THE ADVISER CHECKUP BOOKLIST

Welcome! If you are here you are probably looking for a good read and good news, you are in the right spot. I will periodically update this list to reflect my latest and greatest recommendations in the world of money, finance and wealth.

An important note: As an Amazon Associate I earn from qualifying purchases. This means when you purchase a book using the links below you won’t pay anything additional but I will earn a commission from your purchase. I donate a portion of all my commissions to Rock The Street, Wall Street which is a financial and investment literacy program designed to spark the interest of a diverse population of high school girls into careers in finance. Learn more about their mission and donate to the cause today by clicking here.

 
 
 

Radical Candor

By: Kim Scott

While touted as a book for managers I think this is an excellent read for any human trying to communicate with another human. I find many of Kim’s recommendations particularly useful for framing conversations with your investment adviser. A great adviser will challenge you directly and care personally and that’s what we call Radical Candor.

 

Undiversified: The Big Gender Short in Investment Management

By: Ellen Carr & Katrina Dudley

This is a wonderful read for new investors and industry veterans alike. Ellen and Katrina do an excellent job explaining the different roles available in investment management and tackle the wide range of issues and solutions for balancing gender representation in investment management. They are thoughtful in their approach and provide a clear manual on how to promote change in the industry.

 
 

Women of The Street: Why Female Money Managers Generate Higher Returns (and How You Can Too) 

By: Meredith A. Jones

This book will build your confidence and make you laugh all while providing an excellent education on investing. Meredith digs into the research and reasons behind outperformance and shares fascinating interviews with the “women of the street” such as Leah Zell, Thyra Zerhusen, Fran Tuite and more.