The Game-Changing Advisor
The Game-Changing Advisor by Steve Manuel
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National bestseller · Available now

The Game-Changing Advisor

How to Become the Advisor Your Prospects Trust, Hire and Refer

In his national best-selling book, Steve Manuel reveals: 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 strategy: one that harnesses the power of alignment to drive your passion for the financial advice game.

This book is about who you are as an advisor. Part one is a salve for the financial soul. Part two is how that inner life shows up in meetings, trust, and daily work.

Steve wrote it because trust is the currency of the profession, and most books for advisors skip the human side. Coaching is how you practice being trusted on this week's calendar.

What's inside

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  1. Introduction and Chapter 1

    The trust of the client, rooted in strong personal values and a positive company culture, is the most critical asset for a financial advisor.

  2. Chapters 2 and 3

    How to transform ambitious dreams into actionable goals, and how aligning passion with action can turn potential failures into opportunities.

  3. Chapters 4 and 5

    Building self-discipline through manageable habits, and balancing the different professional roles an advisor must play.

  4. Chapter 6

    Deep, trust-based relationships require understanding that clients often decide with their hearts. Data then uncovers the unique opportunity.

  5. Chapters 7 and 8

    Exceptional client meetings stay in discovery. Critical feedback helps clients overcome emotional biases.

  6. Chapter 9 and conclusion

    Guide clients from a scarcity mindset to one of generosity. Build a lasting legacy over a simple inheritance. Cement trust as the ultimate asset.

What readers are saying

“The Game-Changing Advisor is an essential read for any financial advisor looking to elevate their practice. With actionable insights and practical strategies, this book not only focuses on financial expertise but also on the human side of advising. It teaches how to foster genuine trust with clients, an element that is crucial in today's technology landscape.”

Terri Kallsen, CFP®, CWS

Managing Partner, Rise Growth

“I had the unique pleasure of being coached by Steve one-on-one. With his experience and insight, I wanted to write down almost everything that came out of his mouth because it was always some piece of wisdom perfectly distilled. Unfortunately, I was never able to write down everything I needed to learn from Steve. Fortunately, in The Game-Changing Advisor, he has done that for me.”

Jacob Campbell, CFP®

Financial Advisor, PAX Financial Group

“In The Game-Changing Advisor, Steve has crafted a masterpiece that transcends the typical sales manual. This book is a treasure trove of timeless stories, profound wisdom, and actionable advice that speaks to professionals at every stage of their career. His focus on generosity, relationships, discovery, and values fills a crucial gap in traditional sales training.”

Heath Jackson, CFP®, RCC, CPM

Managing Consultant, TruGrowth Consulting

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