Why am I passionate about this?

I have over 60 years of business experience across a range of companies, types of businesses, and jobs. These include analyst, programmer, sales, marketing, education, consulting, management, and coaching. My professional history and a strong educational background and continuing studies have led to my authoring a book and many dozens of published articles. In all cases, I am passionate about seeking better and helping others to seek better and live productive, efficient, effective, and fulfilling lives. I also have a strong personal life with three successful adult sons and six grandchildren who are well on their way to their own successes.


I wrote

The Financial Advisor's Success Manual: How to Structure and Grow Your Financial Services Practice

By David Leo, Craig Cmiel,

Book cover of The Financial Advisor's Success Manual: How to Structure and Grow Your Financial Services Practice

What is my book about?

As the author of the vast majority of this book my goal was to leave a legacy for the work…

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The books I picked & why

Book cover of Four Thousand Weeks: Time Management for Mortals

David Leo Why did I love this book?

The subtitle of Four Thousand Weeks, Time Management for Mortals caught my eye. I wanted more ideas about time management and assumed that’s what I’d find here. I didn’t think about the word “mortal”—a big mistake! Be prepared for the perspectives this book puts on your “finitude,” i.e., the finiteness of your life. “Time management is all life is.”

The title of Burkeman’s book refers to the 80 years (rounded) that, on average, we are granted to live our lives. As I write this, I am somewhere in my 4,270th week or so. So, this concept has more meaning when one is past that 4,000 number. Our mortality is what this book is really about and how you should live your life in that context.

Two key points stood out to me as important principles for serving advisors clients in the second half of life, and also for advisors who have reached this age. First, your time is finite, and second, do only what’s most important. Also know that age brings clarity, and you must read this book to truly get how you might want to think about living your life.

By Oliver Burkeman,

Why should I read it?

12 authors picked Four Thousand Weeks as one of their favorite books, and they share why you should read it.

What is this book about?

AN INSTANT NEW YORK TIMES BESTSELLER

"Provocative and appealing . . . well worth your extremely limited time." ―Barbara Spindel, The Wall Street Journal

The average human lifespan is absurdly, insultingly brief. Assuming you live to be eighty, you have just over four thousand weeks.

Nobody needs telling there isn’t enough time. We’re obsessed with our lengthening to-do lists, our overfilled inboxes, work-life balance, and the ceaseless battle against distraction; and we’re deluged with advice on becoming more productive and efficient, and “life hacks” to optimize our days. But such techniques often end up making things worse. The sense of…


Book cover of Happier: Learn the Secrets to Daily Joy and Lasting Fulfillment

David Leo Why did I love this book?

Happier is the primary reason for living. The author makes the point that we should be asking, “How can I be happy now and in the future?” Don’t do things that are designed solely for the future, you deserve to be happy today and in the future. 

Include this thought in your client discovery thinking with questions like, “What would it mean to spend the only time you ever get in a way that truly feels as though you are making it count?”

My wife and I recently went to Puglia, Italy where we lived for a month as a gift to us. We visited local towns, learned, saw, chilled, ate pasta and pizza, and lived happily in the moment. This book helped encourage me to use my life in this way, happier. What I would have loved to tell my younger self is to have taken this bucket-list trip well before turning 85. 

These thoughts led me to a quote from Johnny B. Truant: “If your life is to matter, it’s not going to matter to the universe. It’s up to you to make your life matter in the only way you can: by doing things that make a difference to you, to those around you, and to those whose lives you touch. Time is short. You have exactly now to do whatever it is you’re here to do, or to let the inexorable passage of hours and days and years kill your potential like fruit left to die on a vine.”

Your life is for you to implement importance and to help your clients implement importance. Together you need to define that.

By Tal Ben-Shahar,

Why should I read it?

3 authors picked Happier as one of their favorite books, and they share why you should read it.

What is this book about?

"There are few self-help books more resolutley down to earth than Happier...Ben Shahar provides straightforward guidelines for integrating habits of gratitude and accepting negative emotions into daily life" Observer, Jan 2012


Book cover of The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness

David Leo Why did I love this book?

The Psychology of Money is the best book about money to date on the realities of money and how people think and act, explaining why most of us feel the way we do about money. Every advisor must read this book and most clients as well.

The author makes the point that behavior is hard to teach, even to really smart people. However, ordinary folks with no financial education can be wealthy if they have a handful of behavioral skills that have nothing to do with formal measures of intelligence. In other words, how you behave is more important than what you know. 

Your personal experiences with money make up maybe 0.00000001% of what's happened in the world, but maybe 80% of how you think the world works. So, all of us go through life anchored to a set of views about how money works that vary wildly from person to person. The challenge for us is that no amount of studying or open-mindedness can genuinely recreate the power of fear and uncertainty. 

The author’s findings suggest that individual investors’ willingness to bear risk depends on personal history, not intelligence, or education, or sophistication. Dumb luck of when and where you were born also play critical roles. We are often and usually driven by what goes on in our minds that likely has little to do with moving the markets. Behavior and chance have massive impacts and we need to understand that.

Think about Housel’s statements, like, “The line between “inspiringly bold” and “foolishly reckless” can be a millimeter thick and only visible with hindsight.” Also note, “Risk and luck are doppelgängers.” “The highest form of wealth is the ability to wake up every morning and say, “I can do whatever I want today.” And so many more lessons! This book is brilliant!

By Morgan Housel,

Why should I read it?

9 authors picked The Psychology of Money as one of their favorite books, and they share why you should read it.

What is this book about?

Doing well with money isn't necessarily about what you know. It's about how you behave. And behavior is hard to teach, even to really smart people.

Money-investing, personal finance, and business decisions-is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don't make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together.

In The Psychology of Money, award-winning author Morgan…


Book cover of The Smartest Sales Book You'll Ever Read: The Truth about Successful Selling

David Leo Why did I love this book?

This book is pragmatic and less complex than any sales-oriented book I have ever read. The simplicity and truths make 100% sense like, “Happy cows give more milk, and happy salespeople tend to sell more.” And, “There’s a much better way to close sales and find happiness than walking on hot coals and repeating mantras. I didn’t know that for certain until I did the research for this book.” 

The author, correctly in my view, discounts the value and importance of the huge piles of sales books that give sales advice that seems formulaic and manipulative. His focus is real and on mindset, saying, being happier is likely to make you more successful. Instead of just discussing how to close more sales he presents ways you can be happier.

Successful salespeople are pragmatists. They are realistic about their own abilities. They focus their efforts on activities that are actually likely to increase their sales. Most popular self-help books are based solely on the views of the author, without reference to any data.

Despite the ready availability of a vast amount of research dealing with the subject discussed in self-help books, the big sellers “seem to be completely disconnected from that evidence. What they are selling are made up easy answers, personality, and gimmicks.”

The book discusses self-confidence, self-esteem, and the need to have self-compassion. He discusses honesty, sincerity, grit, empathy, self-awareness, emotions, connection, and strategies for success in this highly readable book.

By Daniel R Solin,

Why should I read it?

1 author picked The Smartest Sales Book You'll Ever Read as one of their favorite books, and they share why you should read it.

What is this book about?

My New York Times bestselling Smartest series of investment books changed the way hundreds of thousands of Americans invest their hard earned money. Smartest Sales will have a seismic impact on the way everything from dishwashers to mutual funds are sold. Why is this book different? Solid Research: It is based on solid research, not musings. Every recommendation is cross-referenced to one or more of hundreds of academic studies. Debunks the Self-Help Industry: A $mega-billion industry thrives on providing misinformation to a gullible public. If you walk on hot coals, you will likely get burned feet and little else. You…


Book cover of Good to Great: Why Some Companies Make the Leap and Others Don't

David Leo Why did I love this book?

One of the best business books ever on the things a business and its executives have to do to reach the pinnacle of a quality business. Note that while they don’t all stay there, there are elements a company must do to be great. When those elements are no longer followed, the companies do decline but this book outlines the keys on which to focus.

It’s as “simple” as the author’s points, “Good is the enemy of great. And this is one of the key reasons why we have so little that becomes great.” And “Few people attain great lives, in large part because it is just so easy to settle for a good life. The vast majority of companies never become great, precisely because the vast majority become quite good – and that is their main problem.”

This is about your business as well as your clients. As I see it, regardless of the successes you have achieved to date, you must continue to be dissatisfied enough to want to get better. This is also what your competitive advantage will be. You have to believe others are always nipping at your heels.

As the author says, great companies did not focus principally on what to do to become great; they focus equally or more on what not to do and what to stop doing. The good to great companies paid little attention to managing change, motivating people, or creating alignment.

Under the right conditions, the problems of commitment, alignment, motivation, and change largely melt away. Greatness, it turns out, is largely a matter of conscious choice. Though rare, if the company has a culture of discipline, and its people are disciplined, you don’t really need hierarchy.

By Jim Collins,

Why should I read it?

16 authors picked Good to Great as one of their favorite books, and they share why you should read it.

What is this book about?

________________________________
Can a good company become a great one? If so, how?

After a five-year research project, Jim Collins concludes that good to great can and does happen. In this book, he uncovers the underlying variables that enable any type of organisation to make the leap from good to great while other organisations remain only good. Rigorously supported by evidence, his findings are surprising - at times even shocking - to the modern mind.

Good to Great achieves a rare distinction: a management book full of vital ideas that reads as well as a fast-paced novel. It is widely regarded…


Explore my book 😀

The Financial Advisor's Success Manual: How to Structure and Grow Your Financial Services Practice

By David Leo, Craig Cmiel,

Book cover of The Financial Advisor's Success Manual: How to Structure and Grow Your Financial Services Practice

What is my book about?

As the author of the vast majority of this book my goal was to leave a legacy for the work I had been doing for my 50+ years in business. I wanted to leave a record of my learning for others in hopes they could expand and grow based on my history. Now at 85 years of age, legacy about how to build a life and service others remains important to me.

My goal is for financial advisors to become million-dollar producers with very highly satisfied and engaged clients who want to share their experiences with their best friends and family members. This “Manual” provides the answers and strategies a practitioner needs to do just that. We share proven techniques, expert insights, and practical tips to maximize a firm’s profitability.

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Raising an Entrepreneur: How to Help Your Children Achieve Their Dreams - 99 Stories from Families Who Did

By Margot Machol Bisnow,

Book cover of Raising an Entrepreneur: How to Help Your Children Achieve Their Dreams - 99 Stories from Families Who Did

Margot Machol Bisnow Author Of Raising an Entrepreneur: How to Help Your Children Achieve Their Dreams - 99 Stories from Families Who Did

New book alert!

Why am I passionate about this?

I’ve become passionate about telling parents how to raise happy, resilient, creative, confident, entrepreneurial children who are doing something that gives them joy. So many young people are unhappy; parents don’t understand how to help. They think their children should follow their path, but that no longer works for many. For the last 10 years, I’ve been speaking to parent groups; I was an Advisor to EQ Generation, an after-school program that gives children the skills to succeed; on the Advisory Board of MUSE School, preparing young people with passion-based learning; and on the Board of Spark the Journey, mentoring low-income high school students to achieve college and career success. 

Margot's book list on learn how to raise confident children

What is my book about?

This book shakes longstanding assumptions of parenting.

Through 99 stories of people who are now changing the world, it shows how to raise creative, confident, resilient children who are filled with joy and purpose. Based on interviews with top entrepreneurs and their parents, it guides you to help your children identify their passion and figure out how they can spend their professional lives doing something they love. 

Parents' well-intentioned efforts often boomerang. By ignoring their children’s skills and interests, parents can inadvertently create pressure and anxiety, thwarting their children's ability to excel and find happiness. Too often, following your heart…

Raising an Entrepreneur: How to Help Your Children Achieve Their Dreams - 99 Stories from Families Who Did

By Margot Machol Bisnow,

What is this book about?

Learn how successful entrepreneurs were raised! Could your children start a company that disrupts existing industries? Or a non-profit that helps people around the world? Or follow their passion as an artist or activist? And most important, lead a life of joy and purpose, to be happy and fulfilled? Margot Machol Bisnow, mother of two thriving entrepreneurs, reveals how to raise creative, confident, resilient, fearless kids who achieve their dreams, through 99 stories of families who did it.

Read stories from 70 families who raised true game changers. See family photos of these thriving entrepreneurs, both when they were young…


5 book lists we think you will like!

Interested in happiness, money, and time management?

Happiness 336 books
Money 82 books
Time Management 31 books