The Game-Changing Advisor: How to Become the Advisor Your Prospects and Clients Trust, Hire, and Refer

by Steve Manuel

The “secret” to achieving long-term success as a financial advisor is really no secret. It all comes down to a few fundamentals. The challenge is that you may not be playing at your highest potential. To unlock your potential, you need a new one that harnesses the power of alignment to drive your passion for the financial advice game.

Don’t change the game; change the way you play. Read this book to

The power of alignment—what to align and whyWhy discovery is the secret sauce of financial planningWhat makes a great client meetingThree meetings every advisor needs to masterFive top tips for every advisorSteve Manuel reveals the game-changing process that has worked for him and for the hundreds of advisors he has coached over the past thirty years. After reading this book, you’ll know what it takes to be a game-changing advisor.

178 pages, Kindle Edition

Published February 6, 2025

About the author

Veteran Navy Photographer with degrees in Wildlife Conservation and History. Attended the University of Massachusetts and Northeastern University. Has a first wife and a last wife, and proud father of three children. Steve works as a historian in Connecticut and mourns the loss of his hair and the tip of his left middle finger. The former due to genetics, the latter due to a Bengal tiger.