The Influential Advisor Podcast

Episode Summary: Your best client just sold their business for $8 million and calls to say they're moving everything to Goldman Sachs. This devastating scenario happens to 70% of advisors, but Jeff Armstrong has the antidote. As a former business owner who ran a company for 23 years, Jeff reveals the blind spot costing advisors their most valuable relationships. While most advisors focus on m...

Episode 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-autho...

Episode Summary: Andrew shares the tragic story that changed his career: a couple delayed retirement until reaching a financial milestone, only for the wife to pass away before they could enjoy it. This moment reshaped his mission from managing money to helping people retire with confidence. He breaks down the three pillars of financial planning, explains how small spending habits reflect deeper p...

Episode Summary: Ever hosted a client event and wondered if it truly moved the needle for your business? In this episode, we’re joined by Elyse Stoner and Angela York—co-founders of Event Advisors—who share the secret sauce behind turning events like book launches into powerful referral and relationship-building tools. Unlike traditional advisor events that focus on entertainment, Elyse and Angela...

Episode Overview Financial advisor Stephen Soderstrom reveals why high earners struggle with the paradox of "I make good money, where does it all go?" After watching countless successful professionals face this challenge, Stephen developed a radically simple system that requires no budgeting apps, no expense tracking, and no complicated spreadsheets. Learn how the G4 cash flow model can...

Transform Your Book into a Million-Dollar Client Attraction System Most 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...

Episode Summary: Laura Rehbein shares her journey from becoming head of household at age 12 in rural Michigan to building a successful financial advisory practice over nearly three decades. Her book "Fearless Finance" addresses the anxiety that highly educated, successful professionals feel about their finances despite their achievements. Laura reveals why knowledge replaces fear and how...

Episode 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...

Episode Summary: In a world dominated by digital platforms, Urban Adams offers a refreshingly human approach to financial advising. With 25 years in the industry and a philosophy grounded in stoicism, Urban helps clients balance enjoying the present while planning for the future. His new book, "Wealth Your Way," challenges traditional mindsets about wealth accumulation, advocating instea...

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Episode Summary: There's a significant gap affecting nearly every financial advisor: the disconnect between their expertise & their ability to communicate it in a way that resonates with prospects. Hillary Gale, a former linguistics professor turned copywriting expert, shares insights on how advisors can transform their marketing through better messaging. She reveals strategies for identi...

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 developing advisors across generati...

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 crucial. The authors highlight a startling reality...

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 values you demonstrate and pass on t...

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. The conversation explores how this appro...

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...

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 and discuss key principles for avoiding financi...

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 their human connection with clients. It also high...

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 the financial and emotional toll of addiction. Chery...

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. Rob's Journey Early Career Success: Rob...

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, rooted in behavioral psychology and two decades of...

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 roadmap for advisors looking to scale their business wit...

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 business owners and W-2 employees earning...

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 personal finance enthusiast to a professional boo...

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 financial services business.  Learn more at: h...