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The Influential Advisor
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097: Conor Delaney on Going from $40 Million to $20 Billion Through Supported Independence
42 mins; April 03, 2026
096: Mark Rasner on Why Only 5% of People Achieve True Financial Freedom
39 mins; April 02, 2026
096: Guest Podcasting for Financial Advisors: How to Land on Top Shows and Attract Clients
28 mins; April 02, 2026
095: Bernd Steinebrunner: Beyond the Numbers — Building a Financial Dashboard for a Life Without Regrets
40 mins; March 25, 2026
094: Take Fridays Back with Stanley C. Leong
40 mins; March 23, 2026
093: Ron Phelps On Values, Service, And Real-World Wealth Advice
45 mins; March 06, 2026
092: From Fragile to Anti-Fragile: How to Become a Better Investor in Retirement
40 mins; December 04, 2025
091: Find Stories So Powerful Your Clients Can't Help But Share Them | Financial Advisor Book Writing Webinar
34 mins; October 01, 2025
090: "Engineering Your Finances: The Tech Professional's Roadmap to Financial Success" with Stanley Leong
36 mins; September 15, 2025
089: Why 70% of Advisors Lose Their Best Clients After Business Sales—And How to Keep Yours with Jeff Armstrong
31 mins; September 12, 2025
088: Book #1 Tripled His Business. Here's Why He's Writing 3 More. With Guest Anton Anderson
28 mins; June 18, 2025
087: Beyond Enough: Building Financial Confidence for Meaningful Impact with Andrew LaFontain
40 mins; June 13, 2025
086: The Book-Launch Party Playbook for Financial Advisor Authors with Elyse Stoner & Angela York
35 mins; June 12, 2025
085: Paycheck to Prosperity: The G4 Cashflow Model for Lasting Financial Freedom with Stephen V. Soderstrom
70 hours 52 mins; June 03, 2025
084: [Audiobook] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus
115 hours 32 mins; June 01, 2025
083: Fearless Finance: Building Confidence Through Financial Clarity with Laura Rehbein
34 mins; May 30, 2025
082: The Wealth Builder: Essential Strategies for Business Owners, Entrepreneurs, and High-Achievers with Paul Cook
32 mins; May 27, 2025
081: Beyond Money Management: The Value of Personal Connection in Financial Advising with Urban Adams
28 mins; May 21, 2025
080: [Introduction] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus
17 mins; May 16, 2025
079: Words That Win: Turning Financial Expertise into Client-Attracting Language with Hillary Gale
38 mins; May 14, 2025
078: Building a Values-Driven Advisory Practice with Morgan Nichols
40 mins; May 10, 2025
077: Beyond Break Even: Mastering Social Security Strategies with Russ Gaiser and Mike Hoeflich
48 mins; May 09, 2025
076: Intentional Legacy: Aligning Wealth and Values Across Generations
47 mins; May 06, 2025
075: The Personal CFO Revolution: Interview with Bestselling Author Erik Brenner
33 mins; May 02, 2025
074: "From 4,000 Stalled Words to Bestseller: The "Beyond Break Even" Success Story"
8 mins; March 25, 2025
073: Worry Free Wealth | How Ancient Wisdom Can Transform Your Financial Future with Shuey Wyne
34 mins; February 14, 2025
[Ep. 1] The Short Book Formula Author Program: Your Book Journey Begins - Taking the First Step
2 mins; February 08, 2025
072: Thriving as an Advisor in the Age of AI with Sam Sivarajan
30 mins; January 16, 2025
071: The $1.5 Trillion Blind Spot: What Every Advisor Needs to Know About Addiction with Cheryl Canzanella
27 mins; January 06, 2025
070: Truest Fan: Aligning Purpose with Business Success with Rob Brown
20 mins; December 12, 2024
069: From Clients to Advocates: Unlocking the Psychology of Referrals with Dan Allison
22 mins; December 11, 2024
068: Work Less, Earn More: Libby Greiwe’s Guide to Building a 7-Figure Practice with More Freedom
31 mins; December 04, 2024
067: High Income Doesn't Have to Mean High Taxes: "The Great Tax Escape" insights with Amazon Bestselling Author Eric Pierre
23 mins; November 14, 2024
066: Unlocking Your One Big Idea: Insights with Gabe McManus
28 mins; October 11, 2024
067: Advisor to Influencer: Amplify Your Book's Impact with a Virtual Speaking Tour
8 mins; September 14, 2024
066: 5 Proven Strategies to Market Your Book as a Financial Advisor
10 mins; September 14, 2024
065: 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 McManus
18 mins; September 13, 2024
064:Turning Sunshine into Savings: Solar Tax Credits and Investment Strategies with Jesse Raynes
33 mins; September 09, 2024
063: From Author to Authority: Leveraging Your Book for Business Growth with Paavan Kotini
27 mins; August 21, 2024
062: From $200K to $2.2M: Evan Mayer's Recipe for Advisory Growth
20 mins; July 31, 2024
061: The Virtual Book Tour: Building Authority and Attracting Clients with Tom Schwab
32 mins; July 25, 2024
060: From Recruitment to Marketing: Frank LaRosa's Holistic Approach to Advisor Success
30 mins; July 17, 2024
059: The Authority Advantage: Mike Saunders on Transforming Financial Advisors into Industry Thought Leaders
30 mins; July 03, 2024
058: The Advisor's Author Playbook: Anton J. Anderson's Book Writing Secrets Exposed
41 mins; June 27, 2024
057: Why Every Advisor Should Discuss Disability Insurance, A Conversation with Michael Sir and Carter Kowalski
29 mins; June 10, 2024
056: Supercharged Cash Balance Plans: A Powerful Tax Control Tool for Business Owners with Bruce Gendein
31 mins; June 04, 2024
055: Unlocking the Affluent Business Owner Market with Value Acceleration: Insights from Casey Clark
33 mins; June 03, 2024
054: Enhancing Advisor-Client Engagement with Visual Tools: Insights from AssetMap's VP of Community, Alison Susko
25 mins; May 15, 2024
053: Safeguarding Your Clients: Elite Tax Strategies and Audit Defense with Ben Golden
28 mins; May 07, 2024
052: [Author Interview] The Tax-Smart Retiree with Phil Putney
26 mins; May 02, 2024
051: Skyrocket Your Credibility: Paul G McManus on the "Power of Authority by Association" as featured on the Influential Entrepreneurs Podcast
3 mins; April 30, 2024
050: Efficient Estate Settlements with Josh Yager
31 mins; April 24, 2024
049: The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice
27 mins; April 17, 2024
048: "The Art of Collaboration: When Two Tribes Stop the War" with Paul Latham
26 mins; April 10, 2024
047: The Future of Wealth: Innovations in Tax Planning with Jim Duggan
23 mins; March 25, 2024
046: [Author Interview] "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business"with Arron Bennett
27 mins; March 19, 2024
045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech Innovator
23 mins; March 06, 2024
044: The Journey to Becoming a Best-Selling Author: Insights from Paavan Kotini
5 mins; March 05, 2024
043: [Author Interview] "Effortless Wealth: The S.W.A.N. Approach to Unlocking Wealth for Busy Professionals" with Best-Selling Author Paavan Kotini
26 mins; March 05, 2024
042: [Chapter 1 Sneak Peek] "Planning For The Certainty of Uncertainty" by Jon Kuttin and Digitally Narrated
5 mins; February 29, 2024
041: How To Prepare to Record an Audiobook with Paul G McManus
3 mins; February 24, 2024
041: [Author Interview] "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom" with Joe and Marissa LoPresti
20 mins; February 22, 2024
040: 10 Years of Transforming Advisor-CPA Relationships with Anton Anderson
44 mins; February 20, 2024
039: (Audible Summary) Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and Their Advisors by James A. Lavorgna
4 mins; February 15, 2024
038: Unlock Your Business Potential: Strategies for Cash Flow Management, Tax Savviness, and Planning Your Business Exit with Tina Pittman
22 mins; February 08, 2024
037: Revolutionizing Wealth Management: Insights from 'Wealth Unleashed' with Jim Lavorgna
25 mins; January 17, 2024
036: Podcasting Secrets for Financial Advisors: Building Authority and Attracting High-Value Clients with Matt Halloran
47 mins; December 06, 2023
035: The AI Revolution in Accounting: Sean Rogers' Blueprint for the Future
34 mins; November 17, 2023
034: Ray Kelly on Transformative Leadership for Building Billion-Dollar Wealth Management Firms
46 mins; November 10, 2023
033: Podcasting for Influence: Amplifying Your Financial Expertise with Mike Langford
60 hours 20 mins; November 07, 2023
032: NEW AUDIOBOOK: "From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients"
62 hours 30 mins; November 05, 2023
032: Sneak Peek into NEW BOOK: "From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients"
4 mins; November 03, 2023
031: The Inside Story of Marketing the World's Top-Selling Financial Book with Shane Hackett
49 mins; October 30, 2023
030: Marketing Magic: Tina Beck and the Financial Advisor Success Syndicate (FASS)
41 mins; October 23, 2023
029: Building an $1.5 Billion Financial Empire: Nancy Brunetti on the Creation and Growth of Johnson Brunetti"
30 mins; October 13, 2023
028: Building a Seven-Figure Financial Practice with Tony Maree Torrey
42 mins; October 10, 2023
027: [Audiobook] The Virtual Family Office: The Future of Ultra-High Net Worth Advisory by Alex Sonkin
107 hours 42 mins; October 03, 2023
026: The Financial Advisor's Journey to Extraordinary Growth: A Conversation with Jon Randall
27 mins; September 22, 2023
025: Becoming a Bestselling Author: Overcoming Fear and Embracing Vulnerability with Robyn Crane
48 mins; September 12, 2023
024: Inside the $8 Billion Empire: A Conversation with Barron's Hall of Fame Advisor Jon Kuttin
50 mins; September 08, 2023
023: Short Books, Big Doors: Securing Executive Access By Publishing A Short Book with Michael Budnick
40 mins; August 31, 2023
022: Authority Marketing for Financial Advisors with Stephen Oliver
43 mins; August 25, 2023
021: Building Successful CPA Partnerships: Redefining the Advisor-CPA Relationship with Anton Anderson
49 mins; August 19, 2023
020: Radical Relevance: Mastering Targeted Marketing with Bill Cates
45 mins; July 14, 2023
[New Author Testimonial] Turn Your Years of Experience As a Financial Advisor Into A Captivating Marketing and Sales Tool
11 mins; June 17, 2023
Unlocking the Power of Short Books: Authority Marketing for Financial Professionals with Paul G. McManus
84 hours 26 mins; May 27, 2023
[Testimonial] Michael Poisson on Writing, Publishing, and Marketing His New Book.
5 mins; March 01, 2023
019: Announcing Paul G. McManus' New Book: "The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients"
18 mins; February 06, 2023
018: On Creating a 7-Figure Virtual Financial Practice - Tracey Spikes
21 mins; March 06, 2022
017: A Powerful Way to Build Relationships with CPAs - Liz Briggson
37 mins; July 08, 2020
016: Key Insights Into Effectively Niching Down - Mike Jesowshek
46 mins; May 13, 2020
015: Going From $80 Million to $800 Million AUM - Tim Mitrovich
36 mins; April 15, 2020
014: Build a business with a narrow focus to become the best - Josh Patrick
33 mins; March 18, 2020
013: Shifting from solo entrepreneur to CEO of your company - Dr. Aprille Trupiano
46 mins; March 04, 2020
012: Life Settlements: A Peek Behind The Curtain - Jamie L. Mendelsohn
32 mins; February 19, 2020
011: Simplifying The Employee Benefits Process For Employers - Amy Evans
32 mins; December 09, 2019
010: Dramatically increase your target premium using Premium Financing - Michael Moore
24 mins; October 11, 2019
009: Successfully Marketing & Selling Whole Life Insurance Using LinkedIn - Gina Wells
36 mins; September 29, 2019
008: Using Digital Marketing Tools To Attract & Convert Affluent Clients - Jason Mericle
51 mins; September 13, 2019
007: Building a $59 Million Dollar Financial Services Firm In Just 8 Years - Nancy Brunetti
31 mins; September 06, 2019
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