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May 16, 2025 17 mins

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Speaker 1 (00:00):
Book Marketing for Financial Advisors.
Transform your book into amillion-dollar client attraction
system, digitally narrated byPaul G McManus.
Introduction the truth aboutbooks and your financial
advisory practice.
Let me start with a truth thatmight save you years of

(00:22):
frustration.
That book you're dreaming aboutwriting, or maybe already wrote
, isn't going to sell a millioncopies, it's probably not going
to get you on CNBC and itdefinitely isn't going to
generate meaningful income fromroyalties.
But here's the good news Noneof that matters, because if
you're a financial advisorreading this guide, what you're

(00:44):
really after isn't book sales.
It's quality clients who valueyour expertise, respect your
process and are happy to payyour fees.
Let me zoom out for a secondand explain why.
Since 2016, I've worked withclose to 500 financial advisors,
everyone from Barron's Hall ofFame advisors managing billions

(01:04):
to advisors just getting started.
And here's what I've learnedthe advisors who get the best
results from their books aren'tthe ones trying to sell the most
copies on Amazon.
They're the ones who use theirbooks strategically to attract
and land their ideal clients.
How well does this work?
The transformation is nothingshort of remarkable.

(01:26):
Advisors I partnered with havegenerated over $100 million in
fees and commissions since 2016,not through book sales, but by
attracting new clients who weredrawn to their expertise.
Through their books, theseadvisors went from feeling
invisible in a crowded market tobecoming recognized authorities

(01:47):
in their field.
Their books became thecornerstone of their personal
brand, fostering trust andopening doors to opportunities
they once thought were out ofreach.
Why most advisor books fail?
Here's a story I hear at leastonce a week Paul, I wrote a book
, I put it on Amazon, I postedabout it on LinkedIn.

(02:10):
I even sent an email to mywhole client list, but nothing
much happened, or this version.
I see other advisors with books, but I can't tell if it's
actually doing anything fortheir business.
Is this just a vanity projector my personal favorite?
I sent copies to all my CPApartners with a nice note,
hoping they'd share it withtheir clients.

(02:32):
I even followed up after amonth, but all I got was thanks.
I'll take a look when I havetime.
The reason most advisor booksfail isn't that they're badly
written.
It's that most advisors arefollowing generic book marketing
advice that's totally wrong forour industry.
The real ROI.

(02:52):
Let me share what's possiblewhen you do this right Prospects
who come to your first meetinghaving already read your
philosophy and approach.
Centers of influence whoactively share your book with
their entire client base.
A steady stream of speakingopportunities where you reach
your ideal audience.
The ability to send a physicalcopy of your book to anyone in

(03:14):
the United States for less thanthe cost of a Starbucks
Frappuccino.
A system where people go fromstranger to new client in as
little as one meeting with youbecause you've built trust in
advance through your book.
How do I know this works?
Well, let me share somethingpersonal.
My own books have eachgenerated over a million dollars

(03:35):
in revenue, not from book sales, but from using them
strategically to attract idealclients.
My first book alone brought in$1.1 million over three years.
My second book did so in justover two years.
That's the power of masteringthese strategies.
Each book you publish generatesbetter and faster results

(03:58):
because you've learned whichactivities actually move the
needle and how to execute themmore effectively.
And look, I'm not special, I'mnot famous.
When people introduce me as athought leader, it still makes
me giggle.
I'm just a regular guy whofigured out how to help

(04:19):
financial advisors use books togrow their practices in a way
that actually works.
The six strategies that actuallywork.
This guide is built around sixspecific strategies that we've
proven work for financialadvisors.
As a general rule, we recommendexecuting these strategies in
this exact order because, asyou'll see, each one builds upon
and enhances what came before.

(04:41):
The inner circle Soft launch Asystematic way to turn your best
clients into your biggestadvocates without feeling salesy
.
Foundation building.
How to set up your book websiteand Amazon presence to capture
leads instead of just sellingbooks.
The Amazon bestseller strategyhow to become a bestselling

(05:03):
author, because that credentialinstantly elevates your
authority and credibility.
The audiobook advantage Turnyour book into an audio
experience that capturesprospects during their commute,
workouts and daily routines.
The center of influencestrategy how to use your book to
transform casual professionalrelationships into real revenue

(05:27):
generating partnerships.
The virtual speaking tour howto leverage podcast guesting to
reach thousands of idealprospects without leaving your
office.
How these strategies worktogether.
Let me show you how this allflows together from your
prospect's perspective, withthree different ways it
typically happens.

(05:48):
Scenario one the podcastlistener.
Imagine someone is listening totheir favorite podcast, one
they trust and tune intoregularly.
They hear you as the guestexpert and they're immediately
intrigued because you're talkingabout exactly the challenges
they're facing.
You mentioned your book andbecause you got your foundation

(06:09):
set up right.
They can get it for free fromyour website.
While they're reading orlistening to your book, they're
getting your carefully craftedemail sequence.
They're seeing ravingtestimonials from your inner
circle.
They're noticing you're abest-selling author by the time
they schedule a call with you.
They've read your book,received valuable follow-up

(06:33):
content, seen social proof frompeople just like them already
bought into your approach.
Scenario two the CPA referral.
Or let's look at another waythis works.
Your prospect is sitting intheir CPA's office reviewing
their tax return.

(06:53):
Their CPA notices they've gotsome complex retirement planning
needs and says you know, Iactually wrote the foreword to a
book that addresses exactlywhat you're dealing with.
Let me give you a copy, becauseit's coming from their trusted
CPA.
They read it that weekend.
They noticed the websitementioned in the book and visit
it.
Now they're seeing how you'vehelped others just like them,

(07:18):
noticing you're a best-sellingauthor.
Reading the foreword their ownCPA wrote Understanding your
unique approach.
By the time they schedule acall with you, you're not just
another advisor, you're theexpert their CPA personally
endorsed, the one who literallywrote the book on solving their

(07:38):
specific challenges.
Scenario three the friendreferral.
Here's one more way.
It often happens your prospectis playing golf with their
friend, one of your best clients.
They're talking aboutretirement planning and your
client says You've got to readmy advisor's book.
It completely changed how Ithink about how I manage my

(08:01):
spending.
I'll text you the link to theaudio book.
This prospect is now readingyour book for two powerful
reasons.
Their friend is raving aboutthe results they're getting with
you.
They're seeing the exactstrategies that worked for their
friend laid out in your book.
When they visit your website,everything clicks.
The testimonials include peoplethey know or relate to.

(08:24):
The case studies sound justlike their situation.
Your approach already workedfor their friend.
They're seeing why their friendtrusts you so much.
By the time they schedule acall, they're already pre-sold.
How could they not be?
Their friend is getting greatresults.
They've read your methodologyand they've seen exactly how you
can help them too.
See how that works.

(08:45):
Each strategy reinforces theothers, creating multiple paths
for ideal prospects to find andtrust you.
Whether they discover youthrough a podcast, get your book
from their CPA or have a friendrave about you, the system
guides them naturally towardbecoming a client.
This isn't about hoping theright people find your book.

(09:07):
It's about proactively creatingmultiple paths for your ideal
prospects to discover.
You build trust in advance andultimately want to work with you
who this guide is for.
This guide is perfect for what Icall the successful but hungry

(09:27):
financial advisor.
You know who you are.
You've been doing this foryears, maybe even decades.
You're managing serious money.
We're talking hundreds ofmillions in many cases.
You work with hundreds offamilies who trust you, refer
you and honestly appreciate whatyou do for them.
But here's the thing You're notlooking to coast.

(09:48):
You didn't get where you are bysettling for good enough.
In fact, you're probablythinking I'm doing great work
for my clients.
I should be helping more peoplelike them.
My practice is solid.
Now it's time to really scaleit.
I've got the foundation built.
Let's put some serious growthon top of it.
I know I could be the go-toadvisor in my market.

(10:10):
I just need the right system.
Think of it this way If you'redoing this well with just your
regular marketing and clientreferrals, imagine what's
possible when you add theseproven strategies on top of your
already successful foundation.
And let me add something herethis isn't just for individual
advisors.
If you're the CEO of a wealthmanagement firm, looking to

(10:34):
create a personal brand thatelevates your entire team.
These strategies are perfectfor you, too, because here's
what I've learned working withfirms when the leader builds
authority, the whole teambenefits.
Your book becomes a tool thatevery advisor in your firm can
use to attract and land idealclients Beyond traditional book

(10:59):
marketing.
So why does this matter?
For your broader brand andlong-term client acquisition,
funnel Vision and positioning Atits core?
Using a book to attract newclients isn't just a marketing
tactic.
It's a powerful way to solidifyyour role as a teacher and
thought leader.
Remember, your brand isultimately your reputation,

(11:22):
multiplied by the impact youmake on others' lives your
reputation multiplied by theimpact you make on others' lives
.
Each of the strategies you'reabout to discover supports the
larger story you're tellingabout what you stand for and
whom you serve, deepening trust.
When a prospect reads your book,hears you speak on a podcast or
receives a recommendation fromtheir CPA partner, they're not

(11:43):
merely looking for an advisorwith good ideas.
They're looking for belief,alignment.
Who is this person?
Do they operate from a place ofintegrity and are they
genuinely invested in my success?
Your book, your publicappearances and your
professional endorsements act astrust accelerators in the
funnel.

(12:03):
They help a skeptical ortime-strapped perspective client
move from awareness toconfidence in your expertise,
creating a magnetic presence.
Another reason the why behindthese strategies matters is that
each tactic creates multiplepoints of contact with your
audience.
People may start by readingyour book's introduction with

(12:26):
your audience.
People may start by readingyour book's introduction, then
follow you on social media, thenhear you on a podcast and later
decide to schedule a meeting.
That path from awareness toaction is rarely linear.
By embedding these strategiesinto your overall brand approach
, you're multiplying the numberof ways a prospect can discover,
learn from and connect with you.
Alignment with core valuesFinally remember that how you

(12:49):
engage your audience and why isa reflection of your core values
.
If one of your key values iseducation, for example, then
every step you take a short book, a free audio book, an
informational podcast appearancereinforces the idea that you
are a guide and problem solver.
That consistency between whatyou believe and how you show up

(13:12):
in these marketing channels ispart of what keeps clients for
the long haul, ensuring they seeyou not just as an advisor but
as a thought partner in theirfinancial journey.
Building team alignment andlong-term brand equity.
Beyond client-facing benefits.
Your book-based strategies alsoresonate within your own team.

(13:33):
When employees see you writing,speaking and collaborating with
respected partners, they gain aclearer sense of the firm's
vision and are often moreexcited to share in it.
Of the firm's vision, and areoften more excited to share in
it.
This energy radiates outward toclients and prospects.
And remember a book is along-lived asset.
A prospect who stumbles uponyour work years from now will be

(13:55):
introduced to the very samecore philosophy that drives you
today.
It's not just a marketing piece.
It's an enduring component ofyour brand's legacy.
A marketing piece it's anenduring component of your
brand's legacy Bottom line.
The strategies in this guidearen't standalone hacks.
They're instruments of a largervision for your practice.
They allow you to speak to yourideal clients in a way that

(14:16):
matches both your personal brandstory and their aspirations.
When woven togetherthoughtfully, these tactics
create an ecosystem in whichpotential clients encounter your
expertise repeatedly andmeaningfully, often before they
ever have a one-on-one call.
That's the real reason toinvest the time, energy and

(14:38):
resources into building yourauthority through authorship and
strategic promotion.
It accelerates trust, expandsyour impact and ultimately
brings you closer to living outyour mission every day.
How to use this guide.
Let's make this simple.
You're busy and I respect that.

(14:58):
I've designed this book so youcan grasp the big picture in
about an hour.
No fluff, no filler.
This isn't meant to linger halfred on your shelf.
Step one read it straightthrough.
Start by reading the entireguide, from cover to cover, even
if you're tempted to jump ahead.
You'll get a bird's eye view ofhow each piece fits into the

(15:21):
larger system, like seeing theentire puzzle, before zeroing in
on individual strategies.
Step two go back and prioritize.
Once you've taken in theoverall framework, circle back
to the sections or chapters thatresonate most with your
immediate needs.
If you're already on solidfooting with Amazon, for example

(15:44):
, you might skip right to thechapter on leveraging your book
with podcast appearances orcenters of influence.
Step three implement in realtime.
Don't let this become thetheory that never sees daylight.
Implement as you go.
Schedule an inner circle, softlaunch, phone call, outline your

(16:06):
website funnel or draft yourfirst set of follow-up emails.
Little actions taken now willyield huge dividends later.
Step four leverage our supportif you need it.
If you'd like hands-on guidancefor any of these steps, reach
out directly at paul atmoreclientsmorefuncom.

(16:37):
My team and I specialize inhelping advisors transform a
simple book into amillion-dollar client attraction
system.
Why it matters now.
Six months from now, you couldeither be exactly where you are
today, still hoping to attractyour ideal clients, or you could
be welcoming a steady stream ofprospects who already trust
your philosophy and are eager towork with you.
The strategies in this guidework.

(16:57):
I've seen it happen forhundreds of advisors.
Now it's your turn to takeaction.
Remember you wrote, or plan towrite, this book for a reason to
showcase your expertise, helpmore people and build a practice
that reflects your core values.
Use it strategically andconsistently and watch how it

(17:18):
becomes the linchpin of yourbrand, bringing in the kind of
clients who appreciateeverything you stand for.
The kind of clients whoappreciate everything you stand
for.
This was the introduction ofbook marketing for financial
advisors.
Transform your book into amillion dollar client attraction
system.
By Paul G McManus.
No-transcript.
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