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Check out our team's thoughts on our latest reads

Book Recommendations

Each week our team takes time to discuss each section of the books we read. We will continue to add to our reviews of the books as we read them!




You've Got This! by Margie Warrell

Office Reviews

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  Intern


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 by Alex Banayan

Office Reviews

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

The Power of Moments by Chip Heath & Dan Heath

Office Reviews

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

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