Lexington, Kentucky, USA - February 24, 2025 - Certified Financial Planner and investment expert Steve Manuel has released his new book, The Game-Changing Advisor: How to Become the Advisor Your Prospects and Clients Trust, Hire, and Refer. This transformative business guide is designed to help financial advisors thrive. It offers actionable strategies that advisors can use at any stage of their careers to build trust with their clients and grow their businesses exponentially.
The Game-Changing Advisor is a practical handbook and an invaluable resource for advisors looking to elevate their impact. Structured around two core pillars, it takes a deep dive into the culture of advising and the practical application of advisory strategies. Introducing readers to frameworks like the "Three Hats" of financial advising (coach, consultant, and confidant) alongside the "Four Stages of Advisor Development," the author effectively helps financial professionals grow and evolve with each step. He offers over 30 years of industry knowledge, sharing his unique approach to mastering client meetings, from agenda setting to goal-based discovery sessions. Peeling back the industry jargon, his book shares proven trust-building concepts such as the "Trust Bank Account," emphasizing how every client interaction either deposits or withdraws from this critical reserve. Ultimately, the book helps financial advisors master their game plans, align their values with their work, and unlock their true potential.
Steve Manuel is a highly experienced financial professional with 30-plus years of industry experience. He has lent his expertise to renowned financial firms for multiple decades and started his career as a stockbroker in San Francisco. Shortly after receiving his Certified Financial Planner designation, he became passionate about helping advisors offer true value to their clients. He now works regularly with regional and national financial planning organizations to help budding advisors get a head start on their professional journey.
After fifteen years of leadership at SAFECO, Steve joined USAA, where he spent thirteen years on their financial planning leadership team. By merging his financial expertise with his passion for mentorship, Steve is committed to guiding advisors through the constantly changing landscape of financial planning and wealth management. Steve Manuel is available for interviews.
The Game-Changing Advisor: How to Become the Advisor Your Prospects and Clients Trust, Hire, and Refer is now available on Amazon.com.
Book Preview: https://www.amazon.com/dp/B0DWHHMTFJ
About Steve Manuel: https://www.linkedin.com/in/steve-a-manuel
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