The E-Myth Financial Advisor

The Book

A successful financial advisory practice is a juggling act. You need to be an expert in financial advising, as well as knowing how to run a small business. Your education has prepared you for the technical ins and outs of financial advising. But what has prepared you to run a business?

The E-Myth Financial Advisor fills this knowledge gap, giving you a complete toolkit for starting a successful practice from scratch or maximizing an existing practice’s performance. Loaded with practical, powerful advice you can easily use, this one-stop guide helps you realize all the benefits that come with a thriving financial advisory practice.

Combining the wisdom of renowned business expert Michael E. Gerber and the financial advisory expertise of Michael Steranka, The E-Myth Financial Advisor equips you to:

Stop trading time for dollars
Free yourself from unprofitable, unproductive, and time-consuming routines
Transform from a successful financial advisor into a successful financial advisor-manager-entrepreneur
Shift from tactical thinking (working “in” your business) to strategic thinking (working “on” your business)
Implement innovative systems to produce consistent results as your practice grows
Manage the processes—not the people—for getting things done
Schedule time for entrepreneurial work
Create the story that becomes the heart of your practice

The E-Myth Financial Advisor offers you a road map for a financial advisory business that’s self-sufficient, growing, and highly profitable. Take your practice to levels you didn’t think possible with this insightful guide!

Michael Steranka

MICHAEL STERANKA is Founder and CEO of Retirement Planning Services, Inc. located in Millersville, Maryland. With more than twenty years of experience, Michael is an expert in the financial services field. Through his mentoring and coaching program, Michael advises other financial advisors on the rise. He is among the top producers specializing in annuity financial advisement in the United States and a sought-after speaker and consultant.

Praise for the E-Myth Financial Advisor

"I do not know of anyone else in the industry that has as high a level of competence in aiding clients with insurance solutions as Michael. We have had the privilege of supporting him for many years at Creative. When Michael speaks to fellow agents, they leave with a new perspective on how to improve their practice."
Mike Tripses
CEO, Creative Marketing

"Michael Steranka has consistently demonstrated huge production levels. Mike has created a system that achieves extraordinary results. Producers wanting to get to the next level would be well served by listening, learning, and following Mike’s coaching."
Mark Heitz
president, sales and distribution, Aviva Life and Annuity

"I am very proud of my brother, Mike! I am continually impressed with his ability to explain complex financial matters in everyday terms."
Joe Steranka, CEO
PGA of America