New advisor recommended reading?
am working for a BD now and am studying for the 7. I cant actually move forward with anything until Spring 09'. However my goal is to move in underneath an advisor next year as an SA then gain the skills to move up from there. <?: prefix = o ns = "urn:schemas-microsoft-com:office:office" />
I have been looking for some books to read to gain knowledge of the actual advising process. But I am having some trouble finding what I am looking for.
I have been looking into some technical analysis stuff, but do you all have any recommendations as far as the best books to read?
I just want to be prepared as I can before I meet with this guy. Maybe on portfolio balancing or money management...??? =================================================================
While we’re on the sublect I’d also like to know of any good books on prospecting and networking.
I haven’t read it yet but have heard from several people that “Never Eat Alone” is a good book on networking. I did read and find helpful and book on referrals called “Referral of a Lifetime.”
Ewe no, your write. Proper spelling, grammar and punctuation are not important in our business. By the way, your quote is not even accurate as to the motto of Paracelsus.
Wow…thats a childish response
Ah yes, yet another one who has apparently never had to make his own way in the real word where how you comminucate actually matters to people. What you call childish, those you will be working for call basic common sense. If you can't be bothered to even TRY to spell properly, who will trust you to be responsible with their hard earned money? Time to grow up - school is over. You asked for feedback - you got it. Ignore it, as you likely will, at your own peril.
Wow…thats a childish response
If you really want technical, you could try to find a copy of “Theory and Practice: Personal Financial Planning” (5th edition). It’s the core book they use for some of the CFP courses.
You might want to grab a dictionary to learn how to spell.
You are right ... I was on the way out the door yesterday and wanted to hurry up and type the question before I left. I didn't run spell check because I had to download some version of software to get the program to run correctly.<?: prefix = o ns = "urn:schemas-microsoft-com:office:office" />
Point taken and I made the edits...
Thank you for your responses, but getting back on track.
1.) The Million Dollar Financial Service Practice (Mullen)2.) Theory and Practice: Personal Financial Planning 5th edition
Ewe no, your write. Proper spelling, grammar and punctuation are not important in our business. [/quote] your = you're write= right
[quote=wind3574]Wow…thats a childish response
Ewe no, your write. Proper spelling, grammar and punctuation are not important in our business. [/quote] your = you're write= right [/quote] Ewe = You no = know
[quote=bondo][quote=wind3574]Wow…thats a childish response
I have been in sales for about 12 years and do well with building relationships. Not that this could not be stronger, but, in this thread I am looking for more info towards the actual advice given. Portfolio management, asset allocation, wealth management. Case studies of clients, example plans & example scenerios...The Intelligent Investor by Graham??
Thanks for correcting the spelling. Drives me nuts, as you can tell.I applaud the effort to get a leg up and read some books on advising before you meet with this guy, however, what if you start down an investment discipline that is 180 degrees from his approach? I ask this because I know my discipline is completely different than most of my coworkers and it drives the coach of the training program I used to be in crazy. I liked: Wise Investing Made Simple All About Index Funds Both are pretty general, but give a nice overview of things. Before you go get any of these books I would find out more about his investment discipline. I have a coworker who is new to a team and he abandoned his old discipline as he had to take on the philosophy of the team.