Allow me to take you into my thinking behind these five books. Much of it evolved from conversations with two close friends: a pediatrician who’s worried about keeping people healthy and a businessman worried about the economy. I had an epiphany: Rather than suggest books for easy (mindless) summer reading, I decided to take you into the deep pastures of my mind and suggest books that have helped me keep things in perspective during these challenging times. Hopefully, they’ll do the same for you.
Incidentally, each of these books can also serve as a thoughtful gift to the right client—obviously you need to know your clients. Anyway, here we go …
Matt Oechsli is author of How to Build a 21st Century Financial Practice: Attracting, Servicing, and Retaining Affluent Clients. www.oechsli.com