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Dec 27, 201612:25 PMFinancial Perspectives

with Michael Dubis, CFP

Book recommendations for a personally and financially successful 2017

(page 1 of 2)

As you might know I have a hunger for reading, but more importantly it’s a hunger for actually thinking about what I read and then doing something with it. I purposely limit my practice size so that I can devote time to thinking and applying best practices in serving clients, my family, and the community. Reading books, collaborating with clients and others (like attending conferences and my peer group), and then thinking about it takes time.

Each year I aim to read — or listen to via Audible — about 12 to 24 books. This is manageable and enjoyable. I have a wide range of interests, from practical financial planning applications, to current events, history, fiction, and raising kids. Every year I find at least two to five great books that I want to do something with. For example:

That brings me to today. So far I’ve read/listened to 16 great books this year. For example, Simple Rules: How to Thrive in a Complex World will help in how we design financial planning deliverables in the future. And Originals by Adam Grant opened my mind to challenging conventional wisdom on what makes one a successful leader. The autobiography My Personal Best: Life Lessons from an All-American Journey by John Wooden is a great read on why sticking to core values matters and living a disciplined life can lead to great success, service, and fulfillment.


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About This Blog

It is an understatement to say the world has experienced a radical shift in capital markets. There are more layers of information and opinions on the direction of the world than we've seen in decades. The internet and the media do not always make it easier, but Michael Dubis' contribution through IB blogs will help you sift through the noise and give you some perspective. You can find his company online.

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