The Influential Advisor Titelbild

The Influential Advisor

The Influential Advisor

Von: Paul G. McManus and Gabe McManus
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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 The Influential Advisor Podcast—where high-impact advisors learn how to lead with authority, build enduring trust, and rise above the rest.

gh-impact advisors learn to rise above the rest.

© 2025 The Influential Advisor
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  • 092: From Fragile to Anti-Fragile: How to Become a Better Investor in Retirement
    Dec 4 2025

    Joseph Falbo has spent 30 years helping people navigate retirement, from the 1999 tech boom through COVID and beyond. In this episode, we explore his concept of the "functional retirement advisor" and why modern retirement demands a completely different approach than what worked for previous generations.

    About Joseph Falbo

    Joseph is the founder of Falbo Wealth and Amazon #1 bestselling author of Retirement Success: Hiring Your Functional Retirement Advisor. After starting his career at a penny stock firm (think Wolf of Wall Street), he committed to doing things the right way, completing Merrill Lynch's two-year training program before spending 14 years in the corporate world. He launched his own practice in 2009.

    Key Topics Covered

    The conversation opens with Joseph's investor framework: fragile, resilient, and anti-fragile investors. Most people think they're good investors until an extended bear market hits during retirement—when they're pulling money out rather than adding to it.

    Joseph explains why he created the term "functional retirement advisor," drawing parallels to functional medicine doctors who take a comprehensive approach rather than writing quick prescriptions. A functional advisor starts with a plan, not a product, and uses exercises like George Kinder's three questions to help clients define what retirement success actually means to them.

    The episode covers critical shifts in modern retirement: lifespans extending from 15-year to 30-year retirements, the disappearance of pensions, inflation eating away at purchasing power, and why 401(k)s shifted all the risk onto individuals without providing financial education.

    Joseph shares client stories including a couple who started working with him at 62 with all their money in the bank, and how the planning process helped them retire successfully. He also discusses the dangers of being laser-focused on products (like tax-deferred REITs) without first understanding the full financial picture.

    Connect with Joseph Falbo

    Website: falbowealth.com

    LinkedIn: https://www.linkedin.com/in/joseph-falbo-cfp/

    Claim your free audiobook: https://falbowealth.com/retirementsuccessbook/

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    41 Min.
  • 091: Find Stories So Powerful Your Clients Can't Help But Share Them | Financial Advisor Book Writing Webinar
    Oct 1 2025

    In this transformative webinar, Paul and Gabe McManus reveal why your most powerful marketing assets—your client transformation stories—are trapped in your head, and exactly how to turn them into a book that builds your practice.

    What You'll Discover:

    • The "You have my faith" story that made Gabe triple his life insurance immediately
    • Why Steven's Target bag story about throw pillows made Paul hire him as his financial advisor
    • How Bernd went from "I'm just a numbers guy" to writing a book about Antarctica and retirement planning
    • Morgan's journey from "I'm not a storyteller" to booking the largest podcast in her industry
    • The 2-minute phone technique that captures million-dollar stories after every client meeting

    Key Takeaways:

    • Why saying "I have lots of stories" means you have zero usable stories
    • The "Greatest Hits" framework for developing repeatable, powerful stories
    • How to go from blank page to published author in 6-12 weeks (without writing)

    Paul and Gabe McManus have helped 500 financial advisors generate $100 million in fees and commissions through strategic storytelling and book authorship. Paul's own book landed him on Michael Kitces' Financial Advisor Success podcast, doubling his business in one year.

    Perfect for: Financial advisors who know they should write a book but don't know where to start, aren't "writers," or think their stories aren't interesting enough.

    Contact: Gabe McManus gabe@moreclientsmorefun.com to learn more about our author programs.

    Claim your free audiobook copy at: www.theshortbookformula.com

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    34 Min.
  • 090: "Engineering Your Finances: The Tech Professional's Roadmap to Financial Success" with Stanley Leong
    Sep 15 2025

    Episode Summary: A tech professional in her 50s had everything planned—enough saved to retire at 55. Just one problem: 80% of her net worth was company stock. Stanley Leong warned her to diversify. She agreed but couldn't bring herself to sell, feeling it would betray the company that made her successful. Then 2008 hit. The stock crashed. Her retirement at 55 vanished—she worked another decade to rebuild.

    Stanley, a former engineer who survived the 2002 tech crash, now helps tech professionals avoid this exact mistake. After 20 years managing tech wealth, he reveals why brilliant engineers fail at one critical decision: when to sell company stock.

    About Stanley Leong: Former IBM and Agilent Technologies engineer turned wealth advisor with 20+ years specializing in tech professionals. After experiencing the 2002 tech bubble firsthand, Stanley transitioned to financial services to help others navigate the unique challenges of tech compensation. Author of "Engineering Your Finances" and expert in RSU diversification, mega backdoor Roth strategies, and tech industry retirement planning.

    Critical Insights:

    "Don't fear capital gains. Capital gains means you made money. You want to pay more capital gains than anyone—that means you made more money."

    "I work with you to avoid that one big mistake." "What mistake?" "I don't know, but it's out there."

    "The moment I could walk away, work became enjoyable." —Client who achieved financial independence

    Grab your copy on Amazon.


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    36 Min.
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