The Influential Advisor

023: Short Books, Big Doors: Securing Executive Access By Publishing A Short Book with Michael Budnick


Listen Later

In this episode, Paul G McManus sits down with Michael Budnick, a seasoned financial advisor and bestselling author. Dive into their discussion about the transformative power of writing and publishing books, the ever-evolving landscape of target audiences, the rising demand for audiobook versions, and an exclusive opportunity for financial advisors tied to Michael's recent book that can help advisors create massive new 401(k) opportunities. 

Key Takeaways:

  1. The Power of Publishing: Writing books can be instrumental in honing and conveying your message, facilitating better audience engagement and understanding.
  2. Insight Interviews: Engaging with your target audience to gauge their needs and worries can result in a more resonant and effective book.
  3. Audience Engagement: Aim to captivate your target audience by tapping into their aspirations while offering invaluable insights.
  4. The 401k Maneuver: This innovative addition to retirement plans boasts benefits such as proactive management, bespoke risk tolerance assessment, augmented performance, and diminished fees.
  5. The PEP Advantage: The Pooled Employer Plan (PEP) alleviates administrative burdens, liability concerns, and plan audits for employers, granting them more bandwidth to focus on core business activities.
  6. Turnkey Solutions: The 401k maneuver and PEP offer streamlined solutions for advisors, furnishing them with supplementary services and promotional avenues.
  7. Budnick’s Support for Advisors: Michael extends hands-on assistance to fellow advisors, inclusive of benchmarking analyses, proposal crafting, and kick-off discussions.
  8. Amplify your Reach with Budnick: Joining forces with Michael on book promotions can bolster an advisor's reputation, paving the way for keynote presentations and instructional modules.
  9. Establishing Authority: Crafting and publishing a book solidifies advisors' standings as reliable experts, magnetizing prospective clientele.

About Our Guest: Michael Budnick is the author of four books, his most recent one: Prescriptions For Prosperity: Maximizing Investment Returns and Achieving Success In Healthcare Leadership. 

You can learn more about Michael at: www.michaelbudnick.com

About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.

As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com


Claim your free audiobook copy at: www.theshortbookformula.com

Support the show

...more
View all episodesView all episodes
Download on the App Store

The Influential AdvisorBy Paul G. McManus

  • 5
  • 5
  • 5
  • 5
  • 5

5

3 ratings


More shows like The Influential Advisor

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

733 Listeners

The Cardone Zone by Grant Cardone

The Cardone Zone

3,913 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

504 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

417 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters by Dan Sullivan and Shannon Waller

Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

127 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,429 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

562 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,992 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,045 Listeners

The Long View by Morningstar

The Long View

880 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

118 Listeners