Want to boost your brand as a thought leader and resource? Become a digital author with Designrr (designrr.io), an e-book creator. The app has users in 83 countries and can convert content from text, websites, audio and video files (transcribed automatically in seconds) and PDFs into a flipbook. Select your title, template, fonts, colors, royalty-free images and graphics, edit and add finishing touches, and then publish.
William Norman Clunas, CFP, FMA, a 10-year MDRT member, used Designrr to create a 39-page e-book about how to avoid common mistakes Canadians make with their retirement savings plan and tax-free savings account. He teases it on LinkedIn and on his website. Those links take prospects to a microsite hosted by precisefp.com, which also has Clunas’ offers for a free financial planning checklist and a no-obligation financial strategy chat.
“It’s just really a collection of questions people have come up with over the years — usually bad advice they’re getting from their brother, their friend, somebody at work that I’m answering,” Clunas said. “I just put it all together and created this book, and now I use that as a lead magnet. People can go in, download it, and then I get their email and start doing other things with them.”
Read about more AI tools in “Get a boost” in the March/April 2025 Round the Table.
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