Transform Your Financial Advisory Practice with a Client-Getting Book
Hey there, future author! Yes, I'm talking to you.
If you're a financial advisor looking to stand out from the crowd, attract premium clients, and build a practice that doesn't eat up your entire life, you're in the right place.
Let's cut to the chase: You know you need to differentiate yourself. You've probably thought about writing a book, but... where do you even start? How do you find the time? What if you're not a "writer"?
Take a deep breath. I've got you covered.
Imagine having a book that showcases your expertise, attracts ideal clients, and positions you as the go-to authority in your niche.
Our 4-Session Book Writing Signature Program can make that a reality - faster and easier than you ever thought possible.
Here's how our streamlined process works:
Session 1: Nailing Your Niche and Message
In this crucial first meeting, we'll:
After this session, you'll have a clear roadmap for your book. You have an outline ready to be submitted to compliance.
We'll even provide you with a draft email to send the outline to your Compliance team, ensuring a smoother & faster approval process ( how's that for value add 😉 ).
Sessions 2 & 3: Extracting Your Expertise
These are our core content-creation meetings. We'll:
Don't worry about preparation - we'll send you the questions in advance. Your job is simply to share your knowledge and experience. We'll handle the rest.
Session 4: Refining Your Masterpiece
In this final meeting, we'll:
Once we get the green signal from compliance we are ready to go for production... VOILA you are a published author !!!
And all of this can be accomplished in just 7 short weeks !!!
All you have to do is just show up for our 4 meetings & the rest we will take care for you...
When everything is said and done...
Here Is What You'll Get:
The best part? This isn't just any book. It's a "Client Getting Book" infused with our special sauce to attract and convert your ideal clients.
"But I'm not a writer!" you might be thinking. No problem. Our process is designed to capture your voice and expertise through simple conversations. We do the heavy lifting of turning those conversations into a polished, professional book.
"But Rafi," I hear you say, "I'm not sure I have time for this."
I get it. You're busy. That's why this program is designed to fit into your schedule. We're not asking you to write the next "War and Peace." Most of our clients' books are 100-150 pages. Short, punchy, and packed with value.
"Okay Rafi, but... but... what if I'm nervous or not sure?"
Here's a little secret: You don't have to be. We have options for every comfort level, from guided writing to done-for-you services. The important thing is getting your expertise out there.
Why Our Signature Program Works:
Ready to Become an Author?
Imagine holding your own book in your hands. Picture potential clients reaching out to you because they read your book and connected with your message. Think about the doors that will open when you can introduce yourself as a published author.
That's not just a dream. It's what our clients experience every day.
So, are you ready to join them? Are you ready to stop being just another financial advisor and start being the go-to expert in your field?
Let's make it happen....
Book Your Call Now !!!
P.S : Still not sure if this is for you? Let's chat. No pressure, no hard sell. Just a conversation about your goals and how a book might help you achieve them. What have you got to lose?
P.S.S : When you land just ONE client using your book, it will pay for your entire investment into this program and get you some more...The best thing is, this investment COULD be 100% tax deductible for your business*...
*Disclaimer: Not a tax advise, consult with your tax advisor.
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