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 Adviser Bookshelf

Important notice

On 3 January we’ll be removing the Adviser Bookshelf as the support it includes would not qualify for exemption under MiFID II’s minor non-monetary benefit provisions.

You can access and download all our Adviser Bookshelf materials up to and including 2 January.

Welcome to the Adviser Bookshelf


The world is full of brilliant business thinkers ready and willing to share their ideas and theories on how you can build a better business.

Browse through a bookshop or search online and you’ll find thousands of books offering you advice and guidance. How can you possibly find the time to read through and find ideas that will work for you?

The Chimp Paradox: The mind management programme for confidence, success and happiness


Richard Wilkinson, from Aviva, recommends this book and discusses how it can help financial advisers in having conversations with clients.


Want to find out more? Read The Chimp Paradox by Dr Steve Peters.

Let us help you


We’ve chosen 10 of the hottest business books around and read and reviewed them for you. We’ve also gone one step further and pulled out the ideas we think are most relevant to you as an adviser. To save you time, we’ve summarised the main points and put together a list of top tips from each of those 10 books.

All of the top tips are now available in our exclusive guide

What every profitable adviser business should know...


Some of the best ideas from the hottest business books reviewed and summarised to help you, your business and your bottom line.

Adviser bookshelf guide

Download your copy

Improve your productivity

The 7 Habits of Highly Effective People

The 7 Habits of Highly Effective People

by Steven R Covey

Highly profitable business needs highly effective people

To be successful, we all need to be more and more efficient and open to change.

The international bestseller, The 7 Habits of Highly Effective People by Stephen R Covey explores the seven most valuable habits you can develop to improve your business performance.

Want to find out more?
Read The 7 Habits of Highly Effective People – Powerful Lessons in Personal Change

Getting Things Done: Stress-Free Productivity

by David Allen

Improving productivity and profitability without the stress

Profitability can be a direct result of high productivity. It’s easy to feel stressed and overwhelmed in the fast-moving environment of a financial adviser.

In Getting Things Done, David Allen reveals how you can manage your actions and your time. Many well-known companies, big and small, have used his approach.

Want to find out more?
Read Getting Things Done: The Art of Stress-Free Productivity

Grow your business

Good to Great

Good to Great

by Jim Collins

How great companies achieve sustained profitability

In Good to Great, a global phenomenon in business literature, Jim Collins reveals powerful lessons for all businesses – to help you achieve breakthrough business performance.

In the face of huge industry and regulatory challenges, advisers need to make their business stand out in a market of ever-increasing competition.

Want to find out more?
Read Good to Great

The E-myth revisited

The E-Myth Revisited

by Michael E Gerber

Discover the key ingredients for developing a prosperous small business venture

'Time is money' has never been truer for small businesses. But many fail - or make little money - becuase the business owners run their business with the wrong goals in mind.

E-myth Revisited reveals the lessons small businesses adopt.

Want to find out more?
Read E-Myth Revisited

Think different, work better

The Chimp Paradox

The Chimp Paradox

by Dr Steve Peters

How to identify goals and plan effectively

Having a plan improves your chances of achieving goals. Part of that is about using your rational side and not succumbing to your irrational, emotional side – also known as the chimp.

The Chimp Paradox by consultant psychiatrist Dr Steve Peters teaches you how to train your chimp. The book includes many useful exercises, which look at communication, your success, the world in which you live, your inner mind, understanding and relating to others, your health and your happiness.

Want to find out more?
Read The Chimp Paradox

ReWork: Change the way you work forever

ReWork: Change the way you work forever

by Jason Fried and Dave Heinemeier Hansson

How to run a successful business without working all hours and spending all your money

In the highly successful business book ReWork: Change the way you work forever, authors and trailblazing software company founders Jason Fried and David Heinemeier Hansson look at how the conventional way of doing things isn’t necessarily the best.

Just as advisers are looking at online models to attract lower value annuities, we all need to evolve to prosper.

Want to find out more?
Read ReWork: Change the way you work forever

Understand people

To Sell Is Human

To Sell Is Human

by Daniel H Pink

Learn to sell your service to clients in a compelling and effective way

Key to most businesses is the process of selling. While a hard sell is not what your adviser business is about, finding new clients – and developing existing ones – is core to profitability.

In his bestseller To Sell Is Human, Daniel H Pink looks at ways you can make your interaction with clients and advice process more efficient, effective and more profitable.

Want to find out more?
Read To Sell Is Human

New Thinking

New Thinking

by Professor Paul Dolan and Steve Martin

Use behavioural science to help you communicate better with your clients

Adapting to adviser charging and understanding how best to communicate this to clients has been a top concern for many advisers – something which behavioural science could help with.

Written by two of the UK’s leading behavioural scientists – Professor Paul Dolan and Steve Martin – New Thinking introduces innovative techniques you can use across a range of client and business scenarios. It’s not about making fundamental changes to the way you work; it’s about small changes that can get big results.

Want to find out more?
Read New Thinking by Professor Paul Dolan and Steve Martin

Change for the future

Switch: How to Changes Things When Change is Hard

Switch: How to Changes Things When Change is Hard

by Chip Heath and Dan Heath

How to successfully implement business change

In any business, big or small, it’s essential to adapt and manage the process of change successfully. This is because the longer and more arduous any change, the less profitable the initial period can be.

In Switch: How to Change Things When Change is Hard, best selling business authors Chip and Dan Death reveal that what we perceive as resistance or laziness during periods of change can in fact be something else.

Want to find out more?
Read Switch: How to Change When Change is Hard

Digital Minds: 12 Things Every Business Needs to Know About Digital Marketing

Digital Minds: 12 Things Every Business Needs to Know About Digital Marketing

by WSI

How to use technology to streamline processes and improve appeal to clients

Digital marketing is quicker cheaper and more versatile than traditional methods. Digital Minds is packed with information on all things digital, from social media to email marketing – it’s a must read for any adviser ready to take part in the digital revolution.

Email marketing can have a huge effect on your bottom line. It’s a rich source of lead generation, not to mention an inexpensive tool you can use to nurture existing client relationships. The guidance on email marketing in Digital Minds is second to none.

Want to find out more?
Read Digital Minds: 12 Things Every Business Needs to Know About Digital Marketing

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WA01305 12/2017