The Influential Advisor

Paul G. McManus
  • 5,0 (3)
  • MARKETING
  • BIMESTRAL
The Influential Advisor

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. Each episode of The Influential Advisor Podcast explores the art of authoritative positioning—giving you actionable strategies to amplify your expertise, elevate your practice, and become the go-to authority in your market. Join Paul G McManus and industry insiders as they share proven tactics, inspiring success stories, and insider tips to help you lead with influence, build enduring trust, and take your advisory practice to the next level. If you’re ready to move beyond the noise, define your unique value, and grow your business on your own terms, this podcast is for you. Welcome to The Influential Advisor Podcast, where high-impact advisors learn to rise above the rest.

  1. HÁ 3 DIAS

    [Ep. 1] The Short Book Formula Author Program: Your Book Journey Begins - Taking the First Step

    What if your book could be the ultimate conversation starter, opening doors for your business you've never imagined? In this episode of the Short Book Formula podcast series, I promise you'll uncover the initial steps to transform your book idea into a powerful marketing tool. As the AI-generated voice of Paul G McManus, I'm here to congratulate you on taking that pivotal first step toward authorship. Whether you're aiming to boost your authority or forge deeper connections with your ideal cl...

    3min

  2. 16 DE JAN.

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

    In this podcast episode, I welcome Sam Sivarajan, an expert in behavioral finance and a leader in coaching financial advisors, to explore the transformative intersection of artificial intelligence, behavioral finance, and human connection in financial advising. This episode provides insights into how advisors can embrace technology while deepening their human connection with clients. It also highlights Sam's practical frameworks for thriving in an AI-driven world, along with lessons fro...

    31min

  3. 6 DE JAN.

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

    In this podcast episode, I welcome Cheryl Canzanella, an advocate for opioid financial awareness, to discuss the often-overlooked connection between addiction and financial planning. This episode highlights the profound impact of the opioid epidemic on families and financial advisors, offering practical strategies to support clients dealing with the financial and emotional toll of addiction. Cheryl’s powerful personal story and her mission to educate financial professionals provide a fresh pe...

    27min

  4. 13/12/2024

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

    In this podcast episode, I welcome Rob Brown, author of Truest Fan and a business coach, to explore how purpose-driven practices can transform your business and personal life. Rob's unique approach to mentoring financial advisors and business leaders, highlighting the importance of self-belief, authentic client relationships, and purposeful action. Rob's Journey Early Career Success: Rob began his career at Payne Weber (now UBS) and spent 25 years as a top-producing financial advisor, earni...

    20min

  5. 11/12/2024

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

    In this podcast episode, I welcome Dan Allison, co-founder of The Exchange Group, and behavioral psychology expert, to discuss the science behind effective referral strategies. This episode provides valuable insights into why traditional referral strategies fail and how to transform satisfied clients into active advocates. Dan’s proven approach, rooted in behavioral psychology and two decades of research, helps financial advisors unlock a repeatable process for building trust-driven rel...

    23min

  6. 04/12/2024

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

    In this podcast episode, I welcome Libby Greiwe, host of The Efficient Advisor podcast and and a former financial advisor turned business efficiency coach. Libby shares her inspiring journey of transforming her practice from 80-hour weeks to a thriving seven-figure business while working just 24 hours a week. Her story and strategies offer a roadmap for advisors looking to scale their business without sacrificing their personal lives. Libby's Journey: The Turning Point: In 2008, she faced a...

    32min

  7. 14/11/2024

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

    In this podcast episode, I welcome Eric Pierre, CPA and author of "The Great Tax Escape,". Eric runs Pierre Accounting, with offices in Houston, Austin, San Diego, and Los Angeles. His Amazon bestselling book highlights how high earners can legally reduce their tax burden, challenges common misconceptions about tax planning, and shows how both business owners and W-2 employees earning $500,000+ can benefit from advanced tax strategies. About Eric Pierre Second-generation CPA with licenses ...

    24min

  8. 11/10/2024

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

    In this podcast episode, I welcome a special guest my older brother, Gabe McManus. Gabe joined our team as a book coach this year, bringing his deep passion for personal finance and his unique background in theater and editing to help financial advisors craft compelling narratives for their books. This episode dives into Gabe’s journey from an avid personal finance enthusiast to a professional book coach, highlighting his approach to helping financial advisors find their unique voice and reac...

    28min
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Sobre

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. Each episode of The Influential Advisor Podcast explores the art of authoritative positioning—giving you actionable strategies to amplify your expertise, elevate your practice, and become the go-to authority in your market. Join Paul G McManus and industry insiders as they share proven tactics, inspiring success stories, and insider tips to help you lead with influence, build enduring trust, and take your advisory practice to the next level. If you’re ready to move beyond the noise, define your unique value, and grow your business on your own terms, this podcast is for you. Welcome to The Influential Advisor Podcast, where high-impact advisors learn to rise above the rest.

Informações

  • Criado por
    Paul G. McManus
  • Anos de atividade
    2019 - 2025
  • Episódios
    76
  • Classificação
    Livre
  • Copyright
    © 2025 The Influential Advisor
  • Site do podcast
    The Influential Advisor

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