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by Paul G. McManus and Gabe McManus
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- Today20 min
105: Jason Wendt: Beyond the Numbers — Why Your Retirement Number Isn't Enough
Most successful people have a retirement number. Very few have a retirement reason. That's the gap Jason Wendt has spent 15 years closing. After watching client after client arrive with a solid portfolio and a hollow plan, he wrote a book about it. And now, fresh off an Amazon bestseller ranking and a feature segment on NBC Chicago, he's bringing that message to a wider audience. Episode Summary In this episode, Gabe McManus sits down with Jason Wendt, a Chicago-based financial advisor and au...
- 1 weeks ago31 min
104: Why the Virtual Family Office Advantage Exists and What Business Owners Are Really Losing Without It with Dale Montgomery
Most business owners assume their advisory team is working for them. A CPA here, a financial advisor there, an attorney on retainer. What they don't realize is that those advisors are working in parallel, not together. No one is seeing the full picture. No one is coordinating. And the business owner, without ever signing up for it, becomes the quarterback of their own financial life on top of running their company. That's what the Virtual Family Office Advantage exists to solve. And according...
- 2 weeks ago26 min
103: Blue Jean Millionaire — How Everyday Decisions Can Lead to Extraordinary Wealth with Dan Carver
She called her advisor on closing day. Boxes still everywhere, no movers available, hours until she had to be out. He showed up in his truck, spent four hours hauling boxes to a friend's garage, and wouldn't let her pay a dime. That's the kind of advisor Dan Carver is, and that story tells you more about his practice than any credential ever could. Dan Carver is a St. Louis-based financial advisor with 26 years of experience helping ordinary people make smart decisions with their money. His b...
- 2 weeks ago38 min
102: From Work to What's Next — Jim & Sarah Charles on Designing a Retirement Worth Living
Most retirees nail the math. Then they hit a wall. Jim Charles retired in 2021 after more than three decades in financial services. He had the savings, the freedom, and a 90-year-old house full of doors that needed rehanging. Within 18 months, he decided to un-retire. Not because the money ran out, but because the meaning had. That experience became the foundation for Sanctuary Financial Planning, the flat-fee firm he co-founded with his wife Sarah, and for their new book, From Work to What's...
- 3 weeks ago39 min
101: The Authority Operating System: 5 Pillars That Turn a Book Into a Business Growth Machine
At the Exit Planning Institute CEPA Summit in Nashville, 1,200 credentialed advisors gathered in one room. The first night, they held an awards ceremony. Every single person who walked on stage had one thing in common. It wasn't their credentials, their AUM, or their years in practice. It was a book. Episode Summary Paul and Gabe McManus just returned from four days in Nashville at the EPI CEPA Summit, where they presented the Authority Operating System to one of the most credentialed audienc...
- Apr 15, 202656 min
100: The Authority Operating System: Turn Your CEPA Credential Into Deal Flow by Paul G. McManus
The Authority Operating System: Turn Your CEPA Credential Into Deal Flow You earned your CEPA credential. You know how to help business owners navigate the biggest financial decision of their life. But the business owners who need you most don't know you exist. Right now, someone in your market is asking ChatGPT who they should trust with the sale of their company. They're searching Google. They're listening to podcasts. They're forming opinions about who the expert is long before they ever p...
- Apr 13, 202640 min
099: Scott Snider on Why Exit Strategy IS Business Strategy
A $200 million exit — and the client who should have been celebrating, but wasn't. That's what started the Exit Planning Institute. And it's the same story Scott Snider has lived himself: a successful business sale in his mid-20s followed by two years of feeling completely lost. Identity, purpose, what comes next — these are questions the transaction doesn't answer. Exit planning does. Episode Summary In this conversation, Paul sits down with Scott Snider, President of the Exit Planning Insti...
- Apr 9, 202633 min
098: What the 18% of Fortune 500 Companies Paying Zero Taxes Know with Alex Sonkin
Most business owners assume their CPA is doing everything possible on taxes. They aren't. And the reason isn't incompetence. It's access. The strategies that allow 18% of Fortune 500 companies and America's wealthiest individuals to legally pay zero in federal taxes are real, documented in the tax code, and available. The problem is that most CPA firms, even highly successful ones, are stretched thin producing returns and financial statements. They don't have the time or infrastructure to fin...
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About The Influential Advisor
Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place.The Influential Advisor Podcast, hosted by The McManus Brothers—Paul G. McManus and Gabe McManus, explores the art and strategy of authoritative positioning for elite advisors who want to rise above the noise.Each episode delivers actionable insights on how to amplify your expertise, elevate your visibility, and position yourself as the go-to authority in your market. Paul and Gabe are joined by leading advisors and industry insiders who share proven frameworks, real-world success stories, and behind-the-scenes tactics you can actually use to grow a more intentional, influential practice.If you’re ready to stop competing on credentials alone, define a clear point of view, and attract better clients on your own terms, this podcast is for you.Welcome to T
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