Podcast Episodes
Back to Search[Ep. 1] The Short Book Formula Author Program: Your Book Journey Begins - Taking the First Step
What if your book could be the ultimate conversation starter, opening doors for your business you've never imagined? In this episode of the Short Book Formula podcast series, I promise you'll uncover…
Published on 9 months, 3 weeks ago
072: Thriving as an Advisor in the Age of AI with Sam Sivarajan
In this podcast episode, I welcome Sam Sivarajan, an expert in behavioral finance and a leader in coaching financial advisors, to explore the transformative intersection of artificial intelligence, …
Published on 10 months, 2 weeks ago
071: The $1.5 Trillion Blind Spot: What Every Advisor Needs to Know About Addiction with Cheryl Canzanella
In this podcast episode, I welcome Cheryl Canzanella, an advocate for opioid financial awareness, to discuss the often-overlooked connection between addiction and financial planning.
This episode high…
Published on 10 months, 4 weeks ago
070: Truest Fan: Aligning Purpose with Business Success with Rob Brown
In this podcast episode, I welcome Rob Brown, author of Truest Fan and a business coach, to explore how purpose-driven practices can transform your business and personal life.
Rob's unique approach to…
Published on 11 months, 3 weeks ago
069: From Clients to Advocates: Unlocking the Psychology of Referrals with Dan Allison
In this podcast episode, I welcome Dan Allison, co-founder of The Exchange Group, and behavioral psychology expert, to discuss the science behind effective referral strategies.
This episode provides …
Published on 11 months, 3 weeks ago
068: Work Less, Earn More: Libby Greiwe’s Guide to Building a 7-Figure Practice with More Freedom
In this podcast episode, I welcome Libby Greiwe, host of The Efficient Advisor podcast and and a former financial advisor turned business efficiency coach.
Libby shares her inspiring journey of transf…
Published on 1 year ago
067: High Income Doesn't Have to Mean High Taxes: "The Great Tax Escape" insights with Amazon Bestselling Author Eric Pierre
In this podcast episode, I welcome Eric Pierre, CPA and author of "The Great Tax Escape,".
Eric runs Pierre Accounting, with offices in Houston, Austin, San Diego, and Los Angeles. His Amazon bestsel…
Published on 1 year ago
066: Unlocking Your One Big Idea: Insights with Gabe McManus
In this podcast episode, I welcome a special guest my older brother, Gabe McManus. Gabe joined our team as a book coach this year, bringing his deep passion for personal finance and his unique backgr…
Published on 1 year, 1 month ago
067: Advisor to Influencer: Amplify Your Book's Impact with a Virtual Speaking Tour
Ready to turn your book into a business powerhouse? Discover how financial professionals can attract high-value clients by leveraging a virtual speaking tour. We'll take you through innovative strate…
Published on 1 year, 2 months ago
066: 5 Proven Strategies to Market Your Book as a Financial Advisor
Can a book be the ultimate tool in your professional toolkit? Discover how to transform your book into a client magnet using the Short Book Formula's five high-impact strategies. From gifting persona…
Published on 1 year, 2 months ago