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For Financial Advisors

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.

Book my free 15-minute strategy call →
15 minutes · No obligation · No sales pressure
1,600+ authors served23 NYT & WSJ bestsellersYou own 100% of your book
Win higher-value clients
Prospects research you before they ever call. A book tells them exactly who you are and why you are different.
Referrals on autopilot
A book is the easiest thing a happy client can hand to a friend. It works long after the meeting ends.
No writing required
You have the expertise. We capture it through interviews and write the entire book in your voice.
1,600+
Authors served
23
NYT & WSJ bestsellers
3,000+
Books published
Free Author Strategy Call · 15 Min

Find your path in two quick questions

Tap what fits and we’ll point you to the exact right next step. No forms yet.

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
Start here · lowest-risk way in
Start with Compass
$5,000 · credited in full toward your book

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

Fill out the form below and you'll be able to pick a time that works for you.

Pick a time that works for you

Choose a 15-minute slot with our team. You'll get a confirmation email right away.

Skip the wait Talk to us right now +1 512 325 0249 A real person answers. About 30 seconds.

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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.

Book Marketing Campaigns Audiobook Production Amazon & Retail Distribution Speaking & Media Strategy
The full case

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.

What is included
  • 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
Investment ranges from $29,000 to $135,000+ depending on the level of support you need. Most projects run 9 to 12 months from kickoff to a published book. We tell you exactly where you fit on your call, with no pressure.
Book my free 15-minute strategy call →