Workbook
The Financial Advisor's Client Relationship Workbook
This Is About Money, But It's Always About Values
Every money conversation is a values conversation. Know where you stand.
For the financial advisor who wants a practice grounded in values rather than assets under management and senses that the relationship dimension is where meaning lives.
The Name It First Experience
The financial planning industry teaches portfolio management. It rarely teaches the relationship between a client's money and their life. Your Client Relationship Agreement examines what you believe about money, clarifies which clients you serve best, and produces a document making your practice philosophy explicit before each relationship begins.
You can opt into 30-, 60-, and 90-day check-ins from your account. We recommend you do — the point is to see what changed.
Sample questions
- What does advising clients on money — knowing it's always also about their values and their fears — actually ask of you?
- Where has the tension between what is right for the client and what is right for the business been hardest to hold?
- What does a practice built on genuine client relationship, not just portfolio performance, look like?
Research basis
Klontz & Klontz on Money Scripts research / Krueger on psychology of financial relationships / Maslach burnout applied to advisor compassion fatigue / Cruess & Cruess on professional identity / CFP Board on relationship quality and differentiation of self
Choose your format.
Every format asks the same questions and produces the same document.
Print Paperbackpersonalize
A real book and a pen. Write in the margins. The most permanent version of you on a page.
$22.99
eBook + journal
The full guide on any screen, with a companion journal to write your answers by hand.
Not available
Audiobook
We read every question and every scenario aloud. For the commute, the walk, the dishes.
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Hardcoverpersonalize
The keepsake edition — sewn, ribboned, made to sit on a shelf and be returned to.
Not available
Digital Fill + membership+membership
Answer on screen. Your responses save as you go and assemble into your finished document.
$12.99
Hands-Free Interactive + membership+membership
Listen to each question and speak your answer. We capture it. You never touch a keyboard.
Not available
Everything packages
The Paperback Everything Package
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The Hardcover Everything Package
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The Premium Hardcover Everything Package
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Choose your pace.
The Essential path takes you to your finished document by the questions that matter most. The Full-depth path walks every question, every scenario, every angle. Both produce the same signed document — one just goes deeper on the way there.
Essential path
Shorter sessions. The questions that go directly to the document.
Full depth
Every question. Every scenario, every angle.
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