(100% of net proceeds donated back to the profession)
A Book is Born
The AGC is a collaborative community.
And we mean that quite literally.
We believe that the probability of success—personally and professionally—can be dramatically improved by collaborating with like-minded peers.
This book is a prime example.
In 2021, 30 AGC members came together with the goal of writing and publishing a book…
To hold us accountable and encourage action, we wrote a $5,000 check to Carl Richards.
These were the terms:
- If we published the book by March 1st, 2022, Carl would shred the check
- If we didn’t, he would cash the check & buy a lifetime supply of Sharpies
“The tactics are easy, it’s the doing that’s hard.” ~Carl
While the goal was to self-publish the book, the universe had other plans for us.
On January 11th, 2022, we received the following email from Harriman House:
Making an Impact
Our primary goal with this book was to make an impact…
…an impact on households around the world and the financial planning profession.
Order Your Copy Now!
Help us make an impact.
More Than Money hit bookshelves on March 21st, 2023.
The book is a collection of stories based on actual clients, showing how REAL financial planning impacts their lives.
The impact shows up in all walks of life, from young to old, from those in debt to those who are wealthy, in all situations, from designing a lifestyle they want to dealing with a catastrophic event. This book illustrates how valuable financial planning is.
“Forget the textbooks, this is what happens in the real world.” ~Morgan Housel
A Very Special Thank You
This book would not have been possible without the help and leadership of three amazing people:
- Shanna Due, AFC®, Financial Planner & Editor of More Than Money
- Wendy Cook, Owner of Wendy Cook Communications
- Mallory Clouse, AGC Community Manager
You are all amazing. Thank you.
We are incredibly grateful for your help with this project, dedication to our community, and contribution to the profession.