On Writing

 

Is Your Financial Advantage Real?

Is Your Financial Advantage Real?

Niche audience positioning is the strategy of defining a specific reader profile—their situation, their emotional problem, and their decision-making moment—so your book becomes the only answer to their question. Professionals approaching financial book writing often...

Marketing the Inheritance Economy

Marketing the Inheritance Economy

81% of inheritors plan to fire their parents’ financial advisor within one to two years of receiving their inheritance. The wealth transfer problem is a fundamental structural economic shift that reshapes who holds advisory relationships, when capital compounds, and...

Finance

 

Is Your Financial Advantage Real?

Is Your Financial Advantage Real?

Niche audience positioning is the strategy of defining a specific reader profile—their situation, their emotional problem, and their decision-making moment—so your book becomes the only answer to their question. Professionals approaching financial book writing often...

Marketing the Inheritance Economy

Marketing the Inheritance Economy

81% of inheritors plan to fire their parents’ financial advisor within one to two years of receiving their inheritance. The wealth transfer problem is a fundamental structural economic shift that reshapes who holds advisory relationships, when capital compounds, and...

Where Is the SEC Marketing Rule Two Years Later?

Financial advisors were limited on client reviews and testimonials for marketing for 60 years. In 2022, the ban was lifted as it no longer appeared that sharing testimonials and endorsements qualified as misleading the public. Financial advisors can now take advantage...

science and tech

 

Science and Tech Example

Science and Tech Example

Most creators burn out from constantly starting from zero, but the smartest ones understand that one well-crafted piece can become 10+ different assets using the right multiplication strategy. It's time to build a content engine that compounds your impact while...

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