The book that sets you apart from every other advisor
Win higher-net-worth clients without chasing them. You do the work you love. We write the book that does your prospecting for you.
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Writing Your Book
Let's map out your path to a published book
Book a free 15-minute strategy call with our publishing team. We'll learn about your idea, answer your questions, and help you understand exactly what it takes to write and publish a professional-quality book.
- Collaborative interview-based writing process
- Professional ghostwriter captures your voice and ideas
- Full editing, design, and cover art included
- Audiobook production included
- Published to 40,000+ retailers worldwide
Five coaching calls that produce your North Star, a complete table of contents, and a chapter-by-chapter roadmap you keep. If you go on to Pro or Elite, the full amount comes right back off your book.
Start with Compass: book your kickoff call
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Reach more readers without starting from scratch
You've already done the hard work of writing and publishing. We'll help you grow your book's reach through targeted marketing campaigns or turn your book into a professionally produced audiobook.
What a book actually does for an advisor
An advisor sells one thing before any product: trust. A book is the most efficient way to earn it. Here is how the process works. We interview you for about 50 hours, so the thinking is yours and the words carry your voice. A dedicated team then structures, writes, edits, designs, and publishes the finished book to 40,000+ retailers. Start to shelf runs 9 to 12 months.
The reason it works is simple. A prospect who reads your book arrives at the first meeting already persuaded of how you think, which is why our authors report that referrals close faster. We have served 1,600+ authors and published 23 New York Times and Wall Street Journal bestsellers. Elite investment runs to $135,000+. Book a free 15-minute strategy call and we will map your book to your practice.
- A professional ghostwriter who captures your voice
- Structural and line editing
- Cover and interior design
- Audiobook production
- Publishing to 40,000+ retailers worldwide
- You own 100% of your book and its rights