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Best business books for financial advisors

Cover of  by Brian Portnoy and Joshua Brown

The editors reveal their investing habits, and other respondents from the RIA world include Dynasty Financial Partners CEO Shirl Penney.

Paradoxically, investment strategies, while included, aren’t the point of the book. How to successfully integrate money in one’s life to achieve happiness is the real recurring theme – even if the decisions don’t necessarily bring the highest monetary returns.

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