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Dec 2024
24m 10s

7 Books I Think All Financial Advisors S...

James Pollard
About this episode

Most of the bestselling books you see littered across airports are not only trending fads at best, but there is downright dangerous business advice spread as gospel in them too. 

Turns out, the best business books weren’t written in the last year, the last ten years, or even the last twenty years. 

They’re different. 

They’re timeless. 

And their wisdom will grow your business faster—with no chance of duping you into costly mistakes like airport books can. 

Listen now to hear the 7 books I think all financial advisors should read. 

Show highlights include:

  • How to read a book by the end of the year (without depriving yourself of champagne, gifts, and Christmas festivities) (0:52) 
  • Why even atheist financial advisors should read the Bible (1:44)
  • This mystical book recommendation from a “con man” always gets pushback… but it works (3:04) 
  • My favorite Warren Buffet book (even though he didn’t write it and it’s barely about him) (4:55) 
  • How airport books can actually set your financial advice business back decades (5:35) 
  • The “Investor Mindset” secret shared by 8 of the world’s most successful CEOs (6:10) 
  • Why rapid client growth is the worst way to grow your business (6:39)
  • The “few simple disciplines” secret from the world’s greatest motivational speaker (11:25) 
  • 3 traps that will ransack your business and freedom if you fall into them (18:47) 

Since you listen to this podcast, I want to give you a gift: 

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

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