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”The Financial Advisor Lifestyle Practice Podcast: Achieve Prosperity and Freedom as a Financial Advisor Sick of the hustle and burnout? Discover how to build a lifestyle-oriented financial advisory practice that maximizes your income, personal freedom and positive impact. Join host Rafi Shaik as he pulls back the curtain on successful advisors who have achieved complete lifestyle liberation. No more sacrificing your health, relationships or purpose for revenue growth. In this paradigm-shifting podcast, you’ll get proven strategies to design your ideal lifestyle first, then deliberately craft your business model as the vehicle to fund and sustain it - not the other way around. Each episode is packed with real-world examples, candid stories and profitable insights. From radically optimizing your productivity to leveraging virtual teams and automation...from nurturing raving, premium clients to investment cash flows that generate perpetual ”enough” income. You’ll learn how to implement self-managing marketing funnels and processes, systematize the customer experience, identify your unique ”Showstopper Offers”, and build a business that truly works for you 24/7. Ditch the scarcity mindset, overcome imposter syndrome and silence the internal fears holding you back from exponential growth and freedom. The Financial Advisor Lifestyle Practice Podcast will reprogram your mindset to embrace the abundance of prosperity AND purpose, revenue AND relationships, success AND significance. Stop deferring your life and unfulfilled dreams for ”someday”. This is your roadmap to unlocking your perfect Lifestyle Practice today and leaving a powerful legacy.” IF YOU HAVE ANY QUESTIONS , SUGGESTIONS OR COMMENTS, PLEASE EMAIL : PODCAST@PEACEFULADVISORLIFESTYLE.COM ---------------------------------------------------------------------------------------------- Music Credits: Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/all-good-folks/electric-island License code: DWTQAJQVKDSIBNEP
Episodes
![Ep-13: Beyond the Book - Using books as an unfair advantage across your entire practice](https://pbcdn1.podbean.com/imglogo/image-logo/18368126/FALP_Podcast_Cover-Feb2024_-1MB_zax3xc_300x300.jpg)
Tuesday Jul 09, 2024
Tuesday Jul 09, 2024
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
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