Win Clients and Grow Your Business with a Bestselling Book in 90 Days

This session examines how financial planning professionals can develop and use a business book as part of a broader client engagement and business development strategy. Attendees will explore how a published book can support practice differentiation and professional credibility within appropriate ethical and regulatory considerations.

Through case-based discussion, participants will review practical frameworks for planning, structuring, and publishing a book, along with common mistakes that limit its effectiveness. The session will also address aligning content with a defined audience and integrating a book into an overall communication strategy.

Learning Objectives:

1. Assess the role of a professionally published book in supporting practice differentiation, credibility, and client engagement.
2. Develop a structured approach to planning, organizing, and publishing a book aligned with a defined target audience and business objectives.
3. Identify common structural, positioning, and messaging errors that reduce a book’s effectiveness as a communication and business development tool.