The Influential Advisor Podcast

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 Financial Planning to Legal Expert

• Career Transition: Originally a financial planner and a CFP, Josh spent 15 years creating financial plans and managing assets before a career epiphany at a conference led him to law school. This transition was fueled by his realization of the growing need for specialized estate settlement services.
• Specialization in Estate Settlement: His focus shifted to supporting non-professional trustees manage the challenging process of estate settlement, recognizing the gap in services available for effectively managing this critical and stressful period.

Anodos: Bridging the Gap in Estate Settlement

• Understanding the Need: JoshHe discusses the demographic challenges with the baby boomer generation and the massive transfer of wealth forthcoming, emphasizing the need for specialized estate settlement services.
• Role of Anodos: Anodos specializes in assisting non-professional trustees, often family members, through the daunting process of estate settlement. Josh's team takes a unique approach by charging a fixed fee, aligning their financial incentives with the speed and efficiency of the settlement process.

Elite Growth Academy

• Collaborative Training and Education: The upcoming Elite Growth Academy in San Diego will serve as a platform for professionals like Josh to share best practices and learn from one another in a collaborative environment, further enhancing the services they provide to their clients.

Key Takeaways and Future Directions

• The Importance of Collaboration: Josh highlights the critical nature of breaking down professional silos to ensure the best outcomes for clients, stressing the importance of a collaborative approach across different disciplines.
• Looking Ahead: As the demographic shift continues to unfold, he anticipates the need for estate settlement services will grow, underscoring the importance of preparedness and adaptability in his field.

About our Guest:

Josh Yager, is managing partner at Anodos.

You can learn more about his work at:
Website: https://anodosadvisors.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  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 Financial Experts

Foundation and Evolution: Tony Maree discusses the organic evolution of the Authority Accelerator Program, which originated from our personal challenges and was refined through our experiences. The program is designed for financial advisors and CPAs who struggle with being perceived as commodities rather than distinct experts.

Strategic Approach: We emphasize the importance of positioning oneself as a prescribing authority rather than a conventional seller. The program’s strategies aim to transform participants into the coveted 'pretty girl at the bar,' where potential clients actively seek them out.

Empowering Through Authorship and Speaking

Becoming an Author: Tony Maree highlights the transformative power of authorship in establishing credibility and authority. Our program assists professionals in becoming published authors, setting the stage for further recognition and opportunities.

Guest Podcasting vs. Hosting: We explore the advantages of guest podcasting over hosting one’s own podcast, emphasizing efficiency and exposure. Guest podcasting allows professionals to leverage established audiences, enhancing their visibility and credibility with minimal effort.

Success Stories and Practical Applications

Client Successes: We share inspiring stories of clients who have successfully utilized the Authority Accelerator Program. Examples include John Kuttin, a Barron's Hall of Fame advisor, and Alex Sonkin, a thought leader for CPAs, showcasing the program's effectiveness in real-world settings.

Strategic Guest Podcasting: We discuss in detail the process of selecting quality podcasts for guest appearances and the importance of forming genuine relationships with hosts. Tony Maree and I explain how strategic guest podcasting is integral to the program, providing a platform for professionals to shine as subject matter experts.

Key Takeaways and Looking Forward

Building Authority: This episode underscores the significance of transitioning from mere knowledge providers to trusted authorities who command respect and attention in their fields.

Future Prospects: As we anticipate expanding the Authority Accelerator Program, Tony Maree and I discuss upcoming initiatives and enhancements designed to further support our clients’ growth and success in becoming recognized leaders in their fields

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

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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 upcoming book, which he and Anton  are working on, titled The Art of Collaboration when Two Tribes Stop the War.

Paul's Journey: From Accountancy to Collaboration Expert

• Transitioning from Traditional Accounting: Trained as a chartered accountant in the 1980s, Paul swiftly recognized the evolving landscape of accounting. Heeding advice on the commoditization of traditional accounting services, he pivoted towards forward-looking accountancy, emphasizing planning and advisory over mere compliance.
• Achievement and Innovation: Under his leadership, his firm transformed into a forward-thinking powerhouse, ultimately selling for a significant sum. Post-sale, he explored various ventures, before  relocating to the US.

The Art of Collaboration: Bringing Two Tribes Together

• Identifying the Gap: Paul explains the distinct roles of CPAs and financial advisors in the US, highlighting the often backward-looking focus of accountants due to the complex tax environment. Elite Resource Team was founded to encourage a forward-looking approach, enhancing the value provided to clients.
• Forming Strategic Partnerships: The collaboration between accountants and financial advisors, facilitated by Elite Resource Team, aims to combine the strengths of both professions. This approach not only enhances service delivery to clients but also broadens the scope of advice and solutions available.

Elite Growth Academy

• A Platform for Growth: The Elite Growth Academy is designed for both advisors and accountants to further their understanding of collaborative practices. It serves as a bridge for members at various stages of their journey, offering coaching, technology, and access to a vast network of experts.

Key Takeaways and Future Directions

• Valuable Lessons: He shares insights on maintaining a partnership rather than a servile relationship with clients, the importance of forward-looking advice, and strategies for being compensated for proactive services.
• Looking Ahead: As we prepare for the publication of The Art of Collaboration when Two Tribes Stop the War, the conversation underscores the enduring importance of collaboration, mutual respect, and continuous learning in the professional growth of both accountants and advisors.

Elite Growth Academy Event is scheduled for June 13th to 14th in San Diego. This is a golden opportunity for financial advisors and accountants to master collaborative practices, network, and propel their professional relationships forward.

About our Guest:

Paul Latham  the co-owner of Elite Resource Team.

You can learn more about his work at:
Website: https://elitert.com/
LinkedIn: https://linkedin.com/in/paul-latham-85356a42/

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

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 our conversation, we also discuss our anticipation for the upcoming Elite Growth Academy in San Diego.

Jim 's Journey

• From Corporate Law to Tax Mastery: Jim started his career focused on corporate law but soon found his passion in estate planning, tax strategies, and asset protection. This shift showcases his adaptability and deep knowledge.
• Evolution: Under Jim’s guidance, the firm goes beyond typical legal services. It provides comprehensive solutions in estate, tax, and business planning, reflecting his innovative approach.

Diving Deep into Advanced Tax Planning

• The Start of Specialization: He moved into tax planning because he was curious and wanted to meet the complex needs of his entrepreneurial clients. This shows his dedication to providing complete, client-focused solutions.
• Successful Partnerships & Client Achievements: Jim has used his deep understanding of his clients and strategic partnerships to achieve big tax savings and protect their assets, showing his skill in handling complicated legal issues.

Key Insights & Innovative Strategies

• Changing Legal Advice: Jim promotes a team-based approach to legal counsel, stressing the need to blend different financial and legal areas to create customized solutions for clients.
• Personalized Planning for Every Client: The firm’s approach is all about fully understanding what each client wants, offering advice that covers everything from estate planning and tax strategies to setting up businesses for the best results.

Building Wealth Across Generations

• Focus on Legacy and Learning: Jim’s work goes beyond just legal advice; he aims to teach the next generation about wealth management. This shows his comprehensive view on preserving wealth and building family legacies.
• Stories of Success & Client Growth: He has worked with clients from the start of their journey to managing wealth for multi-billion dollar families. His dedication to helping clients grow, learn, and maintain lasting bonds is evident.

About our Guest:

Jim Duggan  is a founding principal of DUGGAN BERTSCH, LLC, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants.

You can learn more about his work at:
Website: https://www.dugganbertsch.com/
Email: [email protected]


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

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: Originating from Australia, his journey is nothing short of remarkable. Initially diving into the world of business with Bennett Financials as a side hustle, he transformed it into a leading consultancy, proving his entrepreneurial prowess.
• Evolution of Bennett Financials: What began as a bookkeeping service evolved into a comprehensive suite offering tax planning, preparation, and CFO services, underscoring Arron's strategic adaptability and vision.

Diving Deep into "Cyber Growth":

• Why Cybersecurity?: The book's was inspired by Arron's own experiences and the realization that cybersecurity firms consistently encountered similar growth challenges. This led to a focus on developing a specialized growth blueprint for this niche market.
• Impactful Conferences & Real-Life Success Stories: He shares exhilarating moments from speaking engagements, including a notable cybersecurity conference in Phoenix, highlighting the book's resonance within the industry.

Key Insights & Strategies:

• Revolutionizing the CFO Role: Arron introduces a modern take on the CFO's role in cybersecurity businesses, emphasizing strategic planning and comprehensive data analysis to steer growth.
• Custom-Tailored KPIs: The book meticulously outlines vital KPIs for cybersecurity businesses of varying sizes, offering clear, actionable insights for scalable success.
• Employee Compensation & Engagement: He delves into innovative strategies for incentivizing employees, fostering a culture of ownership, and significantly reducing churn.

Towards a Lucrative Exit:

• Exit Planning Excellence: Arron shares exhilarating success stories, including guiding companies to 25X multiples, showcasing the power of strategic financial planning and execution.

About our Guest:

Arron Bennet is the CEO of Bennett Financials and author of the book "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business."

You can learn more about his work at:
Arron's LinkedIn
https://www.bennettfinancials.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

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 satisfaction.

We also talk about our upcoming attendance at the Elite Growth Academy in San Diego and explore Jackie's expertise in tax advisory services, highlighting their benefits for both financial advisors and accountants.

Jackie Meyer's Professional Evolution

• From CPA to Innovator: Jackie shares her journey from managing her CPA firm to focusing on tax advisory services. This shift not only tripled her firm's revenue but also significantly reduced her working hours. It showcases the transformative impact of concentrating on tax planning.
• TaxPlanIQ: Inspired by her success and the onset of COVID-19, she launched TaxPlanIQ, a comprehensive SaaS platform aimed at streamlining tax advisory services. This platform reflects her vision of making tax planning both accessible and influential for financial professionals.

TaxPlanIQ: Revolutionizing Tax Advisory

• Software Capabilities: TaxPlanIQ offers an all-in-one solution that simplifies the proposal, planning, and implementation of tax strategies. Key features include a tax strategy library, educational materials, and an innovative pricing tool that uses AI to transform the delivery and pricing of tax advisory services.
• AI Integration: She highlights the significance of AI within TaxPlanIQ, especially an AI bot capable of analyzing tax returns and suggesting strategies. This functionality makes tax advisory accessible to advisors of varying tax knowledge, allowing them to provide complex advice.

Jackie Meyer's Vision for the Future

• Championing Tax Advisory: Jackie strongly believes in the future of tax advisory for both financial advisors and accountants. She envisions a field that leverages AI and strategic thinking to provide unmatched value to clients.
• A Personal Journey into Publishing: Beyond her professional success, she is authoring a book focused on achieving balance and inner peace amidst success. This upcoming work is a testament to her personal growth and underscores the significance of mental and physical well-being in conjunction with professional achievements.

About our Guest: Jackie Meyer President - Tax Plan IQ

You can learn more about her work at:

https://www.jackiemeyercpa.com/
https://www.linkedin.com/in/jackiemeyercpa/


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

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 literary triumph. Learn how a change in title, a dive into concise writing, and strategic pre-order campaigns can make all the difference in captivating readers and climbing bestseller lists.

Our conversation takes an inspiring turn as we explore the unexpected perks of joining the author's league. From gaining instant credibility to attracting clientele, our guest reveals the profound professional impact of their literary journey. They share the buzz of bestseller success, the warmth of community support, and the anticipation of a long-term promotional odyssey. Whether you're an aspiring writer or a curious bookworm, this episode offers a rare glimpse behind the curtain of publishing success and the transformative power of the written word.

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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 financial planning, tailored specifically for the busy professional.

Paavan's Background:

• Diverse Career Journey: The transition from a budding career in biomedical research to a tech enthusiast, and eventually a financial expert, demonstrates the author's adaptability and relentless pursuit of passion. This varied background provides a unique foundation for the financial principles discussed in the book.
• Inspiration Behind the Book: Driven by a desire to share his accumulated wisdom and experiences, the author crafted "Effortless Wealth" to guide individuals through the complexities of financial planning, making it accessible and actionable for busy professionals.

Key Insights from "Effortless Wealth":

• The SWAN Philosophy: Central to the book is the Sleep Well At Night philosophy, a concept coined by Paavan to encapsulate the essence of financial peace of mind through strategic planning and informed decision-making.
• Virtual Family Office: A pivotal concept introduced in "Effortless Wealth" is the virtual family office. This approach advocates for a synergistic collaboration among financial specialists to offer bespoke advice, akin to having a personal CFO for financial guidance.
• From Biomedical Engineering to Financial Expertise: Paavan's unique journey sheds light on the importance of embracing change, continuous learning, and the pursuit of one's true calling, especially when it leads to the realm of financial empowerment.

The Future of Financial Planning:

• Personalized Financial Strategies: He envisions a future where advanced, customized financial planning is not just reserved for the ultra-wealthy but is accessible to professionals across various sectors, aiming to democratize financial success.
• Raising Financial Literacy: "Effortless Wealth" is more than just a book; it's a mission to enhance the financial literacy of its readers. It encourages proactive engagement with one's financial health, promising a future where informed financial decisions lead to lasting wealth and security.

About our Guest:

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 "

You can learn more about his work at:
www.effortelesswealthbook.com
www.kotiniandkotini.com
Paavan's LinkedIn

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

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. 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

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Transform your literary creation into an auditory masterpiece with the help of Paul G McManus, CEO of More Clients, More Fun. He peels back the curtain on the audiobook production process, providing an insider's perspective on everything from setting up your own recording space to the intricacies of voice work. This episode is a deep dive into the do's and don'ts of bringing your words to life, and Paul's firsthand experiences offer a roadmap that will guide you through the nuanced journey of audiobook recording.

With Paul's expertise, discover the hidden challenges of narrating your book and how to overcome them. He underscores the importance of reading your work aloud, the value of voice coaching, and the game-changing potential of AI in audiobook narration. If you've ever contemplated how to maintain authenticity and connection with your audience through hours of recording, this session is brimming with answers. Whether you're weighing the merits of professional voice talent or considering AI as your narrator, Paul's discussion demystifies the process and illuminates a path to audiobook success.

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