Best Paul G Mcmanus Podcasts (2025)

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078: Building a Values-Driven Advisory Practice with Morgan Nichols 40:21

1d ago40:21

40:21

Episode Summary: Many financial advisors find their practices increasingly transactional despite their best efforts. In this conversation, Morgan Nichols unpacks how she's pioneered an approach that puts values at the center, creating what she calls "simultaneous multi-generational success" - a practice that serves clients across generations while …

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077: Beyond Break Even: Mastering Social Security Strategies with Russ Gaiser and Mike Hoeflich 48:17

16h ago48:17

48:17

Episode Summary: In today's episode, Russ and Mike unpack their insightful five-pillars framework for Social Security optimization and reveal strategies that could help maximize retirement benefits. With pensions disappearing and Social Security representing 30-50% of retirement income for many Americans, making the right claiming decision is cruci…

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076: Intentional Legacy: Aligning Wealth and Values Across Generations 47:09

3d ago47:09

47:09

This episode features an in-depth conversation with Morgan Nichols and Kelly Bays, financial advisors at Ameriprise and co-authors of the new book "Intentional Legacy." The discussion explores how legacy isn't something you plan for at the end of life, but something you live every day through your financial decisions, family interactions, and the v…

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075: The Personal CFO Revolution: Interview with Bestselling Author Erik Brenner 33:11

10d ago33:11

33:11

In 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. …

1
074: "From 4,000 Stalled Words to Bestseller: The "Beyond Break Even" Success Story" 8:42

2M ago8:42

8:42

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…

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073: Worry Free Wealth | How Ancient Wisdom Can Transform Your Financial Future with Shuey Wyne 34:05

3M ago34:05

34:05

In 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…

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072: Thriving as an Advisor in the Age of AI with Sam Sivarajan 30:41

4M ago30:41

30:41

In 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 …

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071: The $1.5 Trillion Blind Spot: What Every Advisor Needs to Know About Addiction with Cheryl Canzanella 27:07

4M ago27:07

27:07

In 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 th…

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070: Truest Fan: Aligning Purpose with Business Success with Rob Brown 20:09

5M ago20:09

20:09

In 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.…

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069: From Clients to Advocates: Unlocking the Psychology of Referrals with Dan Allison 22:51

5M ago22:51

22:51

In 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, ro…

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068: Work Less, Earn More: Libby Greiwe’s Guide to Building a 7-Figure Practice with More Freedom 31:48

5M ago31:48

31:48

In 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 roadma…

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067: High Income Doesn't Have to Mean High Taxes: "The Great Tax Escape" insights with Amazon Bestselling Author Eric Pierre 23:48

6M ago23:48

23:48

In 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 busi…

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For Advisor By Advisors - Interview with Duncan MacPherson, Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals - How to ... 38:05

6M ago38:05

38:05

In this episode, we speak with Duncan MacPherson, CEO of Pareto Systems. Duncan is one of the most world renown Financial Advisor Coaches in the world. He co-authored “The Advisor Playbook” and “the Blue Square Method”. Duncan goes into how advisors that are at the top build without the goal of building. How advisors become attractive and why advis…

1
For Advisor By Advisors - Interview with Matt Middleton, Founder and CEO at Future Proof - The Greatest Festival in Financial Advisor History? Is it Future Proof? 50:42

7M ago50:42

50:42

In this episode, we speak with Matt Middleton, Founder and CEO at Future Proof. We go over the concept and the beginnings of Future Proof along with the what, when, why, where, and how. We spend time going over the start of the idea to now, 3 years later, the most recognized Financial Advisor “Festival” on the planet. We asked Matt a ton of questio…

1
066: Unlocking Your One Big Idea: Insights with Gabe McManus 28:19

7M ago28:19

28:19

In 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…

1
For Advisors By Advisors - Interview with Joshua Brown, CEO at Ritholtz Wealth Management - Has Behavioral Finance Changed the Role of a Financial Advisor? Josh Brown Weighs In! 30:50

8M ago30:50

30:50

In this episode, we talk with Joshua Brown, CEO at Ritholtz Wealth Management. We go over a variety of topics such as how he started Ritholtz Wealth Management with $60 million in assets to just surpass $5 billion dollars today. We also spoke about behavioral finance and why today the fiduciary standard is all that is important. Josh is a fantastic…

1
For Advisor By Advisors - Interview with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching - Why Should Financial ... 27:59

8M ago27:59

27:59

In this episode, we speak with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching. We go over his past roles as an educator to financial advisors looking to change their process. We talk on a variety of subjects from keeping advice simple to keeping the c…

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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 18:10

8M ago18:10

18:10

Can 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 f…

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064:Turning Sunshine into Savings: Solar Tax Credits and Investment Strategies with Jesse Raynes 33:59

8M ago33:59

33:59

In 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 …

1
No BS Time Management For Entrepreneurs 53:04

8M ago53:04

53:04

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Ben Glass No BS Time Management For Entrepreneurs * * * * * 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 …

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Effective Selling with Stephen Oliver and Dan Solin, author of ASK 1:08:42

8M ago1:08:42

1:08:42

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Dan Solin Effective Selling with Dan Solin, author of ASK * * * * * 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 subsc…

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Stephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your own book 53:54

9M ago53:54

53:54

Financial 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: ht…

1
063: From Author to Authority: Leveraging Your Book for Business Growth with Paavan Kotini 27:50

9M ago27:50

27:50

In 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 Journey Book Writing Process: Paavan discusses how wo…

1
Practice Management Secrets from the Top Producers 1:09:54

9M ago1:09:54

1:09:54

Financial Advisor Marketing Podcast with hosts Stephen Oliver, Grant Hicks Effective Practice Management - Lessons from the Top Advisors with Grant Hicks. Practice Management Secrets from the Top Producers - What's Working RIGHT now for Advisors. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery…

1
Niche Marketing Done Right for Financial Advisors 1:01:55

9M ago1:01:55

1:01:55

Financial Advisor Marketing Podcast with hosts Stephen Oliver, Mindi Godfrey and Greg moody Niche Marketing Done Right for Financial Advisors * * * * * 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/latest…

1
Be a BadAss Millionaire - Key Marketing and Positioning Lessons for Advisors 1:05:32

9M ago1:05:32

1:05:32

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael McClean Be a BadAss Millionaire with Michael McClean - Key Marketing and Positioning Lessons for Advisors * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: h…

1
062: From $200K to $2.2M: Evan Mayer's Recipe for Advisory Growth 20:27

10M ago20:27

20:27

In 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 industr…

1
Be a Maverick Advisor - Carving Out a Unique Position for Yourself. 1:02:02

10M ago1:02:02

1:02:02

Financial Advisor Marketing Podcast with hosts Stephen Oliver, Greg Moody and Mindi Godfrey Be a Maverick Advisor - Carving Out a Unique Position for Yourself. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealth…

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061: The Virtual Book Tour: Building Authority and Attracting Clients with Tom Schwab 32:38

10M ago32:38

32:38

In 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 Engi…

1
Magnetic Marketing Principles for Financial Advisors 1:02:27

10M ago1:02:27

1:02:27

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Darcy Juarez Magnetic Marketing Principles for Financial Advisors. * * * * * 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/…

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060: From Recruitment to Marketing: Frank LaRosa's Holistic Approach to Advisor Success 30:29

10M ago30:29

30:29

In 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 Consulting Career Beginnings: H…

1
For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and ... 20:30

10M ago20:30

20:30

In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James. We discussed why advisors make the move from the employee side of the business to the independent side. With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd …

1
Targeting Your Ideal Prospects for Financial Advisors 58:38

10M ago58:38

58:38

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Angela York Targeting Your Ideal Prospects for Financial Advisors. * * * * * 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/…

1
Effective Events for Financial Advisors 56:45

10M ago56:45

56:45

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Elyse Stoner Effective Events for Financial Advisors. * * * * * 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…

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059: The Authority Advantage: Mike Saunders on Transforming Financial Advisors into Industry Thought Leaders 30:58

10M ago30:58

30:58

In 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 Positioning Career Beginnings: Began his career in the financial services field,…

1
For Advisor By Advisors - Interview with Paul G. McManus, Book Author, and Founder of MCMF Publishing - Does Writing Books Help Financial Advisors Gain Clients? Only if Marketed Correctly! 23:27

10M ago23:27

23:27

In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing. We went over how books can be a marketing concept that financial advisors should consider. Also, how to use the book to market to the segment you want to attract. We also spent some time going over how to use LinkedIn effectivity to market yourself and get …

1
The Rethink the Financial Advisor Podcast 55:08

11M ago55:08

55:08

Financial Advisor Marketing Podcast with hosts Stephen Oliver and H.Adam Holt of Asset+Map The Rethink the Financial Advisor Podcast. * * * * * 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…

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058: The Advisor's Author Playbook: Anton J. Anderson's Book Writing Secrets Exposed 41:12

11M ago41:12

41:12

In 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 Journey Career Evolution: Anton di…

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Disney Approach to Wow Clients 55:43

11M ago55:43

55:43

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Mike Vance Disney Approach to Wow Clients * * * * * 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 podc…

1
Financial Advisor Marketing Live Events Effective 57:56

11M ago57:56

57:56

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Mindi Godfrey Financial Advisor Marketing Live Events Effective * * * * * 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…

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Effective Facebook & LinkedIn Marketing for Financial Advisors 1:07:34

11M ago1:07:34

1:07:34

Financial Advisor Marketing Podcast with hosts Stephen Oliver, Kate Gaudet and Tanner Stolte Effective Facebook & LinkedIn Marketing for Financial Advisors * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmast…

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057: Why Every Advisor Should Discuss Disability Insurance, A Conversation with Michael Sir and Carter Kowalski 29:45

11M ago29:45

29:45

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 …

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For Advisor By Advisors - Interview Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James - Do You Work with Who You Enjoy Working With? How one Advisor is Finding Growth! 24:33

11M ago24:33

24:33

In this episode, we chat with Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James. We speak on a variety of things like why to leave Edward Jones. Also, why choose Raymond James for Independence? Bob also spoke to us from his journey as a brand new advisor to one who is producing over 3 million in revenue. Hope you enjoy…

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056: Supercharged Cash Balance Plans: A Powerful Tax Control Tool for Business Owners with Bruce Gendein 31:00

11M ago31:00

31:00

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…

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Effective and Unique Direct Mail for Financial Advisors 54:15

11M ago54:15

54:15

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Travis Lee of 3D Mail Effective and Unique Direct Mail for Financial Advisors * * * * * 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/late…

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055: Unlocking the Affluent Business Owner Market with Value Acceleration: Insights from Casey Clark 33:06

11M ago33:06

33:06

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 CEO Explore his entrepreneurial journey from his early days managing paper routes to …

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Why Advisors should have their own book - Paperback Expert Michael DeLon Joins Stephen Oliver 42:19

12M ago42:19

42:19

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael DeLon Paperback Expert Michael DeLon - Joins Stephen Oliver - Why Advisors should have their 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: http…

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For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model 24:20

12M ago24:20

24:20

In this episode, we speak with David Ogman, Wealth Advisor with Fortuna Wealth. We speak about many issues including making the switch from Financial Advisor to Banker and then taking the big step back to Financial Advisor. We also spoke about why an advisor that considers themselves a “rainmaker” might be better off joining an existing office whil…

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Creating Trust - Why Every Financial Advisor Needs There Own Book 54:44

12M ago54:44

54:44

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael Levin Creating Trust - Why Every Financial Advisor Needs There 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/la…

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054: Enhancing Advisor-Client Engagement with Visual Tools: Insights from AssetMap's VP of Community, Alison Susko 25:26

12M ago25:26

25:26

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 understandi…

Podcasts Worth a Listen

Paul G Mcmanus Podcasts

Podcasts Worth a Listen