The members wrote a book. Then they wrote another.
A book can’t come out of a community where people lurk. It takes advisors who trust each other enough to submit work, take edits and share a byline. 100% of net proceeds are donated back to the profession.
Even More Than Money: Five Ways to Design Your Financial Life
Twenty member advisors wrote it as one book: a case about the emotional blind spots traditional planning tools miss, and the advisor as Chief Financial Architect.
It includes a ninety-day action plan and an advisor interview guide. It had a spot at the Harriman House booth at Future Proof.
If you’ve ever wondered what financial planning looks like when it’s really working, start here.Carl Richards, author of Your Money
More Than Money: Real-Life Stories of Financial Planning
Stories based on actual clients, showing how real financial planning changes lives, from young to old, in debt to wealthy, designing a lifestyle to recovering from a catastrophe.
In 2021, 30 AGC members set out to write a book together. To hold themselves accountable, they wrote a $5,000 check to Carl Richards: if the book was published by March 1, 2022, he’d shred it. If not, he’d cash it and buy a lifetime supply of Sharpies. Then, on January 11, 2022, Harriman House got in touch. More Than Money hit bookshelves on March 21, 2023.
Forget the textbooks, this is what happens in the real world.Morgan Housel
Net proceeds support organizations such as the Foundation for Financial Planning and the BLX Internship Program. Edited by Shanna Due, AFC®; curated by Taylor Schulte and Justin Castelli.
Two books, written by people who met here.
Both started as a conversation between members, and both were finished by advisors who trusted each other enough to share a byline.
