As a visionary entrepreneur, your past experiences are full of great ideas, insights, and IP. But unlocking them can feel impossible when you’re alone with your thoughts and battling your own self-limiting beliefs.
Unlike traditional book publishers, the Level Up Business OS is the only video-first publishing system that helps you get out of your head and speak from your heart to monetize your Unique Wisdom while ensuring you keep 100% of:
Your IP: Your Insights + Your Brand + Your Voice
Your Data: Book buyers are ideal prospects and often your best future clients.
Your Control: It’s your story… we just help you share it with others
Your Profit: From book sales and keynotes to workshops, community, and coaching
You’re not just publishing a book.
You’re building a revenue engine that transforms your past experiences into IP that elevates your influence and increases your revenue.
✅ Your Unique Wisdom is your greatest differentiator.
✅ Your past experiences are a platform that help others level up.
✅ Your story is a strategic asset worth sharing to help others.
✅ You don’t need a massive audience to make a massive impact.
✅ You can monetize your Unique Wisdom by helping others level up.
Don’t be average:
Seven virtues guide us and our clients forward to level up together.
1) Be the light: We reflect Infinite Intelligence to illuminate a path that elevates others.
2) Do the right thing: Our words and actions echo throughout eternity.
3) Family first: Success means nothing if you lose what matters most along the way.
4) Pursue excellence: There’s always another level above to be even better.
5) Tell the truth: Be radically honest and transparent. Don’t take things personally.
6) Discipline the body: Master the body. Refine the mind. Nourish the soul.
7) Memento mori: Everyone dies but not everyone truly lives.
Before founding Level Up Business, I spent over 20 years grinding as a B2B entrepreneur in the competitive financial services space.
Despite having crossed 7 figures in revenue for multiple years, cracks were beginning to show. We started losing deals due to competitor pricing. And connecting with prospects became harder as my phone calls and emails went ignored.
After blaming everything around me—clients, prospects, the market—I finally realized that I was the problem. The business I built had quickly become commoditized. We lacked a strong foundation of insight, IP, and influence that could take us to the next level.
Feeling stuck and not knowing what to do next, I hired an outside advisor.
I’ll never forget what he said:
“If you want to grow your business, you’re going to have to write a book.”
I laughed.
But he was serious. He told me the only way I’d break free from the commodity trap was to elevate my brand’s influence by packaging my experience and expertise into a book.
The problem was, even with 15+ years of entrepreneurial experience and decades in the financial industry, I didn’t see myself as an expert.
My self limiting beliefs were holding me back.
☠️ I don’t want to be an influencer
☠️ They’ll think I’m a fraud
☠️ I’m not that smart
Taking his wisdom to heart, I spent the next decade investing in myself and my business developing insights and IP that would be become the foundation for my first book, Banking on Digital Growth.
Then—just months before publishing—COVID-19 shut down the world. The keynote speaking tour was canceled. It felt like a dead end. But instead of retreating, I pivoted.
I launched the Banking on Digital Growth Podcast as an extension of the book—bringing its ideas to life which elevated my brand and unlocked new revenue streams through workshops, strategic collaborations, and high-value relationships.
That momentum led to my second book, Banking on Change, in 2022.
But this time, I didn’t wing it.
I applied everything I had learned—from unlocking insights to publishing to monetization— to build a repeatable system that allowed me to:
✅ Be named one of the top global influencers in banking by the Financial Brand
✅ Become a global keynote speaker leading events around the world
✅ Host one of the top 5% of all podcasts in the world
I did it the hard way. You don’t have to.
That’s why I created the Level Up Business OS—to help visionary entrepreneurs like you monetize your Unique Wisdom.
All in on your success,
Am I a good fit to work with Level Up Business?
You are a visionary entrepreneur where experience, trust, and connection are at the heart of the relationships they have with their prospects and clients.
Our best-fit clients have businesses in:
✅ Financial Services: Financial advisors and wealth managers
✅ Technology Services: Fintech and SaaS
✅ Professional Services: Marketing agencies and consultants
How do I know it’s time for me to level up my business?
You’ve already built a great business and are ready to take it to the next level by turning your ideas and IP into influence and income.
The problem is you are:
✅ Tired of fighting to stand out and trying to differentiate your brand.
✅ Struggling to connect with and have meaningful conversations with prospects.
✅ Short on time but rich with insights and IP.
✅ Too busy to create content that shares your unique perspective.
✅ Committed to sharing your wisdom to help others level up but you don’t know how.
✅ Thinking self-limiting beliefs might be holding you back from hitting record or publish.
Why is wisdom such a big part of your perspective?
We believe AI has commoditized knowledge.
Knowledge is knowing facts and information, while wisdom is rooted in your unique perspective that comes from your lived, learned, and shared experience. Wisdom is also your ability to apply the knowledge you’ve gained with good judgment and understanding.
We are also inspired by ancient wisdom that can be applied in the Age of AI.
"How much better to get wisdom than gold, to get insight rather than silver!" Proverbs 16:16
"If any of you lacks wisdom, you should ask God, who gives generously to all without finding fault, and it will be given to you." James 1:5
“A person’s wisdom brightens their face and changes its hard appearance.” Ecclesiastes 8:1
“Do not forsake wisdom, and she will protect you; love her, and she will watch over you. Wisdom is supreme; therefore get wisdom.” Proverbs 4:6-7
“Behold, the fear of the Lord, that is wisdom, and to depart from evil is understanding.” Job 28:28
“Fear of the Lord is the foundation of true knowledge, but fools despise wisdom and discipline.” Proverbs 1:7
“When pride comes, then comes disgrace, but with humility comes wisdom.” Proverbs 11:2
“The mocker seeks wisdom and finds none, but knowledge comes easily to the discerning.” Proverbs 14:6
“Wisdom is better than foolishness, just as light is better than darkness." Ecclesiastes 2:13
“To the man who pleases him, God gives wisdom, knowledge and happiness.” Ecclesiastes 2:26
What do other entrepreneurs value most when they work with you?
⏱️ Time: Entrepreneurs appreciate that we make the most of their time. We unlock and capture their insights and IP through guided video sessions. They never have to worry about endless writing or overthinking. You show up. We do the heavy lifting.
🤝 Trust: Entrepreneurs trust us to protect and amplify their voice. Your ideas and IP stay yours. We’re here to help you clarify and communicate them with confidence and integrity—not change them.
🔍 Transparency: You’ll always know where we’re going, how we’ll get there, and what to expect next. We work in full transparency with a clear process, pricing, and progress you can see.
Will I still own my intellectual property if I work with you?
100%. You retain full ownership of your intellectual property.
Unlike traditional publishers—who often require you to give up rights, limit how you use your content, and take a large share of profits—we take a different approach.
With the Level Up Business OS:
✅ You own your book, your brand, and your story.
✅ You control where and how it’s shared.
✅ You keep 100% of the profits from every book sale, keynote, workshop, product, etc.
We don’t take royalties or limit how you use your ideas. This is your wisdom—we just help you unlock it, publish it, and monetize it.
Is Level Up Business a vanity publisher?
No. Level Up Business is not a vanity publisher.
Vanity publishers make their money by charging authors to print books—often without strategy, quality control, or a focus on results. They’ll take your manuscript, slap a cover on it, and ship it to Amazon… but they rarely help you position, publish, or profit from it.
Level Up Business is a strategic publishing partner for entrepreneurs who want to turn their insights and IP into influence and income.
✅ We extract your unique wisdom through guided video interviews.
✅ We develop your book with expert editors, designers, and publishing pros.
✅ We help you launch and monetize your book through speaking, workshops, and content.
You maintain 100% ownership of your IP, your royalties, and your revenue. We don’t take a cut.
This isn’t about vanity. It’s about visibility, value, and velocity.
We don’t just help you publish a book.
We help you build a brand that elevates your influence and grows your business.
How are you different from what other ghostwriters can do for me?
Most ghostwriters can help you write a great-sounding book. But they won’t help you multiply your time.
That’s because not only does the Level Up Business OS provide you with a manuscript, you also get a foundation library of video content.
Furthermore, after the manuscript is done, you’re likely on your own. No clear plan to launch it. No system to monetize it. No strategy to turn it into real business growth.
That’s how a book becomes a really expensive business card.
The Level Up Business OS goes way beyond ghostwriting. We help you unlock, capture, and monetize your Unique Wisdom by turning it into a book that builds influence, drives demand, and fuels long-term revenue.
You won’t just publish a book.
You’ll build a thought leadership platform that grows your business—before, during, and long after launch.
How are you different from other book publishing firms can do for me?
With traditional publishing, you often give up control—your rights, your data, even your profit.
With self-publishing, you keep control—but end up sacrificing time, quality, and expert guidance as you try to figure it all out on your own.
The Level Up Business OS gives you the best of both worlds—without the trade-offs.
You keep 100% of:
✅ Your IP: Your book = Your Insights + Your Brand + Your Voice
✅ Your Data: Book buyers are ideal prospects and often your best future clients.
✅ Your Control: It’s your story… we just help you share it to monetize it.
✅ Your Profit: Keep all the income from book sales, speaking, workshops, and more.
You’re not just publishing a book.
You’re building a growth engine that turns your expertise into lasting influence and revenue.
What other firms can I work with to help me publish my book?
There are hundreds of other firms that can help you publish a book if all you want to do is publish a book.
However, we believe you’re not just publishing a book.
The Level Up Business OS is the proven operating system that makes it easy for you to turn video content into a book that monetizes your Unique Wisdom.
But if all you want to do is publish a book then we recommend:
Forbes Books: $125,000 and $250,000
Scribe Media: $29,000 - $150,000+
Greenleaf Book Group: $10,000 to $250,000+
Streamline Books: $25,000 - $80,000
Igniting Souls: Starts at $10,000
Kevin Anderson & Associates: $20,000 - $125,000
Legacy Launch Pad Publishing: $45,000 - $100,000
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