The Influential Advisor
By Paul G. McManus and Gabe McManus
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Subscribers: 3
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Episodes: 107
Description
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.
| Episode | Date |
|---|---|
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104: Why the Virtual Family Office Advantage Exists and What Business Owners Are Really Losing Without It with Dale Montgomery
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May 08, 2026 |
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103: Blue Jean Millionaire — How Everyday Decisions Can Lead to Extraordinary Wealth with Dan Carver
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May 02, 2026 |
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102: From Work to What's Next — Jim & Sarah Charles on Designing a Retirement Worth Living
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Apr 30, 2026 |
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101: The Authority Operating System: 5 Pillars That Turn a Book Into a Business Growth Machine
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Apr 28, 2026 |
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100: The Authority Operating System: Turn Your CEPA Credential Into Deal Flow by Paul G. McManus
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Apr 15, 2026 |
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099: Scott Snider on Why Exit Strategy IS Business Strategy
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Apr 13, 2026 |
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098: What the 18% of Fortune 500 Companies Paying Zero Taxes Know with Alex Sonkin
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Apr 09, 2026 |
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097: Conor Delaney on Going from $40 Million to $20 Billion Through Supported Independence
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Apr 03, 2026 |
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096: Mark Rasner on Why Only 5% of People Achieve True Financial Freedom
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Apr 02, 2026 |
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095: Bernd Steinebrunner: Beyond the Numbers — Building a Financial Dashboard for a Life Without Regrets
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Mar 25, 2026 |
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094: Take Fridays Back with Stanley C. Leong
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Mar 23, 2026 |
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093: Ron Phelps On Values, Service, And Real-World Wealth Advice
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Mar 06, 2026 |
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092: From Fragile to Anti-Fragile: How to Become a Better Investor in Retirement
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Dec 04, 2025 |
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091: Find Stories So Powerful Your Clients Can't Help But Share Them | Financial Advisor Book Writing Webinar
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Oct 01, 2025 |
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090: "Engineering Your Finances: The Tech Professional's Roadmap to Financial Success" with Stanley Leong
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Sep 15, 2025 |
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089: Why 70% of Advisors Lose Their Best Clients After Business Sales—And How to Keep Yours with Jeff Armstrong
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Sep 12, 2025 |
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088: Book #1 Tripled His Business. Here's Why He's Writing 3 More. With Guest Anton Anderson
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Jun 18, 2025 |
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087: Beyond Enough: Building Financial Confidence for Meaningful Impact with Andrew LaFontain
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Jun 13, 2025 |
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086: The Book-Launch Party Playbook for Financial Advisor Authors with Elyse Stoner & Angela York
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Jun 12, 2025 |
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085: Paycheck to Prosperity: The G4 Cashflow Model for Lasting Financial Freedom with Stephen V. Soderstrom
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Jun 04, 2025 |
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084: [Audiobook] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus
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Jun 01, 2025 |
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083: Fearless Finance: Building Confidence Through Financial Clarity with Laura Rehbein
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May 30, 2025 |
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082: The Wealth Builder: Essential Strategies for Business Owners, Entrepreneurs, and High-Achievers with Paul Cook
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May 27, 2025 |
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081: Beyond Money Management: The Value of Personal Connection in Financial Advising with Urban Adams
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May 21, 2025 |
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080: [Introduction] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus
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May 16, 2025 |
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079: Words That Win: Turning Financial Expertise into Client-Attracting Language with Hillary Gale
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May 14, 2025 |
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078: Building a Values-Driven Advisory Practice with Morgan Nichols
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May 11, 2025 |
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077: Beyond Break Even: Mastering Social Security Strategies with Russ Gaiser and Mike Hoeflich
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May 09, 2025 |
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076: Intentional Legacy: Aligning Wealth and Values Across Generations
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May 06, 2025 |
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075: The Personal CFO Revolution: Interview with Bestselling Author Erik Brenner
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May 02, 2025 |
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074: "From 4,000 Stalled Words to Bestseller: The "Beyond Break Even" Success Story"
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Mar 25, 2025 |
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073: Worry Free Wealth | How Ancient Wisdom Can Transform Your Financial Future with Shuey Wyne
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Feb 14, 2025 |
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072: Thriving as an Advisor in the Age of AI with Sam Sivarajan
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Jan 16, 2025 |
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071: The $1.5 Trillion Blind Spot: What Every Advisor Needs to Know About Addiction with Cheryl Canzanella
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Jan 06, 2025 |
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070: Truest Fan: Aligning Purpose with Business Success with Rob Brown
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Dec 13, 2024 |
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069: From Clients to Advocates: Unlocking the Psychology of Referrals with Dan Allison
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Dec 11, 2024 |
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068: Work Less, Earn More: Libby Greiwe’s Guide to Building a 7-Figure Practice with More Freedom
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Dec 04, 2024 |
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067: High Income Doesn't Have to Mean High Taxes: "The Great Tax Escape" insights with Amazon Bestselling Author Eric Pierre
|
Nov 14, 2024 |
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066: Unlocking Your One Big Idea: Insights with Gabe McManus
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Oct 11, 2024 |
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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
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Sep 14, 2024 |
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064:Turning Sunshine into Savings: Solar Tax Credits and Investment Strategies with Jesse Raynes
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Sep 10, 2024 |
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063: From Author to Authority: Leveraging Your Book for Business Growth with Paavan Kotini
|
Aug 21, 2024 |
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062: From $200K to $2.2M: Evan Mayer's Recipe for Advisory Growth
|
Jul 31, 2024 |
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061: The Virtual Book Tour: Building Authority and Attracting Clients with Tom Schwab
|
Jul 25, 2024 |
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060: From Recruitment to Marketing: Frank LaRosa's Holistic Approach to Advisor Success
|
Jul 17, 2024 |
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059: The Authority Advantage: Mike Saunders on Transforming Financial Advisors into Industry Thought Leaders
|
Jul 03, 2024 |
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058: The Advisor's Author Playbook: Anton J. Anderson's Book Writing Secrets Exposed
|
Jun 27, 2024 |
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057: Why Every Advisor Should Discuss Disability Insurance, A Conversation with Michael Sir and Carter Kowalski
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Jun 10, 2024 |
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056: Supercharged Cash Balance Plans: A Powerful Tax Control Tool for Business Owners with Bruce Gendein
|
Jun 04, 2024 |
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055: Unlocking the Affluent Business Owner Market with Value Acceleration: Insights from Casey Clark
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Jun 03, 2024 |
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054: Enhancing Advisor-Client Engagement with Visual Tools: Insights from AssetMap's VP of Community, Alison Susko
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May 15, 2024 |
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053: Safeguarding Your Clients: Elite Tax Strategies and Audit Defense with Ben Golden
|
May 07, 2024 |
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052: [Author Interview] The Tax-Smart Retiree with Phil Putney
|
May 02, 2024 |
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051: Skyrocket Your Credibility: Paul G McManus on the "Power of Authority by Association" as featured on the Influential Entrepreneurs Podcast
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May 01, 2024 |
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050: Efficient Estate Settlements with Josh Yager
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Apr 24, 2024 |
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049: The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice
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Apr 17, 2024 |
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048: "The Art of Collaboration: When Two Tribes Stop the War" with Paul Latham
|
Apr 10, 2024 |
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047: The Future of Wealth: Innovations in Tax Planning with Jim Duggan
|
Mar 25, 2024 |
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046: [Author Interview] "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business"with Arron Bennett
|
Mar 19, 2024 |
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045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech Innovator
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Mar 06, 2024 |
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044: The Journey to Becoming a Best-Selling Author: Insights from Paavan Kotini
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Mar 06, 2024 |
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043: [Author Interview] "Effortless Wealth: The S.W.A.N. Approach to Unlocking Wealth for Busy Professionals" with Best-Selling Author Paavan Kotini
|
Mar 05, 2024 |
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042: [Chapter 1 Sneak Peek] "Planning For The Certainty of Uncertainty" by Jon Kuttin and Digitally Narrated
|
Feb 29, 2024 |
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041: [Author Interview] "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom" with Joe and Marissa LoPresti
|
Feb 22, 2024 |
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040: 10 Years of Transforming Advisor-CPA Relationships with Anton Anderson
|
Feb 20, 2024 |
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039: (Audible Summary) Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and Their Advisors by James A. Lavorgna
|
Feb 16, 2024 |
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038: Unlock Your Business Potential: Strategies for Cash Flow Management, Tax Savviness, and Planning Your Business Exit with Tina Pittman
|
Feb 08, 2024 |
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037: Revolutionizing Wealth Management: Insights from 'Wealth Unleashed' with Jim Lavorgna
|
Jan 17, 2024 |
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036: Podcasting Secrets for Financial Advisors: Building Authority and Attracting High-Value Clients with Matt Halloran
|
Dec 06, 2023 |
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035: The AI Revolution in Accounting: Sean Rogers' Blueprint for the Future
|
Nov 17, 2023 |
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034: Ray Kelly on Transformative Leadership for Building Billion-Dollar Wealth Management Firms
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Nov 10, 2023 |
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033: Podcasting for Influence: Amplifying Your Financial Expertise with Mike Langford
|
Nov 07, 2023 |
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032: NEW AUDIOBOOK: "From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients"
|
Nov 05, 2023 |
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031: The Inside Story of Marketing the World's Top-Selling Financial Book with Shane Hackett
|
Oct 30, 2023 |
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030: Marketing Magic: Tina Beck and the Financial Advisor Success Syndicate (FASS)
|
Oct 23, 2023 |
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029: Building an $1.5 Billion Financial Empire: Nancy Brunetti on the Creation and Growth of Johnson Brunetti"
|
Oct 13, 2023 |
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028: Building a Seven-Figure Financial Practice with Tony Maree Torrey
|
Oct 10, 2023 |
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027: [Audiobook] The Virtual Family Office: The Future of Ultra-High Net Worth Advisory by Alex Sonkin
|
Oct 03, 2023 |
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026: The Financial Advisor's Journey to Extraordinary Growth: A Conversation with Jon Randall
|
Sep 22, 2023 |
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025: Becoming a Bestselling Author: Overcoming Fear and Embracing Vulnerability with Robyn Crane
|
Sep 13, 2023 |
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024: Inside the $8 Billion Empire: A Conversation with Barron's Hall of Fame Advisor Jon Kuttin
|
Sep 08, 2023 |
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023: Short Books, Big Doors: Securing Executive Access By Publishing A Short Book with Michael Budnick
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Aug 31, 2023 |
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022: Authority Marketing for Financial Advisors with Stephen Oliver
|
Aug 25, 2023 |
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021: Building Successful CPA Partnerships: Redefining the Advisor-CPA Relationship with Anton Anderson
|
Aug 19, 2023 |
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020: Radical Relevance: Mastering Targeted Marketing with Bill Cates
|
Jul 14, 2023 |
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[New Author Testimonial] Turn Your Years of Experience As a Financial Advisor Into A Captivating Marketing and Sales Tool
|
Jun 17, 2023 |
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Unlocking the Power of Short Books: Authority Marketing for Financial Professionals with Paul G. McManus
|
May 27, 2023 |
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[Testimonial] Michael Poisson on Writing, Publishing, and Marketing His New Book.
|
Mar 01, 2023 |
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019: Announcing Paul G. McManus' New Book: "The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients"
|
Feb 06, 2023 |
|
018: On Creating a 7-Figure Virtual Financial Practice - Tracey Spikes
|
Mar 07, 2022 |
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017: A Powerful Way to Build Relationships with CPAs - Liz Briggson
|
Jul 08, 2020 |
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016: Key Insights Into Effectively Niching Down - Mike Jesowshek
|
May 13, 2020 |
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015: Going From $80 Million to $800 Million AUM - Tim Mitrovich
|
Apr 15, 2020 |
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014: Build a business with a narrow focus to become the best - Josh Patrick
|
Mar 18, 2020 |
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013: Shifting from solo entrepreneur to CEO of your company - Dr. Aprille Trupiano
|
Mar 04, 2020 |
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012: Life Settlements: A Peek Behind The Curtain - Jamie L. Mendelsohn
|
Feb 19, 2020 |
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011: Simplifying The Employee Benefits Process For Employers - Amy Evans
|
Dec 09, 2019 |
|
010: Dramatically increase your target premium using Premium Financing - Michael Moore
|
Oct 11, 2019 |
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009: Successfully Marketing & Selling Whole Life Insurance Using LinkedIn - Gina Wells
|
Sep 29, 2019 |
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008: Using Digital Marketing Tools To Attract & Convert Affluent Clients - Jason Mericle
|
Sep 14, 2019 |
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007: Building a $59 Million Dollar Financial Services Firm In Just 8 Years - Nancy Brunetti
|
Sep 06, 2019 |
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006: From Undercover Cop to Working With Billionaires - Buck Adams
|
Aug 29, 2019 |
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005: More Than Just The Commission Club For Top Independent Life Insurance Producers - Mike Bell
|
Jul 09, 2019 |
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004: $1.5 Million Of Target Premium Generated With Attorneys Using LinkedIn - Mark Larivee
|
Jul 07, 2019 |
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003: SMART Retirement & Creating Over $1 Billion Dollars of Revenue - Matt Zagula
|
Jul 07, 2019 |
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002: Helping Elite CPAs Retain and Attract High-Net-Worth Clients - Alex Sonkin
|
Jul 05, 2019 |
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001: Going from $200,000 to $2.5 million in target premium using LinkedIn - Shane Walls
|
Jul 05, 2019 |