Financial Planning

More Than Money Hits Stores

Today is the day!

More Than Money, the collaborative book from The AGC™, is officially available for purchase and should be hitting the mailboxes of the individuals who preordered today. To say I am excited is an understatement–29 of my friends can now call themselves published authors with Harriman House, which happens to be THE publisher for financial books.

Not only am I excited for the advisors to become authors, but I’m also excited to see the proceeds from the book sales benefit our profession. None of the authors or The AGC™ will receive any financial benefit from the book–we decided on day one that all of the proceeds would be donated to organizations in our profession. To start, those donations will be going to The BLX Internship Program and The Foundation For Financial Planning, although we’d love to donate money to more organizations as we see the book move up the best sellers list.

I’m also excited for the readers (or audiobook listeners). More Than Money shows the public what REAL financial planning looks like–it’s More Than Money and the book is full of real stories of financial advisors helping their clients navigate exciting, tough, sad, and life-changing events. As you’ll see, there’s always a money component but when you dig deeper you realize every financial decision is rooted in emotions. More The Money is going to breakdown the stereotypes financial advisors are constantly trying to overcome.

And the book isn’t just for non-financial advisors. Early in my career I had no guidance as a financial advisor and didn’t know what I didn’t know. I grew up in the sales culture and eventually found my way to the advice and planning side of the business–I know for a fact there a lot of financial advisors that have never been taught to approach financial planning and their relationships with clients like they will read in More Than Money. This book is going to be eye-opening for many financial advisors and for some it will be a red pill from The Matrix.

Thank You’s

More Than Money would not have been possible without a lot of people.

First, Amar Pandit suggested to me that the community should come together to write a book–it was his idea that I took back to The AGC™ and it was immediately welcomed by a resounding “yes” from the community. Amar could have very easily kept the idea to himself, as he’s already written a number of books and surely could write his own version with all of the client experiences he’s had building THE financial planning company in India. Instead, his abundant mindset saw that a greater impact could be made by including more advisors. So, Amar thank you for planting the seed and allowing the community to run with it–and thank you for leading the way as a trailblazer in the profession. You can check out what he and his team at the Happyness Factory are doing to bring financial planning to India in a major way.

Amar may have planted the seed of More Than Money, but it was Shanna Due that watered, protected, and fed More Than Money to make sure it grew to become the book it was supposed to be. Once we decided as a community to publish a book we need someone to lead point and Shanna didn’t hesitate to volunteer for the role. Shanna absolutely crushed it–imagine how hard it would be to organize and get 29 individuals who have practices, families, and other obligations from all over the world to hit deadlines, participate in peer editing, vote on book covers, and countless other tasks to write a book. However hard you THINK it would be, multiple by 10. There is no way More Than Money is complete without Shanna’s leadership (and patience)–it also isn’t published by Harriman House. Our original plan was to self-publish on Amazon, but Shanna pulled some strings and got the idea in front of Harriman House and they immediately saw that it would be a hit. Shanna, thank you , thank you, thank you, thank you!!! And please come back and lead volume 2 😉.

Outside of the community, we had tons of support helping us as well.

Without Wendy Cook’s guidance and editing the flow of the book would not have been as natural as it is now. We’re financial advisors, not authors and Wendy helped us navigate the things we didn’t know we didn’t know.

The AGC’s friend Carl Richards provided much-needed accountability and helped spread the word of More Than Money. Carl entered into a friendly wager–the community sent him a $5,000 check that he was to cash if we didn’t hit our deadline and we were all glad to see him share a video where he acknowledged he wouldn’t be cashing the check! We all look up to Carl, so to have his support, his participation in sharing the book, and his quote in the book meant the world to the us.

We also had some significant contributions from our friends Morgan Housel, Perth Tolle, Josh Brown, and Luis Rosa who wrote very kind quotes for the cover and inside of the book. Christine Benz was kind enough to write the foreword. Thank you Morgan, Perth, JB, Luis, Carl and Christine for sharing your kind words and your support—it meant a lot to the community and to me.

I can’t forget to thank our publisher Harriman House…it’s still so surreal to write that. Thank you for seeing the greatness this book would become when we were early in the process. Thank you for welcoming us to the Harriman House family and helping us bring these stories to more individuals and families than we could have on our own. I’ve never worked with a publisher before but I would have never imagined it would be such an enjoyable process…here’s to many more volumes of More Than Money 🥂.

Finally, thank you to everyone who has pre-ordered, purchased today, or will be purchasing a copy in the future. With your help we get to spread the word of what we financial advisors really do, inspire more people to seek financial advisors, encourage financial advisors to shift their focus beyond the spreadsheets, and hopefully raise a bunch of money for our profession. THANK YOU!

If you haven’t ordered your copy, what are you waiting for?

Head to to get your copy today and buy an extra to give to someone you love!

Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.