Free Masterclass · For Financial Advisors

Become the must-hire expert in your market

A free 45-minute masterclass. The 5-step game plan financial planners use to turn their expertise into a published book that makes them the obvious choice, without more degrees or a bigger marketing budget.

  • How the top 1% of advisors stand out without more degrees or certifications
  • How to raise your credibility with your referral network without constantly justifying yourself
  • How to reach clients nationwide without content marketing or a PR team
  • A step-by-step path from best-kept secret to must-hire expert this year
Free masterclass
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45 minutes. No cost. Just tell us where to send it.
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3x+
Chad Willardson · Founder, Pacific Capital

A real financial advisor. After writing Stress-Free Money with Scribe, he saw a 3x return on his investment within ten months, and new clients from as far as Guatemala and Switzerland.

Read his story →

Your book is written in your own voice, and you own 100% of it, so it fits inside your firm's review process. This is not ghostwriting that puts words in your mouth.

What you'll learn in 45 minutes

The five shifts financial planners make to go from best-kept secret to must-hire expert.

Shift 1
The ultimate marketing tool
The one thing that separates the top 1% of advisors is not more degrees. It is a published book, the only marketing tool your clients actually pay you for.
Shift 2
How a book actually pays you
Selling copies is the trap. The real return comes from the consulting, speaking, and high-net-worth clients a book brings to your door.
Shift 3
Get it done without typing
The Scribe Method: you speak your book in structured interviews, in your own words. A first draft in as little as 15 hours.
Shift 4
A total commitment to excellence
A mediocre book can backfire. The milestones that separate a great book from a forgettable one: positioning, outlining, editing, design, launch.
Shift 5
Hire the best publishing team
Great books are made by teams. The three questions to ask before you trust anyone with your book.

Who it's for: financial planners, wealth advisors, accountants, investors, and anyone who makes a living helping people with money.

About the masterclass
Made by Scribe Media
Scribe has helped more than 1,600 authors publish their books, including New York Times and Wall Street Journal bestsellers. This masterclass distills what actually works for financial planners: how to turn your expertise into a book that wins better clients, and how to get it done without writing a word yourself.
1,600+ authors served23 NYT & WSJ bestsellers3,000+ books publishedYou own 100%

Ready to stop being the best-kept secret?

Watch the free masterclass and get the exact game plan.