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Are you looking for ongoing practice support tools to further enhance your educational journey or to recommend to investors, current clients or prospective leads? We recommend leveraging the knowledge, skill and guidance of some of the industry’s thought leaders with a few of our favorite books.
Sending a client home with a hand-picked book is a great way for them to remember their experience and add value to your conversation. Our curated library is always being updated and expanded, check out our current favorite books!
27 Principles Every Investor Should Know
Steven J. Atkinson
Illustrated by Dan Roam
Whether someone has been investing for decades or is just beginning their financial journey, this lighthearted book distills decades of scientific research and data-driven insights into bite-size, easily digestible “rules.” Through visual storytelling, this book can help investors gain confidence and clarity in their wealth strategy.
This book is available to Buckingham Strategic Partner advisors at a discounted rate of $9.99, contact your regional director.
Not part of Buckingham Strategic Partners, yet?
27 Principles Every Investor Should Know
Steven J. Atkinson, Managing Director, Advisor Relations
Illustrated by Dan Roam
Whether someone has been investing for decades or is just beginning their financial journey, this lighthearted book distills decades of scientific research and data-driven insights into bite-size, easily digestible “rules.” Through visual storytelling, this book can help investors gain confidence and clarity in their wealth strategy.
This book is available to Buckingham Strategic Partner advisors at a discounted rate of $9.99, contact your regional director.
Not part of Buckingham Strategic Partners, yet?
Order here ➜At Buckingham, we know how important continual learning is to an advisor’s growth. Check out these valuable resources to foster your knowledge and develop deeper connections with clients.
Your Complete Guide to a Successful and Secure Retirement
Larry Swedroe, Buckingham Head of Financial and Economic Research
Kevin Grogan, Buckingham Chief Investment Officer
Helping your clients prepare for retirement is more than putting money into their 401(k). Written by Buckingham’s own Larry E. Swedroe and Kevin Grogan, “Your Complete Guide to a Successful and Secure Retirement” breaks down every important aspect your clients need to think about as they transition into a new phase of life. The duo dives into often overlooked issues that may affect clients’ golden years such as Medicare, Social Security, elder financial abuse, challenges faced by women in retirement, heir preparation and more.
Your Complete Guide to a Successful and Secure Retirement
Larry Swedroe, Buckingham Head of Financial and Economic Research
Kevin Grogan, Buckingham Chief Investment Officer
Helping your clients prepare for retirement is more than putting money into their 401(k). Written by Buckingham’s own Larry E. Swedroe and Kevin Grogan, “Your Complete Guide to a Successful and Secure Retirement” breaks down every important aspect your clients need to think about as they transition into a new phase of life. The duo dives into often overlooked issues that may affect clients’ golden years such as Medicare, Social Security, elder financial abuse, challenges faced by women in retirement, heir preparation and more.
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