The Influential Advisor podcast

8:42

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 manuscript into a #1 bestseller in five categories in just six months, and how their book has opened unexpected doors for their financial practice. Whether you're a financial professional considering authorship or someone who's stuck on a creative project, this conversation offers valuable insights on the power of following a proven process. WHAT YOU'LL LEARN Why even knowledgeable experts struggle to turn their expertise into published books The critical turning point that took Russ and Mike from 4,000 stalled words to bestseller status How publishing a book changes client perception without changing your actual expertise The unexpected business opportunities that emerged after publication Why "commitment trumps interest" in the book publishing process The value of following a proven system rather than trying to reinvent the wheel KEY QUOTES "We probably got about 4,000 words in and we just stalled, because we didn't really have a strategy." - Russ "It's been so rewarding beyond measure." - Mike "We've always told people if it's not broke, don't fix it in our business... And it's funny when Paul talked about one of the strategies of launching the book, I'm thinking, 'there's no way I have time to do all that.' And I said, 'no, Russ, take your own advice, do not deviate from the process.' And so we didn't. And it was completely incredible." - Russ "I'd break it down like this, the two words interested or committed. And we've been just so committed to this, like the excellence of retirement income planning." - Russ RESOURCES MENTIONED "Beyond Break Even" - Bestselling book by Russ and Mike "The Short Book Formula" - Paul's book on the publishing process "The Efficient Advisor" podcast with Libby Greiwe ABOUT OUR GUESTS Russ Gaiser and Mike Hoeflich are financial advisors specializing in retirement income planning. With decades of combined experience helping clients secure their financial futures, they recently channeled their expertise into the bestselling book "Beyond Break Break Even," which reached #1 in five categories. NEXT STEPS If you're a financial professional interested in publishing your own book, visit www.theshortbookformula.com to learn about our proven process for turning your expertise into a published book in 6-12 weeks. Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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073: Worry Free Wealth | How Ancient Wisdom Can Transform Your Financial Future with Shuey Wyne 34:05

8 weeks ago34:05

34:05

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, combining timeless wisdom with evidence-based investing. We explore his unconventional path from rabbinical studies to managing over $1.6 billion in assets and discuss key principles for avoiding financial mistakes, delegating effectively, and building long-term wealth security. Shuey’s Journey: From Rabbi to Wealth Advisor Early Influences: Raised in a rabbinic household, Shuey was deeply involved in religious education and leadership, following in his father’s footsteps. Ordination & Community Leadership: He received his rabbinical ordination and served as an associate rabbi before transitioning to finance. Discovering His Calling: Through counseling, he realized that financial insecurity was a major source of stress for people, leading him to pivot into wealth management. Joining RVW Wealth: Now a senior advisor, he helps clients navigate financial planning with a focus on achieving peace of mind. The Wealth Pyramid: A Blueprint for Financial Security Peace of Mind Foundation: Covering essentials like insurance, estate planning, and asset protection. Core Nest Egg: A diversified approach incorporating equities, real estate, private credit, and bonds to preserve and grow wealth. Speculative Investments: Identifying high-risk opportunities and ensuring they complement, rather than endanger, overall financial security. Biggest Financial Mistakes & How to Avoid Them Divorce: The single largest financial disruptor, often leading to long-term financial setbacks. Underinsurance: Many professionals and business owners are inadequately insured, exposing themselves to unnecessary financial risk. Speculative Investing: Without a strong financial foundation, risky investments can lead to significant losses. What to Look for in a Wealth Advisor Pure Fiduciary Duty: Advisors should act in their clients’ best interests 100% of the time. Evidence-Based Investing: A data-driven approach to financial decision-making, rather than speculation. Transparent Compensation: Understanding all fees, including advisory, investment, and tax costs, is essential. About our guest: Shuey Wyne, V.P. Wealth Advisor at RVW Wealth and author of the Amazon bestseller Worry-Free Wealth . You can learn more about his work: https://www.linkedin.com/in/shuey-wyne-42b546230/ https://worryfreewealthbook.com/ About Your Host : Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Support the show…

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072: Thriving as an Advisor in the Age of AI with Sam Sivarajan 30:41

12 weeks ago30:41

30:41

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, behavioral finance, and human connection in financial advising. This episode provides insights into how advisors can embrace technology while deepening their human connection with clients. It also highlights Sam's practical frameworks for thriving in an AI-driven world, along with lessons from his impressive career journey. Sam's Journey: From Corporate Lawyer to Behavioral Finance Expert Career Transitions: Sam's career began as a corporate lawyer in Canada before transitioning to investment banking in London, England. Wealth Management Leadership: Returning to Canada, he led three major wealth management firms, serving some of Canada’s wealthiest families. Behavioral Finance Doctorate: His fascination with human behavior in financial decisions led him to earn a doctorate in behavioral finance and develop actionable frameworks for advisors. Behavioral Finance: The Human Algorithm in Financial Advice Understanding Human Behavior: Sam emphasizes that the most critical financial decisions are driven by human emotions, motivations, and behavior rather than just technical analysis. The 3D Framework: Discovery: Digging deeper into clients’ goals, fears, and motivations using open-ended questions and active listening. Design: Collaborating with clients to create plans they feel ownership over, leveraging behavioral insights like the IKEA effect. Discipline: Preparing clients to stay calm and focused during market shocks by building adaptability and resilience. Leveraging AI as a Tool, Not a Replacement Complementing Human Judgment: Sam underscores that while AI is a powerful tool for efficiency, it cannot replace the nuanced understanding and empathy of human advisors. Widening Perspectives: Using AI to analyze data and provide alternative viewpoints can enhance decision-making but requires human oversight to avoid blind spots. Key Takeaways for Advisors Human Connection is Key: Advisors who prioritize emotional intelligence, adaptability, and simplification of complex ideas will stand out in the next decade. Behavioral Coaching as a Differentiator: Helping clients overcome emotional barriers and align their actions with their goals is crucial. Embrace Technology Thoughtfully: Use AI to enhance efficiency and broaden perspectives, but rely on human judgment for nuanced decision-making. About our guest: Sam Sivarajan, an expert in behavioral finance and a leader in coaching financial advisors You can learn more about his work: https://www.samsivarajan.com/ About Your Host : Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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071: The $1.5 Trillion Blind Spot: What Every Advisor Needs to Know About Addiction with Cheryl Canzanella 27:07

14 weeks ago27:07

27:07

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 highlights the profound impact of the opioid epidemic on families and financial advisors, offering practical strategies to support clients dealing with the financial and emotional toll of addiction. Cheryl’s powerful personal story and her mission to educate financial professionals provide a fresh perspective on how advisors can better serve their clients. Cheryl’s Journey: From Financial Advisor to Advocate A Career in Finance : Cheryl spent 25 years as a successful financial advisor, helping clients navigate life’s uncertainties. Personal Tragedy : After losing her husband to an opioid overdose at the age of 38, Cheryl experienced firsthand the devastating impact of addiction on families and finances. Finding Her Voice : She turned her personal loss into a mission, educating financial advisors about the economic and emotional challenges clients face due to addiction. The Opioid Epidemic: A Financial Planning Crisis Staggering Statistics : Addiction costs the U.S. economy an estimated $1.5 trillion annually, with 200 lives lost daily to opioid overdoses. Red Flags for Advisors : Cheryl shares signs that financial advisors can look for, such as sudden asset liquidation, changes in beneficiaries, or uncharacteristic financial behavior. Emotional Barriers : Many clients feel shame or denial about addiction, making it essential for advisors to create a judgment-free, confidential environment. Equipping Advisors to Help Clients Proactive Strategies : Cheryl emphasizes the importance of including addiction-related questions in client fact-finding processes and financial plans. Building Resources : Advisors can partner with counselors, rehabilitation centers, and other professionals to offer holistic support. Education as Key : She highlights the need for industry-wide education to address the stigma surrounding addiction and better support affected clients. Key Takeaways and Future Outlook The Role of Financial Advisors : Advisors are often on the front lines, recognizing financial red flags before others, making their role critical in addressing addiction-related challenges. Breaking the Stigma : Open conversations, education, and empathy are essential to reducing the stigma and fostering hope for affected families. Cheryl’s Mission : Through her work, Cheryl aims to empower financial advisors with the knowledge and resources to make a difference in their clients’ lives. About our guest: Cheryl Canzanella, an advocate for opioid financial awareness. You can learn more about her work: https://cherylcanzanella.com/ https://opioidfinancialawareness.com/ About Your Host : Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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070: Truest Fan: Aligning Purpose with Business Success with Rob Brown 20:09

17 weeks ago20:09

20:09

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 mentoring financial advisors and business leaders, highlighting the importance of self-belief, authentic client relationships, and purposeful action. Rob's Journey Early Career Success: Rob began his career at Payne Weber (now UBS) and spent 25 years as a top-producing financial advisor, earning recognition for his exceptional client service. Leadership Roles: As a branch manager and later COO, Rob oversaw 250 advisors while running his own practice, balancing management and mentorship. Founding His Consultancy: After stepping away from executive roles, Rob established his coaching business, helping advisors rediscover purpose and excel in their careers. Purpose: The Key to Unlocking Authentic Growth Defining Purpose: Rob explains that many advisors feel successful but unfulfilled, measuring their achievements solely by assets under management or revenue. He encourages them to dig deeper into their "why." Beyond Metrics: Purpose isn't just about financial goals; it’s about creating meaningful client relationships, supporting causes, and being intentional in personal and professional life. The Truest Fan Philosophy: Rob emphasizes that being your own truest fan and uplifting others are essential steps to living and leading with purpose. The Power of Authorship in Business Rob’s Writing Journey: He discusses how writing Truest Fan was both a passion project and a strategic business decision. Benefits of Writing a Book: Rob shares how Truest Fan has served as more than just a book—it’s a tool for establishing thought leadership, sharing his philosophy, and connecting with his ideal audience. Advice for Aspiring Authors: Rob encourages anyone considering writing a book to stop overthinking and start writing, emphasizing the lasting impact a well-crafted book can have on your career and personal legacy. Collaborating with Clients for Greater Impact Building Affinity: Rob discusses the power of working with clients you genuinely enjoy, creating natural opportunities for referrals and deepened trust. Elevating Service: He highlights the importance of focusing on what truly matters, such as improving client experiences and building strong teams, rather than being bogged down by routine tasks. Conclusion: Rob Brown’s philosophy of being a Truest Fan offers a fresh perspective on how financial advisors and business leaders can align their goals with their values. By embracing purpose and building meaningful relationships, he demonstrates how success can be both fulfilling and impactful. About our guest: Rob Brown, author of Truest Fan and a business coach. You can learn more about his work: https://truestfan.com/ https://truestfan.com/scorecard/ About Your Host : Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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069: From Clients to Advocates: Unlocking the Psychology of Referrals with Dan Allison 22:51

18 weeks ago22:51

22:51

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 valuable insights into why traditional referral strategies fail and how to transform satisfied clients into active advocates. Dan’s proven approach, rooted in behavioral psychology and two decades of research, helps financial advisors unlock a repeatable process for building trust-driven relationships with both clients and Centers of Influence (COIs). Dan's Journey: From Psychology to Referral Expert Early Business Success: Built and sold his first company by age 27, achieving an eight-figure exit. Industry Transition: A non-compete clause led him to explore the financial services industry through insurance wholesale operations. Research Development: Discovered that most advisors lacked effective referral strategies, leading to extensive focus group research. Why Traditional Referral Strategies Fail Missed Opportunities: 81% of clients who think they’ve referred their advisor have simply shared contact information without follow-up. Overcoming Barriers: Dan explains how behavioral insights can help advisors coach clients to make effective introductions instead of relying on passive referrals. Building Relationships with Centers of Influence (COIs) Understanding COI Hesitation: COIs, like CPAs, often hesitate to refer due to perceived risks, including reputational and financial concerns. Creating Value for COIs: Advisors must demonstrate their expertise, provide tailored resources, and build trust over time to foster reciprocal relationships. Strategic Engagement: Dan highlights the importance of asking COIs about their needs and challenges to create a collaborative foundation. Leveraging Books as a Referral Tool Establishing Credibility: Authorship accelerates trust and positions advisors as experts in their field. Partnering with COIs: Co-authoring books or involving COIs in customized forwards fosters a sense of ownership and deepens the relationship. Key Takeaways Focus on Introductions, Not Referrals: Replace passive “I gave your name to someone” moments with actionable introductions like email connections. Understand COI Motivations: Take the time to learn what COIs value and how to address their concerns. Build a Community: Dan’s SKOOL platform, The Exchange , provides a space for advisors to connect, share challenges, and access expert guidance. Dan’s practical advice and innovative strategies provide a clear roadmap for advisors seeking to grow their practices through referrals. Whether you’re struggling to convert client satisfaction into advocacy or looking to strengthen relationships with COIs, this episode is packed with actionable insights. About our guest: Dan Allison, co-founder of The Exchange Group, and behavioral psychology expert. You can learn more about his work: https://www.skool.com/exchange dan@modelfa.com About Your Host : Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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068: Work Less, Earn More: Libby Greiwe’s Guide to Building a 7-Figure Practice with More Freedom 31:48

19 weeks ago31:48

31:48

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 transforming her practice from 80-hour weeks to a thriving seven-figure business while working just 24 hours a week. Her story and strategies offer a roadmap for advisors looking to scale their business without sacrificing their personal lives. Libby's Journey: The Turning Point: In 2008, she faced a crossroads when she became a new mom, leading her to overhaul her business to achieve balance and freedom. Key Strategies: Libby highlights the importance of automating, delegating, deleting, and streamlining tasks to free up time and boost revenue. Efficiency in Action: From cutting her hours to 24 per week to quadrupling her revenue, she reveals how processes and systems changed everything. The Four-Lens Approach to Practice Efficiency Efficiency Coaching: Libby provides advisors with tools, templates, and frameworks to streamline their practices. Tech Integration: She teaches advisors how to use tools like Zapier, AI, and workflow systems to save time and scale operations. Customized Approach: Her methods are tailored to the advisor’s unique goals—whether it’s more personal freedom, higher revenue, or both. Looking Ahead The Future of AI: Libby emphasizes the importance of integrating AI tools to stay ahead in an evolving industry. Client-Centric Innovation: Advisors who improve efficiency not only benefit personally but also enhance the client experience. Investing in Yourself: She encourages advisors to embrace coaching, community, and lifelong learning to achieve their full potential. Bottom Line: Success in advisory practices doesn't require sacrificing personal life. With proper systems, modern technology, and strategic thinking, advisors can build profitable practices while working fewer hours. The key is starting now and allowing improvements to compound over time. About our guest: Libby Greiwe, host of The Efficient Advisor podcast and and a former financial advisor turned business efficiency coach. You can learn more about her work: https://www.linkedin.com/in/libby-greiwe/ https://www.theefficientadvisor.com/ About Your Host : Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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067: High Income Doesn't Have to Mean High Taxes: "The Great Tax Escape" insights with Amazon Bestselling Author Eric Pierre 23:48

22 weeks ago23:48

23:48

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 bestselling book highlights how high earners can legally reduce their tax burden, challenges common misconceptions about tax planning, and shows how both business owners and W-2 employees earning $500,000+ can benefit from advanced tax strategies. About Eric Pierre Second-generation CPA with licenses in Texas and California. Amazon bestselling author of " The Great Tax Escape ". Stands out in the industry as part of the 1% of Black CPA firm owners. Inside " The Great Tax Escape " Eric reveals how the tax code (40% longer than the Bible) contains hidden opportunities. He breaks down complex strategies for both W-2 employees and business owners, also demonstrates how charitable giving can double as tax strategy Eric shares how his clients use real estate and conservation easements legally. How Eric Helps High Earners His " Redeem Team " of specialized tax professionals focuses on clients earning $500,000+ annually, turning tax code complexity into savings through court-tested strategies. Looking Ahead Eric advises acting now on Roth conversions and preparing for major changes when Trump tax cuts sunset in the coming years. He emphasizes starting estate planning early, especially considering state-specific impacts that could significantly affect your wealth. Bottom Line Making more money doesn't mean you have to pay more in taxes. With proper planning and the right team, you can legally reduce your tax burden while supporting causes you care about. About Our Guest: Eric Pierre, CPA and author of " The Great Tax Escape, ". You can learn more about his work: https://www.greattaxescape.com www.pierreaccounting.com About Your Host : Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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066: Unlocking Your One Big Idea: Insights with Gabe McManus 28:19

26 weeks ago28:19

28:19

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 background in theater and editing to help financial advisors craft compelling narratives for their books. This episode dives into Gabe’s journey from an avid personal finance enthusiast to a professional book coach, highlighting his approach to helping financial advisors find their unique voice and reach their ideal audience. Gabe's Journey: From Finance Enthusiast to Book Coach Personal Finance as a Hobby: Gabe discusses his love for personal finance and the hundreds of books he’s read on the subject, ranging from classics like Rich Dad Poor Dad to The Millionaire Next Door . The Importance of Storytelling: With a background in performance, he shares how he helps advisors translate complex financial ideas into engaging stories that resonate with readers. Helping Financial Advisors Publish Books The Power of the “ One Big Idea ”: We discuss how impactful books are often anchored by a single compelling idea, I share how our latest book projects are focused on helping advisors clarify their message to resonate with potential clients. Overcoming Financial Stress: He recounts his own experiences with finances and how sequencing money management decisions can relieve financial stress. He reflects on stories from our clients, showing how the right financial guidance can transform lives. Creating Financial Harmony in Relationships: We explore how the principles in books we’ve worked on, such as managing finances with intention, can foster healthier conversations about money between couples. The Role of Financial Advisors in Personal Finance Beyond Investment Products: Gabe explains how working with advisors has shown him the holistic support they offer, which goes beyond mere product recommendations to include guidance on wealth building and financial independence. Pre-Selling Through Books: I talk about how a well-written book can serve as a powerful tool for advisors to pre-sell their services by sharing their expertise and philosophy before they ever meet with potential clients. Takeaways for Financial Advisors Every Dollar Should Have a Purpose: We discuss the concept of giving each dollar a purpose, a core tenet of the books Gabe and I admire, which helps clients build wealth over time by automating their savings and investment processes. Write Your Own Financial Legacy: For advisors considering writing a book, Gabe and I emphasize the importance of identifying their unique message and leveraging it to inspire change and attract clients. Creating a Ripple Effect: Gabe shares stories of how his clients’ ideas have influenced him personally, even affecting his conversations on the golf course and beyond. About Our Guest: Gabe McManus is a Theatre Arts Teacher and Book Coach with a passion for personal finance. You can learn more about his work: https://www.linkedin.com/in/gabe-mcmanus-0350505b/ About Your Host : Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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065: Insights from "The Short Book Formula (Second Edition): A Financial Professional's Guide to Writing a Book in 6 Weeks to Attract Ideal Clients" by Paul G McManus 18:10

30 weeks ago18:10

18:10

Can financial professionals become go-to experts without resorting to hard-sell tactics? Tune in as we uncover the secrets behind Paul G. McManus’s short book formula, a strategy that has generated over $100 million in revenue. We'll discuss how keeping your book concise, writing in plain English, and targeting a specific niche can transform your financial services business. Learn more at: https://www.theshortbookformula.com Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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064:Turning Sunshine into Savings: Solar Tax Credits and Investment Strategies with Jesse Raynes 33:59

31 weeks ago33:59

33:59

In this podcast episode, I welcome Jesse Raynes, managing partner of Inception Financial, to discuss the often misunderstood world of solar tax credits. This episode provides valuable insights into an often-overlooked tax strategy, showcasing Jesse's innovative approach to helping clients reduce their tax liability using solar tax credits. It also highlights how financial advisors and CPAs can leverage this strategy to add value for their clients while addressing the growing demand for renewable energy solutions. Jesse's Journey: From Actor to Solar Energy Expert Career Transitions: Jesse's eclectic background includes professional acting, managing high-end nightclubs and restaurants, and eventually entering the solar industry in 2008. SolarCity and Tesla Experience: Jesse spent several years at SolarCity, later acquired by Tesla, where he played a key role in growing the sales team from 14 to 1,000 professionals. Founding Inception Financial: After leaving Tesla, Jesse founded Inception Financial, driven by his personal experience in reducing his own tax liability using solar tax credits. Solar Tax Credits: A Misunderstood Tax Strategy Understanding the Basics: Jesse explains that solar tax credits involve owning solar systems as a business through an LLC, generating both tax credits and depreciation benefits. Comparing to Other Strategies: He contrasts solar tax credits with real estate investments and 401(k) contributions, highlighting the unique advantages of this approach. Benefits for Clients: The strategy allows clients to redirect money that would otherwise go to the IRS into owning income-producing assets, while also reducing their tax liability. Collaborating with Financial Advisors and CPAs Attractive Features: He discusses why family offices, wealth managers, and CPAs find this strategy appealing, including its codified nature and potential for client differentiation. Misconceptions Addressed: Jesse clarifies common misconceptions, such as the strategy being limited to personal home use or being part of a fund structure. Risk Mitigation: He explains how Inception Financial has structured their business to minimize risk for clients, even in the unlikely event of the company's dissolution. Key Takeaways and Future Outlook Bipartisan Support: Jesse highlights the long-standing bipartisan support for solar tax credits, dating back to 1978, and their importance in addressing energy needs. Encouraging Exploration: He emphasizes the value of learning about this strategy, even for those who may ultimately decide not to pursue it. Personal Passion: Jesse shares his enthusiasm for his current role, combining his background in solar energy with the satisfaction of helping families save money. About our Guest: Jesse Raynes, managing partner of Inception Financial. You can learn more about his work at: https://www.inception.financial/about-us/ About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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063: From Author to Authority: Leveraging Your Book for Business Growth with Paavan Kotini 27:50

34 weeks ago27:50

27:50

In this podcast episode, I welcome back Paavan Kotini, author of " Effortless Wealth: The SWAN Approach to Unlocking Wealth for Busy Professionals ". Paavan shares his journey of writing and publishing his first book, and reveals the innovative ways he's leveraged it to grow his business. Paavan's Journey Book Writing Process : Paavan discusses how working with our team helped refine his initial ideas into a concise, impactful book. The Power of Authorship: Enhancing Professional Credibility Authority by Association : He highlights how being an author has elevated his status among clients and peers. Conversation Starter : The book serves as an in-depth business card and " salesperson in print ". Innovative Marketing and Distribution Strategies Strategic Partner Engagement : Paavan shares how his strategic partners use the book to introduce him to potential clients. Client Appreciation : He uses personalized, signed copies as gifts for clients. Creative Promotions : Paavan created bookmarks with QR codes and used the book as a prize at events. Community Involvement : He reached out to local libraries for author showcases. New Opportunities and Business Growth Speaking Engagements : The book has led to increased invitations for speaking and board memberships. Next Generation Support : Unexpectedly, the book has attracted interns interested in finance careers. Referral Enhancement : It's become an effective tool for generating introductions and referrals from strategic partners. Book Series : Paavan is already planning his next book, which is generating additional interest. The Impact of Bestseller Status Credibility Boost : Achieving Amazon bestseller status has added another layer of credibility to Paavan's profile. Opportunity Driver : The bestseller status is driving more speaking engagements and business opportunities. Key Takeaways for Financial Advisors Leverage Your Book : Use your book creatively in all aspects of your business and marketing. Engage Partners : Collaborate with strategic partners to maximize the book's reach. Continuous Marketing : The book doesn't market itself - be proactive in promoting it. Think Long-Term : Consider writing multiple books to sustain thought leadership and relevance. About our Guest: Paavan Kotini is the author of "Effortless Wealth: The SWAN Approach to Unlocking Wealth for Busy Professionals". You can learn more about his work at: https://www.effortlesswealthbook.com/ About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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062: From $200K to $2.2M: Evan Mayer's Recipe for Advisory Growth 20:27

37 weeks ago20:27

20:27

In this podcast episode, I welcome Evan Mayer, CEO and founder of Fortuna Wealth Management and host of the " For Advisors by Advisors " podcast. Evan shares his journey from the bank channel to independent financial advising, and offers insights on podcasting, advisor success, and the value of continuous improvement in the financial services industry. Evan's Journey: From Bank Channel to Independence Career Beginnings: Evan spent 16 years in the bank channel before going independent in 2019. Transition to Independence: He discusses the benefits and challenges of moving from an employee model to an independent advisor model. Growth and Expansion: Evan's firm has grown from 2-3 people to 12 in the last two years. The Power of Podcasting for Financial Advisors Podcast Origins: Evan started " For Advisors by Advisors " about three years ago, inspired by a chance conversation. Content Strategy: Focuses on creating dialogue between advisors rather than just Q&A. Value for Listeners : Serves as a platform for advisors considering independence or exploring different options. Key Takeaways for Financial Advisors The Importance of a Process: Evan emphasizes having a defined process as crucial for growth and success. Continuous Improvement: Regularly reassessing and improving one's skills and knowledge. Client Education: The value of teaching clients something new in every meeting. Referral Generation: Focusing on providing excellent service rather than directly asking for referrals. Evan's Advice for Advisors Considering Independence Consider Your Business Model: The best channel depends on your specific business and goals. Evaluate Compliance Restrictions: Independent channels often offer more flexibility in marketing and client communication. Assess Your Passion: Independence may be worth it for those who view their work as a hobby and passion. About our Guest: Evan Mayer, CEO and founder of Fortuna Wealth Management and host of " For Advisors by Advisors " podcast. You can learn more about his work at: https://www.raymondjames.com/fortunawealth/about-us/bio?_=evan About Your Host : Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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061: The Virtual Book Tour: Building Authority and Attracting Clients with Tom Schwab 32:38

37 weeks ago32:38

32:38

In this episode of The Million Dollar Producer Show, I welcome Tom Schwab, author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy and founder and CEO of Interview Valet. Tom shares his insights on leveraging guest podcasting as a powerful tool for building authority and growing your business. Tom's Journey: From Engineer to Chief Evangelist Officer Career Transition: Tom's journey began as an engineer running nuclear power plants, teaching him the importance of systems and processes. He later transitioned to corporate America and eventually founded Interview Valet. Chief Evangelist Officer: Unlike typical CEOs, Tom sees his role as evangelizing for his category, clients, and company, demonstrating the power of guest podcasting in building a brand and business. Guest Podcasting: A Strategic Approach Importance of Authority: He emphasizes the need to build authority in the marketplace before attempting to sell services. He discusses how writing a book and then using guest podcasting to promote it can create a significant impact. Effective Marketing: Tom shares his experience that guest podcasting has become the number one driver for his business, providing high-quality, pre-sold leads that are ready for impactful conversations. Interview Valet: Enhancing Guest Podcasting Service Offerings: Interview Valet helps clients by scheduling targeted podcast interviews, optimizing content for marketing, and repurposing interviews for maximum impact. Client Success: He recounts stories of clients, like Eric Weinheimer, using virtual book tours and podcast interviews to effectively promote their books and services. Key Takeaways and Future Directions Marketing Evolution: Tom addresses the changing landscape of marketing, emphasizing the importance of pragmatic and practical approaches that build genuine connections and trust with potential clients. Actionable Steps: He encourages listeners to visit Interview Valet’s dedicated page for Million Dollar Producer Show listeners, offering resources such as an assessment quiz, a copy of his book, and a scheduling link for further discussion. About our Guest: Tom Schwab, author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy and founder and CEO of Interview Valet. You can learn more about his work at: https://www.linkedin.com/in/iamtomschwab/ https://interviewvalet.com/ About Your Host : Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the show…

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