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Books for Advisors
These are just a few of the books our members are reading. If you see one you'd like to purchase, click on the title and you will be forwarded to the best site to purchase your copy.
Facing Financial Dysfunction: Why Smart People do Stupid Things with Money, 2nd Edition by Bert Whitehead, MBA, JD
Everything you want to know about Holistic Financial Planning, but didn't know whom to ask. This book makes sense of the confusing and conflicting world of financial advice. I have given this book both to my clients and to friends and family and recommend it to everyone who has been asking, "Isn't there a better way?"
Coaching: Evoking Excellence in Others by John Flaherty
This book probes the philosophical underpinnings of coaching. The author challenges the reader and coach to examine the core issues and fundamental questions that we all face. It's a serious book for those in the coaching.
Difficult Conversations: How to Discuss what Matters Most by Douglas Stone et al
The authors, associated with Harvard Law School and the Harvard Project on Negotiation, show how difficult dialogues actually comprise three separate components: the "what happened" conversation (verbalizing what we believe really was said and done), the "feelings" conversation (communicating and acknowledging each party's emotional impact), and the "identity" conversation (expressing the situation's underlying personal meaning). This book is especially good for working with employees (and spouses!)
Getting Things Done by David Allen
David Allen offers a crash course in basic time management and personal organization for the information-overload age. Applying these principals, strategies and techniques will allow you to maximize your productivity and protect your personal time.
Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner by Mitch Anthony et al
This book will give you lots of ideas to use with the ACA System.
Virtual-Office Tools for a High-Margin Practice by David Drucker and Joel P. Bruckenstein
The definitive guide for planners wanting to get replace inefficient office systems with virtual solutions--technology, outsourcing, paperless office, etc. Even if you only take one or two ideas from this book it will pay for itself over and over again.
Enneagram Made Easy by Rene Barron & Elizabeth Wagele
An easy and fun guide to the Enneagram, perhaps the oldest and one of the most effective methods of understanding personality types. A great boon for effectively working with our clients.
Disclosure: When you use these links to order from Amazon.com five percent of your purchase price is directed to our organization. This does not increase the price you pay for the books. If you prefer, you can purchase these books, when available, from other on-line book sellers or from a bookstore in your area.