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The Influential Advisor Podcast

Paul G. McManus and Gabe McManus
Financial Advisors
Financial Planning
Retirement Planning
Podcasting
Exit Planning Institute
Artificial Intelligence
Retirement
The Virtual Family Office
The Authority Operating System
Book
Baylor University
Tennis
Grief
Wealthtender
Book Publishing For Financial Advisors
St. Louis, United States
401(k)
Dan Carver
Book Writing
Taxes

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 pod... more

PublishesTwice weeklyEpisodes117Founded7 years ago
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Latest Episodes

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 proper tim... more

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 courts were... more

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 decisions ... more

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, about one o... more

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Recent Guests

John Pavelka
CFP, managing partner at The Cities Private Wealth Group
The Cities Private Wealth Group
Episode: 114: John Pavelka on The Power of WHY — Aligning Your Wealth with What Actually Matters
Matt Knoll
Three-time National Coach of the Year, Baylor tennis coach
Baylor University
Episode: 113: Rise. Rule. Repeat. — The Championship Framework That Changes When You Win with Matt Knoll
Brandon Hayes
Certified Financial Planner with 26+ years helping widows
Compass Financial Group, Evansville, Indiana
Episode: 112: Brandon Hayes on You're Not Alone: His CFP Guide to Walking Widows Through Grief and Finance
Brian Thorp
CEO and founder of Wealthtender
Wealthtender
Episode: 111: How Financial Advisors Get Found in AI Search with Online Reviews | Brian Thorp | Wealthtender
Gabe McManus
Book coach and author of Sharpen Your Message
Influential Advisor Media
Episode: 110: Sharpen Your Message: Guest Podcast Preparation for Financial Professionals with Gabe McManus
Jeremy Lederer
CPA and tax strategist with over 16 years of experience
Xit CPA
Episode: 109: The Zero Tax Strategy: Legally Eliminating Taxes with Jeremy Lederer, CPA
Rob Bedinghaus
CFP, founder of Bedinghaus Wealth Planning
Bedinghaus Wealth Planning
Episode: 108: Rob Bedinghaus on the $10 Million Tax Bill Nobody Saw Coming
Ira Work
Financial coach and author of The Investor's Coach
First Financial Coaching
Episode: 107: The Investor's Coach — The IRA Tax Trap Nobody Warned You About with Ira Work
Scott Leibfried
Wealth manager with 28 years of experience; author of Climbing Wealth
Independent wealth management practice
Episode: 106: Scott Leibfried: What Climbing Wealth Taught Me About the Retirement Red Zone

Hosts

Paul G. McManus
Co-host and lead author, a principal driver of frameworks for authority-building and growth for advisors.
Gabe McManus
Co-host and publisher, focuses on practical strategies for client engagement, referrals, and media presence.

Reviews

5.0 out of 5 stars from 4 ratings
  • Great insights, ideas and inspiration

    Paul McManus knows how to draw out the best from his guests. If you're a success-oriented person who's always looking for new ideas, Paul's podcast delivers in spades. He's focused on providing value for his listeners and brings on guests who've learned from the school of hard knocks and are willing to share their successes and lesson learned. Highly recommended!

    Apple Podcasts
    5
    Meredith Bell
    United States7 years ago
  • I love the Million Dollar Producer Show

    I have known Paul G. McManus for several years, and he is the real deal when it comes to being generous in his help and support of entrepreneurs whether they are just starting out or have been at it for a while.

    Paul is eager to help those who want to take their business to the next level, and his podcast supports that premise. You can't go wrong listening to him and his podcast.

    Apple Podcasts
    5
    kittzb
    United States7 years ago

Listeners Say

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Audience appreciates guest diversity and real-world storytelling that translates to growth.
Commenters note the hosts draw out actionable insights from guests.
Listeners praise practical, value-first guidance and strong guest lineups.

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Talking Points

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090: "Engineering Your Finances: The Tech Professional's Roadmap to Financial Success" with Stanley Leong
Q: How do you motivate someone to start financial planning with an advisor?
Highlight clear, personal retirement goals and visualize what financial independence looks like, so clients see the benefits and urgency rather than just crunching numbers.
090: "Engineering Your Finances: The Tech Professional's Roadmap to Financial Success" with Stanley Leong
Q: What are the most common mistakes tech professionals make with stock options or RSUs?
Over-concentration in employer stock is the biggest misstep, followed by fear of paying capital gains and confusion around tax-advantaged accounts like after-tax 401k vs Roth, which leads to missed opportunities such as mega backdoor Roth.
090: "Engineering Your Finances: The Tech Professional's Roadmap to Financial Success" with Stanley Leong
Q: Could you tell us about the purpose behind writing your book and why now was the right time?
The book was meant to consolidate hard-earned lessons from over 20 years of experience with tech professionals, cut through the noise of information overload, and provide practical guidance on avoiding common mistakes, especially given the rise of AI and social media financial advice.
110: Sharpen Your Message: Guest Podcast Preparation for Financial Professionals with Gabe McManus
Q: How does the book serve as a ticket to opportunities like podcast appearances?
The book acts as a credibility signal that helps advisors be considered for high-profile podcasts; it serves as leverage in vetting the right guests and opening doors that otherwise would stay closed.
110: Sharpen Your Message: Guest Podcast Preparation for Financial Professionals with Gabe McManus
Q: What is Sharpen Your Message and why did you write it?
Gabe explains that the book helps financial professionals extract their best stories and frameworks, then uses coaching and a professional writer to polish those ideas into a voice that sounds like the advisor themselves, making it easier to speak with confidence on podcasts and in other media.

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Frequently Asked Questions About The Influential Advisor Podcast

What is The Influential Advisor Podcast about and what kind of topics does it cover?

This show centers on helping financial professionals elevate their influence by building clear point-of-view, credibility, and authority in their markets. Across episodes, topics include values-driven financial planning, client storytelling, and practical frameworks that turn knowledge into growth—such as book-driven growth, speaking tours, media appearances, and COI collaborations. Notable patterns include a heavy emphasis on exit planning, independent advisory platforms, and using technology like AI to enhance client experiences and scale advisory practices. The format tends to mix real-world case studies with actionable steps listeners can implement to attract better clients and differentiate themselves in a crowded field.

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How many listeners does The Influential Advisor Podcast get?

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How many subscribers and views does The Influential Advisor Podcast have?

To see how many followers or subscribers The Influential Advisor Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Influential Advisor Podcast?

These podcasts share a similar audience with The Influential Advisor Podcast:

1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Founders
3. Freakonomics Radio

How many episodes of The Influential Advisor Podcast are there?

The Influential Advisor Podcast launched 7 years ago and published 117 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Influential Advisor Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on The Influential Advisor Podcast?

Recent guests on The Influential Advisor Podcast include:

1. John Pavelka
2. Matt Knoll
3. Brandon Hayes
4. Brian Thorp
5. Gabe McManus
6. Jeremy Lederer
7. Rob Bedinghaus
8. Ira Work

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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