2023 has gotten off to a rocky start for many advisory firms, but a return to relative ‘normalcy’, while still reeling from the tough market returns (and volatile earnings) of the previous year, is For most advisory firms, whatever new position means that the advisory business has arrived. -Pandemic will be normal. Businesses that were back in the office are back, businesses that have remained remote are as they are, and in any event, most advisory firms will find ways to continue serving and retain customers, and bring in new talent. (or revitalize old companies) is slowly adapting. ) at least again slowly growing path. The approaching summer season will once again give us our usual rest. Most advisors take more vacations this time of year (just because more people are away from home for the summer vacation again, making it harder to identify clients attending summer meetings)… Then I noticed the following. Spend some time reading some good books and catching up!
But for those who love to read (especially those who have limited time and can only read one or two books over the summer), the eternal question is, “So… what good books are worth reading this summer?” What is a book?” ”
As a voracious reader myself, I’m always curious to hear other people’s suggestions for great books to read, whether it’s a new book that’s just come out or an “old classic” that I should revisit (either to read again or in the future). was first time! ). So, in the spirit of sharing, a few years ago I published a list of recommended (book) reading for financial advisors. It was so well received that in 2013 we also began sharing our annual “Summer Reading List.” Best book financial adviser I read last year. The book quickly became a firm favorite in his Nerd’s Eye View, so we added new book lists in 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and a new book list last year. Added and updated every year. 2022.
and now,We are excited to share our latest Summer Reading List for Financial Advisors in 2023., from new frameworks on how to think about the ‘geniuses’ who do the best work in the workplace, to how to reframe how we work in a remote (or at least partially remote) workplace, to how to reset. Advisory business growth foundations to gain a competitive edge in an increasingly crowded environment, masterpieces on best practices on how to scale a (multiple) professional services firm (both remotely and in person!), and how to give better feedback to your team. Learn or we can shift our own role in the business from advisor to instructor, manager, or executive leader.
We hope this summer reading list for financial planners is helpful as summer vacations and summer break begin…and be sure to share your suggestions for the best books in the comments section at the end of the article. Thank you for reading this year!
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