My summer 2019 reading list
It’s July, and it’s finally warming up in the UK, which means our thoughts can officially turn to the summer holidays!
There’s still a degree of seasonality in the Financial Planning sector, with less work to complete when clients are away on holiday. This quieter period means the summer months are an excellent opportunity to rest, recharge and find inspiration in the best books.
I’ve primarily aimed my summer 2019 reading list at Financial Planners who are striving to improve every aspect of their professional and personal lives.
I’ve purposefully kept the list reasonably short, with 6 selected titles I’m recommending right now.
Don’t feel you need to read each one this summer; pick and choose based on the subjects that interest you most.
I first saw Rory in action when he hosted Ogilvy Change’s Nudgestock event in Folkestone, back in 2017.
His first book, Alchemy, is a revelation.
Every chapter gets you questioning your preconceived notions about the world.
With a big movement in the financial planning space to ‘evidence-based’ everything, Rory makes a strong case for the fact that, as humans, we don’t make logical decisions based on evidence. Quite the opposite.
If you’re as fascinated as me by human behaviour, especially as it applies to the decisions our clients make, then Alchemy is a must read.
Financial services are obsessed with scale. Consolidators snap up firms to grow to a massive size before the inevitable public listing, and regional firms focus on gathering assets under management.
As an antidote to this scale obsession, Company of One makes a compelling case for building a better, not necessarily bigger, business.
This book will appeal to financial planners who want to get better at everything they do, and who want to create a business that serves them and their clients, instead of chasing ever-higher turnover.
I’ve had the pleasure of interviewing James a couple of times for one of my podcasts. He’s a brilliant storyteller and his second book, Time & How to Spend It, is required reading for all financial planners.
If we accept that our role as financial planners is to help clients make the most of their money and their lives, then this is a powerful guide to making that happen.
The concepts James introduces in this book are incredibly practical. He shares insights from psychology, economics, and culture, along with checklists designed to help you live a better life.
Can money buy happiness? It’s an age-old question, with a less than simple answer.
In Happy Go Money, Melissa explains how to buy the most happiness with your spending.
The most successful Financial Planners of the future will combine financial planning, investment management, and behavioural coaching.
Understanding the reasons why, as humans, we’re terrible when it comes to making financial decisions is an essential component for your tool kit.
In The Behavioral Investor, Dan examines the sociological, neurological and psychological factors that influence our investment decisions. He offers practical solutions for improving both returns and behaviour.
George Kinder, the father of financial life planning, is back in 2019 with a new book that invites readers to imagine a future golden civilization.
I’ve had the opportunity to hear George talk about some of the concepts in the book, in which he challenges existing systems and structures, so we can abandon our destructive habits and adopt new ways of approaching life, to help us make progress towards a better time.
What books do you recommend for this summer? I would love to hear your suggestions.Six powerful books for Financial Planners to read on holiday, in @martinbamford's new summer 2019 reading list Click To Tweet