10 Must-Read Books for Advisors
December 4, 2010 12:00 AM
10 Must-Read Books for Advisors
1. Storyselling for Financial Advisors: How Top Producers Sell
by Scott West and Mitch Anthony
West and Anthony explain how to make intuitive connections when advisors pitch their story to potential clients that engage both sides of their brains, using Warren Buffett, one of the greatest storysellers, as a real-life example.
10 Must-Read Books for Advisors
2. The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers
by David J. Mullen Jr.
Mullen interviews 15 multimillion-dollar producers about the secrets to their success, distilling their answers into 13 distinct lessons.
10 Must-Read Books for Advisors
3. The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
by David J. Mullen Jr.
This comprehensive book combines marketing, prospecting, sales, and time management techniques into a system that will help advisors build a successful and lucrative practice.
10 Must-Read Books for Advisors
4. Questions Great Financial Advisors Ask... and Investors Need to Know
by Alan Parisse and David Richman
Parisse and Richman compile the questions successful advisors ask that lead to the deep conversations necessary to help clients achieve their true financial goals.
10 Must-Read Books for Advisors
5. The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
by Rob Knapp
The Supernova Model is a client service, client acquisition, and practice management model first implemented by financial advisors at Merrill Lynch under Knapp that drives an explosive acceleration in revenue and client satisfaction.
10 Must-Read Books for Advisors
6. The Art of Selling to the Affluent: How to Attract, Service, and Retain Wealthy Customers & Clients for Life
by Matt Oechsli
How to meet the needs of affluent clients, from the initial contact, to the sales presentation, to providing the level of service and quality they expect, to securing them as long-term customers.
10 Must-Read Books for Advisors
7. Networking with the Affluent
by Thomas J. Stanley
From the New York Times bestselling author of The Millionaire Next Door, the classic guide on how to network with the affluent client.
10 Must-Read Books for Advisors
8. Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice
by Ron Carson and Steve Sanduski
Top-producing industry veterans Carson and Sanduski argue that in a commoditized world, differentiating through service, brand and relationship is the only sustainable way advisors can compete.
10 Must-Read Books for Advisors
9. Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes
by Steve Moore and Gary Brooks
Moore details proven techniques that allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients.
10 Must-Read Books for Advisors
10. Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy
by Bill Bachrach
By defining their own unique values, advisors can create a plan that not only looks good on paper, but spurs them to follow through and achieve their goals, in business and in life.
10 Must-Read Books for Advisors
Looking for a stocking stuffer for your favorite financial planner? Check out the 10
