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.
The Influential Advisor Podcast, hosted by The McManus Brothers—Paul G. McManus and Gabe McManus, explores the art and strategy of authoritative positioning for elite advisors who want to rise above the noise.
Each episode delivers actionable insights on how to amplify your expertise, elevate your visibility, and position yourself as the go-to authority in your market. Paul and Gabe are joined by leading advisors and industry insiders who share proven frameworks, real-world success stories, and behind-the-scenes tactics you can actually use to grow a more intentional, influential practice.
If you’re ready to stop competing on credentials alone, define a clear point of view, and attract better clients on your own terms, this podcast is for you.
Welcome to The Influential Advisor Podcast—where high-impact advisors learn how to lead with authority, build enduring trust, and rise above the rest.
gh-impact advisors learn to rise above the rest.
Episodes
103 episodes
100: The Authority Operating System: Turn Your CEPA Credential Into Deal Flow by Paul G. McManus
The Authority Operating System: Turn Your CEPA Credential Into Deal FlowYou earned your CEPA credential. You know how to help business owners navigate the biggest financial decision of their life.But the business owners who...
099: Scott Snider on Why Exit Strategy IS Business Strategy
A $200 million exit — and the client who should have been celebrating, but wasn't. That's what started the Exit Planning Institute. And it's the same story Scott Snider has lived himself: a successful business sale in his mid-20s followed by tw...
098: What the 18% of Fortune 500 Companies Paying Zero Taxes Know with Alex Sonkin
Most business owners assume their CPA is doing everything possible on taxes. They aren't. And the reason isn't incompetence. It's access.The strategies that allow 18% of Fortune 500 companies and America's wealthiest individuals to legal...
097: Conor Delaney on Going from $40 Million to $20 Billion Through Supported Independence
When you go independent, nobody tells you that you're just trading one set of constraints for another.When Conor Delaney went independent in 2012, he started with $40 million in AUM and a blank whiteboard. What followed was a 14-year edu...
096: Mark Rasner on Why Only 5% of People Achieve True Financial Freedom
Most financial advisors will tell you to save more and invest wisely. Mark Rasner will tell you that's not enough. After 32 years of watching people succeed and fail financially, he has the track record to back it up.Mark grew up poor on...
095: Bernd Steinebrunner: Beyond the Numbers — Building a Financial Dashboard for a Life Without Regrets
Most people doing the right things financially still have no idea if they're actually on track.They're saving, investing, contributing to the 401k — and still lying awake wondering if retirement will actually work out. That gap be...
094: Take Fridays Back with Stanley C. Leong
He built a successful practice — and it was quietly destroying your life.That's exactly where Stanley C. Leong found himself a decade ago. Making $600K in revenue, working nights and weekends, falling asleep on the floor while his daught...
093: Ron Phelps On Values, Service, And Real-World Wealth Advice
Episode SummaryRon Phelps, a wealth advisor with nearly 30 years of experience, joins the Influential Advisor Podcast to discuss his book Beyond the Sales Pitch: A Roadmap for Finding the Wealth Advisor You Deserve. Ron s...
092: From Fragile to Anti-Fragile: How to Become a Better Investor in Retirement
Joseph Falbo has spent 30 years helping people navigate retirement, from the 1999 tech boom through COVID and beyond. In this episode, we explore his concept of the "functional retirement advisor" and why modern retirement demands a completely ...
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 ...
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...
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 ...
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...
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 ...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 ...