Option 4 Book Cover.png
Option 4 Book Cover.png

The Four Advisor Agreements

$9.95 $14.50

This book was born from a simple, resonant question: What if Financial Advisors could experience real freedom, not by leaving the profession, but by seeing it more clearly? Inspired by Don Miguel Ruiz’s The Four Agreements, this is an independent and unaffiliated work. It adapts Ruiz’s core themes, not his language or metaphors, to address the unique pressures in building and managing a financial services practice, team or organization. We encourage readers to explore Ruiz’s original work to understand the deep well of wisdom that inspired this one. Advisors are trained early to equate value with metrics: AUM, production, retention, and rankings. Over time, this becomes a kind of emotional infrastructure: a Construct of the Industry that shapes how advisors think, feel, and measure themselves. But this conditioning comes at a cost: burnout, self-doubt, emotional fatigue, and the erosion of the very purpose that drew so many to this work.The Four Advisor Agreements o‚ffer a di‚fferent way to navigate that landscape, not by opting out, but by opting in with intention.

This book was born from a simple, resonant question: What if Financial Advisors could experience real freedom, not by leaving the profession, but by seeing it more clearly? Inspired by Don Miguel Ruiz’s The Four Agreements, this is an independent and unaffiliated work. It adapts Ruiz’s core themes, not his language or metaphors, to address the unique pressures in building and managing a financial services practice, team or organization. We encourage readers to explore Ruiz’s original work to understand the deep well of wisdom that inspired this one. Advisors are trained early to equate value with metrics: AUM, production, retention, and rankings. Over time, this becomes a kind of emotional infrastructure: a Construct of the Industry that shapes how advisors think, feel, and measure themselves. But this conditioning comes at a cost: burnout, self-doubt, emotional fatigue, and the erosion of the very purpose that drew so many to this work.The Four Advisor Agreements o‚ffer a di‚fferent way to navigate that landscape, not by opting out, but by opting in with intention.

Each Agreement helps dismantle an invisible belief that keeps advisors stuck:

  • Every Word Matters replaces careless language and self - criticism with clarity and intention.

  • It’s not about you dissolves personalization of client volatility or institutional pressure.

  • Get to the FACTS breaks the cycle of assumption, restoring curiosity and truth.

  • Perform your Best re-frames effort, not as perfectionism, but as sustainable presence.

This is not a book of sales tactics or productivity hacks. It is not a memoir or manifesto. It is a mirror: a Refl†ective Lens to help advisors see themselves again, un-distorted.