In selling the book directly to advisors, Lemon is offering a program called Ten Weeks Advisor, which offers networking, referrals and educational materials for advisors who want to use the book as part of their practice. Lemon has yet to sign anyone up for the program, which has annual fees starting at $500.
"It's a way, especially for new advisors, to build their practices," he says. "It gives you the ability to open the door to different kinds of clients."