It’s your choice. Some advisors want to position themselves as the center-point of this discussion while others want to be portrayed as the advisor that cares enough about their client to bring in the best. Both are fantastic options. If you are budget conscious, then adopt a DIY strategy and do it yourself. When you’ve given the speech once, it is a thousand times easier the second, third and fourth times.

At every talk there are 60% of the people in the audience trying to figure this out. No doubt…it’s the way we think. So here’s my angle. I want to be the one who finally said “enough is enough” and be known as the person who changed the way we teach kids about money in this country. Yes, partly ego but also my Jerry McGuire moment after not seeing anything done well in the financial services industry over my 28 years in practice. Is that transparent enough? :)

Fair enough, there are plenty of cases where you might want to substitute a different topic in for one of the 12. I had a hard time narrowing it down myself so there is a good chance that if you said, “You should have put basket weaving in there instead of money safety” I might answer…”I agree, that one was a very tough call in my mind.” If you have a topic you want to replace, go for it. (Although I’m not making one more slide- I’m all PowerPointed out if you know what I mean.)

Yes, sure there is. Amazon won’t give you the bulk discount but heck, I want as many books out there as we can get. So if you give me a little bit more turnaround time than Amazon, I can help you out. Don’t forget to add tax and shipping/handling too. Check it out HERE.