Different From the Other 300,000?

Storytelling for Financial Advisors By Mitch Anthony and Scott West I picked up this book because my communication with clients and prospects needs improvement. People in all industries tend to fall back on acronyms, slang, and technical terms that are like a foreign...

Conserving Client Portfolios

Conserving Client Portfolios During Retirement by William Bengen Written in 2006, Bengen popularized what is known as the “4% Rule.” This work on distribution and withdrawal planning for sustainable retirement income has become the de facto standard against which...

The Remarkable Story of Risk

Against the Odds: The Remarkable Story of Risk by Peter L. Bernstein   “Likeness to Truth is not the same as Truth” I found the historical breadth and depth of this work remarkable as the title suggests. Bernstein takes us on an interesting evolutionary path of...