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 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...
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...
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