60 episodes

The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.

Million Dollar Producer Show Paul G. McManus

    • Business
    • 5.0 • 3 Ratings

The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.

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

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

    In this episode, I welcome Michael Sir, president and co-founder of One Protection, and Carter Kowalski, account executive at Secura Consultants, to discuss the critical importance of disability insurance and its role in comprehensive financial planning.Michael's Journey: Early Life and Career Transition: Growing up on a farm in Iowa, Michael saw the impact of health issues on family stability when his father had a heart attack. This fueled his passion for disability insurance.Profession...

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

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

    In this podcast episode, I welcome Bruce Gendein, a pension consultant with McHenry Advisors, to discuss the complex world of pension consulting and the critical role of cash balance plans for business owners.This episode explores Bruce's extensive background and the evolution of pension consulting, highlighting the unique benefits of cash balance plans in tax planning and retirement savings.Bruce's Journey: From Actuarial Training to Pension ConsultingCareer Path: Originally trained to be an...

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

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

    In this episode, I welcome Casey Clark, CEO of Cultivate Advisors. Casey shares valuable insights into the transformative power of focusing on enterprise value to significantly elevate a business's market position.Journey to Business Mastery: From Paper Routes to CEOExplore his entrepreneurial journey from his early days managing paper routes to his leadership role at Cultivate Advisors. Discover how personal experiences and challenges shaped his approach to business coaching, focusing o...

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

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

    In this episode, I have the pleasure of welcoming Alison Susko, VP of Community at AssetMap, to explore the revolutionary impact of visual storytelling on the financial advisory landscape. She shares her in-depth insights on how AssetMap's innovative approach is redefining advisor-client interactions, promoting heightened engagement and understanding.AssetMap: Simplifying Complexity for Meaningful Conversations The Genesis: Alison delves into the origins of AssetMap, tracing its roo...

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

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

    In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning.This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution.Ben's Journey: From Tax Crisis to Tax ExpertCareer Evolution: Originally focusing on tax resolution, Ben expanded into tax planning as a response to the slowdown of IRS operations during COVID-...

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

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

    In this episode, I welcome Phil Putney, a CPA and author of the Amazon number one bestseller, "The Tax Smart Retiree: A Guide to Thriving in Your Golden Years." Over the past year, we collaborated to transform Phil's extensive experience and knowledge into a book that guides retirees through the complexities of tax-efficient retirement planning.From CPA to Financial Advisor with a Tax FocusProfessional Evolution: Phil began his career over 30 years ago as a CPA with a master's in taxation. Hi...

    • 26 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

Meredith Bell ,

Great insights, ideas and inspiration

Paul McManus knows how to draw out the best from his guests. If you're a success-oriented person who's always looking for new ideas, Paul's podcast delivers in spades. He's focused on providing value for his listeners and brings on guests who've learned from the school of hard knocks and are willing to share their successes and lesson learned. Highly recommended!

kittzb ,

I love the Million Dollar Producer Show

I have known Paul G. McManus for several years, and he is the real deal when it comes to being generous in his help and support of entrepreneurs whether they are just starting out or have been at it for a while.

Paul is eager to help those who want to take their business to the next level, and his podcast supports that premise. You can't go wrong listening to him and his podcast.

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