Ep-13: Beyond the Book - Using books as an unfair advantage across your entire practice

Financial Advisor Lifestyle Practice

Introduction

• Most advisors think of books just for marketing/lead generation
• But the savviest advisors leverage books across their entire business
• Tease the creative ways advisors are using books for an unfair edge

Books for Talent Acquisition

• Use books to showcase your firm's philosophies and culture
• Attract aligned advisors, staff, partners to your team
• Example: Getting books into universities for recruiting

The Operational Advantages of Books

• Books as training tools for ramping up new hires quickly
• Standardizing processes, procedures, best practices in book form
• Streamlining client communications and touchpoints

Books for Business Development

• Using books to spark conversations and open new doors
• Get in front of other professionals like attorneys and CPAs
• Reciprocal book promotion and cross-selling opportunities

The Secret Client Experience Weapon

• Delight clients and build raving fans by giving them a book
• Use books for celebrating milestones and special occasions
• Personalized books as ultra high-end client gifts

Supercharging Referrals with Books

• Motivate clients, partners to refer by giving away books
• Arm referral sources with books to do "pre-framing"
• Run strategic referral campaigns centered around books

Creating Recurring Revenue with Books

• Develop books into subscription models or continuity programs
• Example: A book series clients pay for annually/monthly
• Generating new revenue streams from a single book asset

The Advisor as Media Mogul

• How publishing books can be a gateway to spin-off products
• Using books as a first step into creating courses, workshops, events
• Maximizing the authority and credibility books provide

Case Studies

• Highlight advisors creatively using books across their business
• Specific applications, successes and results they're realizing

Action Steps

• Brainstorm creative cross-business applications for YOUR book
• Map out a book-centric referral or client appreciation campaign
• Explore recurring revenue or product line extension opportunities

Closing Thoughts

• Books are not a one-dimensional, single-use asset
• With creativity, advisors can deeply infuse books throughout their business
• For an endless array of strategic advantages and unfair edges

Resources Mentioned:

• Join our community of like-minded advisors on LinkedIn Here .
• Grab your copy of the book " The Advisor Authority Book Framework" Here
• Write your "Client Getting Book" in just 7 weeks - Program
• Book Your FREE Breakthrough Call Here

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