Write a book. Use it to get more of the right clients.
In one 3-hour working session, you'll figure out what you should be known for, shape the book that says it, and map how to put that book to work bringing in ideal-fit clients.
Featured on Michael Kitces' Financial Advisor Success Podcast (Episode 417), from the team that has helped over a thousand advisors.
Built Specifically for Financial Advisors
The Short Book Formula has been featured on Michael Kitces’ Financial Advisor Success Podcast — Episode 417.
Our work has helped more than 1,000 financial advisors turn their expertise into books, media and authority-building assets.
And advisors using these strategies have generated more than $100 million in revenue.
This isn’t about becoming an author for the sake of becoming an author.
It’s about turning what you already know into an asset that helps grow your business.
Your Book Should Do More Than Sit on Amazon.
The goal isn’t simply to become an author.
The goal is to put your expertise to work.
“We Have Brought In More Than $40 Million in Net New Business.”“Since making it part of our process, we have brought in more than $40 million in net new business, and I estimate that we are closing approximately 95% of the qualified prospects who receive the book.”
Ron PhelpsAuthor of Beyond the Sales Pitch
Who This Workshop Is For
You’ve Been Thinking About Writing a Book.
You know you have years of experience and expertise worth sharing.
But you may still be asking:
- What should my book be about?
- Who should it be written for?
- How do I organize what I know?
- How long does it need to be?
- How do I actually get it finished?
The Short Book Formula gives you a simpler path.
You Already Have a Book.
Maybe you published it months or years ago.
But it isn’t consistently helping you generate referrals, strengthen prospect conversations, build relationships or create visibility.
If that sounds familiar, this workshop is for you too.
You do not need to spend three years writing a 300-page book.
Our proprietary Short Book Formula can help you go from a blank sheet of paper to published author in approximately 12 weeks.
The goal isn’t to write everything you know.
It’s to write the right book for the right audience.
A book that captures your best thinking and helps the people you most want to work with understand what makes you different.
One Book. One $15 Million Client.“One of my clients gave my book to a friend who is an engineer. He read the book before we ever met.
That introduction landed me a new $15 million client.”
Stan LeongAuthor of Engineering Your Finances
Stan also used his book to support raising his minimum for new clients to $1 million in assets.
That is what happens when your book becomes something people can share.
What We’ll Work On Together
What Should You Be Known For?
Who are you trying to reach?
What problem do you want to be associated with?
What do you want someone to remember after reading your book?
We’ll help you sharpen your positioning so the book has a clear job to do.
Your Book
If you haven’t written your book yet, we’ll help you clarify:
- Your ideal reader
- Your core idea
- Your book’s promise
- Your positioning
- The role the book should play in your business
If you already have a book, we’ll focus on one question:
Put the Book to Work
Publishing isn’t the finish line.
Once the book exists, you can use it throughout your business.
With prospects
Send it before an important meeting so they can understand how you think before you ever sit across from them.
With existing clients
Give them something they can easily share when someone asks:
“Who’s your financial advisor?”
With centers of influence
Use the book to start conversations with CPAs, attorneys and other professionals who influence the people you want to reach.
With media
A book gives podcasts, journalists and event organizers a clearer reason to feature you.
Online
Your book gives you ideas, stories and intellectual property that can fuel your website, videos, articles, podcasts and search presence.
From Four Advisors to #1“I was competing for a recently retired prospect with approximately $6 million. He was interviewing several advisory firms, and I sent him my book with a few relevant chapters highlighted.
He narrowed the field from four advisors to two — and ultimately ranked me number one. I believe the book was a difference-maker.”
Jason WendtAuthor of Beyond the Numbers
The same book also helped open the door to an appearance on NBC Chicago.
One asset. Multiple uses.
Your Reputation Should Precede You.
Your book and online presence should help people get to know you before they ever talk to you.
That is a very different kind of prospect conversation.
“I Probably Have a Hundred Stories Where the Book Has Helped Us Win Business.”Jon Kuttin leads one of the largest Ameriprise practices in the country, with more than $18 billion under management.
“We’re on pace to bring in a billion dollars in organic assets this year, and our prospect-to-client closing ratio has never been better. I believe my book and the credibility that comes with it have played a significant role.
I probably have a hundred stories at this point where the book has helped us win business.”
Jon KuttinAuthor of Planning for the Certainty of Uncertainty
Jon’s book didn’t create his expertise.
It made the expertise he already had easier for the marketplace to see.
What You’ll Leave With
By the end of the workshop, you’ll have:
- A clearer idea for your book — or a clearer strategy for using the one you already have
- A sharper understanding of who the book should be written for
- Greater clarity around what you want to be known for
- A practical strategy for using your book with prospects, clients and referral partners
- Ideas for turning the book into content, media and relationship opportunities
- Your highest-priority actions for the next 90 days
This isn’t three hours of theory.
It’s a working session designed to help you decide what to do next.
Your Book Can Change the Conversation Before It Starts.“It’s almost like we’re taking out implementation plans for people when we first meet them.”
Russ Gaiser & Mike HoeflichCo-authors of Beyond Break Even
Your book does some of the explaining before you ever enter the room.
That means the conversation can start further ahead.
From Published Author to Eight-Figure Firm
Anton Anderson used his book as part of a broader strategy to make his expertise more visible and grow his business.
In the year he published his book, he tripled his revenue and grew into an eight-figure firm.
The book gave prospects, clients and the marketplace a clearer way to understand what he knew and what made his approach different.
You Don’t Need Another Marketing Tactic.
You already have enough marketing noise.
The book gives those activities something to organize around.
Instead of constantly asking:
“What should we say?”
You have a body of ideas.
Something your team can build from again and again.
The Goal Isn’t Fame.
You don’t need millions of people to know your name.
You need the right people to know what you’re great at.
- Your future clients.
- Your existing clients.
- Centers of influence.
- Strategic partners.
- People who can introduce you to the next opportunity.
That’s what the Short Book Formula is designed to help you build.
Limited to 12 advisory firms
If you’ve been thinking about writing a book, bring the idea.
If you already have a book, bring the book.
If all you have is years of experience and the sense that more people should know what you know, bring that.