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Simple Wealth, Inevitable Wealth
By Nick Murray

A new and extensively revised/updated edition of Simple Wealth, Inevitable Wealth is now available for you to give to your prospects and clients. This is far and away the most persuasive version yet; indeed, it is probably the only book of any consequence that demonstrates the real value of an investment advisor - and that proves to people that they can't achieve lifetime investment success without such an advisor.

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Special Price - 40% Off  
Wise Investing Made Simpler
Tales To Enrich Your Future
By Larry Swedroe

Since Larry Swedroe's first Wise Investing book was published in 2007, investors have watched the world change dramatically. The 2008 financial crisis introduced investors to a mess of questionable investment products and dishonest financial institutions. Thanks to Wall Street and the financial media, investing appears neither simple, nor easy.

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Basic Truths for Financial Life Planners
By Roy T. Diliberto

Nick Murray calls this "the one genuine 'book of the year' for advisors."  In
Basic Truths For Financial Life Planners, Roy Diliberto explains how he and his colleagues have learned to make certain their clients' life issues trump their money issues.

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Put Your Mouth Where Your Money Is

By Harold Evensky, CFP

Evensky's nine-point process helps wealth managers enhance proactive and interactive client communication, focusing on the "What" and "Who," as well as the "How" of this important aspect of practice.

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The Whole Client Model 
Being Client-Centered + Significant Business Success 
By Russ Alan Prince and Brett Van Bortel

Being client-centered entails doing what is best for the client. To accomplish this, financial advisors must have a deep, holistic understanding of their clients. The Whole Client Model is a process that not only results in this comprehensive understanding, but also enables financial advisors to maximize the value of these relationships. The Whole Client Model: Being Client-Centered + Significant Business Success details the process providing financial advisors and other professionals a proven exceptional way to holistically understand their clients and generate meaningful new business.


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