Transform Yourself & Your Financial Advisory Business
Deliver a total wealth life to your clients and yourself with our proprietary Money, Balance, Joy approach.
About The Financial Advisor Network (FAN)
Our Mission
Our mission is to help FAN's over 18,000 screened advisor members to have more fulfilling lives and careers by helping you do the same for your clients. This proprietary Money, Balance, Joy approach is easier for advisors, while being more compelling and beneficial for your clients and prospects.
Our Approach
Our Money, Balance, Joy approach focuses on equipping advisors to overcome the greatest detriment to their and their clients' ability to have successful total wealth lives. We have complete help for advisors, including a critically acclaimed coaching and book/guide for your clients and prospects.
financial professionals love money, balance, joy
The playbook to manage our finances
I enthusiastically recommend Michael Sakraida's book. I've read dozens of books about money, the markets, financial planning over the years, (and even authored one myself). Bravo! I'm recommending this book to all my clients!
Humor, history, and finance
Michael Sakraida takes us down the path to find true balance in our personal and financial lives. His humor kept me engaged throughout the book. I also enjoyed how he weaves history into his work.
A holistic & comprehensive view of money
Michael's book makes you take a hard look at yourself and your relationship with money. He pushes past headlines, maxims, and tropes to give you the real information you need to build your nest egg. Michael also gives you a panoramic look at the investment landscape and what common traps to avoid while you're building the infrastructure you need to have to reach financial freedom.
Humor, history and financial wisdom
Michael Sakraida's "Money, Balance, Joy: Improving Your Life Story" masterfully guides readers through the maze of personal finance with a mix of humor and historical insights. Instead of merely focusing on numbers and investments, Sakraida brings a refreshing perspective that emphasizes balance and joy in our financial journeys.
The book's practicality is evident in its approachable content that caters to both finance novices and experts. Its actionable advice combined with Sakraida's genuine writing style makes "Money, Balance, Joy" an invaluable guide for anyone aiming for a balanced and fulfilling financial life.
A holistic view of wealth management
Money is only a part of what generates contentment and happiness for investors. Allocating sufficient time for important activities and key social relationships is also necessary for a joyful life. That's one of the messages of this very readable book. Skilled financial advisors can play a big role in guiding their clients in this journey.
We rarely talk about the emotional side of money
I was originally a top earner on Wall Street, but never considered the emotional side of money. My financial advisor did not either. I simply did not know how to handle my wealth and fought with my spouse constantly.
In Michael's book, he talks about knowledge and action. He discusses key emotional concepts, then outlines how to put with the reader has learned into action. I advise this book for anyone building wealth so you can build a healthy relationship with your financial advisor.