Book Recommendations

The "E-Myth" refers to the entrepreneurial myth, the mistaken belief that most businesses are started by people with technical skills who understand the technical work but not necessarily how to run a business. Overall, it is a valuable resource for entrepreneurs and small business owners looking to build a sustainable and successful business. – Juli  Certified Financial Planner

This book is a fascinating look into being a business owner and thinking that every business owner is an entrepreneur. It gives you an outline to help take a great idea for a business and not work to death to achieve success. It shows you how to hire and train the right people. It makes everyone in the business feel the need to do their best and love what they do. The book made me appreciate our office hierarchy and understand the ownership mentality 😊 – Becky  Registered Assistant

Gerber leads you through a seven step process of helping you understand that you need to create your Business Development Program into a step-by-step process by converting your existing business into a perfectly organized model. Having a systematic repeatable process gives the opportunity to grow a business as big as we want. The book stresses the concept of working on your business vs working in your business. – Dan  Financial Representative

E-Myth by Michael E. Gerber is a transformative book that has become a cornerstone for entrepreneurs, small business owners, and anyone with aspirations of creating a successful business. Throughout the book, Gerber uses engaging storytelling to convey his message. He provides relatable examples and case studies, which make the concepts he discusses easy to understand. E-Myth is a must-read for anyone who is passionate about starting or growing a business. – Melanie  Financial Representative

This book encourages readers to identify their values, set meaningful goals, and take actions aligned with their aspirations. Through a combination of anecdotes, wisdom, and practical advice, Clark provides insights into how individuals can lead a more fulfilling and purpose-driven life. Overall, "The Art of Significance" serves as a guide for those seeking inspiration and direction in their journey toward a more meaningful existence. – Juli  Certified Financial Planner

I recommend Dan Clark’s belief in the value of putting others before ourselves. Following his Twelve Laws of Significance will make you a better person and the world a better place.  – Dan  Financial Representative

Through engaging storytelling and powerful insights, Dan Clark illuminates the path to significance, emphasizing the importance of values, resilience, and unwavering determination. This book is a compelling reminder that true success is not measured solely by external achievements but by the impact we make on the world and the lives we touch.  – Melanie  Financial Representative

The author, Dan Clark, doesn’t think it’s right to build your life around just making money. His theory is based on the number of successful people who are not happy, because something is missing. The book is a tool to show you how to focus on helping others. It talks about the importance of loving one another and having peace in your life. Once you understand that concept, you will really know what it means to be significant! It’s a feel good book for anyone who needs a reminder that success isn’t just money and things.  – Becky  Registered Assistant

In "The Art of Significance", readers are invited on a profound journey to explore the deeper meaning of life and success. This book stands as a testament to the power of personal transformation, leadership, and the pursuit of a life that is truly significant. Clark shares personal stories of triumph and tragedy, offering a vulnerability that makes the book relatable and inspiring. His words have the power to ignite a sense of purpose in those who read them. – Megan  Director of Client Relations

You are the Team is meant to help team members improve their teamwork. The book focuses on what a team can accomplish together, rather than the individual members on their own. It inspires members to put other’s needs before their own, and to always be honest and committed to one another. The book uses 6 simple ways to accomplish this, or the “6 B’s” of becoming a great teammate:

· Be selfless

· Be trustworthy

· Be humble

· Be positive

· Be respectful 

· Be great

Overall, I think a team is like any other relationship. Practicing the “6 B’s” is a great reminder on how to treat each other.  – Becky  Registered Assistant

By changing yourself in a positive way, you will have a positive impact on your TEAM. This book, YOU are the TEAM, shows you six simple ways teammates can go from Good to Great. It’s an easy read that will give you immediate results.  – Dan  Financial Representative

This book really makes you think about how you accomplish your goals and face challenges, at home and at work. It builds your skills so you can create the life you want. By embracing the step by step fundamentals, you will overcome your challenges and keep going when times get tough. It also encourages you to be kinder to yourself, and be more patient. – Becky  Registered Assistant

Edwards builds on several self-help books he has read and added what he feels they are lacking. Each chapter introduces a core principle and provides some sample affirmations. He helps develop foundational skills to learn from setbacks, develop greater hope, and feel more balanced. – Dan  Financial Representative

The book covers a wide range of topics, including personal values, building self-confidence, improving relationships, and achieving work-life balance. Each chapter provides practical tips and exercises that  can be implemented immediately to start making positive changes. Edwards emphasizes the importance of taking small, consistent steps towards personal growth, rather than seeking instant transformations. 

– Melanie  Financial Representative

Loved this book. My two favorite lines from this book are 'Who's in your V?' which references surrounding yourself with others that life you up. And second, 'What does your future self look like? ... start living that way.' Such great nuggets to remind us that we can accomplish anything!!  – Juli  Certified Financial Planner 

Uncertain times? Margie’s got you covered! You’ve Got This! is broken down into the perfect bite size sections that are great for referring to time and time again. It’s littered with fantastic and relevant quotes that are a nice addition to each chapter. This is a great read for people of all backgrounds there is really something for everyone.  – Megan  Director of Client Relations

This book is about how life-changing it can be to trust in yourself. We all have moments of self-doubt, or being overly hard on ourselves. This book will help you find the strength within yourself to become your biggest cheerleader and gain the confidence you need to be your best you.  – Becky  Registered Assistant

You've Got This! provides you the courage to go for something you didn't think you could. Each section provides inspiration in a different way that is relatable to everyone. Margie has a way of focusing on the positive takeaways even with the most negative events.  – Melanie  Financial Representative

The more you read the book, the more you are able to connect it to your life. You've Got This! is great for motivational purposes and can take your life to the next level when really acting on the wise words of Margie, and a great read for anyone.  – Tanner  Intern

The Third Door highlights what true grit and determination can get you. The author shares the trials of his journey which delivers a fascinating read and he reminds us that there's always another way to get to your goal.  – Juli  Certified Financial Planner 

This book is amazing! It shows how perseverance can make a huge difference in all aspects of your life. I think we all need to hear that it's ok to fail, but not to give up. If something is truly your passion, you should go for it, regardless of what others may say. If you work hard, it will pay off in so many ways. Everyone will benefit from reading this book.  – Becky  Registered Assistant

The Third Door describes ways to get what you want by using alternative methods. It provides extreme methods to interview successful people to learn from their success and failure. He has become successful in being able to use his knowledge to train others to accomplish their goals.  – Dan  Financial Representative

The Third Door is a must read for everyone. It highlights how successful people were not always successful. Often times I think we forget that successful people didn't just wake up successful, they had to face struggles and failures just like everyone else.  – Megan  Director of Client Relations

The Third Door is a great book providing an interesting story while learning to chase your dreams. It's a cool way to compare and see how much devotion and risk Banayan had to take to get where he is today. It's a very engaging book and makes you wonder if you can find that "third door."  –Tanner  Intern

Life is precious and fragile. Creating our own personal moments keeps our mindset in check for what truly matters in our personal lives and creating moments for others takes it to a whole other level. I'm grateful for The Power of Moments by the Heath Brothers to remind us why the smallest moments matter.   – Juli  Certified Financial Planner       

As a work team, I think the book helps to motivate everyone. It's important to remember that the team works together to build this great reputation that you have. Every member is important, no matter their roll.  – Becky  Registered Assistant     

The Power of Moments reminds everyone that regardless of what role you have, you are able to make a difference in just one single moment. Worth the time for everyone to read no matter the job title or industry; there are so many takeaways for every kind of person.  – Megan  Director of Client Relations 

The Power of Moments is a fascinating book. Each chapter has one theme that almost anyone can relate to. I personally enjoyed the book because of the connections I was able to make throughout. The book will definitely help change your mindset and make you want to become a better individual.   – Tanner  Intern

It helps us to remember that what matters is different for every client, and it's important to keep asking the question "what is important to you?"  – Anonymous

The book shows that the smallest things can make a huge difference in how it makes others fell, and how people perceive you because of it. Those small things add up and it also builds confidence in the person doing those things.  – Anonymous