Book Recommendations for IFAs

Written By Brijesh Dalmia
Mutual Fund Handbook for IFAs

Mutual Fund distribution is a great business to be in. However, among thousands of IFAs who join this business every year, few make it big but many IFAs either just survive or exit very early. This is because they do not get proper guidance and road-map of how to go about this business. This book will act as a guide to such IFAs. Written by a successful IFA himself, this book talks about the practical aspect of this business. Available in Hindi also at Amazon & Flipkart.

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Industry Related Books
The Million Dollar Financial Advisor

It contains powerful lessons and proven strategies from successful advisors. It features select few advisors in US who reached a level of 1 million dollars or more in earning every year. How did they do it? What is the their mindset? What are the things they focus on? How do they market themselves and their products? How they manage their time? All this and much more is covered in this book. I would strongly recommend this book to each and every IFA.

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The Supernova Advisor

To become a successful investment advisor, sales is not sufficient. You must have excellent systems and processes. Also, there is an easier way to acquire more clients and grow faster. The Supernova Advisor will give excellent insights on how to become more effective. Strongly recommend to every IFA.

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The Behavior Gap

There is a gap between market returns and investor returns. Why is this? Carl Richards term it as ‘behavior gap’ by investors. It is one of the finest books written on investor psychology. Every IFA should read this book to gain insight about their own investors behavior so that they can manage them well.

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The Devil’s Dictionary

A humorous read for people engaged in financial markets; both as an investor or as an intermediary. The author decodes the terms and jargons used in the financial world in his own way using sarcasm which is close to reality.

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Getting Started as a Financial Planner

The title of book says it all. If you are a financial planner (even otherwise), this is the first book you should read. It is written in simple language and easy to practice in real life.

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Riding The Roller Coaster

The book is about lessons from financial market cycles we repeatedly forget. It covers events spread over five centuries including; Tulipomania in the 17th century, the south sea bubble in the 18th century, the great depression in 1930’s, the great Indian securities scam in 1990’s, the dotcom crash and the sub prime crisis in the first decade of the 21st century and many others. Amit is an industry veteran and this book will act as a reminder to IFAs about the after effect of exuberance and make them a better investment manager.

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Dohanomics

Vinayak relates the timeless wisdom of Sant Kabir and Rahim with the investment world. Not only is this book a good read for investors but IFAs too. Most of the things we know but we forget them in our day to day lives and investing decisions. This book will help you refresh all of that.

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Non Industry Related Books
Go-Givers Sell More

Selling should not a win-lose game between sellers and buyers. It has to be a win-win. Burg and Mann demonstrates through their effective examples that selling need not be a stressful activity. It could in fact, be a rich experience leading to a joyful life. To become an exceptional sales person, one should focus on giving rather than wanting. The law of compensation says that your rewards will be directly proportionate to number lives you touch. One should be focused on the other person, ask good questions, be authentic and create exceptional value for the buyer. This book will definitely help you change your mindset from being a seller to a giver and thereby selling more.

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How to Win Friends & Influence People

First published in year 1936, it has sold over 30 million copies. This is one of the best books I have ever read. Through his golden words and tips, Dale Carnegie gives you the recipe of making great friends, become popular among people, increase your income, arouse others interest in you, become a better salesman and making your life happier. Read it today.

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The 7 Habits of Highly Effective People

This book is considered to be the blueprint of personal development ever since its publication in 1988. The 7 principles mentioned in the book will not only improve the quality of your personal life but also assist greatly in your workplace, business and leadership. I read this book a decade ago and the learnings still seems fresh. I will highly recommend this book to everyone.

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Eat that Frog

It’s mostly is a time management book. IFAs need to become better time managers. The key idea in the book is to focus on a few big things every day rather than doing many small things. For IFAs, it means giving time to client meetings, reviews and self learning. If you use your time well, you can grow more.

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Blue Ocean Strategy

If you are looking for a book on strategy and marketing, this one is a must read. The book is written after extensive research of hundreds of strategies used by several companies over the last 100 years. It concludes that rather than fighting in a competitive world (red ocean), one should aim to create uncontested market place called blue ocean. The message to IFAs in this book is that focus on your own niche and not be worried about competition.

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The Black Swan

Taleb describes a black swan as “a surprising or virtually unpredictable event that can have massive impact. He challenges the notion of success and proves that most of it could be simply because of luck. Filled with numerous examples and research, this book will definitely hit your thinking pattern and they way you use probability in your life. It is one of the finest books you can read which cautions about the risk of historical evidence in life and business. You will need focus in reading this book.

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The 80/20 Principle

The 80/20 Principle is one of the best rule I have learned in my life. I have used it very effectively in my work and gained tremendously. The 80/20 Principle asserts that a minority of causes, inputs, or effort usually lead to a majority of the results, outputs, or rewards. For example, 80 percent of what you achieve in your job comes from 20 percent of the time spent. For IFAs, it means that their top 20% of clients give 80% of revenues and they should focus hard on them.

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The Ultimate Sales Machine

This book is for sales people. If you want to know the tricks and tips to become a successful salesperson, get your hands on this book.

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Warren Buffett Speaks

Every book on Warren Buffet is a must read. Buffet makes it seem so simple to achieve success and live a simple life. Brilliantly compiled. A must read.

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