Thank you for your help. Mary has become much more efficient, so much so that I really don't need that paraplanner anymore. She is doing all that he was doing, with the exception of trading of course. I believe the staff really fought it, but it has really improved the individual efficiency of the office.”

--Shana Hudson, CFP

Books to Help You Get Organized


The Office Clutter Cure by Don Aslett
This is a fun, easy read that gets to the point.

500 Terrific Ideas for Organizing Everything by Sheree Bykofsky
This book is full of easy ideas for being more organized.

Taming the Paper Tiger at Home and Taming the Paper Tiger at Work by Barbara Hemphill
Barbara does a great job of explaining how to set up easy and organized paper systems.

How to Organize Your Work and Your Life by Robert Moskowitz
Robert provides many helpful tips and reminders to help you to be more efficient.

Living the Simple Life: A Guide to Scaling Down and Enjoying More and Simplify Your Life: 100 Ways to Slow Down and Enjoy the Things That Really Matter by Elaine St. James
Both of these books help to remind you what is really important in life. They are full of great tips.

Life Planning

These books are great to help you get direction in your life. Start getting the most out of your work, your goals, your life.

Wishcraft: How to Get What You Really Want by Barbara Sher with Annie Gottlieb

Live the Life You Love: In Ten Easy Step-By Step Lessons by Barbara Sher

The Path: Creating Your Mission Statement for Work and for Life by Laurie Beth Jones

The Art of Possibility - Transforming Professional and Personal Life by Rosamund Stone Zander and Benjamin Zander

The Power of Story; Change Your Story, Change Your Destiny in Business and in Life by Jim Loehr


The 4-Hour Workweek by Timothy Ferris
The first half of the book discusses efficiency and effectiveness.  The second half teaches you how to create a passive income.

Executive Deskbook by Auren Uris
This is a great reference book featuring all kinds of issues relating to business.  Just read through the table of contents and you will know what I mean.

The Articulate Executive: Learn to Look, Act, and Sound Like a Leader by Granville N. Toogood
This is one of the most well-written books I have read on the subject of communication and public speaking.

Pushing Up People: The Secret Behind One of the Most Exciting Success Stories in American Business by Art Williams
A terrific reminder for anyone who manages people. This could take your business to the next level almost overnight.

Endless Referrals: Network Your Everyday Contacts into Sales by Bob Burg
A must read for anyone who wants to increase their sales. No Nonsense.

Getting Things Done: The Art of Stress-Free Productivity by David Allen
If I was going to write a book on organizing, this is the one I'd write.

Jesus, CEO: Using Ancient Wisdom for Visionary Leadership by Laurie Beth Jones
Time-tested learnings for people in positions of leadership.