The Influential Advisor Podcast
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 Advisor Podcast and creator of The Authority Operating System. Our team has worked with more than 500 financial advisors and helped them generate over $100 million in results through authority marketing.
Subscribe if you're a financial advisor who is done being the best-kept secret in your market.
Learn more at influentialadvisor.com
Episodes
113 episodes
110: Sharpen Your Message: Guest Podcast Preparation for Financial Professionals with Gabe McManus
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 ...
109: The Zero Tax Strategy: Legally Eliminating Taxes with Jeremy Lederer, CPA
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 ow...
108: Rob Bedinghaus on the $10 Million Tax Bill Nobody Saw Coming
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 "doin...
107: The Investor's Coach — The IRA Tax Trap Nobody Warned You About with Ira Work
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 traditi...
106: Scott Leibfried: What Climbing Wealth Taught Me About the Retirement Red Zone
Scott Leibfried's grandfather sold the family business at 60 with more money than he'd ever seen. He was generous, he lived long, and he ran out. That story is why Scott has spent 28 years in wealth management — and it's why he wrote Climbi...
105: Jason Wendt: Beyond the Numbers — Why Your Retirement Number Isn't Enough
Most successful people have a retirement number. Very few have a retirement reason.That's the gap Jason Wendt has spent 15 years closing. After watching client after client arrive with a solid portfolio and a hollow plan, he wrote...
104: Why the Virtual Family Office Advantage Exists and What Business Owners Are Really Losing Without It with Dale Montgomery
Most business owners assume their advisory team is working for them. A CPA here, a financial advisor there, an attorney on retainer. What they don't realize is that those advisors are working in parallel, not together. No one is seeing the full...
103: Blue Jean Millionaire — How Everyday Decisions Can Lead to Extraordinary Wealth with Dan Carver
She called her advisor on closing day. Boxes still everywhere, no movers available, hours until she had to be out. He showed up in his truck, spent four hours hauling boxes to a friend's garage, and wouldn't let her pay a dime. That's the kind ...
102: From Work to What's Next — Jim & Sarah Charles on Designing a Retirement Worth Living
Most retirees nail the math. Then they hit a wall.Jim Charles retired in 2021 after more than three decades in financial services. He had the savings, the freedom, and a 90-year-old house full of doors that needed rehanging. Withi...
101: The Authority Operating System: 5 Pillars That Turn a Book Into a Business Growth Machine
At the Exit Planning Institute CEPA Summit in Nashville, 1,200 credentialed advisors gathered in one room. The first night, they held an awards ceremony. Every single person who walked on stage had one thing in common. It wasn't their credentia...
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...