Podcast Episodes
Back to Search092: From Fragile to Anti-Fragile: How to Become a Better Investor in Retirement
Joseph Falbo has spent 30 years helping people navigate retirement, from the 1999 tech boom through COVID and beyond. In this episode, we explore his concept of the "functional retirement advisor" an…
Published on 2 hours ago
091: Find Stories So Powerful Your Clients Can't Help But Share Them | Financial Advisor Book Writing Webinar
In this transformative webinar, Paul and Gabe McManus reveal why your most powerful marketing assets—your client transformation stories—are trapped in your head, and exactly how to turn them into a b…
Published on 2 months ago
090: "Engineering Your Finances: The Tech Professional's Roadmap to Financial Success" with Stanley Leong
Episode Summary: A tech professional in her 50s had everything planned—enough saved to retire at 55. Just one problem: 80% of her net worth was company stock. Stanley Leong warned her to diversify. S…
Published on 2 months, 2 weeks ago
089: Why 70% of Advisors Lose Their Best Clients After Business Sales—And How to Keep Yours with Jeff Armstrong
Episode Summary:
Your best client just sold their business for $8 million and calls to say they're moving everything to Goldman Sachs. This devastating scenario happens to 70% of advisors, but Jeff Ar…
Published on 2 months, 3 weeks ago
088: Book #1 Tripled His Business. Here's Why He's Writing 3 More. With Guest Anton Anderson
Episode Summary:
After 11 years scaling Elite Resource Team, Anton Anderson's revenue tripled when he released "The Art of Collaboration" in 2024. He shows how one book became a growth flywheel, why h…
Published on 5 months, 2 weeks ago
087: Beyond Enough: Building Financial Confidence for Meaningful Impact with Andrew LaFontain
Episode Summary:
Andrew shares the tragic story that changed his career: a couple delayed retirement until reaching a financial milestone, only for the wife to pass away before they could enjoy it. Th…
Published on 5 months, 3 weeks ago
086: The Book-Launch Party Playbook for Financial Advisor Authors with Elyse Stoner & Angela York
Episode Summary:
Ever hosted a client event and wondered if it truly moved the needle for your business? In this episode, we’re joined by Elyse Stoner and Angela York—co-founders of Event Advisors—wh…
Published on 5 months, 3 weeks ago
085: Paycheck to Prosperity: The G4 Cashflow Model for Lasting Financial Freedom with Stephen V. Soderstrom
Episode Overview
Financial advisor Stephen Soderstrom reveals why high earners struggle with the paradox of "I make good money, where does it all go?" After watching countless successful professionals…
Published on 6 months ago
084: [Audiobook] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus
Transform Your Book into a Million-Dollar Client Attraction System
Most financial advisors who write books make a critical mistake: they focus on book sales instead of client acquisition. This compreh…
Published on 6 months ago
083: Fearless Finance: Building Confidence Through Financial Clarity with Laura Rehbein
Episode Summary:
Laura Rehbein shares her journey from becoming head of household at age 12 in rural Michigan to building a successful financial advisory practice over nearly three decades. Her book "…
Published on 6 months ago