Best Paul G Mcmanus Podcasts (2024)

1
The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice with Paul G. McManus and Tony Maree Torrey 47:05

32m ago47:05

47:05

Welcome back to the show Quantum Growth for Financial Advisors listeners! Today we welcome back Paul G. McManus and Tony Maree Torrey of More Clients More Fun (MCMF) Publishing to discuss going deeper on synergistic marketing in the financial services industry. Paul and Tony introduce the concept of the “influencer accelerator” strategy to leverage…

1
051: Skyrocket Your Credibility: Paul G McManus on the "Power of Authority by Association" as featured on the Influential Entrepreneurs Podcast 3:27

5d ago3:27

3:27

Listen to the full episode on the Influential Entrepreneurs Podcast with Mike Saunders episode here: https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host/ Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.…

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053: Safeguarding Your Clients: Elite Tax Strategies and Audit Defense with Ben Golden 28:42

1d ago28:42

28:42

In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning. This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution. Ben's Journey: From Tax Crisis to Tax Expert…

1
052: [Author Interview] The Tax-Smart Retiree with Phil Putney 26:30

7d ago26:30

26:30

In this episode, I welcome Phil Putney, a CPA and author of the Amazon number one bestseller, "The Tax Smart Retiree: A Guide to Thriving in Your Golden Years." Over the past year, we collaborated to transform Phil's extensive experience and knowledge into a book that guides retirees through the complexities of tax-efficient retirement planning. Fr…

1
Unlocking Your True Entrepreneurial Potential Part 2 with Dan Sullivan 37:34

5d ago37:34

37:34

We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 2 of this 2 Part Episode, today we talk about how to unlock your true entrepreneurial potential. Dan and Jon reflect on the inherent traits of entrepreneurs and their The post Unloc…

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050: Efficient Estate Settlements with Josh Yager 31:02

16d ago31:02

31:02

In this episode, I welcome Josh Yager, managing partner at Anodos and a licensed attorney, to discuss the often complex world of estate planning and settlement. This episode explores Josh's innovative approach to collaboration among professionals in law, accounting, and financial planning to ensure effective estate settlements. Josh's Journey: From…

1
049: The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice 27:51

28d ago27:51

27:51

In this episode, I host my business partner and the co-creator of the Authority Accelerator Program, Tony Maree Torrey. We dive deep into the nuances and benefits of our innovative program designed to elevate financial service providers by establishing them as trusted authorities in their industry. The Authority Accelerator Program: Elevating Finan…

1
Unlocking Your True Entrepreneurial Potential Part 1 with Dan Sullivan 30:39

29d ago30:39

30:39

We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 1 of this 2 Part Episode, today we talk about how to unlock your true entrepreneurial potential. Dan and Jon reflect on the inherent traits of entrepreneurs and their The post Unloc…

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048: "The Art of Collaboration: When Two Tribes Stop the War" with Paul Latham 26:00

1M ago26:00

26:00

In this episode, I welcome Paul Latham, the co-owner of Elite Resource Team and a pioneering thought leader for accountants. This episode offers a deep dive into how Paul and his partner, Anton Anderson, are bridging the gap between CPAs and financial advisors, fostering a collaborative environment for mutual benefit. Paul shares insights on his up…

1
Quantum Growth: Navigating Expansion, Change and Success in Wealth Management with Jared Cohen 42:51

1M ago42:51

42:51

On this week’s episode of Quantum Growth for Financial Advisors, we welcome one of our most successful coaching clients - Jared Cohen, CEO and founder of Onyx Bridge Wealth Group. Jared shares his journey from a large broker dealer to launching an RIA and the remarkable growth his team has undergone. He discussed the organic The post Quantum Growth…

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047: The Future of Wealth: Innovations in Tax Planning with Jim Duggan 23:28

2M ago23:28

23:28

In this episode, I welcome Jim Duggan, founder of Duggan Bertsch, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Join us as we explore Jim's transformative journey from corporate law to pioneering comprehensive tax strategies, ensuring solid wealth management for high-net-worth individuals. In…

1
Situational Leadership Masterclass with Jon Kuttin 26:16

2M ago26:16

26:16

Ready for a real hands-on and problem solving session with Jon Kuttin on situational leadership? Join us for this week’s podcast with Jon and a hands on training with the KWM team as Jon goes deep into understanding how to effectively leverage the situational leadership model to lead down, across and up across your organization. The post Situationa…

1
046: [Author Interview] "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business"with Arron Bennett 27:23

2M ago27:23

27:23

In this episode, I welcome Arron Bennet, author of the book "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business." This book presents an essential guide for cybersecurity companies eager to enhance their growth and profitability with unmatched efficiency. Arron's Inspiring Journey: From Down Under to Top Entrepreneur: …

1
Featured Podcast: Top Advisor Marketing Podcast – Insider Secrets for Accelerating Growth With Jon Kuttin and Matt Halloran 35:06

2M ago35:06

35:06

This week, we have a special episode featuring Jon Kuttin and Matt Halloran on the Top Advisor Marketing Podcast by ProudMouth! Advisors, what are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals? In this episode, Matt Halloran is joined by Jon Kuttin – CEO of Kuttin Consulting Group, The post…

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045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech Innovator 23:12

3M ago23:12

23:12

In this episode, I welcome Jackie Meyer, the President and Founder of TaxPlanIQ. Jackie shares her transformative journey from running a CPA firm to revolutionizing tax planning through her innovative software platform. This episode offers invaluable insights for financial advisors and accountants looking to enhance their services and client satisf…

1
044: The Journey to Becoming a Best-Selling Author: Insights from Paavan Kotini 5:11

2M ago5:11

5:11

Ever dreamt of penning a bestseller? Tune in as our latest guest, an Amazon chart-topper, spills the secrets on how they crafted a hit with their debut book and the incredible highs of authorship. Witness firsthand the trials and triumphs of a novice navigating the publishing labyrinth, and how the right guidance can turn a fledgling idea into a li…

1
043: [Author Interview] "Effortless Wealth: The S.W.A.N. Approach to Unlocking Wealth for Busy Professionals" with Best-Selling Author Paavan Kotini 26:27

3M ago26:27

26:27

In this episode, I welcome Paavan Kotini, founder of Kotini and Kotini, and author of "Effortless Wealth: The S.W.A.N.™ (Sleep Well At Night) Approach to Unlocking Wealth for Busy Professionals " a book that has quickly climbed the ranks to become an Amazon number one bestseller. His book introduces a holistic approach to wealth management and fina…

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042: [Chapter 1 Sneak Peek] "Planning For The Certainty of Uncertainty" by Jon Kuttin and Digitally Narrated 5:15

2M ago5:15

5:15

This is the first chapter of Jon Kuttin's soon-to-be-released book: "Planning For the Certainty of Uncertainty In Retirement." About The Author: Jon Kuttin LinkedIn: https://www.linkedin.com/in/jonkuttin/ Website: https://www.kuttinconsultinggroup.com/ Financial Advisor Success Syndicate (FASS): https://joinfass.com/ About Your Host: Paul G. McManu…

1
041: [Author Interview] "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom" with Joe and Marissa LoPresti 20:02

3M ago20:02

20:02

In this episode, I welcome Joe and Marissa LoPresti, the father-daughter co-authors of "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom". Their book introduces an integrated approach to wealth management and business exit planning, aimed at securing financial freedom for business owners. They …

1
040: 10 Years of Transforming Advisor-CPA Relationships with Anton Anderson 44:16

3M ago44:16

44:16

In this episode, I welcome back Anton Anderson, CEO of Elite Resource Team, as my second repeat guest. He will share his unique approach to forming strategic partnerships with CPAs. We explore the transformative power of collaboration in wealth management, highlighting Anton's transition from traditional financial advisory to founding the Elite Res…

1
039: (Audible Summary) Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and Their Advisors by James A. Lavorgna 4:52

3M ago4:52

4:52

Wealth Unleashed is an essential guide for business owners, wealthy families, and their advisors seeking to navigate the complexities of wealth and taxation with confidence and strategic prowess. Written by seasoned financial expert James A. Lavorgna, this book offers up-to-date insights into the virtual family office (VFO), an innovative model des…

1
Taking WOW to the Next Level: Beyond Thoughtful Gestures with Michael Futterman 47:30

3M ago47:30

47:30

On this week's episode of Quantum Growth for Financial Advisors, we welcome Mike Futterman! Mike and Jon discuss the importance of advisors narrowing down their client base to a manageable number and providing exceptional service beyond just financial aspects in today's competitive marketplace. The conversation revolved around the impact of chemica…

1
038: Unlock Your Business Potential: Strategies for Cash Flow Management, Tax Savviness, and Planning Your Business Exit with Tina Pittman 22:06

3M ago22:06

22:06

In this episode, I have the pleasure of hosting Tina Pittman, the author of "Unlock Your Business Potential: Achieving Financial Success with Cash Flow Management." Tina will share valuable insights and transformative strategies from her book. Together, we'll explore the vital importance of managing cash flow for business success. Beyond being a gu…

1
The Seven Motivations of Leaders and Driving Employee Engagement Featuring Ray Kelly 37:37

3M ago37:37

37:37

We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, Ray discusses how to achieve full engagement from a team. Ray emphasizes the importance of understanding employee motivations and delves into some key insights and findings on how to influence that process The post The Sev…

1
A Discussion on the Entrepreneurial Operating System (EOS) 32:56

4M ago32:56

32:56

On this week's episode of Quantum Growth for Financial Advisors, Jena and Jon delve into the concept of EOS, with Jon sharing his firm's experience using it and its commonality among successful entrepreneurial businesses. They discuss the roles of a visionary and an integrator within a business and how EOS helps in defining and achieving The post A…

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037: Revolutionizing Wealth Management: Insights from 'Wealth Unleashed' with Jim Lavorgna 25:13

4M ago25:13

25:13

In this episode, I have the pleasure of hosting Jim Lavorgna, the author of "Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and their Advisors." Our discussion is set to be insightful as we dive into Jim's unique insights and the innovative strategies outlined in his book. Jim is also a valued client. He'll …

1
Leading Financial Services Teams – Small Changes That Lead to Big Results with Julie Genjac and John Diehl of Hartford Funds 51:33

4M ago51:33

51:33

As we start off 2024, are you looking at changes to make within your team to drive better results this year? On this week’s episode of the Quantum Growth for Financial Advisors podcast, we talk to Julie Genjac and John Diehl of Hartford Funds to review some key concepts of leading financial services teams by The post Leading Financial Services Team…

1
Best Quantum Growth Moments of 2023 41:19

5M ago41:19

41:19

As we head into the last few weeks of 2023 and get ready for the holiday season, we wanted to end this year of growth and personal development on a positive note and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast this year! Listen in for The post Best Quantum Growth Moments of 2023 appeared first…

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036: Podcasting Secrets for Financial Advisors: Building Authority and Attracting High-Value Clients with Matt Halloran 47:32

6M ago47:32

47:32

In this episode, I have the pleasure of hosting Matt Halloran, co-founder of Proud Mouth, a trailblazing company redefining the marketing landscape for financial advisors through the strategic use of podcasting. Join us as we delve into how Matt's innovative approach is revolutionizing the way financial advisors build influence and authority in the…

1
Leveraging Financial Data to Drive Business Results with Sean Rogers 44:07

5M ago44:07

44:07

Are you automating your bookkeeping and leveraging technology for business growth? On this week’s episode of the Quantum Growth for Financial Advisors podcast, we talk to Sean Rogers, the founder and CEO of Digital Financial Officers. Sean shares his experience in providing personal CFO work to high-net-worth individuals and their families which le…

1
Featured Podcast: Ray Kelly on The Million Dollar Producer Show – Transformative Leadership to Build a Billion-Dollar Wealth Management Firm 47:11

6M ago47:11

47:11

We are back with a special episode this week before Thanksgiving featuring Ray Kelly on the Million Dollar Producer show, hosted by Paul G. McManus. In this episode, Paul welcomes leadership expert Ray Kelly to his podcast. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career The post Featured Pod…

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035: The AI Revolution in Accounting: Sean Rogers' Blueprint for the Future 34:56

6M ago34:56

34:56

In this episode, my guest is Sean Rogers, President and Founder of Digital Financial Officers, a company revolutionizing small business accounting and finance through AI and technology. Discover how Sean's innovative platform is transforming the way CPAs and financial advisors serve their clients. The insights he shares during this episode will be …

1
034: Ray Kelly on Transformative Leadership for Building Billion-Dollar Wealth Management Firms 46:20

6M ago46:20

46:20

In this episode, I'm excited to welcome leadership expert Ray Kelly to the show. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career to empowering financial advisors and executives with unparalleled leadership skills. His unique approach has transformed countless careers and companies, making him…

1
10x Growth: Unleashing the Power of Exponential Success Part 2 with Dan Sullivan 27:35

6M ago27:35

27:35

We are back again this week with Part 2 of one our most anticipated episodes of the Quantum Growth for Financial Advisors Podcast! This week, we welcome back Dan Sullivan of Strategic Coach to our show to continue the discussion about his new book: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by The post 10x Growth: Unleashing …

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033: Podcasting for Influence: Amplifying Your Financial Expertise with Mike Langford 1:00:20

7M ago1:00:20

1:00:20

In this episode, I'm thrilled to welcome podcasting industry expert Mike Langford. As the CEO of a top podcast production company and the host of multiple successful shows, Mike has extensive knowledge of using podcasting to boost your brand. Mike is an expert in leveraging podcasting as a powerful marketing tool. He knows how to use it to build au…

1
032: NEW AUDIOBOOK: "From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients" 1:02:30

7M ago1:02:30

1:02:30

From Author to Authority is a groundbreaking book that empowers financial authors to leverage the full potential of LinkedIn to amplify their visibility, establish themselves as industry thought leaders, and attract high-value clients. Authored by Paul G. McManus, a renowned LinkedIn marketing expert with a proven track record of helping financial …

1
031: The Inside Story of Marketing the World's Top-Selling Financial Book with Shane Hackett 49:52

7M ago49:52

49:52

In this episode, I am thrilled to have a fellow book marketing expert on the show. Shane Hackett is here to share his insights and strategies that have helped generate millions of dollars in assets under management for his clients. With a profound understanding of integrated marketing and a consistent track record of success, Shane has repeatedly d…

1
10x Growth: Unleashing the Power of Exponential Success Part 1 with Dan Sullivan 36:47

7M ago36:47

36:47

We are back this week with one of our most anticipated episodes of the Quantum Growth for Financial Advisors Podcast! This week, we welcome Dan Sullivan of Strategic Coach to our show to talk about his new book: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less. Jon has been a The post 10x Growth: Unleashing the Power …

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030: Marketing Magic: Tina Beck and the Financial Advisor Success Syndicate (FASS) 41:42

7M ago41:42

41:42

In this episode, I welcome Tina Beck back to the show. Tina is the Chief Marketing Officer at Elite Consulting Partners, the president of Elite Marketing Concepts, and a founding member of the Financial Advisor Success Syndicate. With over 25 years of experience in financial services marketing, Tina has collaborated closely with independent advisor…

1
029: Building an $1.5 Billion Financial Empire: Nancy Brunetti on the Creation and Growth of Johnson Brunetti" 30:17

7M ago30:17

30:17

In this episode, I welcome Nancy Brunetti back as my first-ever repeat guest. Nancy, a retired financial services professional, co-founded Johnson Brunetti, a tremendously successful financial services firm boasting over $1.5 billion in assets under management. Today, she provides updates on her semi-retirement journey and delves into her passion f…

1
Leveraging LinkedIn Marketing to Increase Your Influence and Drive Results with Paul G. McManus 53:54

7M ago53:54

53:54

We are back with our another episode of Quantum Growth for Financial Advisors with Jon Kuttin to learn how you can leverage one of the most powerful and networking tools in the financial services industry - LinkedIn! Join Jon Kuttin and Paul G. McManus of More Clients More Fun and author of The Short Book The post Leveraging LinkedIn Marketing to I…

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028: Building a Seven-Figure Financial Practice with Tony Maree Torrey 42:32

7M ago42:32

42:32

In today's episode, I’m joined by the success coach and bestselling author, Tony Maree Torrey. Tony Maree is known as LA's Foremost Success Coach for financial professionals and founding CEOs. With over 20 years of experience and a unique approach that combines business coaching, insightful psychology, and sharp business strategies, she empowers he…

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027: [Audiobook] The Virtual Family Office: The Future of Ultra-High Net Worth Advisory by Alex Sonkin 1:47:42

8M ago1:47:42

1:47:42

Welcome to this special episode of the podcast! Today, we have a unique opportunity to share a book with you that we helped our client write and publish, including creating the audiobook. We are incredibly proud of this achievement and see it as a testament to the power of short books to attract your ideal clients. "The Due Diligence Project: How O…

1
From Solo Advisor to Elite Organization – Episode 401 – 5M to 10M GDC – Part 1 44:03

8M ago44:03

44:03

We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin. This week, we continue our Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! In our first episode we reviewed the beginning of the journey as an advisor to get to 1M The post From S…

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026: The Financial Advisor's Journey to Extraordinary Growth: A Conversation with Jon Randall 27:50

8M ago27:50

27:50

In this episode of The Million Dollar Producers Show, I speak with Jon Randall, the founder of Extraordinary Financial Advisors. Jon discusses the different stages of growth for financial advisors and the challenges they face when going from one million to five million in revenue. [Main Takeaways] - Jon's background as a financial advisor and how h…

1
Introducing Our FASS Founding Member – Frank LaRosa 54:49

8M ago54:49

54:49

We are back with our next FASS founder spotlight on the Quantum Growth for Financial Advisors podcast. Today, we introduce Frank LaRosa, CEO and President of Elite Consulting Partners. The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the The pos…

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025: Becoming a Bestselling Author: Overcoming Fear and Embracing Vulnerability with Robyn Crane 48:41

8M ago48:41

48:41

In this episode of the Million Dollar Producers Show, you'll learn how to build your authority brand through publishing books and other marketing strategies. Our guest is Robyn Crane, a bestselling author, certified financial planner, business coach, and advocate for women in finance. Robyn shares her personal journey of taking her business from $5…

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024: Inside the $8 Billion Empire: A Conversation with Barron's Hall of Fame Advisor Jon Kuttin 50:10

9M ago50:10

50:10

In today's episode, I had the privilege of sitting down with Jon Kuttin, the mastermind behind Kuttin Wealth Management. Managing a staggering $8 billion in assets and earning a spot in Barron's Hall of Fame, Jon's influence in the industry is undeniable. Key Takeaways: - Jon's new book, "Unshakable Planning for the Certainty of Uncertainty in Reti…

1
Introducing Our FASS Founding Member – Tina Beck 29:07

8M ago29:07

29:07

We are back with our next FASS founder spotlight on the Quantum Growth for Financial Advisors podcast. Today, we introduce Tina Beck, CMO of Elite Consulting Partners and President of Elite Marketing Concepts The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow The p…

1
023: Short Books, Big Doors: Securing Executive Access By Publishing A Short Book with Michael Budnick 40:52

9M ago40:52

40:52

In this episode, Paul G McManus sits down with Michael Budnick, a seasoned financial advisor and bestselling author. Dive into their discussion about the transformative power of writing and publishing books, the ever-evolving landscape of target audiences, the rising demand for audiobook versions, and an exclusive opportunity for financial advisors…

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