Skip navigation

This Year's Beach Reading

Four financial titles to pack with the sunscreen.

Top Gun Financial Sales: How to Double or Triple Your Results While Reducing Your Book
D. Scott Kimball

With a title like that, Kimball, a former player for the Toronto Blue Jays, has quite a case to make. But his philosophy, to concentrate on clients that matter and take full advantage of precious time, makes sense, and it certainly worked: He really did triple his production. The analogy to “Top Gun” seems a bit strained, but Kimball has learned some valuable lessons and dispenses them faithfully here.

The Handbook of Risk
edited by Ben Warwick

You feeling lucky? This anthology of essays on risk management, written by “leading risk experts” (Evel Knievel is notably absent) focuses on ways to minimize risk while still maximizing potential windfalls. Sixteen different experts weigh in on diversification, hedge funds and dealing with the possibility of “extreme events.” It wouldn't hurt to study up on your calculus first.

How to Build a 21st Century Financial Practice
Matt Oechsli

Oechsli, a Registered Rep. columnist, knows that these days, your affluent clients have to be happy, comfortable and plentiful. This ambitious volume attempts to map out exactly how to make that happen. This is a comprehensive, conversational tome that attempts to answer every question an advisor might possibly come up with. It comes about as close as you could, while remaining entertaining and straightforward.

New Insights on Covered Call Writing
Richard Lehman and Lawrence G. McMillan

The stock market is too jittery. Fixed-yield investments are too ponderous. Lehman and McMillan try to prove that covered call writing — hardly the most common investment technique — is the missing link. It's a complicated, underused procedure, but Lehman and McMillan have simplified it and mapped out the best way to make it work.

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.