The primary half of 2024 has been a strong begin for many advisory companies, with markets having fun with average progress (a nice follow-through after a very robust 2023!), shopper retention charges remaining strong, and a minimum of a little bit of shopper referral progress trickling in. Which is resulting in wholesome revenue margins on the typical advisory agency, as an increasing number of advisors eye the likelihood that AI will produce much more enterprise efficiencies (and stronger profitability) within the yr to return. Happily, change by no means occurs quick within the sluggish however regular evolution of the advisor business, which affords advisory companies the time to pause and take a recent have a look at the panorama of alternatives.
On this context, the approaching summer time season will as soon as once more carry its ordinary respite – a time when most advisors take extra day off (if solely as a result of purchasers are tougher to pin down for summer time conferences, particularly as post-pandemic summer time holidays away from house are again in full swing)… and discover a while to learn and atone for a number of good books!
For many who like to learn, although (and particularly for individuals who have restricted time and can solely get to learn simply 1 or 2 books over the summer time), the perennial query is at all times, “So… what’s a great e book value studying this summer time?”
As a voracious reader myself, I’ve at all times been keen to listen to ideas from others of nice books to learn, whether or not it is one thing new that is simply come out or an ‘outdated basic’ that I ought to return and skim (once more or for the primary time!). And so, within the spirit of sharing, a number of years in the past I launched my record of “Really useful (E-book) Studying for Monetary Advisors“, and it was so effectively acquired that in 2013 I additionally began sharing my annual “Summer time Studying Record” for monetary advisors of one of the best books I might learn within the previous yr. It rapidly grew to become a perennial favourite on Nerd’s Eye View, and so I’ve up to date it each yr, with new lists of books in 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and a recent spherical final yr in 2023.
And now, I am excited to share my newest Summer time Studying record of high books for monetary advisors in 2024, from new views on the right way to rework your corporation into what you really need it to be (whether or not the objective is to ’10X’ the enterprise, scale up the techniques and dial again your personal time, or get your staff working collectively higher), techniques to enhance on shopper communication (from scripts you need to use to domesticate extra referrals, to raised join with purchasers and prospects as a ‘Supercommunicator’), concepts for reinvesting into your personal under-developed capabilities to faucet your’ Hidden Potential‘, or methods to take a pause and think about the right way to enhance your well being and private wellbeing (not simply the enterprise).
So as the summer time season and summer time holidays get underway, I hope that you just discover this urged summer time studying record of books for monetary planners to be useful… and please do share your personal ideas within the feedback on the finish of the article about one of the best books you have learn over the previous yr as effectively!
