The Financial Playbook

Brian Gilder is an acclaimed Certified Financial Planner who has been an avid athlete and sports fan his entire life. Decades of helping people achieve financial success in his professional life and even more years following his favorite teams led him to a realization: there is a powerful connection between success in sports and a successful financial future. His book- The Financial Playbook uses sports analogies, real stories of successful athletes and coaches, to lay out Brian’s method for helping people make that connection and use it to achieve a secure, winning financial future.

His approach parallels the approach of successful coaches and athletes in every sport. It is built around a simple philosophy: Tell people what they need to hear, not what they want to hear. By understanding how this works in sports, you can apply it to your own financial goals – and win.

How does this work, this connection between financial success and winning on the court of the field? Consider some poignant examples. Phil Jackson won six NBA championship rings with two different teams. He didn’t do it by telling his players to go onto the court the first period of the first game of the season and start shooting three-pointers from mid-court. Instead he had his team watch hour after hour of tape, studying the opposition. They had to prepare, not only physically by staying in shape but mentally. Players had to be in their rooms by curfew, not out partying on road trips. And they won year after year. Watch Rory McIlroy winning another tournament on the PGA tour.. You won’t see him swinging for the greens at every tee, going for an eagle no matter what the pin placement. He wouldn’t make it past the first day of the tournament. Instead he calculates the trajectory of each shot, thinking ahead to where the ball will be and how he can move it closer to the hole in the fewest strokes and taking the least risk. Even Muhammad Ali didn’t hear the bell ring and charge his opponent, intent on knocking him out before the first round was even well under way. He danced and played, but not for fun – he studied his opponent, looking for weaknesses, and then attacked.

What do these stars, these winners, all have in common? The same thing that every winning player and coach has – they know that every play, every hole, every basket, is part of something bigger. They look at the entire game, how it fits into the season, and how it is part of their career. They know that to be a winner, to come out on top, you need more than one good swing or shot. The same is true for every single person who wants to achieve financial success and stability. Phil Jackson and Tiger Woods and Muhammad Ali all followed the basic rules of winning– and every person reading this book who wants a fulfilling and successful financial future should follow the same rules:

  • Establish your game plan before you get on the field
  • Put up a good defense, because before you win you have to make sure you’re not going to lose
  • Develop a good offense – score points and establish a lead
  • Protect your lead, knowing that you’re ahead of the game and your defense will keep you safe

This is a winning formula, one that will lead to your financial success and a future where you have the freedom to enjoy life, no matter how old you are now or what phase of your life you are planning for. This book is your guide on how to apply that winning formula. It doesn’t matter where you are in the game – waiting for the opening kickoff as you start your first job, coming out of the locker room at half-time with a slim lead and concerns about the second half, or looking at being down by two touchdowns with under three minutes to go. It is always the right time to stop, assess where you are, and pick a winning strategy.

The philosophy of this book is the same as Vince Lombardi’s: winning isn’t everything, it’s the only thing. Except in this game, you are the only player. And everything is under your control.

Hear Brian speak at our next Income Builder Workshop scheduled for June 25-26th in Del Mar, Ca. Call us at 800-338-1892 to secure your spot!

About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
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