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Case Study: Uncovering the Secrets to Becoming a Financial Badass

How one successful wealth advisor made it his mission to increase millennials’ financial literacy.


George “G$” Kroustalis thought it was another typical day hosting a 401(k) enrollment seminar. Though a financial advisor for pre-retirement clients, Kroustalis hosts these events to reach young adults just starting their professional lives and to encourage them to begin saving money. That day, October 10, a former attendee came up to Kroustalis and told him that, though he was initially doubtful, he had followed Kroustalis’s advice over the past twelve years and built his wealth beyond his wildest expectations. That moment turned Kroustalis’s passion for spreading financial literacy into a crusade, which drove him to write Secrets to Becoming a Financial Badass.

An essential book young people need to read
Secrets to Becoming a Financial Badass was hailed as the “personal finance book that every millennial should read” by the host of MSNBC’s Your Business, JJ Ramberg, because of its sound financial advice and fresh writing style. Using his “Save, Spend, and Invest” model, Kroustalis uses his experience as a pre-retirement financial advisor to teach young people how to balance their budgets and become financially successful in the future. He keeps it simple with just the basics of what young adults need to know now so they make smart decisions with their money later. It’s Kroustalis’s personal mission to increase financial literacy in young adults, and this book is tailored for them with jokes and pop culture examples to keep it relatable.

Our goals?
1. Match Kroustalis’s vision to make the book relatable to young people by using their language and making references only they understand
2. Launch the book with a bang on national media channels
3. Supplement national efforts with local events to excite Kroustalis’s personal network

Kroustalis knew what kind of book he wanted to write. It needed to be informative yet humorous, to keep young people engaged in the financial content. The tone had to be light and invoke current pop culture references like Call of Duty, Instagram, and Lana Del Rey to explain complex financial strategies. All in all, it took a year to write the book. Kroustalis was involved every step of the way—from writing to fact-checking to the black-and-white interior illustrations—in order to ensure the book was true to his vision.

Once the book’s interior was set, the cover designed, and the book printed, Kroustalis took Secrets to Becoming a Financial Badass to the New York Stock Exchange for its debut. He appeared on Cheddar, the business news network, to answer pressing financial questions millennials face and describe how the book tackles these difficult decisions.

Kroustalis also appeared on SiriusXM’s “The Power Hour” with Godfrey the Comedian, a show that covers politics, pop culture, and social issues. He discussed the power of compound interest with the famous “Would you rather have a million dollars or a penny doubled every day for a month?” example, a question that highlights the importance of saving money early in life.

Kroustalis also launched the book at J. Sam’s, a restaurant in Charlotte, North Carolina, a launch so successful it was standing room only.

A charitable element

Secrets to Becoming a Financial Badass is one part of Kroustalis’s mission to spread financial literacy. Inspired by the date his former seminar attendee thanked him for his advice, Kroustalis created Project 10.10, a 501(c)3 nonprofit committed to educating young people on basic personal finance at the community level.

Young people have time on their side financially. Kroustalis’s experience as a financial advisor working with pre-retirement clients means he knows the importance of a 401(k), and he wants young people to know it, too. In Secrets to Becoming a Financial Badass, he takes three short chapters to teach millennials how to keep their budget sheet balanced and he succeeds at—above all—being entertaining.

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Case Study: How The Horseshoe Virus Created Political Change in Arizona

A Political Title Ideally Suited for New RealClear Politics imprint

Former Arizona state senator Bob Worsley uncovers the surprising beginnings of modern anti-immigration sentiments in his book, The Horseshoe Virus: How the Anti-Immigration Movement Spread from Left-Wing to Right-Wing America.

What is the “Horseshoe Virus”?
The “Horseshoe Virus” is the spread of “toxic, anti-immigration legislative and ideological strategy” from groups within both Democrat and Republican parties, Bob Worsley argues. Worsley focuses on how far-left activists shape far-right policies, reveals how anti-immigration feeling rose to prominence in modern politics, and prescribes ways to bring America back from the brink of extremism.

Our goals?

  1. Set up for success by partnering with RealClearPolitics and Gotham Ghostwriters and publish under the newly-established RealClear Publishing imprint
  2. Make waves in the press with Worsley’s activism on immigration policy
  3. Pick a strategic publication date to capitalize on the 2020 election cycle and move quickly to launch title

RealClear Publishing is an imprint of Amplify Publishing, RealClearPolitics, and Gotham Ghostwriters. RealClear Publishing was established with the goal of diversifying the conversation around politics. While traditional publishers only publish books by the political elite, RealClear Publishing works to bring out voices from educated thought leaders and respected individuals. RealClear Publishing authors retain full ownership of their copyright, receive 80% of the profits from sales, and have access to over 17 years of publishing expertise through the Amplify team.

When we started working on The Horseshoe Virus with Bob Worsley, we knew the collaborative style of RealClear Publishing was a perfect fit. Three heads are better than one, so we combined RealClearPolitics’ brand equity as a trusted platform for political news and commentary (and the massive audience they offer), Gotham Ghostwriters’ expert editorial and writing services, and our know-how when it comes to production, distribution, and marketing. The Horseshoe Virus is the product of partnership in action.

Going viral and the media interest that followed
While RealClear Publishing was working behind the scenes to get this book out there, Bob Worsley was getting attention for his well-timed op-ed in AZ Central titled, “A Response to the ‘Latter-day Saints for Trump’s Rally in Mesa, Arizona” in which he called for a return to the values of “truth, respect, honor, competency, freedom, and concern for our fellow man.” He argued that “President Trump is the antithesis of so much the Latter-day Saints community believes.” The letter has gained media attention in the Los Angeles Times, Deseret News, KJZZ, AZ Family, and the Daily Mail.

With Worsley leading the Arizona Republican movement to pull away from Trump, we knew the timing of The Horseshoe Virus had to be just right. With Worsley so prominent, it only made sense that his call to return from far-right extremism would debut on the market in October, right before the November general election.

The strategy paid off. In the election, Arizona went for the Democratic candidate Joe Biden despite being a Republican Party stronghold and a predicted Donald Trump win. Bob Worsley credits that flip in part to the efforts of many good members of the LDS Church and grassroots interest groups like Stand Up Republic, saying they were “a united effort to pull away from Trumpism, anti-immigration feelings, and return to decent, centrist American values.” Worsley’s voice was part of the call for Arizonans to vote for Biden not Trump, and The Horseshoe Virus achieves what a good book should: influence change.

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Amplify Publishing Group|
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Phone: 703-437-3584|
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