Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

like
Posting as :
works at
You are currently posting as works at

Read 'Rainmaker' by Matt Oechsli and "The IVY Portfolio' by Mebane Faber. Go make monies.

like

The Bible.

like

Nick Murray - New Financial Advisor and Doug Lachance - Money in Motion

like

Not a book, but I recommend that listen you to Don Connelly. Buy his cd's or MP3 recordings and listen to them over and over again. He is excellent!

like

"HOW TO MASTER THE ART OF SELLING" Tom Hopkins. How has this not been said yet!????

Tom Stanley. Anything by him is gold

"The Behavioral Investment Counselor" and "The Game of Numbers" both by Nick Murray

Related Posts

Hello all!
I'm 26, I studied economics but I don't know why I'm not much into investing/trading. Someone else like this?
I recognize this is not a very good approach for someone with money "knowledge" and I would like to change this mindset. My main weakness is that I easily get bored of following the market and that I do not see big opportunities. Any advice?
Where to start learning, general advice for LT and ST investments, things you learnt, books that changed your pov on the topic etc.

Thx!

like

My background is in tech transactional. I joined a cybersecurity SaaS startup at the end of last year and now also handle more generalist matters in addition to all things commercial-related. I have a number of books on contracts that I’ve found super helpful over the years (The Tech Contracts Handbook, A Manual of Style for Contract Drafting, Sign Here, etc.). Can anyone recommend books they’ve found helpful for L&E matters, privacy matters, product matters, or marketing/advertising matters?

like

Investment gurus - Appreciate pointers for resources (books, blogs, videos etc.) to read up on investment strategies. Just getting started and could use all the help. 🙏

like

Does anyone have good books to read or people to follow on LinkedIn or Twitter who are well known in the B2B Marketing space? I might be transitioning to a new role in B2B from B2C and I want to make sure I’m selling the right skills I already have and learn quickly if I get this job.

like
like

For any of you real estate investors, what tools or sources did you learn from when getting started. Can’t find a mentor currently so want to find some highly recommended books or videos. If focused on the tri-state area (NY, NJ, Long Island mainly) that would be even better. My hope is to buy and rent out a apartment while also owning a house and house hacking that by renting part of it out. Trying to understand all the steps, traps, and how to find if it’s a good investment.

like

The Investnent Advisor, LLC a registered investment adviser is looking for Investment Advisors in Pittsburgh, Pennsylvania.
Must have a Seires 65 and a Portable Book of Business. Call 412 388 0500.

likeuplifting

Newbie to investing. What are good online courses / books to get smart on investing?

like

Finished Rich Dad Poor Dad and appreciate the emphasis on creating alternative cash flows (vs. just income). Does anyone have book recommendations on creating wealth? I've focused heavily on income + 'safe' investing, but intrigued to learn more.

like

I’m a new CSM (9 months) and I work at a company that doesn’t invest much in its CSM team. I’ve been struggling because as time goes on I feel more and more like a token hire. We have no play book/structure, no CSM tool and I’m current organizing all 95 of my clients on spreadsheets while also handling presales trials with a salary under 50k.

Long story short: I’m searching for mentorship or to be pointed in the direction of a good course so I can help the clients I do have while I’m here

Looking for good books on investing. Open to anything- real estate, stock market, etc. please leave any suggestions on what to read and anything to avoid - thanks fishes!!

like

Hey folks, I’m about a year into my new SE career and looking to continue to invest in professional skills. I’ve obviously been thrown into the fire learning the sales side of things, but what areas (technical skills, certs, books, etc.) you all would recommend I look to invest in? I’ve been looking at some beginner coding boot camps and scrum product owner certs, but interested in what you all have done to further advance your career

like

I am wanting to start investing in real estate in the new year… I’m using this month to read up on it and familiarize myself with it. I am a true beginner and wanted to ask for any tips, tricks, advice, books, videos, magazines, podcasts, etc to start? Please let me know!

like

I'm relatively new to stock market investments and have tried to build a balanced portfolio for the long term. Should I hold the stocks for long term or does it make sense to book profits in between ?

For any real estate investors

22 years old and currently focused on using my left over income to invest and pay off my debt. I am set to pay off my college loans by next year and, when I do, I want to look into investing into real estate. Does anyone have any suggestions on how to get into/learn more about real estate investing? Or how I can have enough knowledge on the topic to be able to invest wisely when the time comes?

Any books? youtubers? etc. How did you all learn about it?

like

Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

like

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

like

What are some books that have absolutely helped you either working in the investment management space or even just personal investing?

like

Any good books or articles worth reading on product marketing and analytics? I come from more of a technical and general product management background, so I personally feel like I lack on the marketing side. Like Search engine optimization, etc. Thank you.

like

More Posts

What is the ideal Salary package of 8+ years experienced Java, SpringBoot and Cloud skilled backend developer?

like

Hii guys, need 11 likes to dm. 😊 Thanks

like

What CTC should I be asking to Morgan Stanley Mumbai location for 11+ experience in backend development? Current CTC is 26LPA.

like

Can anyone review my resume and help me to make it better. Yoe<1

I'm a part of PXT team, is it right to apply for diff roles internally at this time?

like

Tips for how to start off on a good foot at a new job? Also on how to balance that with taking ownership of the work/asserting yourself, especially when the people there are used to you freelancing (which was less assertive, and similar work but a lower title)… thanks!

like

what if I join a company and resign within a month?

like

Notice period during 6 months of probation?

like

Anyone have an iMac for WFH? If so, how do you like it?

Thinking of moving from B4 to Accenture or Slalom. I mostly do Epic stuff. Pros seem to be no audit/independence crap, less travel, more tech work. Any cons?

Amex gold or chase Sapphire preferred? I need a card for international travel to avoid foreign exchange fees. Please note, that I'll receive a $150 credit towards the Amex annual fee due to having a corp card. I'd you my capital one checking, but no rewards/benefits there.

Hello fishes,
i have an offer of X amount from jp morgan and x+ 3.5L from Mphasis, my joining is within a week, I asked counter offer from HR, she said we will look if there is any backup candidate to fill that position then we will not do counter and it will impact my DOJ also since offer approval process takes around 2 weeks. should i wait or should i join on my current doj. and also if i will wait will they give me another doj on my current compenstion or they will revoke the offer past doj?

like

New to the UK market(moving from the US). What are some of the best credit cards out here? Will mostly use it for travel.

Anyone up and want to chat? 24 M here.

like

Abused and isolated as a kid. I have terrible memory. Like I don’t really remember the past few months except in broad strokes and memories of my childhood are more non existent than existent. I’m working through this with my therapist. Does anyone have any experience with emotional and memory repression? Curious on your advice

like

If you guys haven't tried online speed dating thefun.singles/chicago it's a blast. If you hate apps but also don't want to be out casual dating because of Covid, this is a lot of fun. Only wish I connected with more people in Chicago. A few were suburbs & other cities.

like

Charlotte folks.. Anyone knows of Drs who provide Green Card medical tests under $200ish? The couple of people I reached out to quoted $425+.

Rate in NJ is around $200, thus the search for something similarly priced.

Recommendations on the best podcast, book, or other medium to learn more about “entrepreneurship through acquisition”?

like

My wife used to work in CTS from 2012 to 2018 but she resigned in 2018.Now she needs to withdraw her PF.Want some help of HR who can change the name in EPFO website wrt the name in aadhar.Can anyone forward reference of PF or HR who can help us from CTS

like

Additional Posts in Financial Advisors

I have a question for established FAs with staff. How much vacation time do you give your longest tenured employee and how many years has the person worked with you?

like

How do you get comfortable eating alone at a restaurant?

like

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

like

I've received a feedback of being too honest, and too personable which could potentially damage my work reputation (haven't yet). It made me feel personally attacked. Is this a real thing?

like

Anyone tried meditating and found it helpful to deal with work stress (or just stress in general)?

like

Client wants to buy individual stocks for his portfolio. Don’t care to manage unfettered stocks from clients that we catch blame when underperforming. What is your response to this client?

like

How do you guys work out in the morning and change into clothes without wrinkling them? Special bag to carry? My morning routine is clumsy

like

Who has a Non-disclosure Agreement in their employment agreement and/or contract & are you concerned about it?

like

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

like

What are everyone’s 5 year goals?

like

At what temperature do you set your thermostat in the office? I like to keep it at 72 during the day but our electricity provider recommends that we set it at 78!

like

I do not prospect. I open accounts while slamming a revolving door.

like

For those women with children or who are currently pregnant, when did you tell the partner you work with/HR that you were pregnant?

like

My brother is a college student in Minnesota looking for a summer internship in our field. Is anyone here hiring or know of someone who may be willing to provide that opportunity?

like

Have a presentation in front of a large group tomorrow and it's giving me anxiety. Will taking a Xanax help?

like

Anyone know a company that will provide annuities to non-US citizens, non-US residents?
If so, would they have to be expats of their country?

likefunny

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

like

How to increase self-discipline? I feel like I’m slipping behind my to-do list because I just want to watch Netflix after work 😩.

like

Anyone know a good resource or lawyer for legal advice regarding securities license issues?

like

I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal