Book Club
Feel-Good Finance | Aja Evans
September 2025
Welcome to
The Ily Book Club
Now in its third season, hosted by Director of Client Account Strategy Jocelyn Lee, the Intention.ly Book Club brings together some of the most respected visionaries in behavioral finance, fintech, financial planning and wealth management to discuss the books making a major impact on our industry.
Engage with the authors themselves, as well as a network of peers and industry leaders eager to learn, challenge each other’s thinking, and apply new perspectives to life and work. There’s no need to read each month’s book ahead of time; you can still participate in an engaging and valuable conversation.
Past Books
Book Club
Women and Wealth | Guest Author: Cary Carbonaro
July 2025
Book Club
Intention.ly + Friends Book Club | Guest Author: Drew Boyer
April 2025
Book Club
Fintech Feminists: Increasing Inclusion, Redefining Innovation, and Changing the Future for Women Around the World
February 2025
Book Club
How To Retire: 20 Lessons for a Happy, Successful, and Healthy Retirement
December 2024
Book Club
Dr. Daniel Crosby, Author “The Soul of Wealth – 50 Reflections on Money and Meaning”
October 2024
Book Club
Amy Buttell, Author “Get Your Book Done In This Lifetime”
September 2024
Book Club
Bart R. McDonough, Author of “Cyber Guardians – Empowering Board Members for Effective Cybersecurity”
August 2024
Book Club
Andree Mohr, Author of “Center Stage – How to Become the Star of Your Practice”
June 2024
Book Club
Lori Van Dusen, CIMA®, Author of “Running with Grace: A Wall Street Insider’s Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity?”
May 2024
Book Club
Samantha Russell for Ryan Russell, author of: “My Annoying, Irritating, Always-in-the-way Shadow.”
March 2024
Book Club
Lawrence Sprung, CFP®, Author of “Financial Planning Made Personal: How to Create Joy and the Mindset for Success”
January 2024
Book Club
Dr. Mary Bell Carlson and Jonathan S. Walker, co-authors of: “Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional.”
December 2023
Book Club
Ryan H. Law: Student Loan Planning: A Borrower’s Guide to Understanding and Repaying Student Loans.
November 2023
Book Club
Berta Aldrich: Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace
October 2023
Book Club
Paul Saganey, CFP: Optimizing the Financial Lives of Clients
September 2023
Book Club
Hal Hershfield, Ph.D.: Your Future Self – How to Make Tomorrow Better Today
August 2023
Book Club
Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®: Find Your Freedom – Financial Planning for a Life On Purpose
July 2023
Book Club
Brian Portnoy, Ph.D., CFA: The Geometry of Wealth – How to Shape a Life of Money and Meaning
June 2023
Book Club
John O’Connell: Rise of the Activist Investor – Your Handbook on Leading Sustainable Corporate Change as an Individual Activist Investor
May 2023
Book Club
Wade Pfau, Ph.D., CFA, RICP: Retirement Planning Guidebook – Navigating the Important Decisions for Retirement Success 2nd Edition
April 2023
Why You’ll Love Our Book Club
Grow Personally and Professionally
Engage with your peers, expand your horizons, and be inspired to think differently about our industry’s most important topics.
Learn from Leading Experts
Gain valuable perspectives from influencers and subject matter experts on current industry events and critical issues.
Get Industry-Shaping Insights First
Focus on where our industry is going, not where it’s been, by joining important conversations with those helping to shape the future.
Meet your Host
Jocelyn Lee
Director, Client Account Strategy
Jocelyn is a creative connector, marketing maverick, growth-obsessed, relationship builder. When someone says, “It can’t be done,” she takes that as a challenge, not a roadblock. She specializes in marketing that makes people feel something, strategies that open doors, and conversations that turn into connections (and conversions). With a strong passion for partnering with financial advisors, she thrives on crafting innovative campaigns that break through the noise, build genuine rapport, and drive growth. Whether it’s attracting new prospects or deepening existing relationships, she’s always exploring smarter, sharper ways to get in front of the right people.
What to Expect
Our goal is to facilitate an engaging conversation with each month’s featured author and our book club members. While reading the selected book ahead of time will enhance your understanding of the topic, it’s not required to attend!
Each month during the live sessions, you’ll have the opportunity to:
- Meet the book’s author
- Ask questions directly about the topic
- Connect with peers and industry leaders
- Enter for the chance to win a free book and a $100 Amazon gift card
- Learn from subject matter experts about how to apply key insights to your life and work
