Run It Like a Business
Richard J. Koreto
Dearborn Trade Publishing
Koreto, a lifelong journalist, avoids the preachy pitfalls of many practice management authors by sticking to what journalists do best: talking to the experts. In this volume, Koreto details why financial planners succeed, and it's not because of their stock-picking abilities, but for the way they manage their businesses.
From Selling to Serving
Lou Cassara
Dearborn Trade Publishing
Cassara is a kind of Tony Robbins for the financial services industry. His focus is not on choosing the right mutual fund, but on relationships and communications and realizing your potential. The book also examines the importance of “energy” and “emotion” in an advisor's daily dealings. The touchy-feely talk has a limited shelf life, but Cassara's strength of convictions and his sense of humor make the book tolerable.
85 Million Dollar Tips for Financial Advisors
Maribeth Kuzmeski
Red Zone Marketing
The title is confusing; there are 85 tips — apparently worth a million dollars each — not 85 million tips, which is good, considering the cost of printing. This is a sales and marketing book, which means it's high on sizzle and low on steak. Full of one-page “chapters” with titles like “Reach ‘Em on the Radio” and “Invest in a Good-Looking Logo,” it's a quick flipbook with some useful info and a lot of “add some spice!” piffle.
