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The Influential Advisor Podcast

Paul G. McManus and Gabe McManus
Retirement Planning
Exit Planning Institute
Artificial Intelligence
Financial Advisors
The Authority Operating System
Book
Retirement
The Virtual Family Office
Andrew Lafontain
Book Writing
St. Louis, United States
401(k)
Dan Carver
The Due Diligence Project
Enterprise Value
Functional Retirement Advisor
Investment Behavior / Behavioral Coaching
Bear Market / COVID Market Crisis
Financial Advisory
52 Fridays

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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Artwork for The Influential Advisor Podcast

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

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
Dale Montgomery
Certified Virtual Family Office professional, author
Tax and Retirement Specialists (TRS)
Episode: 104: Why the Virtual Family Office Advantage Exists and What Business Owners Are Really Losing Without It with Dale Montgomery
Dan Carver
Financial advisor in St. Louis with 26 years in the industry
Independent financial advisor in St. Louis
Episode: 103: Blue Jean Millionaire — How Everyday Decisions Can Lead to Extraordinary Wealth with Dan Carver
Jim Charles
Former financial advisor; co-founder of Sanctuary Financial Planning
Sanctuary Financial Planning
Episode: 102: From Work to What's Next — Jim & Sarah Charles on Designing a Retirement Worth Living
Sarah Charles
Co-founder of Sanctuary Financial Planning
Sanctuary Financial Planning
Episode: 102: From Work to What's Next — Jim & Sarah Charles on Designing a Retirement Worth Living
Scott Snyder
President of the Exit Planning Institute
Exit Planning Institute
Episode: 100: The Authority Operating System: Turn Your CEPA Credential Into Deal Flow by Paul G. McManus
Rick Krebs
CPA and M&A advisor
Independent practitioner
Episode: 100: The Authority Operating System: Turn Your CEPA Credential Into Deal Flow by Paul G. McManus

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

Key themes from listener reviews, highlighting what works and what could be improved about the show.

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.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

087: Beyond Enough: Building Financial Confidence for Meaningful Impact with Andrew LaFontain
Q: What inspired the book Beyond Enough?
The author was motivated by watching clients and conversations over 20 years, realizing that confidence to retire and make an impact often hinges on having enough, not just having more; his wife inspired him to share these stories and lessons.
087: Beyond Enough: Building Financial Confidence for Meaningful Impact with Andrew LaFontain
Q: Tell us about the three pillars of financial planning.
They are resource allocation (what you have now, including time and money), retirement income (how you replace or generate paycheck-like flow in retirement), and risk management (protecting against derailing events); focusing on all three creates a holistic plan rather than a one-sided approach.
089: Why 70% of Advisors Lose Their Best Clients After Business Sales—And How to Keep Yours with Jeff Armstrong
Q: Tell us a little bit about, one, who you are, your background, and then two, who is Cultivate Advisors, and what is your mission, what do you guys do there?
Jeff describes his background as an entrepreneur, founding and growing companies, and outlines Cultivate Advisors as an organization that helps business owners through one-on-one advising, with a focus on identifying blind spots and increasing enterprise value, using a matching approach to pair owners with the right advisors and a tech platform to stay organized.
088: Book #1 Tripled His Business. Here's Why He's Writing 3 More. With Guest Anton Anderson
Q: Anton Anderson, how are you doing?
Life is good, enjoying the conversation and the opportunity to share how our book strategy has fueled growth.
108: Rob Bedinghaus on the $10 Million Tax Bill Nobody Saw Coming
Q: What makes cash flow such a central concept in retirement planning, and how do you help clients think about it differently?
He explains cash flow as king, outlining how to assess expenses, fixed income sources, and the gap to be funded from investments, and how his bucket framework helps manage volatility while ensuring reliable income.

Audience Metrics

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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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Rephonic provides a wide range of podcast stats for The Influential Advisor Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Influential Advisor Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

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 Perfect RIA
2. The Diamond Podcast for Financial Advisors
3. The Journal.
4. The Joe Rogan Experience
5. My First Million

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. Rob Bedinghaus
2. Ira Work
3. Scott Leibfried
4. Dale Montgomery
5. Dan Carver
6. Jim Charles
7. Sarah Charles
8. Scott Snyder

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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