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Reading list: Book recommendations for financial advisors

Financial Planning

The leading resource of news, data and analysis for the wealth management industry.

发布日期: 2022年10月23日

Your time is valuable —?and if you're anything like us, probably limited. So, we're here to save you some of it.

Over the years, FP has compiled a few "best books" lists for financial advisors and planners. But new books are out all the time, so if you have suggestions for others, send a note to Brian Wallheimer, editor-in-chief. He's at [email protected]

Happy reading!

The Daily Planner

28,140 位关注者

Madeline Carrera, PhD

Experiential Learning Expert | Curricular Strategist | Small Business Owner | Practitioner of Reflection

2 年

Ooh thank you! Everyone should read like a financial planner. It’s a great skill to have

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