Books for Financial Advisors, Wealth Managers, Insurance Professionals, and Hedge
Fund Founders
Stand Out. Build Trust. Grow Your Practice or Firm.
How Can They Trust You When They Don’t Really Know You?
Having your own book is the most powerful tool available to build trust and authority in the financial services space. At AdvisorGhost™, we specialize in crafting world-class books for advisors, wealth managers, and financial leaders who are ready to rise above the competition.
In a world of endless options, how do you get prospective clients to truly trust you — with their assets, their legacies, their families?
“The book Michael did for us, What Would The Rockefellers Do, has sold more than 400,000 copies. That book is responsible for the sale of more life insurance than any book anyone has written in the last 10 years.”
— Garrett Gunderson.
This is the core dilemma facing those in the financial services community. You want prospects to trust you with their assets, their futures, their tax strategies, their philanthropy, and what they will give and leave to their children and grandchildren.
And yet, the challenge persists. To prospective clients, despite all of the effort you put into becoming knowledgeable, experienced, and trustworthy, you are indistinguishable from your competition.
It’s not your fault. After all, the Internet gives buyers more choices than ever. As a result, even the best of the best become commoditized. And when you are a commodity, you are primarily judged on price.
That’s why, for more than 20 years, we have created books exclusively for the financial services community.
“Hiring Michael Levin to help me get a book done was the smartest thing I’ve ever done for marketing my business.”
—Financial advisor Steve Morton
Why a Book? Why Now?
The Internet has commoditized even the best advisors. When prospects see the same white papers, folders, and marketing jargon over and over again, you become indistinguishable from your competition — and judged on price alone.
You want prospects to trust you with their assets, their futures, their tax strategies, their philanthropy, and what they will give and leave to their children and grandchildren.
A custom-written, compliance-friendly book can share your story, your approach to financial services, and your ideas, all expressed brilliantly in your authentic voice with your name and photo on the cover.
Nothing, absolutely nothing, compares with having your own book. But if you are going to have one, it had better be good, because it’s representing you and your business. It’s a hallmark of why you are to be trusted.
“I’ve had the great fortune to work with Michael on a couple of projects. I’ll say this: the process was simple and the output was remarkable. I entered the process with a general idea of what I wanted to talk on, and Michael let me speak. He asked questions. And was easily able to narrow in on what would make a quality story and book. Michael was quick to provide drafts and was always available to discuss the project. Michael has become a friend in the process. Throughout the time, he has taught what it means to be a great writer.”
—Matt Reiner, CFA, CFP, partner, Capital Investment Advisors
Your Book Is Your Differentiator
An AdvisorGhost™ book is a marketing and thought leadership tool that conveys your authority like nothing else. It’s the download from your website and the leave-behind in prospect meetings that makes your competitors‘ white papers, folder, or business card look almost childish by comparison.
Your Book Is Your Differentiator
An AdvisorGhost book becomes your:
- Thought leadership tool
- Website download
- Leave-behind at prospect meetings
- Referral enabler (for spouses, attorneys, accountants)
- And, if written with clarity and intent— your single most effective marketing asset.
Your book will allow your prospect to sell you to co-decision makers, whether they are spouses or attorneys and accountants (who then become research referral sources for you).
“Writing a book with Michael Levin has been the single biggest accomplishment of my professional career and has elevated me to an elite status in my industry I couldn’t have reached so quickly without your help.”
—Tate Groome, top insurance professional
At AdvisorGhost™, our sole dedicated focus is creating, publishing, and marketing truly outstanding books for leading members of the financial services community … and for those who wish to become industry leaders.
Proven Process. Powerful Results
Our team has created books for advisors at Wells Fargo, Morgan Stanley, UBS, LPL Financial, Wealth Factory, Charles Schwab, and dozens of independent RIAs and wealth managers.
Your Book Is Your Differentiator
We specialize in business books, business fables, and business memoirs for individuals and groups within the financial services industry. We write compliance-friendly books that establish the most crucial, most elusive element when it comes to the financial services sector — trust.
“Michael naturally inspires others to realize their true potential. He is a strong witness both as a businessman, husband and father, who is humble and empathetic in the service of others. Michael’s zeal with his professional craft as a literary writer will always be a valued treasure.”
—Gary Miller, top insurance professional & business fable client
AdvisorGhost™ Is For You If…
- You’re tired of sounding like everyone else
- You want to create long-term trust at scale
- You’re serious about becoming the go-to advisor in your market
- You want to write a book — but need a team that does it right
If you’re ready to differentiate your practice with a book that builds credibility and trust — we’re ready to help.
