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The Cash in the Hat
November is that time of the year when many of us reflect on what we have to be thankful for. In an economy as rocky as the one we’re experiencing now, many of your clients are struggling to find anything to be thankful for. However, with your advice and guidance, they can get through the storm.
No doubt, you’re doing a lot of handholding right now, trying to convince clients to “stay the course” in a market that appears to be doing anything but. Some of your clients are finally realizing that living within their means is not only the right thing to do, it’s essential to surviving this economic storm. Unfortunately, many of your clients are still in denial.
Many of you have told me your clients aren’t responding to charts, graphs, or 350-page tomes about how to be a better investor. You’ve asked for a way to deliver this important message in a way that will get your clients to notice. Based on this feedback, I’ve written a new book designed to deliver a very simple message in a very entertaining way. The message? If you don’t get your financial house in order, you’re sunk. If you don’t live within your means, you won’t survive. The book? The Cash in the Hat.
Just as Dr. Seuss authored books for children that adults also appreciated, The Cash in the Hat will help you help your clients understand what it takes to get their financial houses in order. Because my goal is to educate as many people as possible on the importance of fiscal responsibility, we’re pricing the book at a very affordable $12.95, and offering discounts for quantity purchases.
I’m so convinced you’ll find this an entertaining and useful tool for your clients, that I’m giving away a free copy to the first 500 people to email me at HatBook@MitchAnthony.com. I’m also convinced that once you see the book, you’ll want to purchase a copy for every one of your clients. After all, do your clients really need another coffee mug or tin of popcorn? I didn’t think so.
Click here to see a few pages from the book, available in late November.
Finally, to round out this month’s issue, Susan Clements offers up advice on how to love your “to-do” list in Celebrate and Appreciate, and Practice Doc Al Depman gives you tips on how to thank your clients in Don’t Forget to Thank Your Clients. Have a great November, and don’t forget to give thanks!
Mitch Anthony is the founder and president of Advisor Insights Inc. and The Financial Life Planning Institute, training companies serving advisors and the financial services industry. He is the author of several books for advisors including the StorySelling for Financial Advisors. His newest book, From the Boiler Room to the Living Room: What the Coming Revolution in Financial Services Means to You and Your Clients will be published by John Wiley & Sons is now available at local and online booksellers or at http://www.mitchanthony.com/BOOK_Boiler_Room.html. Anthony is a contributing editor for Research magazine and his column “Financial Life Planning” appears in Financial Advisor magazine. He has been a named a “Mover & Shaker” by Financial Planning magazine and is frequently quoted by the media as an expert on financial life planning. Contact him at mitch@mitchanthony.com. © 2008 Mitch Anthony |
The Cash in the Hat Your clients and their families need to understand the importance of getting their debt under control in a way that will make them stand up, take notice, and take action. How much they spend is the only financial issue totally within their control. The Cash in the Hat delivers a powerful message in an entertaining way: if you don’t get your financial house in order, you’re sunk. If clients haven’t responded well to charts, checklists, graphs, or 350-page tomes about how to be a better investor, The Cash in the Hat is the perfect way to show them you care. Clients don’t need another mug or tin of popcorn—they need answers. This book provides a key answer for their success. At only $12.95 a copy, The Cash in the Hat is an affordable way to help your clients understand the importance of financial discipline.
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