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In this episode of The Bookmore Show, I spoke with Greg McLaughlin, a financial planner with 25 years of experience, about his transition to financial independence and his journey writing a book. We explored how reaching financial freedom allowed him to focus on sharing his knowledge of decision-making psychology and financial planning through writing, though organizing these ideas into a cohesive structure proved challenging.
We examined the evolution of book writing processes, from traditional ghostwriting to using AI for editing while maintaining an authentic voice. The conversation covered how books can bridge relationships with financial planning clients, considering their life stages and goals to create content that resonates with their needs.
During our discussion, we explored a book's many roles - from personal achievement to strategic marketing tool. Greg shared how physical books remain powerful anchors for client relationships in today's digital world, helping guide people from uncertainty to confidence in their financial decisions.
I learned about the importance of consistent messaging across all platforms to build trust, and how understanding individual client perspectives helps maintain strong connections during challenging times.
SHOW HIGHLIGHTS
Show notes & video: 90minutebooks.com/podcast/192
Greg McLaughlin:
LinkedIn: Greg McLaughlin
Questions/Feedback: Send us an email
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In this episode of The Bookmore Show, I spoke with Greg McLaughlin, a financial planner with 25 years of experience, about his transition to financial independence and his journey writing a book. We explored how reaching financial freedom allowed him to focus on sharing his knowledge of decision-making psychology and financial planning through writing, though organizing these ideas into a cohesive structure proved challenging.
We examined the evolution of book writing processes, from traditional ghostwriting to using AI for editing while maintaining an authentic voice. The conversation covered how books can bridge relationships with financial planning clients, considering their life stages and goals to create content that resonates with their needs.
During our discussion, we explored a book's many roles - from personal achievement to strategic marketing tool. Greg shared how physical books remain powerful anchors for client relationships in today's digital world, helping guide people from uncertainty to confidence in their financial decisions.
I learned about the importance of consistent messaging across all platforms to build trust, and how understanding individual client perspectives helps maintain strong connections during challenging times.
SHOW HIGHLIGHTS
Show notes & video: 90minutebooks.com/podcast/192
Greg McLaughlin:
LinkedIn: Greg McLaughlin
Questions/Feedback: Send us an email