The Influential Advisor Podcast

Wealth Unleashed is an essential guide for business owners, wealthy families, and their advisors seeking to navigate the complexities of wealth and taxation with confidence and strategic prowess. Written by seasoned financial expert James A. Lavorgna, this book offers up-to-date insights into the virtual family office (VFO), an innovative model designed to maximize tax benefits and streamline weal...

In this episode, I have the pleasure of hosting Tina Pittman, the author of " Unlock Your Business Potential: Achieving Financial Success with Cash Flow Management. "  Tina will share valuable insights and transformative strategies from her book. Together, we'll explore the vital importance of managing cash flow for business success. Beyond being a guest, Tina is also a valued clien...

In this episode, I have the pleasure of hosting Jim Lavorgna, the author of "Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and their Advisors."   Our discussion is set to be insightful as we dive into Jim's unique insights and the innovative strategies outlined in his book. Jim is  also a valued client. He'll lead us through the complex...

In this episode, I have the pleasure of hosting Matt Halloran, co-founder of Proud Mouth, a trailblazing company redefining the marketing landscape for financial advisors through the strategic use of podcasting. Join us as we delve into how Matt's innovative approach is revolutionizing the way financial advisors build influence and authority in their field. Throughout our conversation, Matt o...

In this episode, my guest is Sean Rogers, President and Founder of Digital Financial Officers, a company revolutionizing small business accounting and finance through AI and technology. Discover how Sean's innovative platform is transforming the way CPAs and financial advisors serve their clients. The insights he shares during this episode will be valuable for CPAs and financial advisors look...

In this episode, I'm excited to welcome leadership expert Ray Kelly to the show. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career to empowering financial advisors and executives with unparalleled leadership skills. His unique approach has transformed countless careers and companies, making him an authority in fostering leadership culture...

In this episode, I'm thrilled to welcome podcasting industry expert Mike Langford. As the CEO of a top podcast production company and the host of multiple successful shows, Mike has extensive knowledge of using podcasting to boost your brand. Mike is an expert in leveraging podcasting as a powerful marketing tool. He knows how to use it to build authority, expand your audience, and create mea...

From Author to Authority is a groundbreaking book that empowers financial authors to leverage the full potential of LinkedIn to amplify their visibility, establish themselves as industry thought leaders, and attract high-value clients. Authored by Paul G. McManus , a renowned LinkedIn marketing expert with a proven track record of helping financial professionals generate millions of dollars in fee...

In this episode, I am thrilled to have a fellow book marketing expert on the show. Shane Hackett is here to share his insights and strategies that have helped generate millions of dollars in assets under management for his clients. With a profound understanding of integrated marketing and a consistent track record of success, Shane has repeatedly demonstrated the power of leveraging multiple chann...

In this episode, I welcome Tina Beck back to the show. Tina is the Chief Marketing Officer at Elite Consulting Partners, the president of Elite Marketing Concepts, and a founding member of the Financial Advisor Success Syndicate. With over 25 years of experience in financial services marketing, Tina has collaborated closely with independent advisors and teams to help them elevate their practices....

In this episode, I welcome Nancy Brunetti back as my first-ever repeat guest. Nancy, a retired financial services professional, co-founded Johnson Brunetti, a tremendously successful financial services firm boasting over $1.5 billion in assets under management. Today, she provides updates on her semi-retirement journey and delves into her passion for operational excellence in the financial service...

In today's episode, I’m joined by the success coach and bestselling author, Tony Maree Torrey. Tony Maree is known as LA's Foremost Success Coach for financial professionals and founding CEOs. With over 20 years of experience and a unique approach that combines business coaching, insightful psychology, and sharp business strategies, she empowers her clients to make more with less effort,...

Welcome to this special episode of the podcast! Today, we have a unique opportunity to share a book with you that we helped our client write and publish, including creating the audiobook. We are incredibly proud of this achievement and see it as a testament to the power of short books to attract your ideal clients. "The Due Diligence Project: How Open Source, Peer-Reviewed Due Diligence is Su...

In this episode of The Million Dollar Producers Show, I speak with Jon Randall, the founder of Extraordinary Financial Advisors . Jon discusses the different stages of growth for financial advisors and the challenges they face when going from one million to five million in revenue. [Main Takeaways] - Jon's background as a financial advisor and how he became involved in coaching and consulting...

In this episode of the Million Dollar Producers Show, you'll learn how to build your authority brand through publishing books and other marketing strategies. Our guest is Robyn Crane , a bestselling author, certified financial planner, business coach, and advocate for women in finance. Robyn shares her personal journey of taking her business from $500 in sales to $5.7 million, and the role th...

In today's episode, I had the privilege of sitting down with Jon Kuttin, the mastermind behind Kuttin Wealth Management. Managing a staggering $8 billion in assets and earning a spot in Barron's Hall of Fame, Jon's influence in the industry is undeniable. Key Takeaways: - Jon's new book, "Unshakable Planning for the Certainty of Uncertainty in Retirement," aims to pro...

In this episode, Paul G McManus sits down with Michael Budnick , a seasoned financial advisor and bestselling author. Dive into their discussion about the transformative power of writing and publishing books, the ever-evolving landscape of target audiences, the rising demand for audiobook versions, and an exclusive opportunity for financial advisors tied to Michael's recent book that can help...

Ever wondered how to stand out in the field of finance? Stephen Oliver, the author of Extraordinary Marketing for Financial Advisors and host of the Financial Advisor Marketing Podcast , is here to provide some answers. Marketing yourself by building personal authority can be a game-changer for financial advisors. Stephen guides us through the concept of authority marketing and shares insights on...

Want to revolutionize your advisory business? Join us as we sit down with Anton Anderson, CEO of Elite Resource Team, who shares his unique approach to forming strategic partnerships with CPAs. Anton, a trailblazer in his field, unpacks the profound differences between advisors and CPAs, breaking down stereotypes that have long hampered successful partnerships. With Anton's insights, we delve...

Ever wonder how you can revolutionize your business by zeroing in on a specific target market? In today's discussion, we are joined by the highly respected Bill Gates, sharing his wealth of knowledge on the concept of Radical Relevance. Bill helps us understand how to identify the right target market and navigate the challenges that come with it. He offers some practical examples from the fin...

Imagine having a personal, engaging book to share with potential clients that not only represents your beliefs but also serves as a powerful marketing tool. Join me as I chat with Paul H. Cook about his journey of writing The Wealth Builder: Essential Strategies for Business Owners, Entrepreneurs, and High Achievers , an insightful financial book that does just that. We explore the challenges and...

Experience the power of self-publishing with "The Short Book Formula: A Financial Professional's Guide to Writing a Book in 6 Weeks to Attract Ideal Clients,"   by Paul G McManus , now available in audiobook format, narrated by Tony Maree Torrey . Learn more by going to: www.theshortbookformula.com Are you an astute financial professional - a financial advisor, a tax-planning CPA, a...

It's my pleasure to introduce you to Michael Poisson, author of the groundbreaking new book "The ESG Data Revolution: Sustainable Fuel For Tomorrow's Business." ⭐ Michael is the Managing Director of Ideal Ratings, which provides financial data and analytics based on Environment, Social, and Governance (ESG). I had the opportunity to interview Michael about his new book and why...

In this episode, I discuss my new book: "The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients" which you can get by going here . Summary of Book: We both know time is precious, and I surely do not want to waste your time if The Short Book Formula: A Financial Professional’s Guide to Writing a Book in 6 Weeks to Attract Ideal...

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