For over a decade, Smith Falconer Financial Group (SFFG) has shared our top reading recommendations with clients in the summertime. This month, we also welcomed Ben McNally of Ben McNally Books for a client event, where he shared a bespoke list of twenty book recommendations in twenty minutes.

Both of these initiatives provided readers with fiction and non-fiction to enjoy. As July concludes, we felt it was only fitting to also provide three more reading recommendations that we hold in high regard professionally. These books can be found throughout our office, and are written by people we admire and have learned from, in order to best serve our clients.

Simple Wealth, Inevitable Wealth

Simple Wealth, Inevitable Wealth, our first recommendation, is written by Nick Murray, a financial services professional with over fifty years’ experience, whom SFFG gains insight from monthly. His book provides perspective on what he believes to be the “essential, timeless truths” of wealth – which encompass equity investing, diversification, patience and discipline.

His writing also re-enforces the role of a Wealth Advisor, with an impactful quote being that “the great advisors deal not in prediction and “performance”, but in planning, perspective, and behavioral coaching”. These advisors build portfolios based on goals, which is what SFFG is privileged to be able to do each day.

Willing Wisdom

SFFG has had the continued pleasure of hosting Tom Deans, the author of Willing Wisdom, at client events. These events have been focused on the importance of proper estate planning, and “family meetings” that facilitate the successful transfer of wealth and wisdom through trust and communication.

This book discusses Deans’ “relationship-based approach” to estate planning in an easy-to-read way. This is not a technical book about writing a Will, but rather a collection of stories that will inspire important conversations amongst families.

What It Takes

Steve Schwarzman built Blackstone into one of the world’s largest global asset management firms. His biography, What it Takes, has been dubbed one of the best business and leadership books given this unique understanding of success.

Schwarzman highlights 25 key rules in leadership in this book. Two common themes we see throughout, are the importance of lifelong learning, and teamwork. These lessons are for the benefit of young professionals and seasoned leaders, alike.

We hope our book recommendations find their way to your reading list. We are always here to discuss them!