As June begins and the busy spring conference season comes to an end, it’s time for the annual summer slowdown in the advisory business – when clients begin to travel and are harder to schedule for meetings, advisors themselves go on summer vacation with family, and there’s a lot (or at least a little!) more time for relaxing and reading books.
As an avid reader myself, I know I’m always eager to hear suggestions of good books to read, and so in the spirit of sharing, I maintain a list of my top recommended books for financial advisors, and I launched my first “Summer Reading List” of recommendations back in 2013. It was so popular, I created a new Summer Reading list in 2014. And continuing the trend, I’m now excited to share my latest 2015 Summer Reading list, with suggestions on everything from practice management and “sales” skills to advisors, to the latest in Social Security, and for those who prefer a somewhat “lighter” fare, two recent books on how to teach children to be responsible with money and the science of how spending money really can make us happier.
So as we head into the summer season, I hope that you find this suggested reading list to be helpful… and please do share your own suggestions of what you’re reading in the comments at the end of the article as well!