Next Generation Planner: October 2021
“When I was struggling in my mid-20s as an adviser, I discovered Nick Murray’s newsletter. I then went on to pore myself into all of his works. Behavioral Investment Counseling and The Game of Numbers by him were life changing. I continue to reference his writings daily, and it has turned my practice around.”
Sandy Travis, AAMS, AIF
Wealth Manager, Investment Adviser, Cetera Advisor Networks LLC, member FINRA/SIPC
www.linkedin.com/in/kentstravis
“Financial Planning 3.0: Evolving Our Relationships with Money by Richard B. Wagner.”
Natalie Wagner Willis, Finologist, CFRC
Project Lead, The What is Finology?, Project Founder, VitalFinancials
www.linkedin.com/in/natalie-wagner-bb31502b/
“Nerds Eye View at Kitces.com is probably one of the best resources in the industry for both new and experienced planners. I would also suggest checking out the Wealth Managed podcast by Michael Finke and David Blanchett.”
Jim Allen, CFP®, ChFC, EA, CDFA
President and Senior Advisor, Anchor Bay Capital, Inc.
www.linkedin.com/in/jimsterlingwp/
“Financial Planning: The Next Step by Roy Diliberto is one I recommend for all starting planners. It’s such a good overview of how to work in the industry.”
H. Jude Boudreaux, CFP®
Partner and Senior Financial Planner, The Planning Center, Inc.
www.linkedin.com/in/judeb/
“Advice That Sticks by Moira Somers is one of my favorite books about how to be impactful on your clients’ lives.”
Daly Andersson, CFA, CFP®
Managing Partner, Tenet Wealth Partners, LLC
www.linkedin.com/in/dalyandersson/
“Nick Murray, Carl Richards, Morgan Housel, and/or any planners that focus on some of the soft skills. It seems younger planners are so focused on the math and analytics and forget they are dealing with people and their emotions—for better or worse. I actually like to read through a lot of the popular Facebook groups to see what things clients genuinely have questions on and what is most important to them.”
Mike Sheeran, CFP®
Glenn Insurance, Inc.
www.linkedin.com/in/mikesheeran/
“We mistakenly feel that people’s lives have always been like what we’ve experienced in our lifespan. But it’s not, so it’s important to learn about history that’s further out than your lifespan. See how often disruption happens, and how people react to it. I recommend two books that cover the history of the Great Depression:
The Great Depression: A Diary by Benjamin Roth
The Rise and Fall of American Growth by Robert Gordon”
Tina Wood-Wentz
Founder, Wood Financial Services LLC
