The Influential Advisor Podcast
The Authority Marketing Platform for Financial Advisors. Built for advisors who want to be known for what they're already great at.
Influential Advisor Media helps financial advisors build visibility, attract better clients, and grow through authority rather than cold outreach. If you've spent years developing real expertise and you're frustrated that the right people don't know you exist, this podcast is for you.
Influential Advisor Media was founded by Paul G. McManus, host of The Influential Advisor Podcast and creator of The Authority Operating System. Our team has worked with more than 500 financial advisors and helped them generate over $100 million in results through authority marketing.
Subscribe if you're a financial advisor who is done being the best-kept secret in your market.
Learn more at influentialadvisor.com
Episodes
129 episodes
126: Brian Mora | Top 50 Most Innovative Voices in Advisor Growth Series
What should a successful financial advisor look for when deciding whether their current firm can support the next stage of growth?In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down wi...
125: Matt Halloran | Top 50 Most Innovative Voices in Advisor Growth Series
What happens to the role of the financial advisor when AI can handle more and more of the work happening behind the scenes?In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Paul G. McManus sits down with Mat...
124: Michelle Lynch | Top 50 Most Innovative Voices in Advisor Growth Series
Why do clients refer one financial advisor over another when the investment performance looks the same?In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Michelle Lynch joins Paul G. McManus for a conversation...
123: Derrick Kinney | Top 50 Most Innovative Voices in Advisor Growth Series
Why do highly qualified financial advisors still get overlooked by the clients they most want to attract?In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Derrick Kinney joins Paul G. McManus for a candid con...
122: David Grau Jr. | Top 50 Most Innovative Voices in Advisor Growth Series
What does it take to build a financial advisory firm that can grow without depending on its founder?In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down with David Grau Jr., MBA, fou...
121: Eric Maldonado on The Fearless Wealth Plan and Why Fear, Not the Market, Is Your Biggest Risk
Eric Maldonado, founder of Aquila Wealth Advisors, joins the show to talk about the real force behind most bad financial outcomes: not market crashes, but fear. He walks through why simple, understandable investing strategies consistently outpe...
120: Edward Gaskey on Finding Financial Clarity Before You Retire
Edward Gaskey has spent almost 30 years helping people move from financial uncertainty to financial clarity, and in this episode he explains why that shift matters more than any single investment decision. He walks through the "million-dollar q...
119: Jon Kuttin | Top 50 Most Innovative Voices In Advisor Growth Series
What role can a book play in helping a financial advisory firm build credibility, strengthen trust, and convert more prospects into clients?In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Jon Kuttin joins ...
118: The Authority Operating System: Turn Your Expertise Into Visible Authority That Attracts Your Ideal-Fit Clients
You do not need another marketing tactic. You need a system.If you are an accomplished financial advisor, consultant, attorney, tax strategist, or other expert professional, chances are your biggest growth problem is not a lack of...
117: Jon Randall | Top 50 Most Innovative Voices In Advisor Growth Series
What keeps successful financial advisors from scaling beyond a founder-dependent practice? Dr. Jon Randall, founder of XFA, shares the psychology, systems, and strategic shifts that help advisory firms overcome growth constraints.In thi...
116: James Pollard | Top 50 Most Innovative Voices In Advisor Growth Series | Influential Advisor Media
This interview featuring James Pollard is part of Influential Advisor Media’s Top 50 Most Innovative Voices in Advisor Growth series, hosted by Paul G. McManus. The series recognizes leaders whose ideas, platforms, and work are shaping how fina...
115: Marcus Ranger | Top 50 Most Innovative Voices In Advisor Growth Series | Influential Advisor Media
What separates financial advisors who consistently grow from those who stay stuck? Marcus Ranger, who leads a business unit of more than 1,200 independent financial advisors, shares the marketing strategies, systems, and mindset shifts he sees ...
114: John Pavelka on The Power of WHY — Aligning Your Wealth with What Actually Matters
A client came in with statements from more than ten different financial institutions. Her parents had passed away within six months of each other. The paperwork took nearly a year to sort through — and she later told John she never had the p...
113: Rise. Rule. Repeat. — The Championship Framework That Changes When You Win with Matt Knoll
Matt Knoll walked into Baylor in 1997 and told the local paper his goal was to win a national championship. The reporter laughed out loud.At the time, that reaction was fair. The program hadn't won a conference match in eight years. The ...
112: Brandon Hayes on You're Not Alone: His CFP Guide to Walking Widows Through Grief and Finance
She had a million dollars in her account and she was convinced she'd lose her house by the end of the month. That's not a financial problem. That's grief lying. And if you don't know how to recognize it, you'll either rush your client into deci...
111: How Financial Advisors Get Found in AI Search with Online Reviews | Brian Thorp | Wealthtender
How can financial advisors get found in AI search, build trust faster, and use online reviews in a compliant way?In Episode 111 of The Influential Advisor Podcast, Paul G. McManus interviews Brian Thorp, Founder and CEO of Wealthtender,...
110: Sharpen Your Message: Guest Podcast Preparation for Financial Professionals with Gabe McManus
How can financial advisors use podcast guesting to build trust, attract ideal clients, and turn their expertise into new business opportunities?In this episode of The Influential Advisor Podcast, Paul G. McManus interviews Gabe McManus ...
109: The Zero Tax Strategy: Legally Eliminating Taxes with Jeremy Lederer, CPA
In this episode, Gabe McManus sits down with Jeremy Lederer, CPA and founder of XIT CPA, to explore what separates a tax preparer from a true tax strategist. Jeremy brings more than 16 years of experience working with entrepreneurs, business ow...
108: Rob Bedinghaus on the $10 Million Tax Bill Nobody Saw Coming
A couple had done everything right — dual income, debt-free, millions saved in tax-deferred accounts — and they were on track to hand $10 million to the IRS. Not because they made bad decisions, but because nobody had ever shown them what "doin...
107: The Investor's Coach — The IRA Tax Trap Nobody Warned You About with Ira Work
Imagine going into business with a partner who tells you upfront: at the end of every year, I'll decide how much of the profits I keep. You'd never agree to that. But Ira Work says millions of Americans already did the day they opened a traditi...
106: Scott Leibfried: What Climbing Wealth Taught Me About the Retirement Red Zone
Scott Leibfried's grandfather sold the family business at 60 with more money than he'd ever seen. He was generous, he lived long, and he ran out. That story is why Scott has spent 28 years in wealth management — and it's why he wrote Climbi...
105: Jason Wendt: Beyond the Numbers — Why Your Retirement Number Isn't Enough
Most successful people have a retirement number. Very few have a retirement reason.That's the gap Jason Wendt has spent 15 years closing. After watching client after client arrive with a solid portfolio and a hollow plan, he wrote...
104: Why the Virtual Family Office Advantage Exists and What Business Owners Are Really Losing Without It with Dale Montgomery
Most business owners assume their advisory team is working for them. A CPA here, a financial advisor there, an attorney on retainer. What they don't realize is that those advisors are working in parallel, not together. No one is seeing the full...
103: Blue Jean Millionaire — How Everyday Decisions Can Lead to Extraordinary Wealth with Dan Carver
She called her advisor on closing day. Boxes still everywhere, no movers available, hours until she had to be out. He showed up in his truck, spent four hours hauling boxes to a friend's garage, and wouldn't let her pay a dime. That's the kind ...
102: From Work to What's Next — Jim & Sarah Charles on Designing a Retirement Worth Living
Most retirees nail the math. Then they hit a wall.Jim Charles retired in 2021 after more than three decades in financial services. He had the savings, the freedom, and a 90-year-old house full of doors that needed rehanging. Withi...