Closed 300 clients and earned a 30x ROI over 6 years

"If you ask me, 'What if you didn't write the book?', I'd be afraid to know. If you took out that one marketing tool, which has been consistent and constant for the last five years, I would not want to know how different things would be."

CASE STUDY SUMMARY

Name: Brad Pistole
Location: Branson, Missouri
Company: Ozarks Retirement Group
Industry: Insurance and financial services
Books: Safe Money Matters and Bulletproof

Problem:

• Struggled to get interest and clients
• Was using generic, third-party marketing materials: he was reading someone else's content on his radio show and distributing books written by others
• Failed to build authentic authority with prospects

Process:

Brad chose Paperback Expert to help him pivot from generic marketing to personal, authority-building content. He began writing his own material for his radio program, and worked with us to write his book. In 2014, we published Safe Money Matters, which became Brad's primary marketing tool and call-to-action for his radio program.

Results:

Brad has a decade of results.

• Distributed 1,100+ books from 2014–2020, converting approximately 300 recipients into clients
• Achieved 10 consecutive record years of sales growth
• Produced $45M in life insurance and annuity sales personally in 2024, ranking #1 nationally with his IMO
• Maintains a 70% closing rate with prospects who receive his book
• ROI of 30-40x the initial book investment (in just his first 6 years using it)

Brad's book is his primary radio show call-to-action, a referral tool for existing clients, and an instant credibility boost. Prospects often read all of Safe Money Matters before meeting with him and arrive pre-sold on his approach. Brad also gets consistent referrals because his happy clients ask for additional book copies to share with their family members and friends.

Brad's success led to a second book, Bulletproof, as well as published articles in USA Today, Fox Business, and other major publications. With his spoken and written authority content, Brad has cemented his expert status in the retirement planning space.

Grew law firm revenue by $1,000,000 by marketing with his 3 books

“Not only does a book you have authored help your reputation in the market you are going into, but I have also seen an increase in revenue by leveraging them in marketing of my law firm by at least $1 million.”

CASE STUDY SUMMARY

Name: Steve Grover
Location: Alberta, Canada
Company: Grover Law Firm
Industry: Personal injury law
Books:

- Ride Hard, Ride Safe

- Load ‘er Up and Drive Safe
- Beyond the Banana Peel

Problem:

• Needed to raise awareness of his law firm (against larger competitors) among communities like motorcyclists and long-haul truckers, so he would come to mind when they needed a lawyer
• Wanted something better than a business card to help generate referrals—a resource people would want to hand to an injured friend

Results:

• Wrote his first book Ride Hard, Ride Safe for the motorcycling community that he belongs to. Raised awareness of his firm by handing out hundreds of copies of his book at motorcycle events.
• Wrote his second book Load ‘Er Up and Drive Safe to spread awareness of his firm among the long-haul Canadian trucker community.
• Wrote his third book Beyond the Banana Peel to reach victims of slip-and-fall accidents.
• Attributes over $1,000,000 in added revenue to how he has marketed his law firm with his books

Signed a $10,000/month client after she read his book

"I do think it was the book that finally was the nail in the coffin of the final piece of credibility. That’s going to pay for our book after a couple months of working with her.”

CASE STUDY SUMMARY

Name: Nicco C. Leone
Location: Digital nomad between USA and Italy
Company: Nemean Pride
Industry: Business consultant
Book: Built for More: The Work-Life Playbook for Entrepreneurs Who Want It All

Problem:

• Prospect came from a referral partner but was still skeptical
• Prospect had been in his sales funnel for 6 months with no conversion despite multiple touchpoints
• Lacked decisive credibility piece to move prospects from interest to action

Results:

• Prospect purchased book from Amazon after receiving launch email and read the entire book in 4 hours
• Prospect immediately scheduled a follow-up call after finishing the book
• Converted to $10,000/month client within days

Generated $80,000 in revenue by giving away his book

"I do think it was the book that finally was the nail in the coffin of the final piece of credibility. That’s going to pay for our book after a couple months of working with her.”

CASE STUDY SUMMARY

Name: Leonard Raskin
Location: Baltimore, Maryland
Company: Raskin Global
Industry: Financial advisory and retirement planning

Book: FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth

Problem:

• Wanted to beef up his client acquisition process after 35 years in business
• Had often thought about writing a book to help prospects understand his unique positioning and expertise, but never had the time or inclination to actually write one himself.
• Needed to move past traditional financial advisor marketing and multiply his presence beyond 1:1 meetings

Results:

• Establishes his authority before sales appointments: “We send prospects the book in advance. Their homework is to read it before they come into their first meeting. It’s been unbelievable.”
• Generates referrals without pressure by having clients pass out his book: “A couple people have called and said, ‘I got your book from so-and-so. I’d like to come talk to you.’ ”
• Attracts high-value prospects: “I belong to a CEO group, about 40 people. I took 20 books, and they were gone. We got one new client; a lot more than one are going to be interested in talking to us.”
• Created a repeatable system where prospects "meet him in advance" through the book rather than coming in cold
• Generated over $80,000 in new first-year revenue within the first year of publication

Increased revenue by $100,000 in 12 months

“Prospects usually start the conversation asking me questions about the book. It's almost like they're trying to sell themselves to me to take them on rather than the other way around.”

CASE STUDY SUMMARY

Name: Peter J. Marchiano, Jr.

Location: Bayville, New Jersey

Company: NJ Tax Rescue

Industry: Tax problem resolution

Book: The Tax Resolution Playbook: The Offensive & Defensive Strategies You Need to Win Against the IRS

Problem:

• Had to prove himself to prospects, who were skeptical & scared after receiving a letter from the IRS
• Couldn’t increase his fees because competitors had lower pricing and he wasn’t differentiated
• Disliked the feeling of “selling himself” to prospects; wished they would see him as the obvious expert they could trust

Results:

• Gained “instant credibility—instant respect” with prospects who see he’s an author
• Finds sales much easier because “prospects are actually hoping you’ll work with them—not the other way around”
• Justifies his higher prices compared to competitors because he wrote the book on tax resolution 
• Increased his business revenue by over $100,000 in the 12 months after his book released in April 2022, which he largely attributes to the book