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
94 episodes
091: Find Stories So Powerful Your Clients Can't Help But Share Them | Financial Advisor Book Writing Webinar
In this transformative webinar, Paul and Gabe McManus reveal why your most powerful marketing assets—your client transformation stories—are trapped in your head, and exactly how to turn them into a book that builds your practice.What ...
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34:02
090: "Engineering Your Finances: The Tech Professional's Roadmap to Financial Success" with Stanley Leong
Episode Summary: A tech professional in her 50s had everything planned—enough saved to retire at 55. Just one problem: 80% of her net worth was company stock. Stanley Leong warned her to diversify. She agreed but couldn't bring herself t...
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36:10
089: Why 70% of Advisors Lose Their Best Clients After Business Sales—And How to Keep Yours with Jeff Armstrong
Episode Summary:Your best client just sold their business for $8 million and calls to say they're moving everything to Goldman Sachs. This devastating scenario happens to 70% of advisors, but Jeff Armstrong has the antidote. As a ...
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31:59
088: Book #1 Tripled His Business. Here's Why He's Writing 3 More. With Guest Anton Anderson
Episode Summary:After 11 years scaling Elite Resource Team, Anton Anderson's revenue tripled when he released "The Art of Collaboration" in 2024. He shows how one book became a growth flywheel, why his event is now the "Virtual Fa...
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28:47
087: Beyond Enough: Building Financial Confidence for Meaningful Impact with Andrew LaFontain
Episode Summary:Andrew shares the tragic story that changed his career: a couple delayed retirement until reaching a financial milestone, only for the wife to pass away before they could enjoy it. This moment reshaped his mission ...
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40:13
086: The Book-Launch Party Playbook for Financial Advisor Authors with Elyse Stoner & Angela York
Episode Summary: Ever hosted a client event and wondered if it truly moved the needle for your business? In this episode, we’re joined by Elyse Stoner and Angela York—co-founders of Event Advisors—who share the secret sauce behind tu...
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35:11
085: Paycheck to Prosperity: The G4 Cashflow Model for Lasting Financial Freedom with Stephen V. Soderstrom
Episode OverviewFinancial advisor Stephen Soderstrom reveals why high earners struggle with the paradox of "I make good money, where does it all go?" After...
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1:10:52
084: [Audiobook] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus
Transform Your Book into a Million-Dollar Client Attraction SystemMost financial advisors who write books make a critical mistake: they focus on book sales instead of client acquisition. This comprehensive guide reveals the proven...
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1:55:32
083: Fearless Finance: Building Confidence Through Financial Clarity with Laura Rehbein
Episode Summary:Laura Rehbein shares her journey from becoming head of household at age 12 in rural Michigan to building a successful financial advisory practice over nearly three decades. Her book "Fearless Finance" addresses...
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34:20
082: The Wealth Builder: Essential Strategies for Business Owners, Entrepreneurs, and High-Achievers with Paul Cook
Episode Summary:Many entrepreneurs focus intensely on growing their businesses while neglecting personal financial security. Paul Cook, a veteran insurance professional with decades of experience, reveals how life insurance can se...
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32:35
081: Beyond Money Management: The Value of Personal Connection in Financial Advising with Urban Adams
Episode Summary:In a world dominated by digital platforms, Urban Adams offers a refreshingly human approach to financial advising. With 25 years in the industry and a philosophy grounded in stoicism, Urban helps clients balance en...
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28:14
080: [Introduction] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus
Get the full version of the book on Amazon. Or go to www.theshortbookformula.com to learn more abou...
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17:41
079: Words That Win: Turning Financial Expertise into Client-Attracting Language with Hillary Gale
Episode Summary:There's a significant gap affecting nearly every financial advisor: the disconnect between their expertise & their ability to communicate it in a way that resonates with prospects. Hillary Gale, a former lingui...
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38:28
078: Building a Values-Driven Advisory Practice with Morgan Nichols
Episode Summary:Many financial advisors find their practices increasingly transactional despite their best efforts. In this conversation, Morgan Nichols unpacks how she's pioneered an approach that puts values at the center, creat...
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40:21
077: Beyond Break Even: Mastering Social Security Strategies with Russ Gaiser and Mike Hoeflich
Episode Summary:In today's episode, Russ and Mike unpack their insightful five-pillars framework for Social Security optimization and reveal strategies that could help maximize retirement benefits. With pensions disappearing a...
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48:17
076: Intentional Legacy: Aligning Wealth and Values Across Generations
This episode features an in-depth conversation with Morgan Nichols and Kelly Bays, financial advisors at Ameriprise and co-authors of the new book "Intentional Legacy." The discussion explores how legacy isn't something you plan for at the end ...
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47:09
075: The Personal CFO Revolution: Interview with Bestselling Author Erik Brenner
In this episode of The Influential Advisor podcast, host Paul interviews Erik Brenner, founder of Hilltop Wealth and Tax Solutions with 32 years of experience in wealth management. Erik discusses his innovative "Personal CFO" model that brings ...
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33:11
074: "From 4,000 Stalled Words to Bestseller: The "Beyond Break Even" Success Story"
In this inspiring episode, we sit down with Russ Gaiser and Mike Hoeflich, financial advisors and authors of the bestselling book "Beyond Break Even." Discover how they transformed their stalled manuscript into a #1 bestseller in fi...
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8:42
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...
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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