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Recommended Books from New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead

During the March 23rd virtual Speaker Series event with Bill CatesRandy DippellSamantha Russell, and Adrianna Stasiuk, the speakers not only shared best practices around "New Client Acquisition" including frameworks, tangible tips, and lessons learned; they also recommended a list of great books to read that expand on the topic.



The Wealthy Client Pipeline

The Elite Wealth Manager

Building Your Story Brand

The Psychology of Money

Beyond Referrals

Radical Relevance

Winning the Loser's Game

Questions Great Financial Advisors Ask...

How to Talk So Kids Will Listen & Listen So Kids Will Talk