A Format
Exact word count, trim size, file format, and pricing specs for financial advisors publishing an ebook on KDP or selling direct. Built for planners, by Quari Press.
Most financial advisors who want to write a book get stuck on the wrong question. They ask what to write about before they know what a finished book actually requires. This page skips the theory and gives you the production spec: word count, trim size, file format, front and back matter, and pricing, the same numbers a publisher would hand you before you started drafting. If you are a financial advisor or planner building authority content, a book is one of the strongest trust signals you can put in front of a prospective client. Quari Press turns your expertise into a finished manuscript, formatted to these exact specs, ready for KDP or direct sale from your own site.
A financial advisor's book carries a different burden than a novel. It has to read as credible on a shelf next to industry veterans, and it has to survive a compliance review without embarrassing anyone. Trim size, font choice, and clean chapter structure are not cosmetic details here. A book that looks self-published in the wrong way undercuts the exact authority you are trying to build. Clients judge a firm partly on the materials that firm puts in front of them, and a poorly formatted book reads as a rushed marketing gimmick instead of a real credential. Getting the spec right the first time means the finished product looks like it belongs next to the books your prospects already trust.
Amazon KDP has fixed requirements: specific trim sizes, a formatted table of contents, and a cover meeting their dimension and DPI rules. Selling direct from your own site removes some of those constraints but adds others, since you control the checkout experience and need a file that renders cleanly across devices without Amazon's preview tools to catch errors. Most advisors publish on both. The manuscript specs below are set to satisfy KDP's requirements first, since that is the stricter standard, so the same file works cleanly for a direct-sale PDF or EPUB with no rework.
A disclaimer page is not optional for financial content. Neither is a clear statement that the book is educational and not individualized advice. Advisors who skip this section are taking on unnecessary compliance risk for the sake of a shorter book. Back matter matters just as much: an author bio with your credentials, a call to action pointing to a consultation or newsletter signup, and contact information belong at the end, not buried on a website the reader has to go find. These pages are where a book stops being content and starts being a lead-generation tool.
nonfiction
“Most employees never open their plan documents. This book walks them through the five mistakes that quietly cost them the most.”
A short, practical guide written for the advisor's existing and prospective clients, breaking down five common 401(k) errors, from missed employer matches to poor fund allocation, with a plain-language framework for fixing each one before retirement gets close.
nonfiction
“You do not need a finance degree to know if you are on track. You need four numbers and an honest conversation.”
A no-jargon guide that strips retirement planning down to four core numbers every client should know, built around the advisor's own client-onboarding framework, designed to be handed to a prospect before their first meeting.
Make Your Own
Write it, illustrate it, publish it. You own the copyright the moment it exists — sell it on Amazon, Gumroad, or your own site. Quari only takes 15% on books sold through your Quari storefront.