What If Your Prospects Showed Up Pre-Sold?
That’s what a book does.
The advisors who win biggest aren’t the ones with the best pitch. They’re the ones business owners already trust before the first meeting. I wrote the playbook for making sure that’s you.
A few of the 500+ advisors we’ve helped publish.
Listen to Book Marketing for Financial Advisors
The full audiobook. Not a chapter. Not a summary. The whole thing.
I wrote this for advisors who already know they should write a book and want to know exactly what to do once it’s published.
Six chapters. Two hours. The same playbook 500+ financial professionals have used to turn books into pipeline.
Listen Now — FreeAs featured on
Michael Kitces’ Financial Advisor Success Podcast
Six chapters. One playbook.
The Inner Circle Soft Launch
Turn your best clients into your biggest advocates.
Foundation Building
Set up your book to capture leads, not just sell copies.
The Amazon Best Seller Strategy
Earn the credential that elevates your authority.
The Audiobook Advantage
Reach prospects during their commute and workouts.
The Center of Influence Strategy
Turn casual relationships into revenue partnerships.
The Virtual Speaking Tour
Reach thousands of ideal prospects through guest podcasting.
What Happens When Advisors Use This
We work exclusively with financial professionals. Since 2015, we’ve helped over 500 advisors get their books written, published, and working. Every person on our team — coaches, editors, designers, marketers — speaks your language and knows what compliance will and won’t approve.
Financial Professionals Published
In Client Revenue Generated
Based on reported outcomes from published authors in the program.
Advisors who decided to write the book.
Jonathan S. Kuttin
Barron’s Hall of Fame Advisor · $16B+
The Short Book Formula’s expert guidance in authoring, publishing, and marketing a book has been instrumental in propelling my business growth.
David G. Wilson
Forbes’ Best-in-State Wealth Advisor 2021–2024 · AdvisorHub Advisor To Watch ($1B+)
If you’re an accomplished advisor considering writing a book, I wholeheartedly recommend The Short Book Formula. Their process will empower you to share your hard-earned wisdom and elevate your practice.
Anton Anderson
CEO, Elite Resource Team
Increased his revenue from $2.5 million to $7.5 million in a single year following the publishing of his book. Now he is writing three more.