Access to financial information has never been more widespread. In many ways this is a blessing, because it increases financial literacy around the world. In some ways, however, it is a bit of a curse. There are a lot of personalities out there spreading misinformation in the form of worthless coaching and get-rich-quick schemes. As a financial professional, it’s important to take inspiration from the best, which is why we’ve curated a list of 10 financial gurus (complete with links) you can learn from.
Heavily focused on empowering women to take control of their financial futures, Krawcheck has a background on Wall Street and now evangelizes investing—especially in companies headed by other women. Follow her on LinkedIn.
One of the best in the business, Kitces has one the most widely read blogs for FAs because it is specifically geared toward advisors. All of the material on his blog and in his Financial Advisor Success Podcast is designed to help you better serve your clients. Check out his website, which always features timely content.
Founder of one of the world’s largest investment firms, Dalio is not just a skilled investor, but also a skilled speaker and thinker. His book, Principles, was a best-seller. It has received several endorsements from other heavy hitters in the industry who found the lessons contained within to be of tremendous value.
The “Oracle of Omaha” and his right-hand man are grouped together on this list since they often work, and sometimes speak, in tandem. The pair will provide serious wisdom, both in the form of tangible market advice and concise maxims that can be shamelessly stolen and used in conversation with clients and prospects.
Chairman and chief executive officer of JPMorgan Chase & Co., Dimon is another titan of finance who doesn’t shy away from taking center stage to express his opinions on everything from politics to cyber security.
An economist who can help you digest some high-level current events that impact the performance of the portfolios you manage.
Covers finance at Reuters, focusing on topics like retirement and personal finance. She is an expert in many of the areas that matter most to your clients.
Having started his career in finance, Rubenstein has found great success as a founder of the Carlyle Group. He conducts awesome interviews with the biggest names in business and economics on Bloomberg.
Often making appearances on the CNBC, Brown is a broker with a quick wit and a refreshing take on current economic events.
A brutally honest entrepreneur, O’Leary is everybody’s favorite panelist to hate on Shark Tank.While it might seem like he takes great pleasure in crushing the dreams of eager contestants, there is always hard-won wisdom at the root of his criticism, and he’s usually right. Follow his Twitter to stay up to date on his most recent ventures.
As you take a look at the links included in these descriptions, remember, while not all of these people are financial advisors in the same sense you are, each one of them has built a career on speaking coherently about money, and distilling huge ideas and complicated theory into understandable language that folks outside the industry can understand.