Podcast Episodes
Back to Search095: Bernd Steinebrunner: Beyond the Numbers — Building a Financial Dashboard for a Life Without Regrets
Most people doing the right things financially still have no idea if they're actually on track.
They're saving, investing, contributing to the 401k — …
9 hours ago
094: Take Fridays Back with Stanley C. Leong
He built a successful practice — and it was quietly destroying your life.
That's exactly where Stanley C. Leong found himself a decade ago. Making $60…
2 days, 12 hours ago
093: Ron Phelps On Values, Service, And Real-World Wealth Advice
Episode Summary
Ron Phelps, a wealth advisor with nearly 30 years of experience, joins the Influential Advisor Podcast to discuss his book Beyond the …
2 weeks, 5 days ago
092: 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…
3 months, 3 weeks 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 i…
5 months, 3 weeks 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 compa…
6 months, 1 week 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 devastatin…
6 months, 1 week 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 …
9 months, 1 week 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 th…
9 months, 1 week 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 Stone…
9 months, 1 week ago