Dear Fellow Financial Advisor,

It’s tough when you’re just another advisor competing for attention in a crowded market.

Everyone’s offering the same services, chasing the same clients…
…trying to build trust in an industry where skepticism runs high.

Standing out feels nearly impossible, no matter how good you are at what you do.

Here’s the hard truth:

Even if you’ve already chosen the kind of clients you want to work with, none of that matters if your niche doesn’t see you as the expert financial advisor who understands what they need.

If you’re not standing out, you’re blending in—and blending in comes at a cost.

• Constantly struggling to attract new clients, leaving you feeling frustrated and stuck (with the bill for the next steak dinner you’ll inevitably host).
• The one resource you can never get back - time. How much of it have you wasted chasing bad-fit leads that go nowhere?
• The aggravation of watching your competitors get ahead, and that feeling that you can’t keep up with them.

I’ve been there. I know how it feels to watch opportunities slip by, knowing you’re capable of so much more.

But here’s the good news:

You don’t have to stay stuck.

This program is built to do one thing: position you as the expert in your niche so you can attract the right clients and build the practice you’ve always wanted.

Picture this...

You walk into a meeting with a potential client. Before you say a word, you hand them your customized book—something no other advisor in their life has ever done.

When you present your plan, it’s with a professional, niche-specific presentation that speaks directly to their needs.

By the time the meeting ends, they already see you as the expert.  The advisor they can trust. The one they want to work with.

And this happens over and over again, with every client in your niche.

What’s Included In The Program?

✅  A Customized Book

Every financial advisor claims to have the answers—but how many can back it up with their own book? A custom, professionally written book is more than a tool; it’s your golden ticket to becoming the go-to expert in your niche.

• Establish Authority Instantly: When you hand a prospect your book, you’re not just starting a conversation—you’re leading it. Being a published author sets you apart as an expert, someone who deeply understands the unique needs of your niche.
• Build Trust Before You Even Speak: Imagine your ideal client flipping through a book that’s tailored specifically to them. Each chapter addresses their challenges, answers their questions, and shows them exactly why you’re the advisor they’ve been searching for. By the time you meet, trust is already established.
• Make a Lasting Impression: Most advisors hand out brochures or business cards–your book will leave a mark. It’s tangible, professional, and far more impactful.  
• Open Doors to New Opportunities: You can use it to secure speaking engagements at local organizations or events, Offer it as a lead magnet in your marketing campaigns, partner with niche-specific groups or associations
• Enhance Your Marketing Strategy: A book is a versatile marketing tool. You can use it in seminars or webinars to showcase your expertise, send copies as follow-ups to potential clients or referral partners, and gift it to current clients to strengthen relationships and encourage referrals.
• Stay Top-of-Mind: Unlike a brochure that gets tossed or a website that’s easily forgotten, your book has staying power. It sits on a desk, bookshelf, or coffee table—a constant reminder of your expertise. When your ideal client is ready to act, you’ll be the first person they call. 

What Makes This Book Different?

Written by a professional copywriter, your book will be approximately 100 pages and:

• Written Specifically for Your Niche: It could be women, doctors, entrepreneurs, or corporate employees—whatever your niche is, we’ll create a book for you. 
• Professionally Designed: Polished, credible, and tailored to reflect your brand.
• Completely Done-for-You: No writing, editing, or formatting on your end—we take care of everything. We’ll even upload the book to Amazon and handle ordering copies for your office.

✅ Follow Up Prospect Nurture Materials

You get a series of emails, videos, and postcards you can send to people after they order your book.  Getting them to order your book is easy.  The real work comes with an effective nurture strategy.  We’ll provide you with the materials necessary to send to prospects throughout the year.

✅ A Customized Seminar/Webinar Presentation: Engage, Educate, and Convert Like Never Before. 

Hosting a seminar or webinar is one of the most powerful ways to connect with your audience. A great presentation can make or break your success.  

That’s why we provide you with a professionally designed, fully done-for-you PowerPoint presentation, tailored specifically to your niche.

This isn’t just a deck—it’s a tool to captivate your audience, build trust, and turn attendees into loyal clients.

• Speak Directly to Your Niche: Your presentation will address their unique needs, challenges, and goals. Every slide will show your audience that you understand them and can deliver solutions.
• Look Professional and Polished: Forget cobbling together slides last minute or struggling with design software. Your custom presentation is professionally designed to ensure you look polished, credible, and ready to lead. First impressions matter.
• Save Time and Effort: Creating a presentation from scratch takes hours—hours you could spend focusing on your clients. With this done-for-you solution, you’ll walk into every seminar or webinar confident and prepared, without wasting time on a DIY job that’s unpolished, at best. 
• Build Connection, Trust, and Engagement: Your custom presentation is designed to keep your audience engaged, with content and visuals that spark interest and hold attention. You’ll leave attendees feeling informed, inspired, and ready to take action—by working with you.
• Ready to Use and Fully Customizable: Your presentation isn’t just done for you—it’s tailored to your voice and message. While it’s ready to use as-is, you can easily tweak it for different events, keeping it relevant and versatile.

This won't be a generic slideshow you’ll have to overhaul. Your custom presentation will be:

• Crafted to resonate with your specific audience.
• Created with high-quality visuals and layouts to ensure credibility and impact.
• Perfect for seminars, and webinars—just plug and play. 

 ✅ A Year of Strategic Business Coaching — Not Just “Support”

With all due humility, I think this is the best part of the program. We will talk every month. And in addition to your book and presentation, I will offer you advice in other areas such as profitability, staffing, operations, succession planning, selling...whatever it takes for you to achieve a truly entrepreneurial practice.

This isn’t hand-holding. It’s high-level strategy and proven systems to help you grow your practice, streamline your operations, and build real profit.

✅ A complete funnel strategy you can use with Click Funnels or any other online system you wish to promote your book to paid traffic.