The Influential Advisor Podcast

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 highlights how financial advisors and CPAs c...

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 working with our team helped...

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 industry. Evan's Journey: From Bank Chan...

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 Engineer to Chief Evangelist Officer Career Trans...

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: He started his career in the financial service...

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, working for JP Morgan Chase in the mor...

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 discusses his decade-long focus on the te...

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 the impact of health issues on family stabil...

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 plans in tax planning and retirement savings...

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 his leadership role at Cultivate Advisors.  D...

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 understanding. AssetMap: Simplifying Complexity for Mea...

In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning. This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution. Ben's Journey: From Tax Crisis to Tax Expert Career Evolution: Originally focusing o...

In this episode, I welcome Phil Putney, a CPA and author of the Amazon number one bestseller, " The Tax Smart Retiree: A Guide to Thriving in Your Golden Years ." Over the past year, we collaborated to transform Phil's extensive experience and knowledge into a book that guides retirees through the complexities of tax-efficient retirement planning. From CPA to Financial Advisor with...

Listen to the full episode on the Influential Entrepreneurs Podcast with Mike Saunders episode here: https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host/ Support the show

In this episode, I welcome Josh Yager, managing partner at Anodos and a licensed attorney, to discuss the often complex world of estate planning and settlement. This episode explores Josh's innovative approach to collaboration among professionals in law, accounting, and financial planning to ensure effective estate settlements. Josh's Journey: From Financial Planning to Legal Expert Care...

In this episode, I  host my business partner and the co-creator of the Authority Accelerator Program, Tony Maree Torrey. We dive deep into the nuances and benefits of our innovative program designed to elevate financial service providers by establishing them as trusted authorities in their industry. The Authority Accelerator Program: Elevating Financial Experts Foundation and Evolution: Tony Maree...

In this episode, I welcome Paul Latham, the co-owner of Elite Resource Team and a pioneering thought leader for accountants. This episode offers a deep dive into how Paul and his partner, Anton Anderson, are bridging the gap between CPAs and financial advisors, fostering a collaborative environment for mutual benefit. Paul shares insights on his upcoming book, which he and Anton  are working on, t...

In this episode, I welcome Jim Duggan, founder of Duggan Bertsch, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Join us as we explore Jim's transformative journey from corporate law to pioneering comprehensive tax strategies, ensuring solid wealth management for high-net-worth individuals. In our conversation, we also discuss our antici...

In this episode, I welcome Arron Bennet, author of the book " Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business. " This book presents an essential guide for cybersecurity companies eager to enhance their growth and profitability with unmatched efficiency. Arron's Inspiring Journey: From Down Under to Top Entrepreneur: Originating from Australia, his j...

In this episode, I welcome Jackie Meyer, the President and Founder of TaxPlanIQ. Jackie shares her transformative journey from running a CPA firm to revolutionizing tax planning through her innovative software platform. This episode offers invaluable insights for financial advisors and accountants looking to enhance their services and client satisfaction. We also talk about our upcoming attendance...

Ever dreamt of penning a bestseller? Tune in as our latest guest, an Amazon chart-topper, spills the secrets on how they crafted a hit with their debut book and the incredible highs of authorship. Witness firsthand the trials and triumphs of a novice navigating the publishing labyrinth, and how the right guidance can turn a fledgling idea into a literary triumph. Learn how a change in title, a div...

In this episode, I welcome Paavan Kotini, founder of Kotini and Kotini, and author of " Effortless Wealth: The S.W.A.N.™ (Sleep Well At Night) Approach to Unlocking Wealth for Busy Professionals " a book that has quickly climbed the ranks to become an Amazon number one bestseller. His book introduces a holistic approach to wealth management and financial planning, tailored specifically f...

This is the first chapter of Jon Kuttin's soon-to-be-released book: "Planning For the Certainty of Uncertainty In Retirement." About The Author: Jon Kuttin LinkedIn: https://www.linkedin.com/in/jonkuttin/ Website: https://www.kuttinconsultinggroup.com/ Financial Advisor Success Syndicate (FASS): https://joinfass.com/ About Your Host :  Paul G. McManus is an accomplished author and e...

In this episode, I welcome Joe and Marissa LoPresti, the father-daughter co-authors of " Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom". Their book introduces an integrated approach to wealth management and business exit planning, aimed at securing financial freedom for business owners. They explore the concept of the 'freedo...

In this episode, I welcome back Anton Anderson, CEO of Elite Resource Team, as my second repeat guest. He will share his unique approach to forming strategic partnerships with CPAs. We explore the transformative power of collaboration in wealth management, highlighting Anton's transition from traditional financial advisory to founding the Elite Resource Team (ERT). As his company approaches i...