Connect With Me

Recommended Reading For Financial Planners

Financial advisors who read the Nerd's Eye View often ask me for suggestions on the top books I'd recommend reading. As a voracious reader, it's hard to name them all. Many of the books that have had the greatest impact on me have standalone articles dedicated to them on this site (and you can search our archives here).

The books below (broken into categories from Investments to Behavioral Finance and Practice Management) are my "all-time" listing of what I believe are the "best books for financial advisors" to read. Of course, the list below is by no means exhaustive, and is something I continue to add to over time, but hopefully these are helpful highlights of what have been some of the more valuable and influential books to me as a financial planner (and business owner) over the years, and should be useful whether you're looking for books as a new financial advisor or an experienced practitioner!

  • Books On Financial Planning
  • Investment Books
  • Psychology & Behavioral Finance Books
  • General Business Books
  • Practice Management
  • Personal Productivity
  • Marketing
  • Advanced Technical Tomes
  • Summer Reading Lists

General Business Books

"The E-Myth Revisited"

by Michael E. Gerber

Practice Management

"Getting Naked"

by Patrick Lencioni

Summer Reading Lists

To complete this Course purchase, you must log in to your Kitces.com account, or create a Reader account if you don't already have one.

Login to Kitces.com

Forgot my password 



Don't have an account?

Set up a free Reader Account to save articles and purchase courses.

Log in to Kitces.com to complete the purchase of your Course

Forgot my password 

NASAA Requirement

JOIN 50,461 FELLOW FINANCIAL ADVICERS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

Join 50,461 fellow financial advicers getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

X

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 50,461 of your fellow financial

advicers getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​

 

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 50,461 of your fellow financial

advicers getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​