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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
Learn everything you have wanted to know about Holistic Financial Planning, but didn't know who to ask. This book makes sense of the confusing and conflicting world of financial advice. ACA members have given this book to clients, friends, and family and have recommend it to anyone who asks, "Isn't there a better way?"
PassKey EA Review Complete by Kevin Young, MBA, EA and Christy Pinheiro, MBA, EA
Individuals, Businesses and Representation IRS Enrolled Agent Exam Study Guide
PassKey EA Review Part 1 by Kevin Young, MBA, EA and Christy Pinheiro, MBA, EA
Individuals IRS Enrolled Agent Exam Study Guide 2010-2011 Edition
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 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 principles, 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.
In Your Clients for Life, popular speakers and writers have teamed up to encourage financial professionals who are willing to serve clients in a holistic way. Advisors are provided with strategies to integrate financial and life planning issues for clients while growing a practice based on the life planning model.
Virtual-Office Tools for a High-Margin Practice by David Drucker and Joel P. Bruckenstein
This is a definitive guide for planners wanting to replace inefficient office systems with virtual solutions - technology, outsourcing, paperless office, for example. Even if you take only one or two ideas from this book, it will pay for itself over and over again.
Enneagram Made Easy by Rene Baron & Elizabeth Wagele
This book provides an easy and fun guide to the Enneagram, perhaps the oldest and one of the most effective methods of understanding personality types, which can be a great boon for effectively working with 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.