What is the best book for a financial advisor to read first?

There is no single best choice for every advisor, but The Excellent Investment Advisor by Nick Murray is a strong starting point for advisors who want to improve client communication, trust, and long-term relationship management. The Speed of Trust by Stephen M.R. Covey and A Random Walk Down Wall Street by Burton G. Malkiel can complement it with perspectives on trust and investment principles.

What books help financial advisors get more clients?

Storyselling for Financial Advisors by Scott West and Mitch Anthony, Knock-Out Networking for Financial Advisors and Other Sales Producers by Michael Goldberg, and To Sell Is Human by Daniel H. Pink can help advisors improve messaging, networking, referrals, and communication. The correct title is Storyselling for Financial Advisors, not Storytelling for Financial Advisors. These books work best when paired with a documented prospecting and follow-up process.

What are the best financial history books for advisors?

When Genius Failed by Roger Lowenstein, Lords of Finance by Liaquat Ahamed, and The Smartest Guys in the Room by Bethany McLean and Peter Elkind are useful financial-history selections. They examine market failures, leverage, institutional incentives, and risk management. Each can help advisors put present-day volatility and investor behavior into a longer historical context.

Why should financial advisors read outside of finance?

Reading outside finance can help advisors think more clearly about uncertainty, client behavior, communication, and complex systems. The Black Swan by Nassim Nicholas Taleb explores uncertainty and extreme outcomes. Why Zebras Don’t Get Ulcers by Robert Sapolsky examines stress, while Scale by Geoffrey West explores patterns in biological, social, and economic systems. These subjects can improve how advisors explain risk and understand client decisions.

Best Books for Financial Advisors: The Ultimate Reading List

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Best Books for Financial Advisors: The Ultimate Reading List | Dunham