The 9 Best Financial Planner Books

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Financial advisors and other financial professionals can choose from a variety of books to enhance their professional development, hence the need for advice strategies and financial management skills. Many workers in the field of finance know how deep the information about finances is. Therefore, we recommend the nine best Financial Planner Books that can improve their skills.

As a result, nine of the best Financial Planner Books have been published by investors and financial advisors. This book, which reviews financial planners, is worthy of your collection. For that, check out the 9 best Financial Planner Books listed below.

The 9 Best Financial Planner Books

1.      “Creatures from Jekyll Island: A Second Look at the Federal Reserve” by G. Edward Griffin

While the title may sound more suitable for a Halloween reading list than a list of the best financial books, make no mistake: this “creature” is one of the must-know financial professionals. Anyone who deals with finance should better understand money and the Federal Reserve.

And no one explains it better—or more interestingly—than Griffin. It was written like a detective story, and Griffin opened the curtain to reveal the “magician’s secret,” which “created a huge illusion called money.”

2.      “An Economist Breaks Into a Brothel: And Other Unexpected Places to Understand Risk” by Allison Schrager


It’s hard to resist a book with a title like “The Beginning of a Bad Joke,” which is good because Schrager’s book shouldn’t be countered. It must be eaten. With only 240 pages, it didn’t take long to do so. In fact, you might wish it would take longer.

An award-winning economist and journalist who has devoted his career to studying how people manage risk in all areas of their lives, Schrager is uniquely suited to help readers do the same.

As financial advisors know, risks are inevitable. Instead, the question is how to measure risk to maximize your chances of getting what you’re looking for. In his book, Schrager teaches five principles for facing risk. They may simply change the way you view investment risk going forward.

3.      “Nudge: Improving Decisions About Health, Wealth, and Happiness” by Richard H. Thaler

Written by Nobel Prize laureates in economics, “Nudge” is a must-read for financial professionals, said Pete Clemson, senior vice president of digital solutions at Advisor Group. “While it’s not specifically about finance, it talks about how to change behavior to be financially successful,” he said. “It’s even a bit funny.”

“Nudge” looks at how we make choices, which we often do poorly, in life and finances. And it explores how to make better decisions. What’s more, if you know how people think, you can help “encourage” them to make better choices—superpowers that will be possessed by many financial professionals.

4.      “The Quants” by Scott Patterson

In his best-selling book in the New York Times, financial journalist Scott Patterson brings readers into the world of quants, who are “technocrats who make billions not by instinct or fundamental analysis, but with formulas and high-speed computers.” Patterson takes the reader inside this chief mathematician without forgetting that his readers may not live and breathe with formulas.

“This passionate chase throughout the history of quantitative finance seeks decades of quant model development along with the colorful characters that developed it,” said Steve Sanduski, a certified financial planner and co-founder of ROL Advisor. “(It’s) a great guide to how quantity dominates the market, written in a very interesting narrative that’s hard to get rid of.”

5.      “Self-Caring Score” by Bill Walsh


Not all finance books have to be boring or directly related to personal money management. Take “Taking Care of Himself” by Bill Walsh, for example. Although it is technically a football book, Sanduski believes there is a lot for financial advisors to learn from it.

In the book, Hall of Fame football coach Bill Walsh shares his leadership philosophy and the 17 values and beliefs that guided how he transformed the San Francisco 49ers from one of the greatest professional sports teams of all time into a three-time Super Bowl champion during his career.

10 years as head coach, Sanduski said. “(Walsh’s) attention to detail, systems, and processes is what top advisors need to do when scaling up a world-class organization,” he said.

6.      “Sticky Advice: How to Give Financial Advice People Will Follow” by Moira Somers

Giving advice is easy, but getting your clients to follow it isn’t. Financial psychologist and executive coach Somers knows how frustrating financial noncompliance can be. He also knows, from his clinical experience and consultation as well as research on positive psychology, behavioral economics, and neuroscience, how to increase the likelihood that it will not happen to you and your clients.

His book discusses five main factors that contribute to whether the client will follow through on your advice. It’s a thought-provoking, practical, and sometimes funny resource for any suggester.

7.      “Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts” by Annie Duke

Whether it works for you or against you, luck plays a role in every situation, according to former World Series of Poker champion Annie Duke. The trick is to let go of your need for certainty and instead focus on assessing what you know and don’t know in order to accept the uncertainty of making better decisions.

8.      “Financial Alchemy” by George Soros

Soros is often hailed as one of the most profitable money managers in the world. In his book, he shares the strategies that earned him the title. A philosopher at heart, Soros has treated the financial markets as his laboratory for extraordinary success. If you go to the last page of this great financial book that has the same perspective on the financial markets that you had when opening its front cover, you may have read it wrong.

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9.      “No Longer Awkward: Communicating With Clients Through Life’s Toughest Times” by Amy Florian


At its core, financial planning is not about money; it’s about people. “No matter how skilled you are at managing money, you may have to help clients as they face grief,” says Misty Lynch, a certified financial planner and planning director of finance at Beck Bode in Boston.

“Avoiding feelings is a mistake that many advisors make because it makes them feel uncomfortable,” but advisors can be very helpful to clients during emotional transitions. Florian’s book will teach you how.

“(It) gives a practical tip on how to stop saying, “I’m sorry,” or a similar phrase, and come in and have a real, meaningful conversation about what your client is going through,” you said. Lynch. “And if you’ve ever heard (Florian) speak, do yourself a favor and sign up. He’s brilliant.”

Well, those are some reviews that discuss the best Financial Planner Books. With the nine books listed above, you can find out more about financial planning books.


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