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PODCAST

The Influential Advisor Podcast

Paul G. McManus and Gabe McManus

The Authority Marketing Platform for Financial Advisors. Built for advisors who want to be known for what they"re already great at.Influential Advisor Media helps financial advisors build visibility, attract better clients, and grow through authority rather than cold outreach. If you"ve spent years developing real expertise and you"re frustrated that the right people don"t know you exist, this podcast is for you.Influential Advisor Media was founded by Paul G. McManus, host of The Influential

business marketing

All Episodes

63:34

126: Brian Mora | Top 50 Most Innovative Voices in...

The Influential Advisor Podcast ·

2026/10/04

What should a successful financial advisor look for when deciding whether their current firm can support the next stage of growth? In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down with Brian Mora, Senior Vice President and Head of Experienced Advisor Recruiting at Ameriprise Financial. Brian began his career as a financial advisor at Ameriprise before moving into coaching, field leadership, advisor development, and national recruiting. That exp...

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61:24

125: Matt Halloran | Top 50 Most Innovative Voices in...

The Influential Advisor Podcast ·

2026/09/30

What happens to the role of the financial advisor when AI can handle more and more of the work happening behind the scenes? In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Paul G. McManus sits down with Matt Halloran, Chief Evangelist at Zocks and the self-described human voice of AI in the advisory industry. Matt has spent more than two decades coaching financial advisors. He argues the industry is asking the wrong question. The issue is not whether AI will re...

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66:17

124: Michelle Lynch | Top 50 Most Innovative Voices...

The Influential Advisor Podcast ·

2026/09/29

Why do clients refer one financial advisor over another when the investment performance looks the same? In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Michelle Lynch joins Paul G. McManus for a conversation about practice design, referrals, and what changes when an advisor has to grow a firm, not just a book. Michelle is Senior Vice President of Practice Management and Growth Consulting at Raymond James. She has spent 22 years at the firm, and she leads the tea...

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52:42

123: Derrick Kinney | Top 50 Most Innovative Voices...

The Influential Advisor Podcast ·

2026/09/29

Why do highly qualified financial advisors still get overlooked by the clients they most want to attract? In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Derrick Kinney joins Paul G. McManus for a candid conversation about communication, specialization, and why expertise alone does not win the right clients. Derrick built and sold a top advisory practice, including to Jon Kuttin’s firm, and now teaches advisors how to explain their value so ideal clients lean in...

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65:09

122: David Grau Jr. | Top 50 Most Innovative Voices...

The Influential Advisor Podcast ·

2026/08/25

What does it take to build a financial advisory firm that can grow without depending on its founder? In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down with David Grau Jr., MBA, founder of Succession Resource Group and one of the financial advice industry’s leading experts on advisory firm valuation, succession planning, mergers and acquisitions, and advisor exits. David has spent more than two decades helping independent financial advisors build, va...

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26:02

121: Eric Maldonado on The Fearless Wealth Plan and...

The Influential Advisor Podcast ·

2026/08/21

Eric Maldonado, founder of Aquila Wealth Advisors, joins the show to talk about the real force behind most bad financial outcomes: not market crashes, but fear. He walks through why simple, understandable investing strategies consistently outperform complicated ones, why he starts every client relationship with values instead of numbers, and how his own experience with panic attacks changed the way he counsels anxious clients. He also shares how he helps people navigate sudden windfalls, why ...

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20:50

120: Edward Gaskey on Finding Financial Clarity...

The Influential Advisor Podcast ·

2026/08/20

Edward Gaskey has spent almost 30 years helping people move from financial uncertainty to financial clarity, and in this episode he explains why that shift matters more than any single investment decision. He walks through the "million-dollar question" retirees rarely ask correctly, why most people plan for a worst case that almost never happens, and how a Social Security mistake nearly cost one client thousands. Ed also talks about his office's "dream boards," the surprising reason clients s...

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50:14

119: Jon Kuttin | Top 50 Most Innovative Voices In...

The Influential Advisor Podcast ·

2026/08/12

What role can a book play in helping a financial advisory firm build credibility, strengthen trust, and convert more prospects into clients? In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Jon Kuttin joins Paul G. McManus and Gabe McManus for a candid conversation about authority, organic growth, client acquisition, and how financial advisors can use books and media to become more influential in their markets. You’ll learn how financial advisors can: • Use a ...

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170:38

118: The Authority Operating System: Turn Your...

The Influential Advisor Podcast ·

2026/08/12

You do not need another marketing tactic. You need a system. If you are an accomplished financial advisor, consultant, attorney, tax strategist, or other expert professional, chances are your biggest growth problem is not a lack of expertise. It is that too much of your expertise is invisible. It lives inside client meetings, private conversations, and your own head—where prospects, referral partners, search engines, and AI tools cannot fully experience it. The Authority Operating System show...

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63:23

117: Jon Randall | Top 50 Most Innovative Voices In...

The Influential Advisor Podcast ·

2026/08/07

What keeps successful financial advisors from scaling beyond a founder-dependent practice? Dr. Jon Randall, founder of XFA, shares the psychology, systems, and strategic shifts that help advisory firms overcome growth constraints. In this episode of The Influential Advisor Podcast and our Top 50 Most Innovative Voices in Advisor Growth series, Dr. Jon Randall joins Paul G. McManus to discuss why many financial advisors become stuck around $1 million to $1.5 million in revenue and what it tak...

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57:34

116: James Pollard | Top 50 Most Innovative Voices In...

The Influential Advisor Podcast ·

2026/07/31

This interview featuring James Pollard is part of Influential Advisor Media’s Top 50 Most Innovative Voices in Advisor Growth series, hosted by Paul G. McManus. The series recognizes leaders whose ideas, platforms, and work are shaping how financial advisors build trust, attract clients, and grow their firms. James Pollard is the founder of The Advisor Coach and host of the Financial Advisor Marketing Podcast, where he has created more than 370 episodes focused specifically on helping financ...

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56:19

115: Marcus Ranger | Top 50 Most Innovative Voices In...

The Influential Advisor Podcast ·

2026/07/24

What separates financial advisors who consistently grow from those who stay stuck? Marcus Ranger, who leads a business unit of more than 1,200 independent financial advisors, shares the marketing strategies, systems, and mindset shifts he sees driving advisor growth. In this episode of The Influential Advisor Podcast and our Top 50 Most Innovative Voices in Advisor Growth series, Marcus joins Paul G. McManus to discuss why financial advisors are in the marketing business first—and how the be...

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32:42

114: John Pavelka on The Power of WHY — Aligning Your...

The Influential Advisor Podcast ·

2026/06/30

A client came in with statements from more than ten different financial institutions. Her parents had passed away within six months of each other. The paperwork took nearly a year to sort through — and she later told John she never had the proper time to grieve because she was so buried in the chaos they left behind. That story drives everything about how John Pavelka runs his practice. After nearly 30 years in financial services, John has built a model around one question most advisors never...

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38:17

113: Rise. Rule. Repeat. — The Championship Framework...

The Influential Advisor Podcast ·

2026/06/25

Matt Knoll walked into Baylor in 1997 and told the local paper his goal was to win a national championship. The reporter laughed out loud. At the time, that reaction was fair. The program hadn't won a conference match in eight years. The courts were slanted. There was no bathroom, no equipment room, no stands. Twenty-two seasons later, Knoll left with a 510-150 record, 13 Big 12 titles, and Baylor's first team national championship. The hard part wasn't getting there. It was learning that the...

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40:43

112: Brandon Hayes on You're Not Alone: His CFP Guide...

The Influential Advisor Podcast ·

2026/06/24

She had a million dollars in her account and she was convinced she'd lose her house by the end of the month. That's not a financial problem. That's grief lying. And if you don't know how to recognize it, you'll either rush your client into decisions she'll regret, or lose her trust entirely. Episode Summary In this episode, Brandon L. Hayes, CFP, founder of Compass Financial Group and author of You're Not Alone, shares what 26 years of working almost exclusively with widows has taught him abo...

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39:36

111: How Financial Advisors Get Found in AI Search...

The Influential Advisor Podcast ·

2026/06/19

How can financial advisors get found in AI search, build trust faster, and use online reviews in a compliant way? In Episode 111 of The Influential Advisor Podcast, Paul G. McManus interviews Brian Thorp, Founder and CEO of Wealthtender, about one of the biggest opportunities in advisor marketing today: compliant online reviews as a trust signal for Google, ChatGPT, Gemini, Perplexity, Claude, and other AI-powered search tools. Financial advisors have always relied on referrals, reputation,...

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33:32

110: Sharpen Your Message: Guest Podcast Preparation...

The Influential Advisor Podcast ·

2026/06/12

How can financial advisors use podcast guesting to build trust, attract ideal clients, and turn their expertise into new business opportunities? In this episode of The Influential Advisor Podcast, Paul G. McManus interviews Gabe McManus about his book, Sharpen Your Message: Guest Podcast Preparation for Financial Professionals. Gabe shares how financial advisors and financial professionals can prepare for podcast interviews, clarify their best stories, and communicate their expertise in a w...

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31:42

109: The Zero Tax Strategy: Legally Eliminating Taxes...

The Influential Advisor Podcast ·

2026/06/10

In this episode, Gabe McManus sits down with Jeremy Lederer, CPA and founder of XIT CPA, to explore what separates a tax preparer from a true tax strategist. Jeremy brings more than 16 years of experience working with entrepreneurs, business owners, and high-income professionals to zero (yes, zero) out their federal tax liability using legal, government-backed strategies. From film financing deductions to healthcare software investments, Jeremy breaks down the frameworks he writes about in hi...

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29:23

108: Rob Bedinghaus on the $10 Million Tax Bill...

The Influential Advisor Podcast ·

2026/06/05

A couple had done everything right — dual income, debt-free, millions saved in tax-deferred accounts — and they were on track to hand $10 million to the IRS. Not because they made bad decisions, but because nobody had ever shown them what "doing everything right" actually costs without proactive planning. In this episode, Gabe sits down with Rob Bedinghaus, Ph.D., CFP® — founder of Bedinghaus Wealth Planning and author of Beyond the Numbers — to dig into the retirement planning conversations ...

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42:15

107: The Investor's Coach — The IRA Tax Trap Nobody...

The Influential Advisor Podcast ·

2026/06/04

Imagine going into business with a partner who tells you upfront: at the end of every year, I'll decide how much of the profits I keep. You'd never agree to that. But Ira Work says millions of Americans already did the day they opened a traditional IRA. That's one of several hard truths Ira Work, a 42-year financial industry veteran, addresses head-on in his new book and in this conversation. After 17 years working for firms like Smith Barney and Shearson Lehman Brothers, Ira walked away from...

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130 results

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