Best Books for Financial Experts
Bryan A Robert
Bryan Hoo and Robert Samuel are active authors as well as Professional Investors in different financial markets and they founded Bryan&Robert Publishing as their flagship publishing company.
This is the complete lesson notes on the topic of "Best Books for Financial Experts".
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Book#1: The Intelligent Investor
“The Intelligent Investor” by Benjamin Graham has earned its place in the literary canon for financial titles, and with good reason. First published in 1949, it’s since been updated with a few modern takes, such as commentary and footnotes by financial journalist Jason Zweig. Still, the integrity of Graham’s wisdom remains, from the solidity of value investing to loss minimization to resisting emotional decision-making when navigating the financial markets. This classic read has sold more than a million copies worldwide and has earned ringing endorsements from Barron's.
Book#2: The Million-Dollar Financial Advisor
David J. Mullen Jr.’s “The Million-Dollar Financial Advisor” is a more personal approach to the industry, taking interviews with 15 top financial advisors and compiling it into 13 actionable lessons for financial professionals. These lessons focus on important tenets of the industry, such as building and maintaining client relationships. Mullen, a 30-year industry veteran, was a former managing director at Merrill Lynch.
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Book#3: Common Sense on Mutual Funds
John C. Bogle’s “Common Sense on Mutual Funds” has been established as something akin to gospel in the world of mutual funds. A mutual fund is an investment vehicle through which investors pool their money to invest in securities, usually stocks or bonds. They’re important in the investment world because they’re an easy way to diversify your portfolio in a more cost-effective way. Originally published in 1999, this updated version shares insights on everything from the basics of mutual fund investing to regulatory changes to how to build an investment portfolio with staying power. Bogle was the founder of The Vanguard Group, one of the largest investment companies in the world, as well as the author of “The Little Book of Common Sense Investing” and “Enough.”
Book#4: The 10X Financial Advisor
Ideal for financial advisors who want to grow their businesses but aren’t sure how, Scott Winters’ “The 10X Financial Advisor” encourages financial professionals to run their businesses like, well, a business. His findings are based on the Quantum Leap Success Model, a method that will help financial advisors to not only grow their business but to sustain that growth. As the title suggests, the book explores how that one financial advisor at every firm who is 10 times more successful achieved that growth—and kept it going. An industry veteran and top financial advisor, Winters built a wealth management business from scratch, into more than $2 billion in assets with more than 20,000 clients.
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