All Episodes

130: From 3,000 Options to 3: Kit Lancaster on Helping High Earners Simplify Their Financial Lives

129: Duncan MacPherson | Top 50 Most Innovative Voices in Advisor Growth Series

128: Bill Cates | Top 50 Most Innovative Voices in Advisor Growth Series

127: Louis Diamond | Top 50 Most Innovative Voices in Advisor Growth Series

126: Brian Mora | Top 50 Most Innovative Voices in Advisor Growth Series

125: Matt Halloran | Top 50 Most Innovative Voices in Advisor Growth Series

124: Michelle Lynch | Top 50 Most Innovative Voices in Advisor Growth Series

123: Derrick Kinney | Top 50 Most Innovative Voices in Advisor Growth Series

122: David Grau Jr. | Top 50 Most Innovative Voices in Advisor Growth Series

121: Eric Maldonado on The Fearless Wealth Plan and Why Fear, Not the Market, Is Your Biggest Risk

120: Edward Gaskey on Finding Financial Clarity Before You Retire

119: Jon Kuttin | Top 50 Most Innovative Voices In Advisor Growth Series

118: The Authority Operating System: Turn Your Expertise Into Visible Authority That Attracts Your Ideal-Fit Clients

117: Jon Randall | Top 50 Most Innovative Voices In Advisor Growth Series

116: James Pollard | Top 50 Most Innovative Voices In Advisor Growth Series | Influential Advisor Media

115: Marcus Ranger | Top 50 Most Innovative Voices In Advisor Growth Series | Influential Advisor Media

114: John Pavelka on The Power of WHY — Aligning Your Wealth with What Actually Matters

113: Rise. Rule. Repeat. — The Championship Framework That Changes When You Win with Matt Knoll

112: Brandon Hayes on You're Not Alone: His CFP Guide to Walking Widows Through Grief and Finance

111: How Financial Advisors Get Found in AI Search with Online Reviews | Brian Thorp | Wealthtender

110: Sharpen Your Message: Guest Podcast Preparation for Financial Professionals with Gabe McManus

109: The Zero Tax Strategy: Legally Eliminating Taxes with Jeremy Lederer, CPA

108: Rob Bedinghaus on the $10 Million Tax Bill Nobody Saw Coming

107: The Investor's Coach — The IRA Tax Trap Nobody Warned You About with Ira Work

106: Scott Leibfried: What Climbing Wealth Taught Me About the Retirement Red Zone

105: Jason Wendt: Beyond the Numbers — Why Your Retirement Number Isn't Enough

104: Why the Virtual Family Office Advantage Exists and What Business Owners Are Really Losing Without It with Dale Montgomery

103: Blue Jean Millionaire — How Everyday Decisions Can Lead to Extraordinary Wealth with Dan Carver

102: From Work to What's Next — Jim & Sarah Charles on Designing a Retirement Worth Living

101: The Authority Operating System: 5 Pillars That Turn a Book Into a Business Growth Machine

100: The Authority Operating System: Turn Your CEPA Credential Into Deal Flow by Paul G. McManus

099: Scott Snider on Why Exit Strategy IS Business Strategy

098: What the 18% of Fortune 500 Companies Paying Zero Taxes Know with Alex Sonkin

097: Conor Delaney on Going from $40 Million to $20 Billion Through Supported Independence

096: Mark Rasner on Why Only 5% of People Achieve True Financial Freedom

095: Bernd Steinebrunner: Beyond the Numbers — Building a Financial Dashboard for a Life Without Regrets

094: Take Fridays Back with Stanley C. Leong

093: Ron Phelps On Values, Service, And Real-World Wealth Advice

092: From Fragile to Anti-Fragile: How to Become a Better Investor in Retirement

091: Find Stories So Powerful Your Clients Can't Help But Share Them | Financial Advisor Book Writing Webinar

090: "Engineering Your Finances: The Tech Professional's Roadmap to Financial Success" with Stanley Leong

089: Why 70% of Advisors Lose Their Best Clients After Business Sales—And How to Keep Yours with Jeff Armstrong

088: Book #1 Tripled His Business. Here's Why He's Writing 3 More. With Guest Anton Anderson

087: Beyond Enough: Building Financial Confidence for Meaningful Impact with Andrew LaFontain

086: The Book-Launch Party Playbook for Financial Advisor Authors with Elyse Stoner & Angela York

085: Paycheck to Prosperity: The G4 Cashflow Model for Lasting Financial Freedom with Stephen V. Soderstrom

084: [Audiobook] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus

083: Fearless Finance: Building Confidence Through Financial Clarity with Laura Rehbein

082: The Wealth Builder: Essential Strategies for Business Owners, Entrepreneurs, and High-Achievers with Paul Cook

081: Beyond Money Management: The Value of Personal Connection in Financial Advising with Urban Adams

080: [Introduction] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus

079: Words That Win: Turning Financial Expertise into Client-Attracting Language with Hillary Gale

078: Building a Values-Driven Advisory Practice with Morgan Nichols

077: Beyond Break Even: Mastering Social Security Strategies with Russ Gaiser and Mike Hoeflich

076: Intentional Legacy: Aligning Wealth and Values Across Generations

075: The Personal CFO Revolution: Interview with Bestselling Author Erik Brenner

074: "From 4,000 Stalled Words to Bestseller: The "Beyond Break Even" Success Story"

073: Worry Free Wealth | How Ancient Wisdom Can Transform Your Financial Future with Shuey Wyne

072: Thriving as an Advisor in the Age of AI with Sam Sivarajan

071: The $1.5 Trillion Blind Spot: What Every Advisor Needs to Know About Addiction with Cheryl Canzanella

070: Truest Fan: Aligning Purpose with Business Success with Rob Brown

069: From Clients to Advocates: Unlocking the Psychology of Referrals with Dan Allison

068: Work Less, Earn More: Libby Greiwe’s Guide to Building a 7-Figure Practice with More Freedom

067: High Income Doesn't Have to Mean High Taxes: "The Great Tax Escape" insights with Amazon Bestselling Author Eric Pierre

066: Unlocking Your One Big Idea: Insights with Gabe McManus

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

064:Turning Sunshine into Savings: Solar Tax Credits and Investment Strategies with Jesse Raynes

063: From Author to Authority: Leveraging Your Book for Business Growth with Paavan Kotini

062: From $200K to $2.2M: Evan Mayer's Recipe for Advisory Growth

061: The Virtual Book Tour: Building Authority and Attracting Clients with Tom Schwab

060: From Recruitment to Marketing: Frank LaRosa's Holistic Approach to Advisor Success

059: The Authority Advantage: Mike Saunders on Transforming Financial Advisors into Industry Thought Leaders

058: The Advisor's Author Playbook: Anton J. Anderson's Book Writing Secrets Exposed

057: Why Every Advisor Should Discuss Disability Insurance, A Conversation with Michael Sir and Carter Kowalski

056: Supercharged Cash Balance Plans: A Powerful Tax Control Tool for Business Owners with Bruce Gendein

055: Unlocking the Affluent Business Owner Market with Value Acceleration: Insights from Casey Clark

054: Enhancing Advisor-Client Engagement with Visual Tools: Insights from AssetMap's VP of Community, Alison Susko

053: Safeguarding Your Clients: Elite Tax Strategies and Audit Defense with Ben Golden

052: [Author Interview] The Tax-Smart Retiree with Phil Putney

051: Skyrocket Your Credibility: Paul G McManus on the "Power of Authority by Association" as featured on the Influential Entrepreneurs Podcast

050: Efficient Estate Settlements with Josh Yager

049: The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice

048: "The Art of Collaboration: When Two Tribes Stop the War" with Paul Latham

047: The Future of Wealth: Innovations in Tax Planning with Jim Duggan

046: [Author Interview] "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business"with Arron Bennett

045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech Innovator

044: The Journey to Becoming a Best-Selling Author: Insights from Paavan Kotini

043: [Author Interview] "Effortless Wealth: The S.W.A.N. Approach to Unlocking Wealth for Busy Professionals" with Best-Selling Author Paavan Kotini

042: [Chapter 1 Sneak Peek] "Planning For The Certainty of Uncertainty" by Jon Kuttin and Digitally Narrated

041: [Author Interview] "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom" with Joe and Marissa LoPresti

040: 10 Years of Transforming Advisor-CPA Relationships with Anton Anderson

039: (Audible Summary) Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and Their Advisors by James A. Lavorgna

038: Unlock Your Business Potential: Strategies for Cash Flow Management, Tax Savviness, and Planning Your Business Exit with Tina Pittman

037: Revolutionizing Wealth Management: Insights from 'Wealth Unleashed' with Jim Lavorgna

036: Podcasting Secrets for Financial Advisors: Building Authority and Attracting High-Value Clients with Matt Halloran

035: The AI Revolution in Accounting: Sean Rogers' Blueprint for the Future

034: Ray Kelly on Transformative Leadership for Building Billion-Dollar Wealth Management Firms

033: Podcasting for Influence: Amplifying Your Financial Expertise with Mike Langford

032: NEW AUDIOBOOK: "From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients"

031: The Inside Story of Marketing the World's Top-Selling Financial Book with Shane Hackett