Shows
The Influential Advisor075: The Personal CFO Revolution: Interview with Bestselling Author Erik BrennerIn this episode of The Influential Advisor podcast, host Paul interviews Erik Brenner, founder of Hilltop Wealth and Tax Solutions with 32 years of experience in wealth management. Erik discusses his innovative "Personal CFO" model that brings comprehensive financial services under one roof, including integrated tax planning and wealth management. The conversation explores how this approach can transform retirement planning for successful individuals by breaking down traditional silos in financial services and providing family office-level services to non-ultra-wealthy clients.Guest BioErik Brenner is the founder of Hilltop Wealth and Tax Solutions...2025-05-0233 minThe Influential Advisor074: "From 4,000 Stalled Words to Bestseller: The "Beyond Break Even" Success Story"In this inspiring episode, we sit down with Russ Gaiser and Mike Hoeflich, financial advisors and authors of the bestselling book "Beyond Break Even." Discover how they transformed their stalled manuscript into a #1 bestseller in five categories in just six months, and how their book has opened unexpected doors for their financial practice. Whether you're a financial professional considering authorship or someone who's stuck on a creative project, this conversation offers valuable insights on the power of following a proven process.WHAT YOU'LL LEARNWhy even knowledgeable experts struggle to tu...2025-03-2508 minThe Influential Advisor073: Worry Free Wealth | How Ancient Wisdom Can Transform Your Financial Future with Shuey WyneIn this podcast episode, I welcome I welcome Shuey Wyne, V.P. Wealth Advisor at RVW Wealth and author of the Amazon bestseller Worry-Free Wealth. Shuey offers a unique take on wealth management, combining timeless wisdom with evidence-based investing.We explore his unconventional path from rabbinical studies to managing over $1.6 billion in assets and discuss key principles for avoiding financial mistakes, delegating effectively, and building long-term wealth security.Shuey’s Journey: From Rabbi to Wealth AdvisorEarly Influences: Raised in a rabbinic household, Shuey was deeply involved in religious education and...2025-02-1434 minThe Influential Advisor[Ep. 1] The Short Book Formula Author Program: Your Book Journey Begins - Taking the First StepWhat 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 clients, your journey begins with a simple, yet effective, fast start assignment designed to get your ideas flowing. This...2025-02-0902 min
The Purpose Focused AdvisorPaul G. McManus: Standing Out in a Crowded Marketplace with Authority MarketingIn this episode of The Purpose-Focused Advisor, Rob Brown welcomes Paul G. McManus, author of The Short Book Formula and host of The Influential Advisor podcast. Paul and Rob share how financial advisors can differentiate themselves in a competitive marketplace through authority marketing, writing concise, impactful books, and leveraging podcasts. Discover actionable insights on how to accelerate trust with clients and establish yourself as a leader in your niche.Key Takeaways: Understanding Authority Marketing (06:49) – Authority isn't about ego; it's about intentionally standing out with expertise and influence.The Power of Short Books (10:40) – Writing a sho...2025-01-3040 minThe Influential Advisor072: Thriving as an Advisor in the Age of AI with Sam SivarajanIn 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 from his impressive career journey.Sam's Journey: From Corporate Lawyer to Behavioral Finance ExpertCareer Transitions: Sam's career began as a corporate l...2025-01-1630 minThe Influential Advisor071: The $1.5 Trillion Blind Spot: What Every Advisor Needs to Know About Addiction with Cheryl CanzanellaIn 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 perspective on how advisors can better serve their clients.Cheryl’s Journey: From Financial Advisor to AdvocateA Career in Finance: Cher...2025-01-0627 min
Financial Advisor SuccessEstablishing Your Authority As An Expert By Following A Short Book Formula For Authorship with Paul G McManusPaul G McManus is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. Paul advises financial advisors to write books not for potential royalties, but rather to establish their authority, differentiate themselves from competitors, and enhance client engagement. In this episode, he talks about how even a short book can achieve these goals, as well as how advisors can use books they've written to foster initial trust with prospects. Listen in as Paul shares how he assists advisors in creating concise...2024-12-241h 40The Influential Advisor070: Truest Fan: Aligning Purpose with Business Success with Rob BrownIn 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 JourneyEarly Career Success: Rob began his career at Payne Weber (now UBS) and spent 25 years as a top-producing financial advisor, earning recognition for his exceptional client service.Leadership Roles: As a branch manager and later COO, Rob...2024-12-1320 minThe Influential Advisor069: From Clients to Advocates: Unlocking the Psychology of Referrals with Dan AllisonIn 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 relationships with both clients and Centers of Influence (COIs).Dan's Journey: From Psychology to Referral ExpertEarly Business Success: Built and sold his...2024-12-1122 minThe Influential Advisor068: Work Less, Earn More: Libby Greiwe’s Guide to Building a 7-Figure Practice with More FreedomIn 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 crossroads when she became a new mom, leading her to overhaul her business to achieve...2024-12-0431 minThe Influential Advisor067: High Income Doesn't Have to Mean High Taxes: "The Great Tax Escape" insights with Amazon Bestselling Author Eric PierreIn 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 PierreSecond-generation CPA with licenses in Texas and California.Amazon bestselling author of "The Great Tax Escape".Stands out in the industry as part...2024-11-1423 minThe Influential Advisor066: Unlocking Your One Big Idea: Insights with Gabe McManusIn 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 reach their ideal audience.Gabe's Journey: From Finance Enthusiast to Book CoachPe...2024-10-1128 minThe Influential Advisor065: 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 McManusCan financial professionals become go-to experts without resorting to hard-sell tactics? Tune in as we uncover the secrets behind Paul G. McManus’s short book formula, a strategy that has generated over $100 million in revenue. We'll discuss how keeping your book concise, writing in plain English, and targeting a specific niche can transform your financial services business. Learn more at: https://www.theshortbookformula.comClaim your free audiobook copy at: www.theshortbookformula.comSupport the show2024-09-1418 min