Books about building a financial advisory practice: finding clients, earning referrals, serving them well and planning succession. The authors are advisors and the people who coach them.
This list holds 9 books published between 2021 and 2026, 2 with an audiobook edition. A book is on it only when building a financial advisory practice is a central subject of the book, judged from the book's own description, not when it comes up in passing. The most-rated on Amazon come first.
Scott Danner · 2021 · Audiobook
In the land of finance, discipline equals freedom. As a financial advisor, you know this better than anyone else. To your clients and community, you offer expertise, which enables them to achieve their goals and become financially independent. But what about…
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Kelly Edwards · 2021 · Audiobook
Choosing a financial advisor is one of the most important decisions people make in life. They’re entrusting someone with their livelihood, their future, and their family, so the choice is not something they take lightly. Given the stakes, the search almost…
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Stephen Kagawa · 2021
The dynamic between financial advisors and those we advise is broken. As advisors, we want open and honest relationships with our clients. We also want a sense of purpose in our work that comes from serving, not selling. Yet our employers want us to push…
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Paul Franco · 2024
You’ve spent your career preparing clients for retirement, but are you prepared for your own? The strategies that could make or break you when selling your practice as a financial advisor are easy to overlook. From succession planning and exit strategies to…
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The Personal Coach · 2024
You’ve hit a wall with your financial advisory business. You’re burnt out, overwhelmed, or don’t know how to keep growing your company. Whether you want to earn more revenue or break into other markets, you need to infuse something new into your business. In…
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The Surprisingly Simple Path to Unstoppable Advisory Success
Paul Durso · 2026
Are you worn out from prospecting, jumping from seminar to seminar, and hoping the next marketing hack will finally stick? In Built to Serve, you'll discover an entirely different way to grow your practice - one rooted in authenticity, long-term client…
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Winning Loyal Clients Through Authentic Human Connection
John Gatewood · 2026
Human connection can never be replaced. Why do less credentialed advisors consistently win more clients, more referrals, and deeper loyalty than their technically superior competitors? It's not because they're lucky. It's because they have a skill that no…
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Harness the Power of an Accounting Firm’s Elite Wealth Management Practice
Russ Alan Prince, Homer S. Smith IV, CFP, CRPC, BFA, CBEC, Paul A. Saganey, CFP · 2022
The hours and costs to increase revenue within a service-based accounting firm can pile up fast. So many tools, formulas, and schemes miss the mark. So be warned: what financial thought leaders Russ Alan Prince, Homer Smith, and Paul Saganey share in this…
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by Russ Alan Prince (Author), Homer S. Smith IV CFP CRPC BFA CBEC (Author), Paul A. Saganey CFP (Author) & 0 more Format: Kindle Edition
Paul Saganey
The hours and costs to increase revenue within a service-based accounting firm can pile up fast. So many tools, formulas, and schemes miss the mark. So be warned: what financial thought leaders Russ Alan Prince, Homer Smith, and Paul Saganey share in this…
See it on Amazon (opens in a new tab)