The Influential Advisor Podcast

Paul G. McManus and Gabe McManus
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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

  1. 3日前

    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 room, no stands. Twenty-two seasons later, Knoll left with a 510-150 record, 13 Big 12 titles, and Baylor's first team national championship. The hard part wasn't getting there. It was learning that the way he led to get there would stop working once they arrived. In this episode, Matt joins Gabe McManus to break down his three-phase framework, Rise, Rule, and Repeat, and explain why the leadership that carries a team from nothing to something can quietly undermine a team already capable of winning it all. He shares the moments in his career where he got it wrong, how he figured out what needed to change, and what he now brings to coaches and business leaders who are trying to push through their own ceilings. About Matt Knoll Matt Knoll served as Director of Men's Tennis at Baylor University for 22 seasons, retiring in 2018 with a career record of 510-150. Under his leadership, Baylor won 13 Big 12 Conference regular season titles, eight Big 12 Tournament championships, and the 2004 NCAA National Championship. A three-time National Coach of the Year and six-time Big 12 Coach of the Year, Matt was inducted into the Baylor Athletics Hall of Fame in 2008. He now works as a leadership consultant and coach and is the author of Rise. Rule. Repeat.: The Champion's Framework for Building and Sustaining Elite Teams. What We Cover Why Matt saw opportunity in eight slanted courts and no bathroom when nobody else did, and how he framed that vision to recruits from day oneHow he raised over $22 million by connecting donors to a community vision before the program had earned any national recognitionThe "Leadership Gremlins" concept and the season Matt's own coaching nearly cost his team a championship from the inside outWhat championship coaches across football, swimming, and wrestling taught him about when to push and when to let goThe PPH framework (Professionalism, Pride, Heart) and why his team kept it a secret while ranked number one in the countryHow to know which phase your team or business is actually in, and why misreading it is the most common leadership mistakeResources Mentioned Book: Rise. Rule. Repeat.: The Champion's Framework for Building and Sustaining Elite Teams by Matt KnollConnect with Matt Knoll Email: matt@mattcanola.comLinkedIn: Matt KnollSupport the show

    38 分鐘

  2. 4日前

    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. Episode Summary In this episode, Brandon L. Hayes, CFP, founder of Compass Financial Group and author of You're Not Alone, shares what 26 years of working almost exclusively with widows has taught him about grief and financial decision-making. Brandon's perspective is personal: he lost his father at 13 and watched a trusted advisor help his family stay financially whole. That experience became a calling. He breaks down why the traditional planning process doesn't fit widows, what grief lies look like in practice, which financial landmines to watch for in the first months after a loss, and how advisors and adult children can support without taking over. This is essential listening for any advisor who works with clients navigating the widow transition. About Brandon L. Hayes Brandon L. Hayes, CFP, is the founder of Compass Financial Group in Evansville, Indiana, where he has specialized in working with widows for over 26 years. His calling began at age 13 when his father passed away, and he witnessed firsthand the stabilizing impact a trusted financial advisor had on his family. Brandon is the author of You're Not Alone, a guide he describes as a ministry and a mission: walking widows through the financial decisions that can't wait and the ones that can, in plain language. The financial advisor who helped his mother through that season is now Brandon's own client. What We Cover Why the financial planning process, with its timelines and checklists, is structurally incompatible with grief, and what advisors can do insteadThe concept of grief lies and why even high-net-worth clients can believe they're about to go brokeThe only things that actually need to happen in the first days after a spouse dies, and why everything else can waitRiver widows vs. root widows: two grief patterns that determine how quickly clients make decisionsHow to uncover hidden benefits including accidental death policies, club memberships, and digital accounts that can add thousands or hundreds of thousands to a settlementHow adult children can cross the line from helpful to harmful, and what healthy family support actually looks likeThe organized crime schemes targeting widows, including a scam that ended with criminals physically walking off a porch with $150,000 in goldResources Mentioned You're Not Alone by Brandon L. Hayes: Amazonynabook.com, Brandon's book website with free resources and chapter overviewConnect with Brandon Hayes Website: www.ynabook.comEmail: brandon@ynabook.comPhone: 800-967-5250Firm: Compass Financial Group, Evansville, IndianaSupport the show

    41 分鐘

  3. 6月19日

    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 today: compliant online reviews as a trust signal for Google, ChatGPT, Gemini, Perplexity, Claude, and other AI-powered search tools. Financial advisors have always relied on referrals, reputation, and trust. But today, before a prospect reaches out, they are often searching online, reading reviews, asking AI tools who to consider, and comparing advisors before the first conversation ever happens. That means your digital reputation matters. In this episode, Paul and Brian discuss how financial advisors can use compliant online reviews, third-party credibility, Google visibility, and AI search optimization to help prospects make a more informed decision about whether you may be the right advisor for them. You’ll learn: How financial advisors can get found in AI searchWhy online reviews are becoming a major trust signalHow compliant reviews differ from traditional Google reviewsWhat the SEC Marketing Rule changed for testimonials and reviewsWhy ChatGPT, Gemini, Perplexity, and other AI tools may use reviews to summarize reputationHow reviews can support SEO, AEO, and GEO for financial advisorsWhy “stars” matter, but client stories matter even moreHow advisors can ask for reviews without cherry-pickingHow reviews can help independent advisors compete against larger firmsWhy advisor-level reviews may matter as much as firm-level reviewsHow niche advisors can use reviews to strengthen local and specialized visibilityWhy a book, a website, LinkedIn, Google Business Profile, and reviews all work together as authority signals This conversation is especially relevant for independent financial advisors, RIAs, wealth management firms, advisor marketing teams, and practice leaders who want to understand how trust is built in the age of AI search. If you are a financial advisor wondering how to show up when someone asks ChatGPT, “Who is the best financial advisor for me?” this episode will help you think through the credibility signals that matter. Learn more about Influential Advisor Media: https://influentialadvisor.com/ Learn more about Wealthtender: https://wealthtender.com/ COMMON QUESTIONS ANSWERED Can financial advisors use online reviews? How can advisors ask clients for reviews compliantly? Do financial advisor reviews help with SEO? Can online reviews help advisors show up in ChatGPT? What is the difference between Google reviews and Wealthtender reviews? How do testimonials work under the SEC Marketing Rule? How many reviews does a financial advisor need? Why do online reviews matter for financial advisor referrals? How can advisors build trust before the first meeting? How can financial advisors improve AI search visibility? #FinancialAdvisorMarketing #FinancialAdvisorReviews #AIsearch #Wealthtender #AuthorityMarketing #FinancialAdvisors #RIAmarketing #AdvisorSEO #AEO #GEO #TheInfluentialAdvisor Support the show

    40 分鐘

  4. 6月12日

    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 Preparation for Financial Professionals. Gabe shares how financial advisors and financial professionals can prepare for podcast interviews, clarify their best stories, and communicate their expertise in a way that builds trust with prospects. Drawing from his background in theater, storytelling, book coaching, and podcast preparation, Gabe explains why the right message can help advisors make the most of every podcast appearance. You’ll learn why writing a book gives financial advisors a stronger foundation for podcast guesting, how to identify your “greatest hits” before an interview, and why preparation does not mean memorizing a script. Instead, it means knowing your best ideas, stories, frameworks, and client transformation examples so you can speak with confidence when the opportunity comes. Paul and Gabe also discuss how podcast guesting creates borrowed trust, why a book can serve as the “ticket in the door” to better speaking and media opportunities, and how sharpening your message can create an identity shift for advisors who want to grow their practice, raise their minimums, scale their team, and become more influential in their market. If you are a financial advisor, wealth manager, or financial professional who wants to use a book, podcast interviews, and authority marketing to attract better-fit clients, this episode will help you understand how to prepare your message before the microphone turns on. Get Gabe McManus’s book, Sharpen Your Message, at: https://influentialadvisor.com/gabe Learn more about Influential Advisor Media: https://influentialadvisor.com Topics covered: Podcast guest preparation for financial advisors How financial advisors can get clients from podcasts How to sharpen your message before a podcast interview Why financial advisors should write a book before guest podcasting How a book builds authority and trust How podcast interviews create borrowed trust How to prepare your greatest hits for interviews Book marketing for financial advisors Authority marketing for financial professionals How financial advisors can use storytelling to attract ideal clients #FinancialAdvisors #PodcastGuesting #BookMarketing #AuthorityMarketing #GabeMcManus #SharpenYourMessage #InfluentialAdvisor #FinancialAdvisorMarketing #WealthManagement #FinancialProfessionals Support the show

    34 分鐘

  5. 6月10日

    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, zero) out their federal tax liability using legal, government-backed strategies. From film financing deductions to healthcare software investments, Jeremy breaks down the frameworks he writes about in his book The Zero Tax Strategy. He makes the case that implementation, not information, is the missing ingredient for most people. This is one for any financial advisor whose clients are paying more to Washington than they have to. About Jeremy Lederer Jeremy Lederer, CPA, is the founder of XIT CPA, a tax strategy firm that landed on the Inc. 5000 list of the fastest-growing private companies in America in 2023. With over 16 years of experience, Jeremy specializes in helping entrepreneurs and high-income professionals legally reduce or eliminate their federal tax burden through personalized, audit-proof strategies. A former professional golfer and winner of the 2008 San Juan Open, he brings the same precision and competitive drive to tax planning that he once brought to the fairway. Jeremy is also the author of The Zero Tax Strategy and a former certified mastery-level strategist within Tom Wheelwright's WealthAbility Network. What We Cover Why Jeremy quit his firm in 2014, and the $100,000 savings opportunity his managing partner refused to pursue for a clientWhy the average age of a CPA today is close to 70, and what that means for the quality of advice most business owners are gettingThe fundamental premise of the U.S. tax code: 99.9% of its 80,000 pages are about how to avoid tax legally, not how to pay itHow W-2 earners can use Section 181 film financing to create a $400,000 deduction from a $100,000 cash investmentThe Amanda case study: a $2 million-per-year biotech founder who zeroed her tax with a $300,000 healthcare software investmentWhat "to change your tax, you have to change your facts" actually looks like in practiceThe audit that went perfectly: a $500,000 deduction, a nervous client, and a "no change" outcomeResources Mentioned The Zero Tax Strategy by Jeremy Lederer, CPA — available at zerotax.com/bookVivid Vision by Cameron HeroldConnect with Jeremy Lederer Website & book: zerotax.com/bookXIT CPA: xitcpa.comLinkedIn: linkedin.com/in/jeremy-lederer-6128691bSupport the show

    32 分鐘

  6. 6月5日

    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 planning. In this episode, Gabe sits down with Rob Bedinghaus, Ph.D., CFP® — founder of Bedinghaus Wealth Planning and author of Beyond the Numbers — to dig into the retirement planning conversations most advisors never have. Rob brings a teacher's instinct to every client meeting, and this episode reflects that: clear frameworks, real scenarios, and a perspective on legacy that goes well beyond the balance sheet. Listeners will walk away with a clearer picture of the income gaps retirees face, a practical mental model for surviving market volatility, and a compelling case for why tax planning and retirement planning are the same conversation. About Rob Bedinghaus Rob Bedinghaus, Ph.D., CFP® is the founder of Bedinghaus Wealth Planning, an independent practice in Lebanon, Ohio affiliated with Raymond James. A second-generation financial advisor, Rob spent six years in higher education at Indiana University before joining his father's practice in 2015. He has worked with hundreds of families navigating retirement transitions, previously overseeing more than $130 million in client assets at Edward Jones before building his own independent firm. He is the author of Beyond the Numbers: Your Smart Guide to Retirement Income, Tax Efficiency, and Lasting Legacy. What We Cover Why the shift from saving to spending is harder than most retirees expect — and how Rob helps clients break a 30-year saving mindsetThe bucket framework: how organizing money by time horizon keeps clients from panic-selling during market downturnsHow one couple's disciplined 401(k) savings had them on track for $700,000 in annual required minimum distributions and a projected $10 million lifetime tax billThe Roth conversion strategy that cut one couple's projected tax bill from $10 million to $2 millionWhat "living a legacy" means: giving while you're alive, seeing the impact, and passing values alongside wealthWhy qualified charitable distributions are one of the most underused tax tools for charitably-minded retireesResources Mentioned Beyond the Numbers: Your Smart Guide to Retirement Income, Tax Efficiency, and Lasting Legacy by Rob Bedinghaus, Ph.D., CFP® — free e-copy available at beyondnumbersbook.comConnect with Website: bedinghauswealth.comBook website: beyondnumbersbook.comLinkedIn: linkedin.com/in/robbedinghausSupport the show

    29 分鐘

  7. 6月4日

    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, a 42-year financial industry veteran, addresses head-on in his new book and in this conversation. After 17 years working for firms like Smith Barney and Shearson Lehman Brothers, Ira walked away from the traditional brokerage model — not because he failed, but because he saw how it was failing clients. In this episode, Ira breaks down four persistent myths that quietly erode investor wealth, explains why tax-deferred retirement accounts may carry more risk than most people realize, and makes the case for financial coaching over traditional advising. Listeners will walk away with a clearer picture of what questions to ask, what costs to watch for, and what it actually means to have a financial plan built around their life and not just their portfolio. About Ira Work Ira Work is an Investor Coach and founder at First Financial Coaching, Inc., with over 42 years of experience in the financial industry. He holds multiple advanced designations including ChFC, RFC, AIF, AAMS, CASL, and CRPS. After spending his first 17 years at major wirehouses, Ira transitioned to independent financial coaching focused on investor education, behavioral science, and evidence-based investing. He is the author of The Investor's Coach: How You Can Rise Above Wall Street's Myths and Build Real Wealth. What We Cover Why stock picking and market timing feel logical in the moment but fail investors over timeThe real reason 10-year fund track records are nearly meaningless for picking investmentsHow hidden trading costs inflate what investors actually pay beyond the stated expense ratioThe IRA tax trap: why deferring taxes today could mean paying far more tomorrow if rates riseThe one question Ira asks every new client that most advisors never think to raiseThe difference between a financial advisor and a financial coach, and why one asks about your life while the other asks about your moneyResources Mentioned The Investor's Coach by Ira Work — available on AmazonCome Back America by David Walker (U.S. Comptroller General) — referenced in the tax trap discussionNavigating the Fog of Investing — documentary film featuring Morningstar's CEO on fund ratingsConnect with Ira Work Website: irawork.com / firstfinancialcoach.comEmail: irawork@firstfinancialcoach.comSupport the show

    42 分鐘

  8. 6月2日

    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 down with Scott Leibfried, a Midwest-based financial advisor with 28 years of experience, to explore the parallels between mountain climbing and financial planning. From the moment Scott summited Long's Peak without a guide and couldn't wait to get back down, to guiding clients through the retirement red zone, this conversation is full of practical lessons about what it takes to navigate the second half of your financial life. Listeners will walk away with a clearer picture of what a real advisory team looks like, what triggers people to finally get serious, and why the descent matters just as much as the climb. About Scott Leibfried Scott Leibfried is a financial advisor and wealth manager with 28 years of experience, based in the Midwest. He grew up in eastern Iowa working in his family's agricultural business and attended the University of Northern Iowa before entering the financial services industry. Over his career, Scott has built a multi-generational, multi-specialist advisory team focused on financial planning, investment management, tax strategy, and estate planning. He is the author of Climbing Wealth, which draws on his experiences summiting mountains including Mont Blanc, the Grand Teton, and Grand Paradiso to illustrate the decisions that define financial success. What We Cover How Scott's grandfather selling the family business became the origin of his entire career — and what two small decisions would have changed everythingThe shift from a commission-driven industry to a planning-first model, and why it matters for clients todayWhat happened on Long's Peak without a guide that convinced Scott to never climb — or advise — alone againThe retirement red zone: the five years before and after retirement when the most consequential financial decisions get madeWhy a real advisory team is built across generations and specialties, not just people sharing a copierThe story of a client who retired at 58 against one advisor's advice — and used those five years before his death to live fullyResources Mentioned Climbing Wealth by Scott Leibfried — available on AmazonConnect with Scott Leibfried Email: scott@climbingwealthbook.comSupport the show

    27 分鐘
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關於

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

資料

  • 創作者
    Paul G. McManus and Gabe McManus
  • 活躍年份
    2019年 - 2026年
  • 單集
    116
  • 分級
    兒童適宜
  • 版權
    © 2026 © 2026 Influential Advisor Media
  • 節目網站
    The Influential Advisor Podcast

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