Charlie Epstein Becomes The "Betty Crocker" of 401(K) Advisors

“When you put a book in front of somebody, they immediately see you as the expert, as the authority, and if you’re lucky, you might even be the celebrity in your marketplace. From a revenue perspective, this book has produced millions and millions of dollars in new business.”

“I’ve been in the financial services industry for over 40 years. The first 15 years was really scraping, making phone calls, trying to generate business from as many sources as possible, trying to figure out marketing, but when I wrote my first book, it was an overnight game changer. In the eyes of the consumer, my market, I went from being a credible financial advisor to instantly going above the line of super credibility. When you put a book in front of somebody, they immediately see you as the expert, as the authority, and if you’re lucky, you might even be the celebrity in your marketplace. From a revenue perspective, this book has produced millions and millions of dollars in new business, not only in our financial planning practice, but it’s also allowed me to be the authority in my industry and coach over 10,000 advisors on how to do what we do. I like to say I’m the Betty Crocker of the finance industry, selling my recipes to Duncan Hines. It has been an absolute game changer.

The other fantastic principle behind a book is this is your word, perfectly, so when you get the book out into millions and millions of people’s hands and they’re reading it, it’s your voice, pitch perfect. They are hearing your voice every time. There is nothing better than giving an existing client a book to gift to a friend of theirs as a way to introduce you to those people. Your referrals will grow exponentially, your revenue will grow exponentially and your mindset, the way you view yourself will grow exponentially. I strongly recommend that you work with Advantage. They’ve helped us write two of our books. It’s made a world of difference in our business and it will make a world of difference in yours. Get writing, get cracking and go above that line of super credibility instantaneously.”

Charlie Epstein author headshot

Charlie Epstein

Founder of Epstein Financial and the 401(K) Coach

Charlie is known nationally as the 401kCoach, having trained more than 10,000 financial professionals how to best serve the needs of their clients. He is the bestselling author of Paychecks for Life: How to Turn Your 401k Into a Paycheck Manufacturing Company and Save America, Save! The Secrets of A…

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