Financial Advisor Books Top List

Want to know the best books for developing clients and becoming a winning financial advisor? Here are the best books for a financial advisor.

  1. The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth

    The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth

    by Rob Knapp

    How is it possible to provide superior customer service to clients while also continuing to grow and scale your business? Knapp's system teaches you how to develop high levels of client satisfaction. His approach teaches market segmentation, planning and leadership skills. The successful 'supernova advisor' is the one who shines the bright light of customer service and also strategically moves toward growing a larger client bases.

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  2. Questions Great Financial Advisors Ask

    Questions Great Financial Advisors Ask

    by Alan Parisse

    New financial advisors benefit from this book which shows you how to demonstrate to clients that you deeply care about their financial needs. Veteran financial advisors will be reminded of the soft skills they learned long ago. If you do not have a high client conversion rate or you are just getting started, this book may be what you are missing. "Questions Great Financial Advisors Ask" provides essential tools for getting more clients, earning loyalty and expanding your portfolios.

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  3. The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer

    The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer

    by David J. Mullen Jr.

    Perfect for the new financial planner looking to build a portfolio of clients and develops a successful marketing plan. Mullen tells you exactly what you need to do to develop a million dollar portfolio. You'll learn how to grown your client list by converting 'prospects' into 'customers'. Experienced financial advisors will likely prefer Mullen's follow-up book, The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers.

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  4. The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

    The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

    by David J. Mullen Jr.

    This books is must-read for any financial sales professional. Mullen builds on the strengths of his previous book and provides a winning strategy for becoming a top advisor. His long-term approach shows you how to develop customers in specialized financial markets.

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  5. Storyselling for Financial Advisors : How Top Producers Sell

    Storyselling for Financial Advisors : How Top Producers Sell

    by Scott West

    Successful financial advisors have one skill on which all of their livelihoods ride - the ability to tell their stories. In Storyselling for financial advisors, West describes communication techniques that will help you tap into affluent markets,find new clients, and help clients trust you as they tell you their own unique stories.

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  6. The New Financial Advisor: Strategies for Successful Family Wealth Management

    The New Financial Advisor: Strategies for Successful Family Wealth Management

    by G. Scott Budge

    How can you be successful as a financial advisor in the 21st Century, or in these times of economic uncertainty? In The New Financial Advisor, Scott Budge shares his knowledge of the technical aspects of financial management. He provides valuable lessons on listening to and influencing your clients throughout the planning process. Have you ever had a client that did seen to want your advice, or tried to tell you how to do your job? In the New Financial Advisor, you learn how to successfully navigate these relationships.

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  7. Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families

    Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families

    by Stephen D. Gresham

    In Advisor for Life, your learn how to manage fears and dreams of client and communicate your value. A Barron's Top 100 Financial Advisor notes "Steve Gresham's advice is always of interest to me--he is always right there on the cutting edge." This book is better suited to financial advisors who already have an active practice, not for people looking to explore careers.

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  8. Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan

    Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan

    by Eric T. Bradlow

    Eric Bradlow boils down the essence of marketing theory and applies the principles of marketing to the work of Financial Advisors. His strategies could be applied by insurance advisors, mortgage brokers and indeed all financial advisors. If you rely on commissions, or need a strategic approach to growing clients, this is the right book for you. You will learn how to establish a brand, understand client needs, and build a sophisticated marketing plan.

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