PODCAST · business
The Influential Advisor Podcast
by Paul G. McManus and Gabe McManus
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
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130: From 3,000 Options to 3: Kit Lancaster on Helping High Earners Simplify Their Financial Lives
Kit Lancaster, CFP®, founder of Sterling Edge Financial in Chicago, joins Gabe to talk about a problem most successful people don't see coming: not too few financial options, but far too many. He explains why high earners often feel overwhelmed and underwhelmed at the same time, what a trip to a...
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129: Duncan MacPherson | Top 50 Most Innovative Voices in Advisor Growth Series
What does it take to build an advisory business that grows without consuming the life of the advisor who created it? In this episode of Top 50 Most Innovative Voices in Advisor Growth, Gabe McManus talks with Duncan MacPherson, founder and CEO of Pareto Systems, author of The Advisor Playbook and...
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128: Bill Cates | Top 50 Most Innovative Voices in Advisor Growth Series
Why do financial advisors with happy clients still struggle to generate consistent referrals? In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down with Bill Cates, known as The Original Referral Coach and one of the financial advisory industry’s most...
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127: Louis Diamond | Top 50 Most Innovative Voices in Advisor Growth Series
What does it take for a successful financial advisor to know when it is time to stay, move, or build something different? In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down with Louis Diamond, CEO of Diamond Consultants, a recruiting and consulting firm...
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126: Brian Mora | Top 50 Most Innovative Voices in Advisor Growth Series
What should a successful financial advisor look for when deciding whether their current firm can support the next stage of growth? In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down with Brian Mora, Senior Vice President and Head of Experienced Advisor...
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125: Matt Halloran | Top 50 Most Innovative Voices in Advisor Growth Series
What happens to the role of the financial advisor when AI can handle more and more of the work happening behind the scenes? In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Paul G. McManus sits down with Matt Halloran, Chief Evangelist at Zocks and the self-described...
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124: Michelle Lynch | Top 50 Most Innovative Voices in Advisor Growth Series
Why do clients refer one financial advisor over another when the investment performance looks the same? In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Michelle Lynch joins Paul G. McManus for a conversation about practice design, referrals, and what changes when an...
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123: Derrick Kinney | Top 50 Most Innovative Voices in Advisor Growth Series
Why do highly qualified financial advisors still get overlooked by the clients they most want to attract? In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Derrick Kinney joins Paul G. McManus for a candid conversation about communication, specialization, and why...
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122: David Grau Jr. | Top 50 Most Innovative Voices in Advisor Growth Series
What does it take to build a financial advisory firm that can grow without depending on its founder? In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down with David Grau Jr., MBA, founder of Succession Resource Group and one of the financial advice...
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121: Eric Maldonado on The Fearless Wealth Plan and Why Fear, Not the Market, Is Your Biggest Risk
Eric Maldonado, founder of Aquila Wealth Advisors, joins the show to talk about the real force behind most bad financial outcomes: not market crashes, but fear. He walks through why simple, understandable investing strategies consistently outperform complicated ones, why he starts every client...
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120: Edward Gaskey on Finding Financial Clarity Before You Retire
Edward Gaskey has spent almost 30 years helping people move from financial uncertainty to financial clarity, and in this episode he explains why that shift matters more than any single investment decision. He walks through the "million-dollar question" retirees rarely ask correctly, why most…
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119: Jon Kuttin | Top 50 Most Innovative Voices In Advisor Growth Series
What role can a book play in helping a financial advisory firm build credibility, strengthen trust, and convert more prospects into clients? In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Jon Kuttin joins Paul G. McManus and Gabe McManus for a candid conversation...
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118: The Authority Operating System: Turn Your Expertise Into Visible Authority That Attracts Your Ideal-Fit Clients
You do not need another marketing tactic. You need a system. If you are an accomplished financial advisor, consultant, attorney, tax strategist, or other expert professional, chances are your biggest growth problem is not a lack of expertise. It is that too much of your expertise is invisible. It...
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117: Jon Randall | Top 50 Most Innovative Voices In Advisor Growth Series
What keeps successful financial advisors from scaling beyond a founder-dependent practice? Dr. Jon Randall, founder of XFA, shares the psychology, systems, and strategic shifts that help advisory firms overcome growth constraints. In this episode of The Influential Advisor Podcast and our Top 50...
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116: James Pollard | Top 50 Most Innovative Voices In Advisor Growth Series | Influential Advisor Media
This interview featuring James Pollard is part of Influential Advisor Media’s Top 50 Most Innovative Voices in Advisor Growth series, hosted by Paul G. McManus. The series recognizes leaders whose ideas, platforms, and work are shaping how financial advisors build trust, attract clients, and grow...
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115: Marcus Ranger | Top 50 Most Innovative Voices In Advisor Growth Series | Influential Advisor Media
What separates financial advisors who consistently grow from those who stay stuck? Marcus Ranger, who leads a business unit of more than 1,200 independent financial advisors, shares the marketing strategies, systems, and mindset shifts he sees driving advisor growth. In this episode of The...
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114: John Pavelka on The Power of WHY — Aligning Your Wealth with What Actually Matters
A client came in with statements from more than ten different financial institutions. Her parents had passed away within six months of each other. The paperwork took nearly a year to sort through — and she later told John she never had the proper time to grieve because she was so buried in the...
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113: Rise. Rule. Repeat. — The Championship Framework That Changes When You Win with Matt Knoll
Matt Knoll walked into Baylor in 1997 and told the local paper his goal was to win a national championship. The reporter laughed out loud. At the time, that reaction was fair. The program hadn't won a conference match in eight years. The courts were slanted. There was no bathroom, no equipment...
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112: Brandon Hayes on You're Not Alone: His CFP Guide to Walking Widows Through Grief and Finance
She had a million dollars in her account and she was convinced she'd lose her house by the end of the month. That's not a financial problem. That's grief lying. And if you don't know how to recognize it, you'll either rush your client into decisions she'll regret, or lose her trust entirely....
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111: How Financial Advisors Get Found in AI Search with Online Reviews | Brian Thorp | Wealthtender
How can financial advisors get found in AI search, build trust faster, and use online reviews in a compliant way? In Episode 111 of The Influential Advisor Podcast, Paul G. McManus interviews Brian Thorp, Founder and CEO of Wealthtender, about one of the biggest opportunities in advisor marketing...
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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 about his book, Sharpen Your Message: Guest Podcast...
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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 owners, and high-income professionals to zero (yes…
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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 "doing everything right" actually costs without proactive...
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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 traditional IRA. That's one of several hard truths Ira Work…
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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 Climbing Wealth. Episode Summary In this episode, Gabe sits…
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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 a book about it. And now, fresh off an Amazon bestseller ranking...
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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 picture. No one is coordinating. And the business...
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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 of advisor Dan Carver is, and that story tells you…
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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. Within 18 months, he decided to un-retire. Not because the money ran…
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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 credentials, their AUM, or their years in practice. It was a...
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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 Flow You earned your CEPA credential. You know how to help business owners navigate the biggest financial decision of their life. But the business owners who need you most don't know you exist. Right now, someone in your market…
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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 two years of feeling completely lost. Identity…
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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 legally pay zero in federal taxes are real, documented in the…
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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 education in becoming a CEO, a shareholder, and a leader, all...
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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 a dairy farm in Upper Michigan, worked his way through...
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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 between doing well and knowing you're okay is exactly what Bernd...
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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 daughters played around him. On paper, everything looked great.…
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093: Ron Phelps On Values, Service, And Real-World Wealth Advice
Episode Summary Ron 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 shares his journey from growing up in a tough Milwaukee neighborhood to...
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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 different approach than what worked for previous...
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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 You'll Discover: The "You have my faith" story that made Gabe...
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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 to sell, feeling it would betray the company that made her...
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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 former business owner who ran a company for 23 years, Jeff reveals...
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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 Family Office Collective," & how AI is speeding—not...
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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 from managing money to helping people retire with confidence. He...
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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 turning events like book launches into powerful referral and...
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085: Paycheck to Prosperity: The G4 Cashflow Model for Lasting Financial Freedom with Stephen V. Soderstrom
Episode Overview Financial advisor Stephen Soderstrom reveals why high earners struggle with the paradox of "I make good money, where does it all go?" After watching countless successful professionals face this challenge, Stephen developed a radically simple system that requires no budgeting…
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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
Transform Your Book into a Million-Dollar Client Attraction System Most financial advisors who write books make a critical mistake: they focus on book sales instead of client acquisition. This comprehensive guide reveals the proven system that has helped nearly 500 financial advisors generate…
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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 the anxiety that highly educated, successful professionals feel about...
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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 serve as more than just death benefit protection - it can provide...
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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 enjoying the present while planning for the future. His new book,...
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ABOUT THIS SHOW
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
HOSTED BY
Paul G. McManus and Gabe McManus
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Frequently Asked Questions
How many episodes does The Influential Advisor Podcast have?
The Influential Advisor Podcast currently has 131 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Influential Advisor Podcast about?
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...
How often does The Influential Advisor Podcast release new episodes?
The Influential Advisor Podcast publishes regularly with 131 episodes available. Check the episode list for the typical release schedule.
Where can I listen to The Influential Advisor Podcast?
You can listen to The Influential Advisor Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Influential Advisor Podcast?
The Influential Advisor Podcast is created and hosted by Paul G. McManus and Gabe McManus.
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