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90-Minute Books

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Making Invisible Leads Visible
 

create a book that builds your business

 

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Ep147: Empowering People with DeLayna & Leon Elliott

September 4, 2023 Stuart Bell

Today on the Book More Show, we have a great conversation with DeLayna & Leon Elliott, authors of 'The Power of OneNess - Winning in Money and Marriage,' and Relationship and financial advisors.

This discussion is fascinating, especially if your business and passion align. As financial advisors, DeLayna and Leon help families secure their financial future, but they are also passionate relationship coaches. Their book combines their expertise in these fields and is the perfect way to start a conversation with the people they can best help.

They know that taboos around financial conversations cause many failing relationships, and their approach is to uncover a unique approach by interweaving financial literacy with conversation and intimate relationship elements to create a holistic approach that empowers their clients.

Having been in business for more than 20 years, they know their financial products are the perfect fit for most clients they speak to about relationship counseling. It removes selling pressure and becomes one of many issues people are excited to resolve.

Their book is the perfect tool at the top of the funnel to help them identify new clients and support even more referrals.

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Ep146: Making the Connection with Phil Telpner

August 30, 2023 Stuart Bell

Today on the Book More Show, we have a great conversation with Phil Telpner, author of 'The GenX Guide to Financial Independence,' and owner and lead advisor of Breakout Private Wealth based in Illinois.

Phil has a great sense of who he can best help and the challenges they face. He starts by sharing his journey in finance and what inspired him to start his own company focused on providing tailored advice to meet the complex needs of Gen X families, especially women.

Understanding his target market helped him create his book to reach out and start conversations with these potential clients.

He emphasizes the book's purpose in initiating important conversations by helping readers feel understood and overcoming the inertia of taking their first step.

We had a great discussion on how books build meaningful relationships beyond lead generation, highlighting a book's role in referrals, connections and refining his messaging.

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Ep145: Don't Leave Money on the Table with Micheal Soos

August 13, 2023 Stuart Bell
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Today on the Book More Show, we have a great conversation with Michael Soos, author of Don't Leave Money on the Table, and a consultant who helps financial advisors create more effective Social Security and Medicare solutions for their clients.

Michael has a wealth of experience and talks about the opportunities advisors have in partnering with a specialist to deliver more value for their clients and create larger income streams for their businesses.

His book is an excellent example of introducing a new idea to people rather than discussing a problem they want to solve. Financial advisors are what we refer to as 'visible prospects' because you can get a list or access that group directly compared with 'invisible prospects' who aren't identified in a list or group for us, for example, people feeling unsure about their Social Security options. Michael uses his book to introduce the idea they are leaving money on the table by not having the capability to offer more comprehensive services and, of course, offers a solution to help.

We also talk about Michael's 5x5x5 outreach strategy, something that can be amplified with a book and something I'd recommend everyone steal!

I really enjoyed this conversation & you'll get many ideas on how to use a book in your business, especially if you're talking with peers.

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Ep144: Save Money, Have Fun with John & JJ Checki

August 6, 2023 Stuart Bell

Today on the Book More Show, we're talking with John and JJ Checki. Father & son Financial Planning team based in Texas, and authors of a great book, Spend Time and Save Money.

Their book is a fun introduction to their approach to retirement and helps people approach the subject from the perspective of living a great retirement rather than getting stuck in the weeds of financial planning.

We had the opportunity to discuss the process and the simplest way to create a book that starts the conversation. We also spoke about the idea that your book should be a living document rather than something carved in stone, allowing you to tweak and update it over time as you get real-world feedback on what resonates with clients.

The episode has some great ideas on how to use a book to find more leads, no matter what business you're in.

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Ep143: Being a Trusted Partner with John Iannucci

July 16, 2023 Stuart Bell

Today on the Book More Show, we're talking with John Iannucci, a lawyer turned private wealth manager with offices in Pennsylvania and Florida, about his book The Peace of Mind Retirement Planner.

Originally known as a trusted legal partner, John shares how his early relationships led to the initial, unexpected success in the financial services world, and as his approach resonated with clients, referrals started flooding in. This approach eventually led to his book aimed at helping successful business owners transition their businesses.

John's experience with his business and how his book has become invaluable in following up with high-value leads is fascinating, and again, there is a lot to take away from this conversation.

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