You Don't Need Another Marketing Tactic.
You need a system that turns the expertise you already have into visible authority. It's the system behind the #1 Ameriprise practice in the country, a practice we're proud to work with, along with close to 100 of your other peers here at the National Conference. And you can start listening to it right now.
No form. No email. No gate. Just press play.
Lock in 25% off all three programs. Offer ends Friday, August 28.
At a national conference, you are going to hear a lot of good ideas.
More ideas for referrals. More ideas for social media. More ideas for seminars, podcasts, AI, video, centers of influence, and business development.
The problem probably isn't that you need more ideas.
It's that all those individual activities rarely add up to something bigger.
You try one. Then another. Something works for a while. Something else gets busy. Your team has competing priorities. And eventually marketing finds its way back onto your desk.
AOS starts with one foundational asset, your book, and uses it to build a marketing system around your expertise, your ideal clients, and what you want to become known for.
So instead of marketing that constantly starts over, you begin building authority that accumulates.
What Happens When Your Peers Put the Book to Work
You do not have to take my word for it. These are Ameriprise advisors who have lived different parts of the system.
Jon Kuttin
Jon's firm has used his book at extraordinary scale, distributing roughly 30,000 copies over three years. His firm brought in more than $1 billion in organic growth in a single year, with its prospect-to-client closing ratio at an all-time high, and he credits the book and the credibility surrounding it as meaningful contributors.
He now has hundreds of stories where the book has helped his firm win business. In one case, a prospect received the book at a workshop, returned the following week after reading it, and said she was ready to become a client. No sales pitch required.
"I get to meet every client that reads the book without actually meeting them."
He means it literally. Jon hasn't seen a client in person in over 14 years. His book, and the authority built around it, does that work at a scale no calendar ever could.
Don't take my word for it. Watch Jon tell the story himself:
Jon Kuttin and Paul G. McManus discuss how the #1 Ameriprise practice in the country puts authority to work.
Ron Phelps
Ron describes himself as a hunter. He spent his career bringing in new business. Then he put his book into the prospect process. Today, every serious prospect receives a copy, and Ron follows up about ten days later to ask what stood out.
By then, the conversation is different. The prospect understands how he thinks. They arrive with better questions. And Ron no longer has to start the relationship from zero.
Morgan Nichols
Morgan grew her practice from approximately $260 million to $820 million in AUM. Along the way, she published her book, completed a 12-appearance podcast tour including the Kitces Financial Advisor Success Podcast, and built a multi-state practice attracting both clients and advisors.
Her story represents another side of authority: a book does not merely give you something to hand a prospect. It gives the market something to associate with your name.
Stan Leong
Something interesting happened to Stan after becoming an author. His prospects were not the only people who began seeing him differently. He began seeing himself differently.
Stan became more confident and direct in client conversations. He raised his minimum for new clients to $1 million. And before reaching the midpoint of the year, his practice had already achieved its annual net-flow goal.
"It's the best year I've ever had for new flows."
Sometimes authority changes the market's perception of you. Sometimes it changes your own.
David G. Wilson
David had already built one of Ameriprise's most successful practices before he ever wrote a word. Today, he has transitioned to no longer seeing clients personally, and he is following the system of documenting his ideas to fuel the continued growth of his practice.
That is a central tenet of the Authority Operating System: document your thinking so it can travel farther than your calendar, and so your firm can grow without every relationship flowing through you.
Marcus Ranger
Marcus has a rare vantage point on what drives advisor growth. As Regional Vice President of Ameriprise Independent Advisors, he works across a business unit of more than 1,200 independent financial advisors, and he sees firsthand what separates the advisors who consistently grow from those who stay stuck.
"The best financial advisors understand that they are in the marketing business first."
And within that marketing system, Marcus places the book at the very top. He calls a book the "pinnacle" of an advisor's content strategy and the number-one piece of collateral for creating instant authority and influence. Because there is a meaningful difference between telling a prospect, "I specialize in retirement," and being able to say, "I wrote the book on retirement."
It also gives clients and centers of influence something far easier to refer than a salesperson: valuable information. Instead of asking someone to "call my advisor," they can simply hand them your book.
Hear Marcus explain why he believes the advisors who win are in the marketing business first:
Marcus Ranger and Paul G. McManus on why marketing drives growth, and why the book sits at the top of the system.
And these six aren't the whole story. Different practice sizes. Different specialties. Different ambitions. Some want larger relationships. Some want stronger positioning with centers of influence. Some want to transfer decades of thinking to the next generation in their firm. Some simply want marketing that finally builds on itself.
AOS is not another tactic to add to the list. It is the system that gives the right tactics a center.
Two Paths. One System.
Haven't written your book yet?
Then that is where we begin. You do not need to disappear for two years and become a writer. You already have the raw material.
It is in the conversations you have with clients every day. The questions you repeatedly answer. The risks you see that others miss. The opinions you have earned the right to hold after years of doing the work.
The job is to extract that thinking, organize it around the problem your ideal client already cares about, and turn it into a book that sounds like you. A book someone can finish. A book a CPA can hand to a client. A book a prospect can spend two hours with and think: this person understands my situation. Then we build the system around it.
Already have a book?
You may be closer than you think. One of the most common things I hear from accomplished advisors is: "I wrote the book. Now what?"
Maybe you launched it, sent copies to some clients, posted about it. Then client work took over, and the book became something you were proud of rather than something actively growing the firm.
You did not miss your opportunity. Your existing book already contains the raw material for your Authority Operating System. The question is how we activate it: in your prospect process, with referral partners, as interviews, content, speaking opportunities, search visibility, and AI signals. The book becomes the foundation instead of the finish line.
Ready to Build Yours? Sign Up by Friday, August 28.
We offer three author programs, each designed to take you from the expertise already in your head to a published book with the Authority Operating System installed around it.
In our world, we practice what this book preaches. No gatekeeping. Our programs, our process, and our pricing are published openly, so you can do your homework privately and reach your own conclusion before we ever speak.
Because you're here at the National Conference
This is something we rarely do, and it's exclusive to conference attendees. Sign up for any of the three author programs by Friday, August 28 and lock in 25% off.
The deadline is real. After the 28th, conference pricing ends and standard pricing returns.
Schedule anytime. To receive conference pricing, your program sign-up must be completed by Friday, August 28.