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Here are the 50+ books I read this past year as part of staying on top of my game. You might want to include some of them in your fall reading list.
Horsesmouth Essential: Do you ever think of writing a book? This listing of advisor-penned and wisdom-packed guides can serve as a source of research, inspiration—and good reads.
Horsesmouth Essential: A well-chosen book shows clients you know them and care about them. Use this extensive list as a starting point for a book-giving strategy that will make your clients feel closer to you.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024