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The Influential Advisor

Paul G. McManus and Gabe McManus
Retirement Planning
Exit Planning Institute
Financial Advisors
The Authority Operating System
Book
Retirement
The Virtual Family Office
Book Writing
St. Louis, United States
401(k)
Dan Carver
The Due Diligence Project
Functional Retirement Advisor
Investment Behavior / Behavioral Coaching
Bear Market / COVID Market Crisis
Financial Advisory
52 Fridays
Financial Dashboard
Six Areas Of Financial Planning
Good Life Companies

Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place.

The Influential Advisor Podcast, hosted by The McManus Brothers—Paul G. McManus and Gabe McManus, explores the art and strategy of authoritative positioning for elite advisors who want to rise above the noise.

Each episode delivers actionable insig... more

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Latest Episodes

In this episode, Gabe McManus sits down with Jeremy Lederer, CPA and founder of XIT CPA, to explore what separates a tax preparer from a true tax strategist. Jeremy brings more than 16 years of experience working with entrepreneurs, business owners, ... more

A couple had done everything right — dual income, debt-free, millions saved in tax-deferred accounts — and they were on track to hand $10 million to the IRS. Not because they made bad decisions, but because nobody had ever shown them what "doing ever... more

YouTube

Imagine going into business with a partner who tells you upfront: at the end of every year, I'll decide how much of the profits I keep. You'd never agree to that. But Ira Work says millions of Americans already did the day they opened a traditional I... more

YouTube

Scott Leibfried's grandfather sold the family business at 60 with more money than he'd ever seen. He was generous, he lived long, and he ran out. That story is why Scott has spent 28 years in wealth management — and it's why he wrote Climbing Wealth.... more

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Recent Guests

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
Jason Wendt
Financial advisor, author
NBC Chicago guest (financial expert)
Episode: 100: The Authority Operating System: Turn Your CEPA Credential Into Deal Flow by Paul G. McManus
Christopher Haight
CEO, Iconoclastic Capital
Iconoclastic Capital
Episode: 100: The Authority Operating System: Turn Your CEPA Credential Into Deal Flow by Paul G. McManus
Anton Anderson
SEPA, author of The Art of Collaboration
Independent advisor
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.

Apple Podcasts
#8
Hong Kong/Business/Marketing
Apple Podcasts
#212
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

097: Conor Delaney on Going from $40 Million to $20 Billion Through Supported Independence
Q: Can you expand on the Supported Independence model and how it calibrates an advisor toward the three roles (advisor, CEO, shareholder)?
Conor explains that the model aligns advisor growth with structured support, enabling accountability, revenue-sharing possibilities, and a clear pathway from client service to enterprise leadership. Good Life provides the framework and execution support, so advisors can pursue growth without becoming bottlenecks, while the shareholder role ensures alignment with long-term value creation.
094: Take Fridays Back with Stanley C. Leong
Q: How does specializing in a niche help advisors grow more efficiently?
Specializing creates a constraint that makes you show up more powerfully in marketing and client service. It improves trust, makes conversations easier, and attracts clients who truly fit—so referrals and conversions become more natural and you can deliver a higher-quality client experience.
094: Take Fridays Back with Stanley C. Leong
Q: What inspired you to create 52 Fridays and pursue a more efficient, lifestyle-friendly model?
I wanted more time with my family and less burnout, and by researching efficiency and coaching with peers, I realized you could triple revenue and still work far fewer hours. This led to building a framework focused on focus, structure, and clarity.
092: From Fragile to Anti-Fragile: How to Become a Better Investor in Retirement
Q: What questions should someone ask a potential advisor to determine if they're a good fit?
Ask whether the advisor starts with a plan, focuses on goals, and demonstrates the ability to slow down and look at the whole picture before discussing products, to ensure alignment with long-term objectives.
092: From Fragile to Anti-Fragile: How to Become a Better Investor in Retirement
Q: For someone who procrastinated and is now older, is it still possible to catch up and retire well with a plan?
Yes, while earlier is better, retirees in their 60s and 70s can still improve outcomes by starting a plan, defining goals, reducing unnecessary expenses, and incrementally building investment paths that align with those goals.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Influential Advisor

What is The Influential Advisor 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.

Where can I find podcast stats for The Influential Advisor?

Rephonic provides a wide range of podcast stats for The Influential Advisor. 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 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Influential Advisor get?

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What are the audience demographics for The Influential Advisor?

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How many subscribers and views does The Influential Advisor have?

To see how many followers or subscribers The Influential Advisor 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?

These podcasts share a similar audience with The Influential Advisor:

1. The Diamond Podcast for Financial Advisors

How many episodes of The Influential Advisor are there?

The Influential Advisor launched 7 years ago and published 112 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?

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.

Where can I see ratings and reviews for The Influential Advisor?

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What guests have appeared on The Influential Advisor?

Recent guests on The Influential Advisor include:

1. Dale Montgomery
2. Dan Carver
3. Jim Charles
4. Sarah Charles
5. Scott Snyder
6. Rick Krebs
7. Jason Wendt
8. Christopher Haight

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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