As a financial services marketing veteran who has coached numerous successful business owners, Mary Kate Gulick knows the power of authorship in establishing professional credibility. In fact, the Chief Marketing Officer for Carson Group has written her own book, aptly titled The Real Deal: Get Known for Your Genuine Expertise in an Era of Bullsh*t Gurus.

“When you ask people what they think makes someone an expert, their top answer is a best-selling book,” she says. “Having that tangible visual instantly makes you more authoritative.”

Sending your book as a giveaway to clients or prospects is an unbeatable business development technique to build trust and establish credibility, she adds. While many advisors may dream of becoming an author, they might consider it much trickier than it is.

“Writing a book isn’t hard unless you make it hard,” Mary Kate says, “as long you know what you’re talking about.”

That opinion leads to her positive assessment of the new book Find Your Freedom: Financial Planning for a Life on Purpose, by Jamie Hopkins, Esq., CFP®, Managing Partner of Wealth Solutions at Carson Group, and Ron Carson, CFP®, founder and CEO of Carson Group.

Financial planning is misunderstood by many as a relatively new term and practice.

“We are a guide, not to a destination but to a transformed state. This book explains that in a way that’s emotionally resonant,” Mary Kate says.

In today’s episode, Mary Kate talks to Jamie about her top tips for writing a book, the pros and cons of various publishing methods and how she defines financial freedom for herself.

Key Takeaways

  • The concept of “financial freedom” is highly customizable because it’s unique for everyone, and the role of a financial advisor is to create a path to get there.
  • The key to writing a book is organization: starting with the outcome, adding in the associated milestones and then the tasks that will allow you to hit those milestones.

Quote

“Many financial advisors don’t think first about meeting people where they are; we tell them what they need. While it’s from a good intent, we need to approach a problem based on the desired outcome, rather than the process.” – Mary Kate Gulick

Links

Carson Group is dedicated to helping advisors build their business through tools, resources, coaching and other actionable insights. Schedule a consultation to learn how we can help you grow your business and drive impact.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services

By: Ana Trujillo Limon
How prepared are you for the changing landscape of financial advisory with AI tools at your disposal? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks …
Blog

Doing the Work of a Powerhouse: The Way Forward for Women in Financial Services According to Lazetta Rainey Braxton

By: Ana Trujillo Limon
You’ve likely experienced a power outage for any number of reasons – a tropical storm, a blizzard or too many people being on the power grid. “When your power …
Blog

Excell 2024: Get to Know Mainstage Speaker Liz Bohannon

By: Carson Group
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and …
Blog

ReFrame | Kellan Brown

By: Ana Trujillo Limon
Discussion with industry mentorship expert Kellan Brown to discuss the importance of mentorship and sponsorship in advancing women, as well as how people can be successful mentors. We’d also …
1 2 3 666