Recommended Financial Planning Books

As a New York Times best seller, Ron has shared his principles with audiences worldwide through his books. Together, these tools help advisors learn how to clarify their mission, vision and values by setting business and life goals.


The Sustainable Edge

Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book. Order your copy on Amazon or Barnes & Noble.



Ron Carson is the co-author of Avalanche: The 9 Principles for Uncovering True Wealth. This book inspires its readers to discover True Wealth by going through Ron’s BluePrinting process to help advisors understand their life goals and objectives. This profound tale is your field guide for redefining success and creating True Wealth in your life and in the lives of the people you love. To order your copy of Avalanche, click here.


proven-in-the-trenchesProven in the Trenches

The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they can trust, the time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. To order your copy of Proven in the Trenches, click here.


financial-jiu-jitsuFinancial Jiu-Jitsu

In Financial Jiu-Jitsu, Scott Ford shows you how to overcome your emotions and state of mind to excel at your investing endeavors. Along the way, Ford teaches you fundamental skills such as automating your savings and investments, the importance of paying yourself first, and managing credit wisely. To order your copy of Financial Jiu-Jitsu, click here.