaring, pursuing, and achieving the extraordinary in our lives. The Transformative Leader is an easy read, chock full of entertaining stories and anecdotes presented in twenty short One Point Lessons that will put you in touch with the extraordinary leader in you, and compel you to think and act in ways that make your career and life as fulfilling and rewarding as they are meant to be. 

The Game of Numbers: Professional Prospecting for Financial Advisors 

Author: Nick Murray

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