The Best Books for Professionals, Advisors & Practice Managers

3 minute read

Are you still in the habit of learning new things?

Many financial advisors wonder what they can do to become well-rounded and competitive while increasing their rate of success. A simple way to improve is to increase your knowledge. Dedicating yourself to being a lifetime learner is the greatest gift you can give yourself and those around you.

Your mind is like a muscle: it only develops with use. Reading is to the mind as exercise is to the body.

The most successful entrepreneurs are avid readers. Bill Gates reads about 50 books per year, Mark Cuban reportedly dedicates half his day to reading, and the team here at strives to read for 30 to 60 minutes each day!

An hour of reading each day will enable you to complete about one book per week. One book per week translates to over 50 per year. The average adult reads about 12 books per year. When you begin reading even as little as 30 minutes per day in your field, this alone will give you an incredible edge in your field.

Reading a book a month will impact your personal and business life. Your practice is only as strong as its people. There is a direct correlation between individuals who strive for growth in their personal lives and those who experience success in their professional lives. Cultivate a team with lifelong learners, and you will begin to future proof your practice.

There are many good books for financial advisors to read. The following are a few that we recommend for financial advisors:

The Essentials

The Experience Economy, Updated Edition

By B. Joseph Pine II, James H. Gilmore

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Peter Drucker influenced much of my thought and practice over the years. This book is a compilation of essential ideas from twenty five of his best business writing. Pine and Gilmore redefined marketing.

Insight, Purpose, and Creativity

David Allen helps us to understand that actions always take place with a specific context. Without having a system to handle the daily stuff of our life, we are held back by the thoughts and messes in our lives.

First Things First

By Stephen R. Covey, A. Roger Merrill, Rebecca R. Merrill

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Life Tools

These three writers help us look at the world differently and with purpose. They give us new tools to re-imagine our future.

Chambers for A Memory Palace

By Donlyn Lyndon, Charles W. Moore

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These three books are life companions of mine. I read each, every year, and will continue to do the same forever. These book are life transformers.

Click on these titles and look inside each for the value they contain.

In an ever-changing market and world, it’s more important than ever to stay current, competitive, and up to date. Make a decision today to become a lifelong learner. Your career depends on it!

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