Free Masterclass · For Financial Advisors

The 5-step game plan that turns advisors into must-hire experts

A 45-minute masterclass for financial planners, wealth advisors, and anyone who helps people with money. Press play below.

45 minutes A Scribe Media masterclass Free to watch
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.

Your next step

Ready to get started on your book this year?

The masterclass ends with an invitation, and it still stands. Book a free strategy call and a Scribe author strategist will help you find the one book you can write, and map out exactly how to get it done. No pressure, no obligation.

Book my free strategy call →
15 minutes · A real person answers · No sales pressure
You want to raise your profile and grow You want it done right, not mailed in You are ready to start

What the masterclass covers

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 or certifications. 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 a series of structured interviews, in your own words. A first draft in as little as 15 hours, not months at a blank page.
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, and launch.
Shift 5
Hire the best publishing team
Great books are made by teams, never alone. The three questions to ask before you trust anyone with your book.
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%
Free strategy call

You watched the game plan. Now run it.

Book a free 15-minute call and we will help you find your book and the fastest path to getting it published well.

Book my free strategy call →
15 minutes · No obligation · No sales pressure