What financial advisers are reading this summer
Linda Ding, Director of strategic marketing, Laserfiche
Professional read: “Agile Transformation: Using the Integral Agile Transformation Framework to Think and Lead Differently” (2020) by Michael Spayd and Michel Madore
Description / Reason: One of the major lessons we learned from the 2020 pandemic is that technology matters. The industries and communities that suffered the most were the ones least equipped with the digital tools and knowledge. The need for digital transformation is real, and this playbook is for leaders with a growth mindset who wish to achieve practical results fast. Both Spayd and Madore are experienced coaches on agile methodology, and the book is packed with actionable tips on adopting firmwide innovative thinking and on reaping benefits from the technology investments.
Leisure read: “HBR’s 10 Must Reads on Managing Yourself” (2011) by Clayton M. Christensen, Peter F. Drucker, William Oncken Jr., Donald L. Wass, Diane L Coutu, Tony Schwartz, Catherine McCarthy, Edward M. Hallowell, Stewart D. Friedman, Sumantra Ghoshal, Heike Bruch, Robert E. Quinn, Robert S. Kaplan, Daniel Goleman, Richard Boyatzis and Annie McKee
Description / Reason: This is a collection of inspiring essays from leading experts such as Clayton Christensen, Peter Drucker, Rosabeth Moss Kanter, and Rita Gunther McGrath. Unlike other self-help books that often advise from a third-person perspective, these leaders share many insights and ideas on maximizing yourself through intimate personal stories and life’s critical moments. It helped me develop a new way of thinking about professional success, my deepest values, and how to stay engaged and energized. When things get challenging, this book reminds me of the importance of humility and leading a life of integrity.