Great Books for Every Financial Advisor

The resources available to financial advisors and the continuous process of learning is something that we have spent some time focusing on. Thus far, we’ve spent some time looking into podcasts and documentaries that are highly recommended for financial advisors. In today’s blog post, we are going to cover a few books that are absolutely fantastic for financial advisors. If you’re looking for a list of good reads this summer or you’re wanting to build your professional library, this is an excellent place to start.

The Million Dollar Financial Advisor — David J. Mullen Jr. 

David J. Mullen has written a couple of books directed at financial advisors. Both of them are fantastic books to not only read, but to invest in and read over and over again. The great thing about these books is that they are loaded with content that is never going to expire. Ultimately, the idea of The Million Dollar Financial Advisor is that all advisors need to look over their business. Whether you’re a financial advisor that’s been in the industry for a while, you own your own practice, or you’re interested in starting your own practice one day, this book is a fantastic glimpse at what it takes to really succeed in the financial industry business world.

Ineffective Habits of Financial Advisors — Steve Moore & Gary Brooks

Let’s face it, we all have habits that we would be better off without. When it comes to your career, it’s good to know which habits are going to do more damage than good. If you’re interested in creating good habits that, in turn, help your business, Ineffective Habits of Financial Advisors is a must read. This book dives into the common issue of quality vs.quantity, something that we all face in our day to day lives. An overall easy read, this book definitely helps financial advisors recognize habits that aren’t helping them while guiding them to more effective responses.

The Supernova Advisor — Rob Knapp

The happiness of the client is something that every financial advisor should be concerned with. The Supernova Advisor provides individuals with some guidance on working with clients to set clear expectations. With a clear outline that you can utilize with your clients, The Supernova Advisor is something that every financial advisory practice could benefit from. Aside from helping you set clear expectations with your clients, this book encourages business owners to take a more in-depth look at the services that they offer. If you’re looking for a book that can help you improve the flow of your business, take some time to read The Supernova Advisor. 

Endless Referrals — Bob Burg

Interested in having more of your clients refer their friends and family to your financial advising business? Aren’t we all! Endless Referrals by Bob Burg talks about how you can build quality, lasting relationships with your clients. Though this isn’t a book written solely for financial advisors, it certainly has a place in the industry. Focusing primarily on the relationships that you create, this book can help take every practice to the next level with customer satisfaction and a plan to increase referrals down the road.

Storyselling for Financial Advisors — Scott West & Mitch Anthony

Stories are one of the most powerful tools available in just about any industry. It is our story that encourages people to act a certain way or take a chance with a particular decision. The Storyselling for Financial Advisors talks about how professionals in the finance world can use the power of stories to help their practice. Whether you utilize it to increase client numbers, encourage current clients, or simply market your business, this book is one that all financial professionals could benefit from. 

Questions Great Financial Advisors Ask — Alan Parisse & David Richman

Personal development is a must in the financial advising industry. If you feel as though you’ve plateaued, you might want to check this book out. Questions Great Financial Advisors Ask is an incredible book written by Alan Parisse and David Richman. This book covers some of the great questions that financial advisors should be asking their clients and themselves. It doesn’t matter how long you’ve been in the industry, this is a book that will challenge you to get out of your comfort zone and work a little bit harder on your communicating. 

Take Advantage of Alpha Droid

There are so many different books that can help with the success of your financial advisory business. Alpha Droid is no book, but it is something that could definitely change the game for your practice. Our team has worked tirelessly to create a variety of algorithmic trading strategies for financial advisors to take advantage of. By providing you with current market trends, you can make wise decisions for your clients. 

Take some time to learn more about our software and the reason that we created it in the first place. If you feel like this is something that your practice could benefit from, start your 30-day free trial and get a feel of the software for yourself. Feel free to contact our team if you need any additional assistance, and we would be more than happy to get you taken care of.