Generalist estate planners are already dead. They just don't know it yet.

30 brutally honest strategies to start better conversations and land better business owner clients without getting ignored or competing on price.

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Cover of A Brutally Honest Guide to Winning Business Owner Clients
30
Chapters
206
Pages
1,200+
Books Created

This book is for you if...

  • You want to land more business owner clients who value your expertise
  • You're ready to stop competing on price and start commanding premium fees
  • You want prospects to seek you out as the obvious choice before you even pitch
  • You want CPAs and advisors actively sending referrals your way
  • You're ready to own a niche and become the go-to estate attorney for business owners
  • You want a repeatable system for starting conversations that lead to engagements

This book is NOT for you if...

  • You're happy competing on price and volume
  • You think marketing means buying more Google ads
  • You're not willing to specialize or pick a niche
  • You want a magic script, not a real strategy shift
  • You're looking for estate planning legal advice (this is a marketing book)

What's inside

Ch 1: Why your opening pitch sounds like every other advisor they've ignored, and the five-minute fix that changes everything.
Ch 2: Stop trying to lead the advisory team. Learn the positioning that makes the CPA want to bring you in.
Ch 3: Why hourly billing trains your best prospects to avoid you, and the flat-fee shift that builds trust.
Ch 5: You're selling departure when they want immortality. How to reframe estate planning so owners lean in instead of shut down.
Ch 11: The Buy-Sell review that opens more doors than any sales pitch. A Trojan horse into estate planning.
Ch 13: One presentation to 80 contractors generates more conversations than a year of breakfast mixers.
Ch 14: Your ideal clients have names and addresses in public databases right now. Stop broadcasting to strangers.
Ch 30: AI is drafting wills and trusts for free. Your only defense is the complexity software can't touch.
Stuart Bell

Stuart Bell

Stuart Bell is the founder of Brutal Guides and co-founder of 90-Minute Books. Over the last 15 years, he's helped create more than 1,200 business-building books for service professionals, consultants, and business owners who want to turn their expertise into lead-generating tools.

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Common questions

Based on Stuart's experience with 1,200+ books created.

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