Have you considered writing a lead-generation book, yet?
Here’s a hard truth: If you’re a financial advisor struggling to attract qualified clients, you’re already behind. The competition is fierce, and many advisors are offering nearly identical services. Tired strategies like cold calls, webinars, and networking events don’t deliver the same returns they once did. So, how do you stand out in such a crowded field?
The answer is simple. You need a marketing asset that sets you apart from the pack—one that works for you 24/7 and positions you as the go-to expert before prospects even meet you. That asset? A book.
Yes, a lead-generation book is one of the smartest marketing strategies you can employ. It’s a powerful tool that instantly establishes credibility, builds trust, and attracts leads who already see you as the authority in financial planning. And guess what? Writing a book doesn’t have to take years. You can write and publish a 30,000-word book in just 90 days. That’s right—90 days.
Sound impossible? It’s not. All you need is a clear roadmap and consistent, purposeful action to get there. Let me show you exactly how to make it happen.
Why Writing a Book is a Must for Financial Advisors
If you’re wondering why you should even bother with writing a lead-generation book, let me make it simple: nothing builds credibility and authority like being a published author. When a prospective client sees that you’ve written a book on financial planning, they automatically view you as an expert. In their eyes, you’ve already done the hard work. You’re the person they trust, even before they’ve spoken to you.
Your book becomes more than a credibility tool—it’s a lead-generation machine. Once published, it keeps working for you, day in and day out. It’s available on your website, downloadable as a lead magnet, and shareable on social media. While you’re meeting with clients or taking some well-earned downtime, your book is out there, attracting pre-qualified leads who come to you ready to engage.
And here’s the kicker: writing a book sets you apart. Most financial advisors will never do this. They’ll continue relying on the same old tactics, while you stand out with a tangible asset that demonstrates your expertise. You’re not just another advisor handing out brochures. You’re the one handing out books—a tool that proves you go above and beyond for your clients.
I’ve helped countless financial advisors write their books, and the results speak for themselves: more qualified leads, more authority, and a serious edge over the competition. When your prospect has your book in hand, you’ve already won half the battle.
How to Outline Your Lead-Generation Book
Most people never start writing their lead-generation book because they don’t know where to begin. Writing a book is just like executing a well-thought-out marketing plan. You need a clear outline—a roadmap. Without it, you’ll wander, get overwhelmed, and never finish.
So, let’s break this down. Think of your book as a step-by-step guide designed to lead your ideal client to one conclusion: they need your expertise to manage their financial future.
Start with an introduction that hooks the reader. Explain why financial planning is crucial in today’s world, especially with economic uncertainty everywhere you look. Your goal here is to connect with the reader’s pain points and position yourself as the solution.
From there, break down the process. First, help readers identify their financial goals. This sets the stage for personalized advice and makes them reflect on their own needs. Next, walk them through assessing their current financial situation. This is where you start offering real value, helping them recognize the gaps in their financial health.
Then, move into the heart of the book: crafting a personalized financial plan. Cover investment strategies, tax planning, insurance, and estate planning. Make these topics accessible but actionable. Every chapter is a chance to show prospects why they need you to guide them through these complex areas. Finally, end with a strong conclusion that pushes them to take action—either by implementing your advice or, more likely, reaching out to you for help.
By breaking the book down into manageable chapters, each one becomes its own mini-project. This keeps the writing process organized and prevents the dreaded writer’s block. With this outline, you’re never left staring at a blank screen wondering what to write next.
Set Achievable Daily Word Count Goals
Now comes the part where most people get tripped up: actually writing the book. The key to writing a 30,000-word book in 90 days is consistency, not speed. You don’t need to lock yourself in a room and write thousands of words a day. In fact, you can hit your target by writing just 333 words a day.
Think about that—333 words is about one double-spaced page, which you can easily knock out in 30 to 45 minutes. This is where most people fail—they don’t break the process down into small, achievable goals. But you will. All you need to do is find 30 minutes each day to sit down and focus.
The key here is to pick a consistent time to write. Whether it’s first thing in the morning, during lunch, or late at night, stick to that schedule religiously. By writing just 333 words a day, you’ll build momentum over time. If you’re feeling inspired, go ahead and write more, but don’t pressure yourself to hit massive word counts in one sitting. Those small, daily wins add up fast, and before you know it—boom! You’ve got a book.
Stay Accountable with Weekly Check-ins
No matter how disciplined you are, life happens. That’s why accountability is crucial. At the end of each week, set aside 30 minutes to review your progress. Check your word count, see how close you are to your goals, and adjust if necessary.
If you’re ahead of schedule, fantastic! Celebrate your progress. If you’re falling behind, don’t panic. Just adjust. Maybe you’ll need to schedule an extra writing session or two in the upcoming week to catch up.
Use these check-ins to also refine your outline. Sometimes, as you get into the writing, you’ll find that certain chapters need more detail, or new ideas emerge that weren’t in the original plan. This is all part of the process. These weekly reviews are non-negotiable—they keep you accountable and on track without getting overwhelmed.
Why Writing a Book Boosts Your Productivity
I know what you’re thinking. “But isn’t writing a book a massive time investment?” Here’s the reality: yes, writing a book takes time upfront, but the long-term payoff is huge.
Once your book is published, it becomes a marketing tool that works for you around the clock. It’s on your website, shared on social media, handed out at events, and used in client meetings. Instead of spending time chasing cold leads, your book does the heavy lifting for you. Prospects come to you already seeing you as the expert, freeing up your time to focus on more valuable activities like building client relationships and closing high-ticket deals.
Your book isn’t just about lead generation—it’s about boosting your overall productivity. With your expertise already established through your book, you can spend less time proving yourself to new clients and more time focusing on the clients who are already serious about doing business.
How to Get Started Writing Your Book
The path to success is clear, but only if you start now. Today, spend some time brainstorming and outlining your book. Don’t get stuck in perfectionism—just create a rough framework. Next, block out a daily time slot for writing, even if it’s just 30 minutes. Stick to it and start hitting that 333-word goal.
Finally, set up an accountability system. Whether it’s an app, a coach, or a trusted colleague, make sure someone or something is checking in on your progress. Consistency, structure, and accountability—that’s the formula for getting your book done in 90 days.
Get started today, and in a few short months, you’ll not only have a book in your hand but also a lead-generation machine that builds your authority, generates qualified leads, and boosts your productivity. It’s time to stop talking about writing a book and actually get it done.
By the way, I wrote a workbook based on my live “BOOK It!” course: The BOOK It! Workbook: The Quickest Way to Write Your Lead-Generation Book So You Can Build Authority, Attract Amazing Clients, & Create Lucrative Opportunities. You can grab your copy here. Consider it your shortcut toward writing and publishing a lead-generation book!