The Advisor Summit Podcast
Welcome to The Advisor Summit Podcast, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising.
Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.
The Advisor Summit Podcast
Ep #20: The Power of Paperback For Financial Advisors
The Power of Paperback For Financial Advisors | Ep. 20 Michael DeLon
Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.
In this episode of The Advisor Summit, we are with Michael DeLon, founder of Paperback Expert, to uncover how financial advisors can use books as one of the most powerful credibility and marketing tools in the industry. Michael shares his personal story of transformation, how a single book completely changed the trajectory of his business, and the proven system his team uses to help advisors publish, promote, and profit from their books — without spending months writing.
If you’ve ever wondered whether becoming a published author could elevate your credibility, attract ideal clients, and set you apart in a crowded market, this episode is a must-listen.
Key Takeaways:
- A book changes perception and builds instant credibility. Your book positions you as the trusted expert — transforming how prospects think about you before you ever meet.
- Lead with authenticity and your story. Readers connect emotionally when you share why you do what you do; it turns your book from a marketing tool into a relationship builder.
- You don’t write a book — you speak it. Michael’s “speak-to-write” process allows busy advisors to create a professional, compliant, and personalized book in under 24 hours of their own time.
- Your book is a marketing engine, not just a product. When used strategically — through your website, events, and client gifting — it becomes a “silent salesperson” that drives leads, referrals, and long-term trust.
- Avoid the DIY trap. ChatGPT can’t replicate your voice or authenticity. Real success comes from expert-guided publishing, personalized storytelling, and ongoing marketing systems that maximize ROI.
⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.
⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.
⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.
Contact us at: hello@trackthatadvisor.com