Few understand the job of the financial advisor like those who have done the work. These 10 books relay key lessons, actionable tactics and wisdom directly relevant to advisors at all levels, from novices to veterans.
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After graduating from high school, advisor Conor Delaney was dealing with the death of his dad, suicide of his aunt and poor health of his mom, all while living out of his car. But he used his problems to build a business that would positively impact both advisors and clients.
Elizabeth Taylor chose one cause—AIDS—as her mission in life to support. Even after her death, the foundations and organizations she created and supported are still thriving.
During a call with investors, CEO Walt Bettinger dismissed speculation that the firm is interested only in $1 billion-plus RIAs as 'inaccurate, naïve and inconsistent with everything that we have done for the last 25 or 30 years in the RIA space.'
