Best Books for Financial Advisors

8 Books Every Financial Advisor Needs to Read

As a financial advisor, there are 8 books you simply have to read. With the times we currently find ourselves in, adaptability is key – using the plethora of information available to not only maintain your financial advisory practice but flourish like never before.

I’ve always been an avid reader but the following 6 books are the ones I keep going back to when it comes to business, being virtual, and just rocking at life!

I’ve learned a great deal and have taken the liberty to review the 6 books I’ve read that stick out, books that every virtual financial advisor should be reading in the current climate; for productivity, sales, and a positive mindset.  These books have materially improved my life and business, I simply would not have the success I do today without having had read them.

1.  Achieving Balance by Dr. Travis Parry

This one hits close to home for me as I was given the privilege & honor to write the forward for it.  This is a must have book for any financial advisor looking to live an amazing life AND build a thriving business.

Achieving Balance book

Achieving Balance: The Make Time Method to Help Advisors Achieve Business and Personal Goals In An Overworked World.


2.  The 4-Hour Workweek by Tim Ferriss

Ok, so what about the 4-hour workweek haven’t you heard already? Well, it has never been put in a book like this before. It is fun and easy to read too.

A book about how many of us follow the rules and stick to the system, striving to do the same thing repeatedly for 40+ years, in the hope of a stable lifestyle and a secure retirement.

Tim Ferriss has a straightforward plan for achieving an entirely different kind of life where you take “mini-retirements” throughout your time here on earth.

He gives you a practical plan for setting up an online business (in your case, a virtual financial advisory practice), so you can live a life of balance, the difference between being a business runner and a business owner. The latter giving you much more freedom and time to do what you love.

3.  Think and Grow Rich by Napoleon Hill

One of the best books you will ever read about money. A book published in 1937 during the great depression – it’s about convincing yourself that you can be wealthy – that there’s no reason you can’t have exactly what you want.

You can, however, apply the principles in this book to anything in life. To get what you want, you must have the desire, belief, act on these, and then persist. A brilliant and timeless read!

4.  Virtual Freedom by Chris Ducker

You don’t have to go at it alone, nor do you have to spend thousands of dollars on office space and employee benefits. An incredible book for small business owners, virtual financial advisors, and online entrepreneurs on the power of building teams of virtual employees to help run, support, and grow your business.

Going hand in hand with my online system Conneqtor, this read will give you great tips on how to find and manage virtual staff. You should read it directly after you have read the 4-hour workweek by Tim Ferriss.

5.  Social by Matt Lieberman

A book that explores how our need to connect with each other is even more fundamental than our need for shelter or food. Lieberman provides insight into the necessity of human connection.

There are many examples here that you can apply to the relationships you have with your clients—a book for anyone who wants to understand themselves and others better.

6.  The Art of War by Sun Tzu

A book that was written 2500 years ago, yet the information conveyed can be applied to today’s fiercely competitive business scenarios as well.

For example, “In conflict, straightforward actions generally lead to engagement, surprising actions generally lead to victory.”

This read gives insight into how vital discipline, honesty, wisdom, and courage are for everything you come across in life.

7.  Swim with The Sharks by Harvey Mackay

As you transform yourself into a Virtual Financial Advisor, this book will come in handy! An essential read for lead prospecting and selling your services.

He offers a million ideas for being the best businessperson you can be, how the most crucial function of sales is about being relatable with other human beings.

8. Virtual Culture: The Way We Work Doesn’t Work Anymore, a Manifesto by Bryan Miles

Number 7 is one of the most relevant books to any business person, entrepreneur, and most importantly financial advisor at the moment.

Virtual Culture by Bryan Miles explores the outdated reality of our corporate work system and how the rapid transformation of technology continues to evolve the workplace environment.



Reading these books will undoubtedly set you up for success.  We actually even talk about them in Conneqtor. You have just got to be open to change and, of course, keep persisting.  I highly encourage you to buy the physical books instead of the digital ones.  There’s something powerful about having the actual book in your hands, something that stimulates your mind more than a digital copy.

You owe it to yourself to buy, read, and learn from these books.

Thanks for reading and enjoy your future reading!

Warm regards,

Derek Notman

    Laurie Adams
    November 1, 2020

    Hey Derek - great list! I've ordered a couple and wish this blog had a [Print] option so I could save to my project documents - have you considered that function?

      Derek Notman
      November 2, 2020

      Thank you, Laurie! I have considered it but want to make sure these resources are reserved for members of Conneqtor.....

      Joseph Koralik
      September 23, 2022

      Morning Derek,

      Thanks for the book list.
      Interesting that I already have half of them.
      Your suggestion is a nudge to pick them back up.
      Like that you included some older classics with modern.
      Though I have a Kindle, I agree its best to hold a Book in your hands.
      Looking forward to immersing in the books and your Conneqtor and Living a wonderful balanced life.

      Thanks for the nudge,


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