Books are immensible source of information to build their practice. Different categories of books are needed according to financial advisor requirement.
Most Financial Advisors are focussed of selling financial products so theire main interest of books are marketing.
Negi Financial recommends all categories of books especially Psychology and Behavioral Finance Books.
Table of Contents/ List of all categories
RecommendedBest Books for financial advisor to read in 2021
Practice Management Books for Advisors
- Practice Made Perfect: The Discipline of Business Management for Financial Advisers by Mark C. Tibergien and Rebecca Pomering
- Your Clients For Life by Mitch Anthony
- Blue Ocean Strategy, How to Create Uncontested Market Space and Make the Competition Irrelevant by W. Chan Kim and Renée A. Mauborgne
- The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer by David J. Mullen Jr.
- The Excellent Investment Advisor by Nick Murray
- Practice Made (More) Perfect: Transforming a Financial Advisory Practice Into a Business by Mark C. Tibergien and Rebecca Pomering
- The One-Page Financial Plan: A Simple Way to Be Smart About Your Money by Carl Richards
- The Pursuit of Absolute Engagement: Intentionally Design a Business That Supports the Life You (Really) Want to Live by Julie Littlechild
- The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It by Michael E. Gerber
- The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth by Robert D. Knapp
- The Art of Practicing and the Art of Communication in Financial Planning (India) by Alexandra Armstrong, Sid Mittra and Harold Evensky
- The Financial Advisor’s Ultimate Stress Mastery Guide: 77 Proven Prescriptions to Build Your Resilience by Jack Singer Phd
- The Advisor Handbook For Success: Best of Cafemutual II by Cafemutual
- The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently by Mark C. Tibergien and Kimberly G. Dellarocca
- The Essential Advisor: Building Value in the Investor-Advisor Relationship by Bill Crager and Jay Hummel
Marketing Books for financial advisors
- Virtual Selling: A Quick-Start Guide to Leveraging Video, Technology, and Virtual Communication Channels to Engage Remote Buyers and Close Deals Fast by Jeb Blount
- Storyselling Revisited: How Top Advisors Persuade by Scott West and Mitch Anthony
- Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan by Eric T. Bradlow, Keith E. Niedermeier and Patti Williams
- The Ultimate Sales Machine: Turbocharge Your Business with Relentless Focus on 12 Key Strategies by Chet Holmes
- The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business by Crystal Thies and Matthew Halloran
- Questions Great Financial Advisors Ask… and Investors Need to Know by Alan Parisse and David Richman
- Endless Referrals by Bob Burg
- Digital Marketing All-in-One For Dummies by Stephanie Diamond
- To Sell is Human: The Surprising Truth About Persuading, Convincing, and Influencing Others by Daniel H. Pink
- Selling the Invisible: A Field Guide to Modern Marketing by Harry Beckwith
- Give and Take: A Revolutionary Approach to Success by Adam Grant
- Go-Givers Sell More: Unleashing the Power of Generosity by Bob Burg and John David Mann
- Book Yourself Solid: The Fastest, Easiest, and Most Reliable System for Getting More Clients Than You Can Handle Even if You Hate Marketing and Selling by Michael Port
- Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself by Stephen Wershing
- The Art of Selling to the Affluent: How to Attract, Service, and Retain Wealthy Customers and Clients for Life by Matt Oechsli
- This is Marketing: You Can’t Be Seen Until You Learn To See by Seth Godin
- Advising the Ultra-Wealthy: A Guide for Practitioners by Gregory Curtis
- Permission Marketing: The Marketing Classic for the Internet Age by Seth Godin
Psychology and Behavioral Finance Books for advisors
- Influence: The Psychology of Persuasion by Robert B. Cialdini PhD
- The Psychology of Selling: Increase Your Sales Faster and Easier Than You Ever Thought Possible by Brian Tracy
- Thinking, Fast and Slow by Daniel Kahneman
- Misbehaving: The Making of Behavioural Economics by Richard H Thaler
- Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets by Nassim Nicholas Taleb
- The Psychology of Money by Morgan Housel
- Nudge: Improving Decisions About Health, Wealth and Happiness by Richard H. Thaler and Cass R Sunstein
- Ikigai: The Japanese secret to a long and happy life by Héctor GarcÃa and Francesc Miralles
- Client Psychology by Charles R. Chaffin
- The Power of Habit: Why We Do What We Do, and How to Change by Charles Duhigg
- Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes by Steve Moore and Gary Brooks
- Atomic Habits Tiny Changes, Remarkable Results by James Clear
- Dohanomics: Timeless Lessons For Investors From Sant Kabir And Rahim by Vinayak Sapre
- Advice That Sticks: How to Give Financial Advice That People Will Follow by Moira Somers
- Value Investing and Behavioral Finance: Insights into Indian Stock Market Realities by Parag Parikh
Business Books for advisors
- The Black Swan: The Impact of the Highly Improbable by Nassim Nicholas Taleb
- The Intelligent Investor (English) by Benjamin Graham
- Start With Why: How Great Leaders Inspire Everyone To Take Action by Simon Sinek
- The Checklist Manifesto : How to Get Things Right by Atul Gawande
- Deep Work: Rules for Focused Success in a Distracted World by Cal Newport
- Influence: Science and Practice by Robert B. Cialdini
- Unshakeable: Your Financial Freedom Playbook by Tony Robbins and Peter Mallouk
- The 7 Habits of Highly Effective People by Stephen R. Covey
- Getting Started as a Financial Planner by Jeffrey H. Rattiner
- Principles: Life and Work by Ray Dalio
- Financial Planning 3.0: Evolving Our Relationships with Money by Richard B Wagner
Investment Books for advisors
- UNVEILING THE RETIREMENT MYTH: Advanced Retirement Planning based on Market History by Jim C. Otar
- Common Sense on Mutual Funds by John C. Bogle
- Taxmann’s Direct Taxes Ready Reckoner | 45th Edition | March 2021 | A.Y. 2021-22 & 2022-23 by Vinod K. Singhania
- Bogle On Mutual Funds: New Perspectives For The Intelligent Investor by John C. Bogle
- Fee–Only Financial Planning: How to Make It Work for You by John E. Sestina