The Influential Advisor
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 lead with influence, build enduring trust, and take your advisory practice to the next level. If you’re ready to move beyond the noise, define your unique value, and grow your business on your own terms, this podcast is for you. Welcome to The Influential Advisor Podcast, where high-impact advisors learn to rise above the rest.
Episodes
76 episodes
073: Worry Free Wealth | How Ancient Wisdom Can Transform Your Financial Future with Shuey Wyne
In this podcast episode, I welcome I welcome Shuey Wyne, V.P. Wealth Advisor at RVW Wealth and author of the Amazon bestseller Worry-Free Wealth. Shuey offers a unique take on wealth management, combining timeless wisdom with evi...
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34:05
072: Thriving as an Advisor in the Age of AI with Sam Sivarajan
In this podcast episode, I welcome Sam Sivarajan, an expert in behavioral finance and a leader in coaching financial advisors, to explore the transformative intersection of artificial intelligence, behavioral finance, and human connection...
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30:41
071: The $1.5 Trillion Blind Spot: What Every Advisor Needs to Know About Addiction with Cheryl Canzanella
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 opio...
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27:07
070: Truest Fan: Aligning Purpose with Business Success with Rob Brown
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...
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20:09
069: From Clients to Advocates: Unlocking the Psychology of Referrals with Dan Allison
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 tradit...
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22:51
068: Work Less, Earn More: Libby Greiwe’s Guide to Building a 7-Figure Practice with More Freedom
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 week...
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31:48
067: High Income Doesn't Have to Mean High Taxes: "The Great Tax Escape" insights with Amazon Bestselling Author Eric Pierre
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 hig...
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23:48
066: Unlocking Your One Big Idea: Insights with Gabe McManus
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...
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28:19
065: Insights from "The Short Book Formula (Second Edition): A Financial Professional's Guide to Writing a Book in 6 Weeks to Attract Ideal Clients" by Paul G McManus
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 ho...
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18:10
064:Turning Sunshine into Savings: Solar Tax Credits and Investment Strategies with Jesse Raynes
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,...
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33:59
063: From Author to Authority: Leveraging Your Book for Business Growth with Paavan Kotini
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 inn...
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27:50
062: From $200K to $2.2M: Evan Mayer's Recipe for Advisory Growth
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, an...
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20:27
061: The Virtual Book Tour: Building Authority and Attracting Clients with Tom Schwab
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 o...
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32:38
060: From Recruitment to Marketing: Frank LaRosa's Holistic Approach to Advisor Success
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...
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30:29
059: The Authority Advantage: Mike Saunders on Transforming Financial Advisors into Industry Thought Leaders
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 J...
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30:58
058: The Advisor's Author Playbook: Anton J. Anderson's Book Writing Secrets Exposed
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 chal...
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41:12
057: Why Every Advisor Should Discuss Disability Insurance, A Conversation with Michael Sir and Carter Kowalski
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...
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29:45
056: Supercharged Cash Balance Plans: A Powerful Tax Control Tool for Business Owners with Bruce Gendein
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...
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31:00
055: Unlocking the Affluent Business Owner Market with Value Acceleration: Insights from Casey Clark
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...
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33:06
054: Enhancing Advisor-Client Engagement with Visual Tools: Insights from AssetMap's VP of Community, Alison Susko
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 As...
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25:26
053: Safeguarding Your Clients: Elite Tax Strategies and Audit Defense with Ben Golden
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 hi...
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28:42
052: [Author Interview] The Tax-Smart Retiree with Phil Putney
In this episode, I welcome Phil Putney, a CPA and author of the Amazon number one bestseller, "The Tax Smart Retiree: A Guide to Thriving in Your Golden Years." Over the past year, we collaborated to transform Phil's extensive experien...
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26:30
051: Skyrocket Your Credibility: Paul G McManus on the "Power of Authority by Association" as featured on the Influential Entrepreneurs Podcast
Listen to the full episode on the Influential Entrepreneurs Podcast with Mike Saunders episode here:https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host/
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3:27
050: Efficient Estate Settlements with Josh Yager
In this episode, I welcome Josh Yager, managing partner at Anodos and a licensed attorney, to discuss the often complex world of estate planning and settlement. This episode explores Josh's innovative approach to collaboration among pro...
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31:02
049: The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice
In this episode, I host my business partner and the co-creator of the Authority Accelerator Program, Tony Maree Torrey. We dive deep into the nuances and benefits of our innovative program designed to elevate financial service pro...
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27:51