The American who quit moneyArticle added by Matt Neuman on February 5, 2013
Matt Neuman

Matt Neuman

Topeka , KS

Joined: August 21, 2010

My Company

Advisors Excel

I recently had an advisor share with me his new seminar closing and I was fascinated. I'm here to share it with you; but before doing so, I want to preface it with something. I realize everyone likes to close their presentations in a different fashion, so this might fit your style and it might not. But one thing's for sure; it's unique.

During a typical hour-long financial class with this advisor, the first 50 minutes of material are fairly standard. It's a solid presentation and does the job well. But this is to focus on the final 10 minutes, where he transitions to the close by playing a short, four-minute video. This is the time (in his words) to "flip the switch" and show the crowd how he's different than any other "money person" out there.

Before I cover the script he uses, here's the video:

The American Who Quit Money To Live In A Cave from David Eckenrode on Vimeo.

It gets you thinking, doesn't it? Obviously the financial advisor isn't going to suggest clients live in caves and eat from dumpsters. But he believes this video encourages the crowd to ask themselves questions like:
  • "How important is money to my happiness?"
  • "What do I really need money for?"
  • "What's truly important to me?"
Then, the final close comes. In those last minutes, he boldly states that retirement isn't about achieving the optimal rate of return. It isn't about how to get 10 percent or 20 percent on your money and it isn't about continuously trying to find the hottest sector of the economy to invest in. It's also not about policies that politicians in Washington, D.C. or bank executives in the local town decide to institute. All of those things are important, but rates of return and macroeconomic decisions beyond our control shouldn't define retirement.

What is retirement about? At his firm, they know retirement is about the genuine quality of life. The really important things are things like traveling with family, gardening in solace, smiles over dinner with friends and knowing you have money there everyday to enjoy. Worry-free retirement is about enjoying what you've worked so hard and saved so much to achieve, without needing to read the Wall Street Journal or watch CNBC MarketWatch every day. At his company, they're definitely not going to tell you to quit money like Daniel Suelo. But they're committed to putting a plan in place for you that matches your priorities.

If you want to chase double-digit returns at the expense of quality time with your grandkids, he says, our company is not a good fit. But if you're willing to put your vision, goals and dreams into a financial plan, and work with [the advisor] to produce a proven and worry-free way to achieve it, let's talk.

I enjoyed the viewpoint and thought it provided a unique and heart-felt perspective. If you decide to use it, I'd love your feedback.
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