We have found the following resources particularly helpful as we have developed our business principles and practice around wealth management, life purpose, leadership, and business strategy.

BOOKS: PRACTICE  MANAGEMENT

Good to Great: Why Some Companies Make the Leap... and Others Don't

By Jim Collins

HarperCollins Publishing - 2001

How The Mighty Fall: And Why Some Companies Never Give In

By Jim Collins

HarperCollins - 2009

The Right Side of the Table: Where Do You Sit in the Minds of the Affluent?

By Scott Fithian and Todd Fithian

FPA Press - 2007

Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors

By Scott C. Fithian

John Wiley & Sons, Inc. - 2000

E-Myth Mastery: The Seven Essential Disciplines for Building a World Class Company

By Michael Gerber

HarperCollins Publishers Inc. - 2005

Blue Ocean Strategy: How to Create Uncontested Market Space and Make Competition Irrelevant

By W. Chan Kim and Renee Mauborgne

Harvard Business Press - 2005

Practice Made Perfect: The Discipline of Business Management for Financial Advisors

By Mark Tibergien and Rebecca Pomering

Bloomberg Press - 2005

The Advisor Century: Value Creation in an Entrepreneurial Society

By Dan Sullivan

The Strategic Coach, Inc. - 2007

Midas Marketing: How Midas Managers Make Markets

By Robert Slee

Burn the Boats Press - 2009