The Influential Advisor Podcast

Welcome to a special sneak peek into an upcoming book that's set to revolutionize how professionals leverage LinkedIn to enhance their authority and attract premium clients. "From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients" is not just a book; it's a journey into the heart of professional growth through the lens of LinkedIn mastery.

Client Case File: Benjamin Lawson - A Revolutionary in Advanced Tax Planning

In today’s episode, we're introducing you to Benjamin Lawson, a maverick in advanced tax planning for CPAs and a character from the book that encapsulates the transition from being just another author to becoming an undeniable authority in his field.

Crafting a Powerful Network

Over the course of five years, Benjamin has built a LinkedIn network of nearly 15,000 CPAs across the U.S. With his book, "The Integrity Code: Cooperative Peer Review Due Diligence for Elite CPA Firms," he's been able to attract and retain ultra-affluent clients, and now he’s aiming to share his insights on a larger scale.

Leveraging LinkedIn Events: The Game-Changer

Benjamin’s journey to establishing his authority begins with his LinkedIn event "Mastering Proactive Tax Strategies: A Due Diligence Roadmap for CPAs." This event wasn't just a one-off; it was the gateway to a comprehensive drip marketing campaign.

The Power of Combining Webinars and Audiobooks

Attendees of Benjamin's event were not just passive listeners; they were active participants, gifted with a copy of his audiobook. This allowed for a dual-channel learning experience, empowering CPAs to absorb Benjamin's knowledge at their own pace.

From Webinar to Wisdom: The Drip Marketing Campaign

Benjamin turned a list of 400 registered CPAs into a captive audience for his tailor-made content, feeding them weekly insights that tied back to his book's themes. This wasn't just about sharing knowledge; it was about building a narrative and showcasing the value of his services.

Personalization and Professional Growth

Through the campaign, CPAs received a 'personalized knowledge buffet,' aligning with their professional goals. The weekly content was an open invitation to engage with Benjamin directly, fostering a connection and deepening their understanding of due diligence.

The Result: Empowerment and Growth

This methodical approach had tangible effects: CPAs felt more confident and better equipped in their roles. Benjamin’s systematic nurturing not only educated them but also demonstrated the practical application of due diligence in their careers.

Conclusion: The Significance of the Journey

Benjamin Lawson’s story is a testament to the power of strategic content dissemination and community building on LinkedIn. This sneak peek into "From Author To Authority" not only teases the rich content within the book but also serves as a blueprint for CPAs and professionals seeking to establish their authority and grow their client base.

Stay tuned for the release of "From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients," where this story and many more will guide you on the path to becoming an industry leader in your field.

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 demonstrated the power of leveraging multiple channels to reach and engage the right audience. Get ready to learn from one of the best in the business.

Shane's background in marketing
- Began in the radio industry, where he worked as a DJ and producer for news talk and sports programs.
- As an owner of radio stations, he gained experience in integrated marketing and advertising.
- Shane's partnership with Mark Miller of Hilton Tax and Wealth Advisors led to their collaborative work in promoting Charles Givens' book "Wealth Without Risk," which became the second most sold non-fiction book globally. Shane discusses the success of the book.

Shane's Evolution in Marketing
- Shane explains how his early career in radio allowed him to develop his marketing skills and explore various mediums.
- He highlights the transition from traditional marketing to digital marketing and the importance of staying updated with new technologies and platforms.
- Shane also emphasizes the significance of integrated marketing and targeting specific audiences through different channels.

The Success of "Wealth Without Risk"
- Shane shares his involvement in marketing Charles Givens' book, which became a bestseller and helped generate $300 million of AUM annually for the company. 
- He discusses the strategies used to promote the book, including direct mail and television advertising. 
- Shane also emphasizes the educational aspect of the book and how it served as a catalyst for implementing the financial strategies outlined by Givens.

Insights on Social Media Marketing
- Shane provides an overview of different social media platforms and their unique benefits for businesses. 
- He discusses the importance of being active on multiple channels and tailoring the content to each platform. 
- Shane also touches upon the growing popularity of podcasting as a marketing tool and the benefits of being a podcast guest or host.

Collaboration with Hilton Tax and Wealth Advisors
- Shane discusses his relationship with the Hilton family and his collaboration with Mark Miller of Hilton Tax and Wealth Advisors. 
- He explains how their partnership combines different expertise to provide comprehensive marketing solutions for clients. 
- Shane emphasizes the value of collaboration in marketing and the importance of focusing on specific channels to maximize ROI.

X and Future Marketing Strategies
- Shane briefly discusses the potential of the X platform (formerly known as Twitter) and its impact on organic reach and advertising. 
- He also mentions the opportunities presented by TikTok and the importance of being open to new platforms and technologies. 

About Our Guest:
LinkedIn: https://www.linkedin.com/in/shanehackettus/
Website: https://marketleverage.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.

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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 advisors and teams to help them elevate their practices. She brings her passion for marketing and expertise in the industry to assist advisors in effectively communicating their brand and message.

Tina's Passion for Marketing

- From a young age, Tina exhibited a passion for marketing, creating her own newspaper and distributing it on the playground.
- She pursued her interests by studying journalism and marketing at Syracuse University's Newhouse School, witnessing firsthand the evolution of marketing in the digital age.
- Tina firmly believes in harnessing the power of words to authentically convey messages and forge connections with clients.
- In her marketing efforts, she underscores the importance of centering the advisor's core values and brand identity.

The Power of Podcasts and Books

- Tina discusses the importance of podcasts and books as effective marketing tools for financial advisors. 
-She believes that podcasts, whether as a host or a guest, allow advisors to showcase their expertise and build trust with listeners. 
- The conversational format of podcasts creates a personal connection with the audience. 
- Tina also highlights the value of books in establishing credibility and positioning oneself as a thought leader in the industry.

The Role of SEO in Financial Marketing

- Tina shares her insights on search engine optimization (SEO) and its importance in financial marketing. 
- She explains that SEO is the process of optimizing digital content to ensure that the right information reaches the right audience. By integrating keywords into website copy, metadata, and other digital assets, advisors can improve their search engine rankings and attract relevant leads. 
- Tina emphasizes the necessity of customizing SEO strategies based on individual advisor profiles and content.

Reputation Management in Financial Marketing

-Tina addresses the challenges of reputation management in financial marketing, particularly in managing online reviews.
- She advises advisors to proactively respond to reviews and address any fake or inflammatory feedback through official channels.

The Growing Impact of AI in Marketing

- The role of AI in marketing technologies, driving efficiency and reducing costs
- Challenges of AI-generated content in customization and keeping up with industry regulations
- Potential for AI in transforming graphic design, photography, and video production

About Our Guest: Tina Beck
LinkedIn: https://www.linkedin.com/in/tina-beck-6835854/
Website: https://eliteconsultingpartners.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.

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

Support the show

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 for operational excellence in the financial services realm.

With her broad experience as a chief operating officer in multinational firms and as a pivotal figure in establishing the renowned Johnson Brunetti firm, Nancy brings a treasure trove of insights to the table. In this episode, she will update us on her semi-retirement, underscore the significance of identifying one's passion in business, and provide invaluable pointers for financial advisors and organizations aiming to scale and expand.

Nancy’s Retirement
-A year ago, Nancy transitioned from full-time work following the sale of her last financial services practice. 
-Currently, she serves as a consultant, channeling her expertise to assist other financial services firms and advisors in refining their operations. 
-Nancy accentuates the importance of financial professionals centering on their primary skills and delegating ancillary tasks to guarantee streamlined and impactful operations.

Co-founding Johnson Brunetti

-Nancy recounts the tale of establishing Johnson Brunetti in 2003 alongside her business ally, Joel Johnson. 
-She emphasizes the value of melding complementary skills in business partnerships. Her operational prowess during the firm's nascent stages fortified its path to success.

Scaling as an Individual Advisor

-We explore the hurdles individual advisors confront when aiming to augment their businesses. 
-Nancy underscores the imperative of advisors homing in on their intrinsic strengths and handing off operational responsibilities to adept team members. 
-She suggests that advisors distinctly chart out their objectives and the impetus behind their growth aspirations, ensuring they tread the optimal path.

Scaling at the Organizational Level

-Gleaning from her tenure as a COO in multinational financial firms, Nancy elucidates the intricacies of scaling on an organizational front. 
-She champions the role of robust operations and collective effort in fueling growth and curating superior client experiences. 
-Passionate about untangling operational challenges, Nancy extends her consultancy services to organizations eager to enhance their operational matrix.

Excitement for the Future

-Nancy conveys her optimism regarding the financial services industry's horizon, especially with the integration of artificial intelligence (AI).
-She envisions AI as a revolutionary force in the sector and eagerly anticipates its adoption by financial experts and establishments.

About Our Guest: Nancy Brunetti
LinkedIn: https://www.linkedin.com/in/nancybrunetti/

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.

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

Support the show

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 her clients to make more with less effort, leading to personal and professional fulfillment. 

In this episode, Tony Maree delves into her bestselling book, "Your Million Dollar Accelerator: Six Proven Strategies to Grow a Seven-Figure Financial Practice," and shares valuable insights on how financial advisors can establish their expert status, attract their ideal clients, and accelerate their business growth. 

Get ready to be inspired and gain actionable advice from LA's foremost business success coach, Tony Maree Torrey.

LA's Foremost Success Coach

- Tony Maree's coaching career began in 2002, helping professionals and firms struggling with motivation, positioning, and scaling their businesses

- With experience in marketing to the affluent and advanced training in mindset, strategy, and coaching, Tony Maree's clients achieve fast results

- Recognized as LA's foremost success coach for financial professionals due to her work with high-level individuals and media exposure

"Your Million Dollar Accelerator"

- Tony Maree's bestselling book provides a roadmap for financial professionals to build a seven-figure practice

- The book focuses on attracting prospects, converting leads, and accelerating business growth

- Establishing expert status is crucial for financial advisors to stand out in a competitive industry

- Writing and publishing a book helps position advisors as trusted authorities and opens up new opportunities

Establishing Expert Status

- Authoring a book, speaking engagements, and leveraging referrals are effective methods to establish expert status

- Books serve as a sales letter to position advisors as experts and offer valuable information to readers

- The synergy between speaking, writing, and referrals accelerates business growth and builds trust with prospective clients

Putting Referrals on Steroids

- "Active advocates" are thrilled clients who actively promote financial professionals to their networks

- Unlike regular referrals, active advocates elevate their own status by introducing experts and positioning themselves as connectors

- Leveraging referrals and active advocates amplifies a financial professional's business growth and overall success

About Our Guest: Tony Maree Torrey
LinkedIn: https://www.linkedin.com/in/tonymaree/
Book Website: https://www.yourmilliondollaraccelerator.com/
Main Website: https://www.tonymaree.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.

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

Support the show

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 Open Source, Peer-Reviewed Due Diligence is Supercharging Elite CPA Firms and Family Officers While Disrupting a Multi-Trillion Dollar Industry" by Alex Sonkin, read by Tony Maree Torrey.

This audiobook is dedicated to all the hardworking CPAs who are passionate about delivering maximum value to their most important clients. It explores the concept of due diligence in advanced tax planning and how it can be a game-changer for CPA firms seeking to elevate their services to the ultra-high net worth market. 

Throughout the audiobook, you will discover the importance of focusing on ultra high net worth clients, how to differentiate yourself in a competitive industry, and the value of depth over width. It provides actionable strategies and insights from a community of over 500 independent CPA firms and virtual family officers who are optimizing tax benefits for their wealthy clients.

The audiobook also touches on the power of open source peer review and how platforms like the Due Diligence Project are reshaping the financial world. It emphasizes the need for CPAs to adapt to a changing landscape and equip themselves with the tools and knowledge to navigate this new terrain.

Whether you're a CPA looking to attract high net worth clients, or simply interested in how due diligence is transforming the financial industry, this audiobook provides valuable insights and strategies. So sit back, relax, and let's dive into "The Due Diligence Project: How Open Source, Peer-Reviewed Due Diligence is Supercharging Elite CPA Firms and Family Officers While Disrupting a Multi-Trillion Dollar Industry."

About the Author: Alex Sonkin
https://duediligenceproject.com/
https://www.linkedin.com/in/alexsonkin/

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.

As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

Support the show

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 he became involved in coaching and consulting for other advisors.

- The different stages of growth for financial advisors, with a focus on the transition from one million to five million in revenue.

- The need for other people on the team to help with client acquisition and servicing as a key difference between the stages of growth.

- Introduction to the Financial Advisor Success Syndicate, an initiative to provide value and guidance to financial advisors.

- The importance of writing a book in establishing credibility and differentiation for financial advisors. Jon shares his own experience of writing "Attract More Clients Better Clients" and how it has helped him establish authority in the industry.

- Discussion on the potential benefits of a book for larger firms with multiple advisors, such as consistency of messaging and establishing credibility.

- Offer of a free custom growth guide for financial advisors looking to grow their practice, with personalized guidance on their growth path.

- Importance of continuous improvement, sharing best practices, and leveraging resources like books in order to grow and establish oneself as extraordinary in the industry.

About Our Guest: Jon Randall
LinkedIn: https://www.linkedin.com/in/jonrandallcmc/
Website: https://www.xfa.coach/
Financial Advisor Success Syndicate (FASS): https://joinfass.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.

As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

Support the show

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 $500 in sales to $5.7 million, and the role that publishing books played in her success. She also discusses the challenges and benefits of becoming an author and offers practical tips for financial professionals looking to grow their businesses through writing books.

Key Takeaways:
- Overcoming the fear of writing a book: Robyn shares her initial resistance to becoming an author and the mindset shift that allowed her to embrace the opportunity.
- The power of vulnerability: Robyn explains how vulnerability can be a powerful tool for building credibility and connecting with clients and prospects.
- Leveraging a book for authority and credibility: Robyn discusses how having a book can elevate a financial professional's status and open up doors to new opportunities, such as media appearances and speaking engagements.
- The importance of pre-publish marketing: Robyn highlights the value of promoting a book before it is written, including strategies such as interviewing potential readers and leveraging social media to generate interest and excitement.

About Our Guest: Robyn Crane
https://www.linkedin.com/in/robyncrane/
https://robyncrane.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.

As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

Support the show

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 Retirement," aims to provide clients with valuable insights about wealth management and serve as a "salesperson in print" assisting Jon in growing his firm from the current $8 billion in AUM to the next milestone.
- How the return on investment of writing a book goes beyond acquiring new clients. It includes shorter sales cycles, better positioning, and the ability to leverage it in various marketing initiatives, such as sending books to clients, prospective clients, and centers of influence.
- The power of referrals, authorship, and speaking in creating a snowball effect and attracting ideal clients.
- Jon's next book, "Quantum Growth for Financial Advisors,"  focuses on helping financial advisors achieve quantum growth in their practices. It will be followed by additional books addressing specific areas of business growth and development.
- Insights and details into Jon's latest mastermind group: The Financial Advisor Success Syndicate . It features a group of industry experts who provide guidance, coaching, and valuable insights to participating advisors.

About Our Guest: 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. 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.

As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

Support the show

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 tied to Michael's recent book that can help advisors create massive new 401(k) opportunities. 

Key Takeaways:

1. The Power of Publishing: Writing books can be instrumental in honing and conveying your message, facilitating better audience engagement and understanding.
2. Insight Interviews: Engaging with your target audience to gauge their needs and worries can result in a more resonant and effective book.
3. Audience Engagement: Aim to captivate your target audience by tapping into their aspirations while offering invaluable insights.
4. The 401k Maneuver: This innovative addition to retirement plans boasts benefits such as proactive management, bespoke risk tolerance assessment, augmented performance, and diminished fees.
5. The PEP Advantage: The Pooled Employer Plan (PEP) alleviates administrative burdens, liability concerns, and plan audits for employers, granting them more bandwidth to focus on core business activities.
6. Turnkey Solutions: The 401k maneuver and PEP offer streamlined solutions for advisors, furnishing them with supplementary services and promotional avenues.
7. Budnick’s Support for Advisors: Michael extends hands-on assistance to fellow advisors, inclusive of benchmarking analyses, proposal crafting, and kick-off discussions.
8. Amplify your Reach with Budnick: Joining forces with Michael on book promotions can bolster an advisor's reputation, paving the way for keynote presentations and instructional modules.
9. Establishing Authority: Crafting and publishing a book solidifies advisors' standings as reliable experts, magnetizing prospective clientele.

About Our Guest: Michael Budnick is the author of four books, his most recent one: Prescriptions For Prosperity: Maximizing Investment Returns and Achieving Success In Healthcare Leadership. 

You can learn more about Michael at: www.michaelbudnick.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.

As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

Support the show