Podcast Episodes
Back to Search082: The Wealth Builder: Essential Strategies for Business Owners, Entrepreneurs, and High-Achievers with Paul Cook
Episode Summary:
Many entrepreneurs focus intensely on growing their businesses while neglecting personal financial security. Paul Cook, a veteran insurance professional with decades of experience, re…
Published on 6 months, 1 week ago
081: Beyond Money Management: The Value of Personal Connection in Financial Advising with Urban Adams
Episode Summary:
In a world dominated by digital platforms, Urban Adams offers a refreshingly human approach to financial advising. With 25 years in the industry and a philosophy grounded in stoicism,…
Published on 6 months, 1 week ago
080: [Introduction] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus
Get the full version of the book on Amazon.
Or go to www.theshortbookformula.com to learn more about our services.
Support the show
Published on 6 months, 2 weeks ago
079: Words That Win: Turning Financial Expertise into Client-Attracting Language with Hillary Gale
Episode Summary:
There's a significant gap affecting nearly every financial advisor: the disconnect between their expertise & their ability to communicate it in a way that resonates with prospects. Hi…
Published on 6 months, 2 weeks ago
078: Building a Values-Driven Advisory Practice with Morgan Nichols
Episode Summary:
Many financial advisors find their practices increasingly transactional despite their best efforts. In this conversation, Morgan Nichols unpacks how she's pioneered an approach that p…
Published on 6 months, 3 weeks ago
077: Beyond Break Even: Mastering Social Security Strategies with Russ Gaiser and Mike Hoeflich
Episode Summary:
In today's episode, Russ and Mike unpack their insightful five-pillars framework for Social Security optimization and reveal strategies that could help maximize retirement benefits. W…
Published on 6 months, 3 weeks ago
076: Intentional Legacy: Aligning Wealth and Values Across Generations
This episode features an in-depth conversation with Morgan Nichols and Kelly Bays, financial advisors at Ameriprise and co-authors of the new book "Intentional Legacy." The discussion explores how le…
Published on 6 months, 4 weeks ago
075: The Personal CFO Revolution: Interview with Bestselling Author Erik Brenner
In this episode of The Influential Advisor podcast, host Paul interviews Erik Brenner, founder of Hilltop Wealth and Tax Solutions with 32 years of experience in wealth management. Erik discusses his…
Published on 7 months ago
074: "From 4,000 Stalled Words to Bestseller: The "Beyond Break Even" Success Story"
In this inspiring episode, we sit down with Russ Gaiser and Mike Hoeflich, financial advisors and authors of the bestselling book "Beyond Break Even."
Discover how they transformed their stalled manu…
Published on 8 months, 1 week ago
073: Worry Free Wealth | How Ancient Wisdom Can Transform Your Financial Future with Shuey Wyne
In this podcast episode, I welcome I welcome Shuey Wyne, V.P. Wealth Advisor at RVW Wealth and author of the Amazon bestseller Worry-Free Wealth. Shuey offers a unique take on wealth management, com…
Published on 9 months, 2 weeks ago