Book List
The following is a selection of some of our favorite books on wealth planning, personal finances, business planning, leadership, personal development and grief as well as creating a delightful client experience. While not legal advice, we believe that a good book recommendation can be a wonderful gift in a time of uncertainty or during a time of growth and planning.
What we are reading right now…
Upstream: The Quest to Solve Problems Before They Happen, Daniel Heath
What we love about it…
The lessons in this book allow us to take a step back and look at what we do, why we do it and think about how to improve the experience for our team and our clients. Part of our mission is to be a proactive firm that solves problems before they start. This book is enlightening and instructive on how to go about achieving that result.
Wealth Planning and Personal Finance
The Art of Money, Bari Tessler
Rich Dad, Poor Dad, Robert Kiyosaki
The Millionaire Next Door, Thomas J. Stanley
The Total Money Makeover, Dave Ramsey
Think and Grow Rich, Napoleon Hill
Leadership, Business and Personal Development
Playing Big, Tara Mohr
The Confidence Code, Katty Kay and Claire Shipman
Grit, Angela Duckworth
Daring Greatly, Brene Brown
From Good to Great, James C. Collins
E-Myth, Michael E. Gerber
7 Habits of Highly Effective People, Stephen R. Covey
Getting Things Done, David Allen
The Five Dysfunctions of A Team, Patrick Lencioni
Outlier, Malcolm Gladwell
Big Magic: Creative Living Beyond Fear, Elizabeth Gilbert
The Checklist Manifesto, Atul Gawande
Grief and Healing
Option B, Sheryl Sandberg and Adam Grant
Pivot: The Art and Science of Reinventing Your Career and Your Life, Adam Markel
The Art of Possibility, Zander and Zander
The Once and Future King, T.H. White
Atlas of the Heart: Mapping Meaningful Connection and the Language of Human Experience, Brene Brown
creating a delightful Client experience
Be Our Guest: Revised and Updated Edition: Perfecting the Art of Customer Service (The Disney Institute Leadership Series), Theodore B. Kinni
The Nordstrom Way to Customer Experience Excellence: Creating a Values-Driven Service Culture, Robert Spector and breAnne O. Reeves
Upstream: The Quest to Solve Problems Before They Happen, Daniel Heath
“The best thing for being sad...is to learn something. That is the only thing that never fails. You may grow old and trembling in your anatomies, you may lie awake at night listening to the disorder in your veins, you may miss your only love, you may see the world about you devastated by evil lunatics, or know your honour trampled in the sewer of baser minds. There is only one thing for it then—to learn. Learn why the world wags and what wags it.”