New advisor recommended reading?

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Sep 13, 2008 11:27 am

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...???
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Sep 13, 2008 11:47 am

While we're on the sublect I'd also like to know of any good books on prospecting and networking.

Sep 13, 2008 5:30 pm

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."

Sep 13, 2008 8:46 pm

29% Solution is a good book which gives you weekly action plans.

Sep 13, 2008 9:04 pm

You might want to grab a dictionary to learn how to spell.

Sep 13, 2008 9:39 pm

Wow...thats a childish response

Sep 13, 2008 11:00 pm
wind3574:

Wow...thats a childish response

 
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.
Sep 13, 2008 11:43 pm
wind3574:

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. 
Sep 14, 2008 12:05 am

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.  

Sep 14, 2008 7:36 am
bondo:

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 
Sep 14, 2008 8:28 am
bondo:
wind3574:

Wow...thats a childish response

 
Ewe no, your write.  Proper spelling, grammar and punctuation are not important in our business.
 
 
your = you're
write= right
 
 
Sep 14, 2008 11:30 am
bullinachinashop:
bondo:
wind3574:

Wow...thats a childish response

 
Ewe no, your write.  Proper spelling, grammar and punctuation are not important in our business.
 
 
your = you're
write= right
 
 
 
Ewe = You
no = know
Sep 14, 2008 12:40 pm
If you want a fast start, find these books/CDs:
 
Building a Financial Services Clientele
 
How to Master your time
 
You can't learn to ride a bike at a seminar
 
The Psychology of Sales Call Reluctance
Sep 14, 2008 2:47 pm

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??
Sep 14, 2008 3:21 pm

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.