Tag Archives: Niche Market

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Episode #46 The Why & How to Writing a Book That Attracts Ideal Financial Advisory Clients with Paul G. McManus



Have you ever pondered the idea of writing a book? You know that it could boost your credibility, demonstrate your expertise, and serve as an impressive introduction to your clients and centers of influence. So why haven’t you done it yet?  More than likely, it feels overwhelming – you don’t have the time or it’s beyond your capabilities, or both!

Fear not, in a truly enlightening episode, Bill sits down with Paul G. McManus, author of The Short Book Formula: A Financial Professional’s Guide to Writing a Book in 6 Weeks to Attract Ideal Clients. Together, they’ll guide you through the process and dive deep into the world of writing, producing, and leveraging a book to generate more clients. They debunk the fears and mistaken assumptions that may have held you back – until now.

McManus unveils a game-changing formula for writing a book in just six weeks—a formula that has already empowered over 500 financial advisors and other professionals to establish their authority and credibility with their very own written work. 

But there’s more. McManus also delves into the untapped power of LinkedIn as a business development tool. He reveals the secrets to attracting and converting your ideal clients through this dynamic platform.

PLUS – Paul and Bill discuss 3 case studies from advisors who have used their book to create unexpectedly significant growth.

If you’ve ever wondered about the potential of having your own book, fretted over your ability to write one, and wondered about the ROI, this episode is a must-listen. 

Bill and Paul discuss: 

  • The definition of authority marketing and how it can help you attract more ideal clients.
  • How financial professionals can write a short (and high-quality) book in only six weeks.
  • The benefits of writing a book as a meaningful way to establish yourself as an expert.
  • Case Study #1:  Mark Miller, a successful financial advisor who used his book The Tax-Free Business Owner to attract his ideal business-owner clients
  • Case Study #2:  Alex Sorkin’s business model of working exclusively with CPAs, and how he uses his book as bait to attract them on LinkedIn.
  • Case Study #3:  Michael Budnick’s book, The Prosperous Nurse, is the first in a series of short books targeted to medical professionals.
  • The benefits of a shorter book, including lower printing costs and the ability to give it away easily.
  • …And more!

Resources: 

Connect With Bill Cates:

Connect With Paul McManus: 

About Paul McManus:

Paul G. McManus is the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program, and host of The Million Dollar Producer Show Podcast. He has worked closely with over 500+ financial advisors, CPAs, life insurance producers, and business advisors since 2015. He is also the author of Million Dollar Producer: The Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn. He lives in San Diego, California with his wife Atsuko and his two Boston Terriers, Moo and Potato Chips.


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Ep. #3: How a Business Friendship Can Turn a Loyal Client into an Advocate with Lester Matlock CFP®, CRPC®, APMA®



Many financial advisors like to keep an arm’s length distance between themselves and their clients, keeping everything strictly on the professional level.

But many of the most successful financial advisors are doing the opposite.

In this episode, Referral Coach Bill Cates, CSP, CPAE is joined by Lester Matlock CFP®, CRPC®, APMA®, private wealth advisor. Lester discusses his Bucket List Campaign and how he creates a business friendship with clients, so they become his biggest advocates. 

Lester discusses: 

  • Why he sold part of his practice to focus on a more targeted market.
  • How he got started helping his clients accomplish some of their Bucket List items.
  • What the Bucket List Campaign is and how it works.
  • An example of how his business friendship with one of his clients made a huge difference for her and her family.

Connect With Bill Cates:

Connect With Lester Matlock:

About Our Guest:

Lester Matlock’s CFP®, CRPC®, APMA® first passion is being a financial advisor and mentor. Mentoring students has afforded him the ability to pay forward the guidance and counseling he received as a student. Extreme fitness and mixed martial arts are his most common pastimes when he and his wife are not traveling. He’ll confess, collecting cuff-links (especially vintage) has fast become a favorite hobby of his.