Introduction:

As financial advisors, writing a book presents a powerful opportunity, but the approach and execution can significantly impact the outcomes.

This episode will delve into the distinct differences between crafting a "client-getting book" specifically designed to attract ideal clients and grow your practice, versus a "regular book" aimed at a broader audience.

Purpose and Objectives:

Client-Getting Book: Primary goal is to attract ideal clients and drive business growth

Regular Book: Aims for mainstream appeal, personal branding, or establishing thought leadership

Target Audience:

Client-Getting Book: Hyper-focused on a specific niche or ideal client profile

Regular Book: Broad appeal, targeting a general or mass-market audience

Content and Value Proposition:

Client-Getting Book: Provides immense value, practical solutions, and actionable advice tailored to the target audience's pain points

Regular Book: Offers general information, inspiration, or entertainment for a wider readership

Structure and Sales Funnel:

Client-Getting Book: Strategically guides readers towards working with you, incorporates calls-to-action and lead generation tactics

Regular Book: Structured for an engaging reading experience, may lack direct business conversion opportunities

Promotion and Marketing:

Client-Getting Book: Leveraged as a lead magnet, used for targeted marketing to attract ideal clients

Regular Book: Marketed through mainstream channels, book tours, media appearances, and general publicity

Business Impact and ROI:

Client-Getting Book: Direct path to client acquisition, practice growth, and increased revenue

Regular Book: Indirect benefits like personal branding, thought leadership, and potential speaking opportunities

Opportunities for Growth:

Client-Getting Book: Positions you as the go-to expert, opens doors for consulting, speaking, and additional revenue streams

Regular Book: May lead to additional book deals, media exposure, or a career as an author

Action Items for Advisors:

Clarify Your Goals: Spend 20 minutes outlining your specific goals for writing a book. Is it primarily for client acquisition and practice growth, or for personal branding and thought leadership? Aligning your purpose will guide your approach.

Define Your Ideal Client: Take 30 minutes to create a detailed persona of your ideal client, including their demographics, pain points, goals, and communication preferences. This will ensure your book resonates deeply with your target audience.

Evaluate Your Existing Content: Review your blog posts, presentations, client communications, and other materials to identify potential content that can be repurposed or expanded upon in your book. This will save time and leverage your existing expertise while tailoring it for your ideal clients.

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

Subscribe & Follow:

• Don’t miss an episode! Subscribe to the Financial Advisor Practice Podcast on Apple & Spotify.
• Follow us on social media: Here

Feedback & Contact:

• We’d love to hear your thoughts! Leave a review or send us your feedback at podcast@peacefuladvisorlifestyle.com .
• Interested in being a guest or have a topic suggestion? Reach out to us at podcast@peacefuladvisorlifestyle.com

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

Subscribe & Follow:

• Don’t miss an episode! Subscribe to the Financial Advisor Practice Podcast on Apple & Spotify.
• Follow us on social media: Here

Feedback & Contact:

• We’d love to hear your thoughts! Leave a review or send us your feedback at podcast@peacefuladvisorlifestyle.com .
• Interested in being a guest or have a topic suggestion? Reach out to us at podcast@peacefuladvisorlifestyle.com

Introduction

• The struggle of constant lead generation for advisors
• Traditional methods are ineffective, expensive, and labor-intensive
• Tease how advisors are using books to attract qualified leads endlessly

The Power of Book-Based Lead Generation

• Books are the ultimate lead magnet - deliver upfront value
• Allow you to capture leads passively and perpetually
• Self-qualifying leads based on who consumes the book

Free Book Distribution Hacks

• Leverage existing networks and platforms you're already on
• Creative ways advisors are getting books into hands for free

Book Marketing on a Shoestring Budget

• How to drive explosion of targeted leads for <$500
• Examples: Paid newsletter ads, FB groups, giveaway promotions
• Slice and repurpose the book into endless micro-content

Advanced Book Distribution Plays

• Using joint venture partnerships and cross-promotions
• Negotiating or free bulk book orders from companies for employees
• Influencers on IG & Tiktok
• Facebook Group Owners- Going Live
• LinkedIn Group Owners - Events & Joint Collab
• Getting books into offices or associations where you ICP frequents

From Book to Consultation

• Automated nurture sequences from opt-in to consultation
• Soft nurturing by continually providing free value
• Turning book leads into hot, ready-to-buy prospects

Case Studies of Advisors Winning

• Highlight creative book lead gen examples in action
• Specific channels, budgets, and results they're getting
• Show diversity of industries and approaches working

Action Steps Advisors Can Take

• Low-hanging fruit book distribution starting today
• Negotiate a book cross-promotion with complementary businesses
• Map out an automated nurture sequence for book leads

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

Subscribe & Follow:

• Don’t miss an episode! Subscribe to the Financial Advisor Practice Podcast on Apple & Spotify.
• Follow us on social media: Here

Feedback & Contact:

• We’d love to hear your thoughts! Leave a review or send us your feedback at podcast@peacefuladvisorlifestyle.com .
• Interested in being a guest or have a topic suggestion? Reach out to us at podcast@peacefuladvisorlifestyle.com

Introduction

• The pains of traditional sales for financial advisors (cold outreach, objections, unqualified prospects, wasted time)
• Tease how a book can transform and simplify the entire sales process

The Power of a Book in Sales

• Builds credibility and trust before the first meeting
• Allows you to prequalify prospects based on who consumes your book
• Warms up prospects by delivering value first
• Makes you a welcomed advisor rather than an unwanted salesperson

Using the Book for Pre-Framing

• Walk through how the book lays out your philosophy, approach, and expertise
• This pre-frames what to expect when working with you as an advisor
• Prospects are sold on you before you ever pitch to them

Book-Assisted Prospect Conversations

• Specific talk tracks and conversational techniques leveraging the book
• Example: "I see you downloaded my book, what resonated most with you?"
• Allows you to uncover their wants, needs, concerns organically

Filtering Your Ideal Prospects

• How to craft the book intentionally for your perfect client
• Only attracting qualified, eager buyers for your services
• No more wasting time with tire-kickers or bad fits

Automating Your Sales Funnel

• Using the book as the first touch for automated nurture sequences
• Delivering helpful follow-up content and prompts based on book actions
• Warming them up on autopilot for a smooth discovery call

Success Stories

• Examples of advisors leveraging books to simplify sales
• More referrals, higher closing rates, better quality clients

Action Steps

• Map out your book outline for your perfect client
• Draft automated nurture sequences around your book
• Start pre-framing prospects with your book today

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

Subscribe & Follow:

• Don’t miss an episode! Subscribe to the Financial Advisor Practice Podcast on Apple & Spotify.
• Follow us on social media: Here

Feedback & Contact:

• We’d love to hear your thoughts! Leave a review or send us your feedback at podcast@peacefuladvisorlifestyle.com .
• Interested in being a guest or have a topic suggestion? Reach out to us at podcast@peacefuladvisorlifestyle.com

Title: "The Book That Will Build You a 7-Figure Practice - AABF Book Launch"

Introduction:

Tease the power of using a book to attract ideal clients

Struggles of traditional marketing/sales for advisors

The Advisor Authority Book Framework:

What the book is - a step-by-step system to write a client-attracting book

Big promise: Grow to 7-figures by leveraging your book

Why Writing a Book is the Ultimate Marketing Asset:

Instantly builds credibility and authority

Provides value before asking for anything

Filters out tire-kickers from your ideal clients

Automated lead generation and nurturing

Example success stories of advisors leveraging books

What You'll Learn in the Book:

How to choose a compelling book topic/hook

My personal 7-week book writing process

Get your book into thousands of prospect hands

Turn book readers into clients automatically

Avoid costly paid ads with smart book distribution

Build Your Dream Practice with This Book:

End the hustle of manual prospecting forever

Become a recognized expert who attracts clients

Have a full pipeline of self-qualified dream clients

Simplified selling using the book framework

What's Included:

The full Advisor Authority Book Framework system

Assessments, templates, downloads to take action

Bonus: Audiobook version to listen on the go

Bonus: Pricing Model to hit 7-figures - Masterclass

Bonus: Productivity Mastery for Optimal Revenue - Model Workweek - Workshop

Call to Action:

Get the book for only $7 today

Start building your book-based client-getting asset

Free up your time while your book markets for you

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

Subscribe & Follow:

• Don’t miss an episode! Subscribe to the Financial Advisor Practice Podcast on Apple & Spotify.
• Follow us on social media: Here

Feedback & Contact:

• We’d love to hear your thoughts! Leave a review or send us your feedback at podcast@peacefuladvisorlifestyle.com .
• Interested in being a guest or have a topic suggestion? Reach out to us at podcast@peacefuladvisorlifestyle.com .

Title: "Stop Chasing Prospects and Start Building Assets in Your Practice"

Introduction:

The never-ending chase for new clients through activities like networking events, cold-calling, etc. This manual labor is exhausting. Smarter advisors build marketing and sales assets that attract clients perpetually with less ongoing effort.

What are Marketing/Sales Assets?

Assets are things you build once that continue providing value over time (with some tweaks).

Examples: Evergreen webinars, podcast, books Attract ideal prospects into your pipeline to be nurtured over time.

The Power of Evergreen Webinars

Create opt-in pages to capture leads Automated nurture sequences Establish expertise and build trust Why Start a Podcast?

Reach your network and new audiences Repurpose episodes into content like video clips Provide lead magnets to capture emails

Writing a Book

The ultimate lead magnet Distribute on website, social media Reinforces credibility and authority

Stacking Assets for Maximum Impact

Webinar attendees get the book Podcast listeners offered the webinar Compounds the lead generation Additional Benefits

Assets filter out tire-kickers Don't waste time on unqualified prospects Establishes social proof and trust Conclusion: Start building your assets today for perpetual, leveraged growth.

Key Takeaways:

Identify 1-2 marketing/sales assets to build (webinar, podcast, book) Map out your asset creation plan Strategize asset interconnectivity Commit to building assets over chasing prospects manually

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

Subscribe & Follow:

• Don’t miss an episode! Subscribe to the Financial Advisor Practice Podcast on Apple & Spotify.
• Follow us on social media: Here

Feedback & Contact:

• We’d love to hear your thoughts! Leave a review or send us your feedback at podcast@peacefuladvisorlifestyle.com .
• Interested in being a guest or have a topic suggestion? Reach out to us at podcast@peacefuladvisorlifestyle.com .

Summary: In this episode, Rafi Shaikh delves into the importance of building assets within your financial advisory practice to improve productivity and achieve a balanced lifestyle. He discusses how intentional design and implementation of systems, processes, and technology can help financial advisors reclaim their time and enhance the value of their practice.

Key Takeaways:

1. Intentional Practice Design:

   • Define your practice goals, whether it's a seven-figure lifestyle practice or taking significant time off.
   • Be intentional about how you structure your practice to meet these goals.

2. Marketing Assets:

   • Create evergreen marketing tools like webinars, blogs, podcasts, or books.
   • These assets work 24/7, attracting ideal clients and elevating client satisfaction.

3. Sales Assets:

   • Develop sales materials that complement your marketing efforts.
   • Use pre-built webinars or books to pre-sell prospects, making the sales process smoother.

4. Systems Assets:

   • Implement CRM systems, content vaults, and standard operating procedures (SOPs).
   • These systems ensure consistency and efficiency in your practice.

5. Human Assets:

   • Invest in your team by providing training and tools for their success.
   • Building a capable team ensures the longevity and smooth transition of your practice.

6. Servicing Assets:

   • Establish robust servicing models to enhance client experience and satisfaction.
   • Efficient servicing procedures are crucial for client retention and practice valuation.

7. Energy Management:

   • Focus on activities that energize you and incorporate them into your daily routine.
   • Maintain a healthy work-life balance to prevent burnout and ensure sustained performance.

8. Proactive Approach:

   • Be decisive and act quickly when implementing new strategies or building assets.
   • Avoid procrastination to maximize the benefits of your efforts.

Actionable Items:

1. Wake Up Earlier:

   • Gradually wake up one hour earlier to create a morning routine for meditation, exercise, or journaling.

2. Drink Lemon Water:

   • Start your day with a large glass of lukewarm lemon water with rock salt or Himalayan salt to boost energy and alertness.

3. Email Management:

   • Implement the 80/20 inbox processing system to focus on the 20% of emails that matter, streamlining your workflow.

Resources:

• Book: The Advisor Authority Book Framework by Rafi Shaikh
  • Available for $7 with three FREE bonuses and a 365-day money-back guarantee.

For Questions, Comments, Suggestions & Feedback , Please email : Podcast@peacefuladvisorlifestyle.com