Best Selling Financial Advisors
Four case studies of financial advisors who leveraged a bestselling book to enhance their impact and income.
Case Study #1: Stan Miller
Getting a New Generation Ready for Wealth Management
Stan Miller is the best-selling author of “Your American Legacy: Powerful Strategies that Instill Lasting for Generations.” His book, along with the companion workbook and website, are quickly becoming recognized as the most powerful tools to motivate and inspire individuals and families to take their legacy seriously.
- He established over 5,000 Living Trusts and helped protect more than $4.5 billion in assets.
- He helped found WealthCounsel, LLC. and Elder Counsel LLC.
- Also, he is the CEO of Pinnacle Legacy Law.
Stan is super passionate about the power of estate planning and the positive difference that it makes in the lives of Arkansas families and across the nation.
Stan’s goal for this book: Make sure that the next generation is ready to manage the wealth left behind. He trusted the process and saw the results!
With the help of Best Seller Publishing, Stan’s book was seen all over the world, making him an International Best Selling Author!
Since the success of Stan’s book, he’s seen more and more five-star reviews from happy readers. His book builds more trust and authority among potential clients months AFTER the book was a bestseller.
Stan’s Secret Weapon: use the book to guide the discussion with clients.
Stan’s book acts like his trusty GPS in the world of estate planning, allowing him to engage in conversations with clients more effectively and offer practical and meaningful solutions.
What are you waiting for? Establish your authority and credibility in the Financial Advisor industry with your own bestselling book.
Click the button and we will connect you with your personal Author Development Coach. Together, you will come up with a plan for your success as a Best Seller…guaranteed!
Case Study #2: Margie Shard
Over $500k in revenue with her book
Margie Shard, CFP® is a renowned business scaling strategist, sales funnel expert, best-selling author, and international speaker. Her achievements include:
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- Prestigious Honors, such as Investment News 40 Under 40, Five Star Professional, and Peak Advisor’s Practice of the Year.
- Earned over a million dollars a year from book royalties
- Became one of the top 10 most-read authors on Kindle Unlimited in United States
Margie’s dynamic presence has graced stages worldwide, inspiring audiences across countries and media platforms, making her a sought-after expert in her field.
Thanks to the assistance of the Best Seller Publishing Team, Margie’s book tour sold out, and her inspiring one-hour speech left audiences clamoring for more!
With the success of Margie’s book and help of our in-house PR team, Margie secured the stage on the Women’s Panel at the LPL Focus Conference
Margie shares insights with 10,000 advisors at the LPL Focus Conference about the key principles of her success as well as her book, “Financial Planning Exposed: Overcoming Myths to Create a Secure Future.”
Let’s look at the results of Margie Shard’s bestselling book “Financial Planning Exposed”
With the help of Best Seller Publishing, she stands out in the realm of Financial Advisors. She achieved a remarkable feat as her book “Financial Planning Exposed” soared to the #1 spot on Amazon’s Bestseller List.
One reason Margie has become one of the Top 10 most-read authors on Kindle Unlimited is due to her exceptional writing. This prestigious award not only acknowledges her literary prowess but is a significant milestone in her journey.
Not sure where to start?
Your personal author coach can assist you and answer all of your questions.
Case Study #3: Ambro Blackwell
Wall Street Journal Bestseller
Ambro Blackwell is a Top-performing Finance and Accounting Professional with an exceptional record of success. He has built and maintained client relationships and profitable books of business, even during periods of rapid expansion and economic erosion.
- Selected for JP Morgan Chase Los Angeles Metro Market Advisory Council
- Chosen to manage and bring into compliance critical business portfolios
- Business Development — exceeded his sales goal by over 250%
He is an exceptional finance and accounting pro, including Revenue growth, Market strategies, and Ethical leadership. His certifications include MBA, CTP, and CMA. He has a proven record of exceeding corporate growth targets.
He trusted Best Seller Publishing, and reached the number 1 spot in several categories, earning praise and recognition!
But that’s not all! His book also became the number one bestselling ebook on all of Barnes & Noble’s bestsellers!
And then our minds got blown! Ambro became a Wall Street Journal Best Seller!
Armed with that, our in-house PR Team was able to book him on multiple media placements.
What’s the next step?
Set up a time with your personal Author Development Coach to answer all of your questions.
Case Study #4: Robert Rolih
Bestselling book leads to live events
Robert is a successful entrepreneur with a highly profitable investment portfolio that works for him (and not for the financial industry). As a public speaker he shares his in-depth knowledge with people all around the world, helps them win the financial game of life and avoid costly investing pitfalls.
- He has been featured in more than:
- Multiple Websites
- Newspapers
- Countless Television Stations:
- Yahoo Finance
- Newsmax TV
- Business Insider.
Robert Rolih is the bestselling author of “The Million Dollar Decision: Get Out of the Rigged Game of Investing and Add a Million to Your Net Worth.”
Best Seller Publishing helped him to reach the number 1 position as a Hot New Release!
With the help of his book Robert speaks often to audiences of over 1,500.
Our PR team got to work and landed a placement on Newsmax TV to discuss his new book.
Robert Rolih is being interviewed on Newsmax TV, sharing some insights on his book and knowledge on investing and advocating the importance of both money-making skills and investing skills, encouraging a balanced approach to financial success.
What’s the next step?
Let’s connect and discuss your questions.
A couple of our other authors in the Financial Advisors Industry (we have a bunch more!)
Rob Nixon’s book teaches accountants how to make $1 million in profit while only billing less than 500 hours per year. He has helped countless professionals to increase their impact and income without spending more time.
