Shows
The Influential Advisor091: Find Stories So Powerful Your Clients Can't Help But Share Them | Financial Advisor Book Writing WebinarIn this transformative webinar, Paul and Gabe McManus reveal why your most powerful marketing assets—your client transformation stories—are trapped in your head, and exactly how to turn them into a book that builds your practice.What You'll Discover:The "You have my faith" story that made Gabe triple his life insurance immediatelyWhy Steven's Target bag story about throw pillows made Paul hire him as his financial advisorHow Bernd went from "I'm just a numbers guy" to writing a book about Antarctica and retirement planningMorgan's journey from "I'm not a storyteller" to booking the...
2025-10-0134 minThe Influential Advisor088: Book #1 Tripled His Business. Here's Why He's Writing 3 More. With Guest Anton AndersonEpisode Summary:After 11 years scaling Elite Resource Team, Anton Anderson's revenue tripled when he released "The Art of Collaboration" in 2024. He shows how one book became a growth flywheel, why his event is now the "Virtual Family Office Collective," & how AI is speeding—not threatening—progress. Anton previews book #2, "The Art of Proactivity" (co-authored with Paul Latham, who sold his accounting firm for $45M) to help accountants become proactive VFO pros. These titles anchor a four-book series proving collaboration now outperforms competition.About the Guest:Anton Anderson sket...
2025-06-1828 minThe Influential Advisor084: [Audiobook] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManusTransform Your Book into a Million-Dollar Client Attraction SystemMost financial advisors who write books make a critical mistake: they focus on book sales instead of client acquisition. This comprehensive guide reveals the proven system that has helped nearly 500 financial advisors generate over $100 million in fees and commissions—not through royalties, but by strategically using their books to attract high-value clients.The Problem This Book SolvesYou've written (or plan to write) a book to showcase your expertise, but you're unsure how to leverage it effectively. Maybe you've al...
2025-06-011h 55The Influential Advisor082: The Wealth Builder: Essential Strategies for Business Owners, Entrepreneurs, and High-Achievers with Paul CookEpisode Summary:Many entrepreneurs focus intensely on growing their businesses while neglecting personal financial security. Paul Cook, a veteran insurance professional with decades of experience, reveals how life insurance can serve as more than just death benefit protection - it can provide tax-free retirement income, emergency liquidity, and protection from market volatility. Drawing from real-world stories of families he's helped through tragedies and business owners who've faced unexpected challenges, Paul demonstrates how proper financial protection strategies can make the difference between financial security and disaster.About the Guest:...
2025-05-2832 minThe Influential Advisor080: [Introduction] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManusGet the full version of the book on Amazon. Or go to www.theshortbookformula.com to learn more about our services.Support the show
2025-05-1717 minThe 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 show
2024-09-1418 minThe Influential Advisor064:Turning Sunshine into Savings: Solar Tax Credits and Investment Strategies with Jesse RaynesIn this podcast episode, I welcome Jesse Raynes, managing partner of Inception Financial, to discuss the often misunderstood world of solar tax credits. This episode provides valuable insights into an often-overlooked tax strategy, showcasing Jesse's innovative approach to helping clients reduce their tax liability using solar tax credits. It also highlights how financial advisors and CPAs can leverage this strategy to add value for their clients while addressing the growing demand for renewable energy solutions.Jesse's Journey: From Actor to Solar Energy ExpertCareer Transitions: Jesse's eclectic background includes professional acting, managing h...
2024-09-1033 min
The Concierge CPA50 - How To Publish a Book in 6 Weeks With Paul G. McManus | Sponsored by TaxPlanIQIn this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professionals, especially financial advisors and CPAs, to write and publish short books as tools for business development, marketing, and authority positioning. For CPAs and advisors who aim to shine, tune in to this episode, learn, and let...
2024-08-2756 min
Stephen Oliver's Financial Advisor Marketing PodcastStephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your own bookFinancial Advisor Marketing Podcast with hosts Stephen Oliver, Paul G. McManus Stephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your own book * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subscribe to our podcasts using your favorite platform: https://advisorwealthmastery.com/subscribe-to-podcasts/
2024-08-2653 minThe Influential Advisor063: From Author to Authority: Leveraging Your Book for Business Growth with Paavan KotiniIn this podcast episode, I welcome back Paavan Kotini, author of "Effortless Wealth: The SWAN Approach to Unlocking Wealth for Busy Professionals". Paavan shares his journey of writing and publishing his first book, and reveals the innovative ways he's leveraged it to grow his business.Paavan's JourneyBook Writing Process: Paavan discusses how working with our team helped refine his initial ideas into a concise, impactful book.The Power of Authorship: Enhancing Professional CredibilityAuthority by Association: He highlights how being an author has elevated his...
2024-08-2127 minThe Influential Advisor062: From $200K to $2.2M: Evan Mayer's Recipe for Advisory GrowthIn this podcast episode, I welcome Evan Mayer, CEO and founder of Fortuna Wealth Management and host of the "For Advisors by Advisors" podcast. Evan shares his journey from the bank channel to independent financial advising, and offers insights on podcasting, advisor success, and the value of continuous improvement in the financial services industry.Evan's Journey: From Bank Channel to IndependenceCareer Beginnings: Evan spent 16 years in the bank channel before going independent in 2019.Transition to Independence: He discusses the benefits and challenges of moving from an employee...
2024-07-3120 minThe Influential Advisor061: The Virtual Book Tour: Building Authority and Attracting Clients with Tom SchwabIn this episode of The Million Dollar Producer Show, I welcome Tom Schwab, author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy and founder and CEO of Interview Valet. Tom shares his insights on leveraging guest podcasting as a powerful tool for building authority and growing your business.Tom's Journey: From Engineer to Chief Evangelist OfficerCareer Transition: Tom's journey began as an engineer running nuclear power plants, teaching him the importance of systems and processes. He later transitioned to corporate America and eventually founded Interview...
2024-07-2532 minThe Influential Advisor060: From Recruitment to Marketing: Frank LaRosa's Holistic Approach to Advisor SuccessIn this episode of The Million Dollar Producer Show, I welcome Frank LaRosa, CEO of Elite Consulting Partners and one of the founding members of the Financial Advisor Success Syndicate, to discuss his journey from financial services to founding a successful consulting firm.Frank's Journey: From Financial Services to ConsultingCareer Beginnings: He started his career in the financial services industry at Prudential Securities, moving on to become a producer and manager at Smith Barney and Morgan Stanley. His passion for helping financial advisors grow their businesses led him to management roles.Founding Elite...
2024-07-1730 minThe Influential Advisor059: The Authority Advantage: Mike Saunders on Transforming Financial Advisors into Industry Thought LeadersIn this episode I welcome Mike Saunders, the author of Authority Positioning for Financial Professionals, to explore the concept of authority marketing and how it can significantly impact financial advisors' success.Mike's Journey: From Financial Services to Authority PositioningCareer Beginnings: Began his career in the financial services field, working for JP Morgan Chase in the mortgage banking industry. His path took a turn when he started providing lines of credit for financial advisors' clients, leading him to realize the importance of authority positioning.Transition to Marketing: After...
2024-07-0330 minThe Influential Advisor058: The Advisor's Author Playbook: Anton J. Anderson's Book Writing Secrets ExposedIn this episode, I welcome Anton J. Anderson back to the show for the third time. Anton, CEO of Elite Resource Team and co-author of "The Art of Collaboration: When 2 Tribes Stop the War".He shares his journey, the unexpected challenges he faced, and the valuable lessons he learned while writing his book.Anton’s JourneyCareer Evolution: Anton discusses his decade-long focus on the team-based model and how it shaped his expertise in creating collaborative environments for financial advisors and CPAs.Author’s Challenges: He reveals the surpr...
2024-06-2741 minThe Influential Advisor057: Why Every Advisor Should Discuss Disability Insurance, A Conversation with Michael Sir and Carter KowalskiIn 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.Professional Focus: As president and co-founder of One Protection, Michael provides software that helps financial advisors s...
2024-06-1029 min