8 Great Financial Advisor Books That Will Improve Your Business

Looking for a great financial advisor book to help improve yourself and your practice?

Here are the 8 best reads that will help you do exactly that!

1.Gratitude Marketing: How You Can Create Clients For Life By Using 33 Simple Secrets From Successful Financial Advisors

  • When you combine relationship-building ideas with consistent nurturing, you can create clients for life. You’ll learn practical, real-life ideas to help build your business by creating your own Gratitude Marketing System.

2. The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life

  • If you own your firm and are looking for a better balance of work and home life, this book is worth reading. The Sustainable Edge will teach you how to achieve your goals across four key areas: your business, your teams, your clients, and your personal lives.

3. Traction: Get a Grip on Your Business

  • If you ever finish your week tired and stressed, and you don’t feel like you made any progress on your most important goals, Traction will help you focus on the most important parts of your business. You’ll learn the secrets of strengthening the six key components of your business. You’ll find out how run your company so  that you and your team are more focused, achieve more growth, and enjoy your business more.

4. The Checklist Manifesto: How to Get Things Right

  • If you wish you could spend less time on back office operations tasks, this book will teach you the best ways to create systems and processes in your business so that you can spend less time on servicing issues and more time on the things that bring in revenue to you business.

5. Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself

  • End the discomfort of asking clients for referrals by creating a brand new approach that’s more respectful and effective

6. The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It

  • One of the best books on learning how to create a business that allows you to focus only on the things that bring the greatest result. I treat this as my guide to creating a self managed office.

7. The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results

  • This book will help you cut through the whirlwind you face every day at work so that you can find and focus on the one thing that will give you the single greatest impact in your business

8. The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth

  • This book provides a client service, client acquisition, and practice management model that any advisor can implement. By using the 80/20 rule, it gives you the blueprint to provide amazing client service while also growing your business.


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My Favorite Way to Get Client Referrals Using Gratitude