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PODCAST

The Influential Advisor

Paul G. McManus

Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. Each episode of The Influential Advisor Podcast explores the art of authoritative positioning—giving you actionable strategies to amplify your expertise, elevate your practice, and become the go-to authority in your market. Join Paul G McManus and industry insiders as they share proven tactics, inspiring success stories, and insider tips to help you

business marketing

All Episodes

27:07

071: The $1.5 Trillion Blind Spot: What Every Advisor...

The Influential Advisor ·

2025/01/06

In this podcast episode, I welcome Cheryl Canzanella, an advocate for opioid financial awareness, to discuss the often-overlooked connection between addiction and financial planning.This episode highlights the profound impact of the opioid epidemic on families and financial advisors, offering practical strategies to support clients dealing with the financial and emotional toll of addiction. Cheryl’s powerful personal story and her mission to educate financial professionals provide a fresh per...

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20:09

070: Truest Fan: Aligning Purpose with Business...

The Influential Advisor ·

2024/12/13

In this podcast episode, I welcome Rob Brown, author of Truest Fan and a business coach, to explore how purpose-driven practices can transform your business and personal life.Rob's unique approach to mentoring financial advisors and business leaders, highlighting the importance of self-belief, authentic client relationships, and purposeful action. Rob's JourneyEarly Career Success: Rob began his career at Payne Weber (now UBS) and spent 25 years as a top-producing financial advisor, earning r...

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22:51

069: From Clients to Advocates: Unlocking the...

The Influential Advisor ·

2024/12/11

In this podcast episode, I welcome Dan Allison, co-founder of The Exchange Group, and behavioral psychology expert, to discuss the science behind effective referral strategies. This episode provides valuable insights into why traditional referral strategies fail and how to transform satisfied clients into active advocates. Dan’s proven approach, rooted in behavioral psychology and two decades of research, helps financial advisors unlock a repeatable process for building trust-driven rela...

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31:48

068: Work Less, Earn More: Libby Greiwe’s Guide to...

The Influential Advisor ·

2024/12/04

In this podcast episode, I welcome Libby Greiwe, host of The Efficient Advisor podcast and and a former financial advisor turned business efficiency coach.Libby shares her inspiring journey of transforming her practice from 80-hour weeks to a thriving seven-figure business while working just 24 hours a week. Her story and strategies offer a roadmap for advisors looking to scale their business without sacrificing their personal lives.Libby's Journey:The Turning Point: In 2008, she faced a cros...

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23:48

067: High Income Doesn't Have to Mean High Taxes:...

The Influential Advisor ·

2024/11/14

In this podcast episode, I welcome Eric Pierre, CPA and author of "The Great Tax Escape,". Eric runs Pierre Accounting, with offices in Houston, Austin, San Diego, and Los Angeles. His Amazon bestselling book highlights how high earners can legally reduce their tax burden, challenges common misconceptions about tax planning, and shows how both business owners and W-2 employees earning $500,000+ can benefit from advanced tax strategies.About Eric PierreSecond-generation CPA with licenses in Te...

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28:19

066: Unlocking Your One Big Idea: Insights with Gabe...

The Influential Advisor ·

2024/10/11

In this podcast episode, I welcome a special guest my older brother, Gabe McManus. Gabe joined our team as a book coach this year, bringing his deep passion for personal finance and his unique background in theater and editing to help financial advisors craft compelling narratives for their books.This episode dives into Gabe’s journey from an avid personal finance enthusiast to a professional book coach, highlighting his approach to helping financial advisors find their unique voice and reach...

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18:10

065: Insights from "The Short Book Formula (Second...

The Influential Advisor ·

2024/09/14

Can financial professionals become go-to experts without resorting to hard-sell tactics? Tune in as we uncover the secrets behind Paul G. McManus’s short book formula, a strategy that has generated over $100 million in revenue. We'll discuss how keeping your book concise, writing in plain English, and targeting a specific niche can transform your financial services business. Learn more at: https://www.theshortbookformula.comClaim your free audiobook copy at: www.theshortbookformula.comSu...

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33:59

064:Turning Sunshine into Savings: Solar Tax Credits...

The Influential Advisor ·

2024/09/10

In this podcast episode, I welcome Jesse Raynes, managing partner of Inception Financial, to discuss the often misunderstood world of solar tax credits. This episode provides valuable insights into an often-overlooked tax strategy, showcasing Jesse's innovative approach to helping clients reduce their tax liability using solar tax credits. It also highlights how financial advisors and CPAs can leverage this strategy to add value for their clients while addressing the growing demand for r...

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27:50

063: From Author to Authority: Leveraging Your Book...

The Influential Advisor ·

2024/08/21

In this podcast episode, I welcome back Paavan Kotini, author of "Effortless Wealth: The SWAN Approach to Unlocking Wealth for Busy Professionals". Paavan shares his journey of writing and publishing his first book, and reveals the innovative ways he's leveraged it to grow his business.Paavan's JourneyBook Writing Process: Paavan discusses how working with our team helped refine his initial ideas into a concise, impactful book.The Power of Authorship: Enhancing Professional CredibilityAuthori...

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20:27

062: From $200K to $2.2M: Evan Mayer's Recipe for...

The Influential Advisor ·

2024/07/31

In this podcast episode, I welcome Evan Mayer, CEO and founder of Fortuna Wealth Management and host of the "For Advisors by Advisors" podcast. Evan shares his journey from the bank channel to independent financial advising, and offers insights on podcasting, advisor success, and the value of continuous improvement in the financial services industry.Evan's Journey: From Bank Channel to IndependenceCareer Beginnings: Evan spent 16 years in the bank channel before going independent in 2019.Tran...

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32:38

061: The Virtual Book Tour: Building Authority and...

The Influential Advisor ·

2024/07/25

In this episode of The Million Dollar Producer Show, I welcome Tom Schwab, author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy and founder and CEO of Interview Valet. Tom shares his insights on leveraging guest podcasting as a powerful tool for building authority and growing your business.Tom's Journey: From Engineer to Chief Evangelist OfficerCareer Transition: Tom's journey began as an engineer running nuclear power plants, teaching him the importance of s...

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30:29

060: From Recruitment to Marketing: Frank LaRosa's...

The Influential Advisor ·

2024/07/17

In this episode of The Million Dollar Producer Show, I welcome Frank LaRosa, CEO of Elite Consulting Partners and one of the founding members of the Financial Advisor Success Syndicate, to discuss his journey from financial services to founding a successful consulting firm.Frank's Journey: From Financial Services to ConsultingCareer Beginnings: He started his career in the financial services industry at Prudential Securities, moving on to become a producer and manager at Smith Barney and Morg...

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30:58

059: The Authority Advantage: Mike Saunders on...

The Influential Advisor ·

2024/07/03

In this episode I welcome Mike Saunders, the author of Authority Positioning for Financial Professionals, to explore the concept of authority marketing and how it can significantly impact financial advisors' success.Mike's Journey: From Financial Services to Authority PositioningCareer Beginnings: Began his career in the financial services field, working for JP Morgan Chase in the mortgage banking industry. His path took a turn when he started providing lines of credit for financial advisors'...

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41:12

058: The Advisor's Author Playbook: Anton J....

The Influential Advisor ·

2024/06/27

In this episode, I welcome Anton J. Anderson back to the show for the third time. Anton, CEO of Elite Resource Team and co-author of "The Art of Collaboration: When 2 Tribes Stop the War".He shares his journey, the unexpected challenges he faced, and the valuable lessons he learned while writing his book.Anton’s JourneyCareer Evolution: Anton discusses his decade-long focus on the team-based model and how it shaped his expertise in creating collaborative environments for financial advis...

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29:45

057: Why Every Advisor Should Discuss Disability...

The Influential Advisor ·

2024/06/10

In this episode, I welcome Michael Sir, president and co-founder of One Protection, and Carter Kowalski, account executive at Secura Consultants, to discuss the critical importance of disability insurance and its role in comprehensive financial planning.Michael's Journey: Early Life and Career Transition: Growing up on a farm in Iowa, Michael saw the impact of health issues on family stability when his father had a heart attack. This fueled his passion for disability insurance.Profession...

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31:00

056: Supercharged Cash Balance Plans: A Powerful Tax...

The Influential Advisor ·

2024/06/04

In this podcast episode, I welcome Bruce Gendein, a pension consultant with McHenry Advisors, to discuss the complex world of pension consulting and the critical role of cash balance plans for business owners.This episode explores Bruce's extensive background and the evolution of pension consulting, highlighting the unique benefits of cash balance plans in tax planning and retirement savings.Bruce's Journey: From Actuarial Training to Pension ConsultingCareer Path: Originally trained to be an...

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33:06

055: Unlocking the Affluent Business Owner Market...

The Influential Advisor ·

2024/06/03

In this episode, I welcome Casey Clark, CEO of Cultivate Advisors. Casey shares valuable insights into the transformative power of focusing on enterprise value to significantly elevate a business's market position.Journey to Business Mastery: From Paper Routes to CEOExplore his entrepreneurial journey from his early days managing paper routes to his leadership role at Cultivate Advisors. Discover how personal experiences and challenges shaped his approach to business coaching, focusing o...

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25:26

054: Enhancing Advisor-Client Engagement with Visual...

The Influential Advisor ·

2024/05/15

In this episode, I have the pleasure of welcoming Alison Susko, VP of Community at AssetMap, to explore the revolutionary impact of visual storytelling on the financial advisory landscape. She shares her in-depth insights on how AssetMap's innovative approach is redefining advisor-client interactions, promoting heightened engagement and understanding.AssetMap: Simplifying Complexity for Meaningful Conversations The Genesis: Alison delves into the origins of AssetMap, tracing its roo...

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28:42

053: Safeguarding Your Clients: Elite Tax Strategies...

The Influential Advisor ·

2024/05/07

In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning.This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution.Ben's Journey: From Tax Crisis to Tax ExpertCareer Evolution: Originally focusing on tax resolution, Ben expanded into tax planning as a response to the slowdown of IRS operations during COVID-...

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26:30

052: [Author Interview] The Tax-Smart Retiree with...

The Influential Advisor ·

2024/05/02

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94 results

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