Resources for Getting Ahead!
Training to be a Great Advisor
Books, Research, and Websites:
The Courage to Act by Ben Bernanke - Critical to knowing what its like to go through a major financial recession. Since you weren't there, you can only study it to know what its like.
Extreme Ownership by former Navy SEALs Jocko Willink and Leif Babin to learn business principles critical to being responsible to your clients, doing what you say you'll do, and how to plan ahead.
Loonshots by Safi Bahcall - To learn how to think big, within reason. Separating your creative decisions from operational ones. Some ideas are good but fragile, and you need to know how to nurture your best ideas .
Our Dollar Your Problem by Kenneth Rogoff - In a global marketplace, understanding currencies, the interaction between currencies, and the dominance of the current and future dominance of the US dollar are all table stakes for understanding how the world works.
How Much Can I Spend in Retirement?: A Guide to Investment-Based Retirement Income Strategies by Wade Pfau - This is a great book on different methods for withdrawing from your investments in retirement. You must have at least a basic knowledge of withdrawal rates and income strategies in retirement. This is just one of many you should read.
Kitces.com - Top financial planning articles and weekly updated analysis on new tax law, techniques, and advisory skills are here. This is a must get a membership and must subscribe for our industry. kitces.com
You need market experience
You have very little if any stock market experience. You can only study history to get this right out of school.
you need coaching experience
You may have been coached, but as an advisor, you'll be the coach. You need to know how to do this.
you need expertise
Keeping your planning knowledge top notch never ends. Tax, investments, Roth conversions, and a whole host of topics are critical.
you need leadership skills
Ongoing support available 24/7 to assist with any travel needs.
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Expert Guides
Knowledgeable local guides enhance your experience with fascinating insights.
Exclusive Access
Gain special access to landmarks and hidden sites not typically available to the public.
Themed Adventures
Choose from a variety of themes to match your interests, from history to cuisine.
Small Group Sizes
Enjoy a more personal and interactive experience with limited group numbers.
Podcasts
There are tons of these. This list is not close to exhaustive, but here are a few of our favorites:
JP Morgans Notes on the Week Ahead - Weeky Commentary on Timely Market Topics
Diverse OPINIONS
Many opinions give a broader point of view, widening your own view and knowledge.
RISK MANAGEMENT
Knowing the risks in the market helps you speak more intelligently to your clients.
LONG AND NEAR TERM OUTLOOKS
Being able to understand and filter through the weekly market noise is important. You'll learn what matters to the markets and economy and what doesn't.
REAL TIME KNOWLEDGE OF THE ECONOMY AND MARKETS
A good advisor can speak about asset allocation. A great advisor can speak about the markets in real time.
Wellness retreats
Wellness programs include spa treatments, yoga sessions, and mindfulness retreats designed to rejuvenate mind, body, and soul. Personalized wellness plans cater to individual health goals, and privacy is paramount, ensuring a tranquil and restorative escape.
Luxurious Amenities
Enjoy top-tier facilities designed for relaxation and rejuvenation.
Personalized Programs
Tailored wellness plans to meet individual health.
Expert Guidance
Guidance from wellness experts to enhance your physical.
Serene Locations
Retreats set in environments, perfect for unwinding.