Podcast appearances and mentions of Paul G Mcmanus

What if your book could be the ultimate conversation starter, opening doors for your business you've never imagined? In this episode of the Short Book Formula podcast series, I promise you'll uncover the initial steps to transform your book idea into a powerful marketing tool. As the AI-generated voice of Paul G McManus, I'm here to congratulate you on taking that pivotal first step toward authorship. Whether you're aiming to boost your authority or forge deeper connections with your ideal clients, your journey begins with a simple, yet effective, fast start assignment designed to get your ideas flowing. This isn't about perfection; it's about momentum.Join us as we explore how even the smallest actions, like jotting down your thoughts or setting up a session with your book coach, can set the stage for your success story. Picture yourself as part of an elite group of advisors destined to become published authors, with a book that not only shares your expertise but elevates your brand. Imagine the profound impact this can have on your personal and professional life. As we guide you through this journey, take a decisive step today and watch as your book becomes a reality, serving as a testament to your knowledge and a catalyst for your business growth.Support the show

Paul G McManus is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. Paul advises financial advisors to write books not for potential royalties, but rather to establish their authority, differentiate themselves from competitors, and enhance client engagement. In this episode, he talks about how even a short book can achieve these goals, as well as how advisors can use books they've written to foster initial trust with prospects. Listen in as Paul shares how he assists advisors in creating concise books that can be read quickly—enhancing the probability of completion—and using Amazon's self-publishing platform for cost efficiency and update flexibility benefits. You'll learn about his six-week book production process, what he has seen advisors do to promote their books successfully, how a book can be used to grow marketing lists, and more. For show notes and more visit: https://www.kitces.com/417

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 JourneyEarly 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 GrowthDefining 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 BusinessRob'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 ImpactBuilding 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.comSupport the show

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 ExpertEarly 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 FailMissed 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 ToolEstablishing 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/exchangedan@modelfa.comAbout 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.comSupport the show

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 EfficiencyEfficiency 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 AheadThe 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.comSupport the show

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 PierreSecond-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 strategyEric shares how his clients use real estate and conservation easements legally.How Eric Helps High EarnersHis "Redeem Team" of specialized tax professionals focuses on clients earning $500,000+ annually, turning tax code complexity into savings through court-tested strategies.Looking AheadEric 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.comwww.pierreaccounting.comAbout 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.comSupport the show

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.comClaim your free audiobook copy at: www.theshortbookformula.comSupport the show

In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professionals, especially financial advisors and CPAs, to write and publish short books as tools for business development, marketing, and authority positioning. For CPAs and advisors who aim to shine, tune in to this episode, learn, and let your expertise align.13:26 The Short Book Formula by Author Paul G. McManus18:00The Art of Collaboration by Authors Anton J. Anderson & Paul LathamForewords by Dr. Jackie Meyer and Jonathan S. Kuttin22:09The Tax-Free Business Owner by Author Mark Miller35:51How do you become an Amazon best selling author?36:35Author Jordan Raynor40:55What is the difference between a traditional publisher and hybrid publisher?51:56The 4-Hour Workweek by Author Tim Ferriss52:18What AI tool is going to save people hours upon hours of time by utilizing it to help them write?

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 IndependenceCareer 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 AdvisorsPodcast 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 AdvisorsThe 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 IndependenceConsider 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?_=evanAbout 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.comSupport the Show.

In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing.  We went over how books can be a marketing concept that financial advisors should consider.  Also, how to use the book to market to the segment you want to attract.  We also spent some time going over how to use LinkedIn effectivity to market yourself and get more business.  I hope you enjoy it! Did this podcast get you to take action in some way? I'd love your thoughts and feedback on this podcast.  I'm always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

In this episode, I welcome Michael Sir, president and co-founder of One Protection, and Carter Kowalski, account executive at Secura Consultants, to discuss the critical importance of disability insurance and its role in comprehensive financial planning.Michael's Journey: Early Life and Career Transition: Growing up on a farm in Iowa, Michael saw the impact of health issues on family stability when his father had a heart attack. This fueled his passion for disability insurance.Professional Focus: As president and co-founder of One Protection, Michael provides software that helps financial advisors sell disability insurance effectively.Carter's Path: Career Start: Carter transitioned from healthcare management to insurance, finding a passion for helping clients secure their financial futures through comprehensive income protection.Role at Secura Consultants: As an account executive, Carter helps advisors navigate the complexities of disability insurance, ensuring clients are well-protected.Secura Consultants and One Protection: A Collaborative ApproachUnderstanding the Need: Michael and Carter emphasize the often-overlooked importance of disability insurance, highlighting real-life examples where proper coverage made significant differences.Three-Legged Stool Approach: They discuss the synergy between advisors, product providers like Secura Consultants, and presentation tools from One Protection to ensure clients receive the best service and coverage.Key Success Stories and LessonsImpactful Cases: Carter shares a story about a medical professional who maintained financial stability despite an unforeseen condition, highlighting the importance of adequate coverage.Advisors' Reluctance and Solutions: Michael explains why many advisors hesitate to offer disability insurance and provides practical solutions to integrate these critical conversations into their practice.Innovations in Disability InsuranceTechnological Advancements: The episode explores technological innovations that have streamlined the underwriting process, making it easier and faster for advisors and clients.Presentation Tools: Michael introduces One Protection's virtual presentation software, designed to educate and engage clients, making the insurance process more transparent and accessible.Guiding Principles and Professional InsightsMichael's Philosophy: Emphasizing the importance of doing the right thing and having tough conversations about financial protection.Carter's Approach: With a focus on positivity and client-centered service, a positive attitude has helped him build trust and deliver impactful solutions for clients.About our Guests: Michael Sir, president and co-founder of One ProtectionCarter Kowalski, account executive at Secura ConsultantsYou can learn more about their work:https://www.linkedin.com/in/michael-sir-54b7a3120/https://www.linkedin.com/in/carter-kowalski-21a74b103/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.comSupport the Show.

Welcome back to the show Quantum Growth for Financial Advisors listeners!  Today we welcome back Paul G. McManus and Tony Maree Torrey of More Clients More Fun (MCMF) Publishing to discuss going deeper on synergistic marketing in the financial services industry.   Paul and Tony introduce the concept of the “influencer accelerator” strategy to leverage guest The post The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice with Paul G. McManus and Tony Maree Torrey appeared first on Kuttin Consulting Group.

Listen to the full episode on the Influential Entrepreneurs Podcast with Mike Saunders episode here:https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host/Claim your free audiobook copy at: www.theshortbookformula.comSupport the Show.

Paul G. McManus is a best-selling author and prominent figure in the financial industry, specializing in helping financial advisors to become bestselling authors and create authority-based marketing systems to attract their ideal clients. Over the past 8 years, Paul has played a pivotal role in assisting clients in generating over $50,000,000 in fees and commissions.He is the author of multiple books including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and his upcoming book: From author to Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients. Paul has emerged as a leading authority for financial professionals. His works, blending insights on authorship, and authority-based marketing systems, serve as a cornerstone for those aiming to attract high-value clients.Learn more: https://www.theshortbookformula.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host

Paul G. McManus is a best-selling author and prominent figure in the financial industry, specializing in helping financial advisors to become bestselling authors and create authority-based marketing systems to attract their ideal clients. Over the past 8 years, Paul has played a pivotal role in assisting clients in generating over $50,000,000 in fees and commissions.He is the author of multiple books including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and his upcoming book: From author to Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients. Paul has emerged as a leading authority for financial professionals. His works, blending insights on authorship, and authority-based marketing systems, serve as a cornerstone for those aiming to attract high-value clients.Learn more: https://www.theshortbookformula.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host

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 ExpertCareer 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 SettlementUnderstanding 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 AcademyCollaborative 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 DirectionsThe 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.comAbout 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.comSupport the Show.

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 ExpertsFoundation 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 SpeakingBecoming 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 ApplicationsClient 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 ForwardBuilding 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 fieldsAbout Our Guest: Tony Maree TorreyLinkedIn: 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.Claim your free audiobook copy at: www.theshortbookformula.comSupport the show

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 ExpertTransitioning 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 TogetherIdentifying 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 AcademyA 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 DirectionsValuable 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.Claim your free audiobook copy at: www.theshortbookformula.comSupport the show

In this episode, I have the pleasure of hosting Jim Lavorgna, the author of "Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and their Advisors." Our discussion is set to be insightful as we dive into Jim's unique insights and the innovative strategies outlined in his book.Jim is  also a valued client. He'll lead us through the complex world of wealth management and taxation. His book serves as a guide for business owners, affluent families, and their advisors, simplifying the intricacies of financial strategies. We'll explore how Jim's clear solutions enable individuals to confidently manage the often perplexing aspects of wealth and taxes.Challenges with the referral model- The referral model can create challenges in finding the right professionals to work with.- The client may not have control over the recommended professionals and their expertise.- Building a team of specialists through referrals can be time-consuming and may not result in an effective and coordinated approach.- The virtual family office model offers a team-based approach where professionals work together to provide holistic and coordinated services.Benefits of a virtual family office- A virtual family office is a collection of professionals who specialize in different areas and work together to provide comprehensive services.- The team-based model allows for better coordination and communication between professionals, ensuring that the client's goals are met.- The approach is more efficient and cost-effective compared to traditional referral models.- The client remains in control and can pick and choose which recommendations to implement.Importance of proactive planning- The book emphasizes the importance of proactive planning and being future-oriented.- Compliance-driven professionals focus on past tax returns, while the virtual family office takes a more proactive approach to help clients save money and maximize their wealth.- CPAs and tax professionals should read the book to stay informed and provide clients with holistic solutions and proactive advice.Examples of practical applications in the book- The book provides practical examples of how the virtual family office approach can benefit clients.- Examples include increasing cash flow for college expenses, utilizing tax deductions for real estate transactions, and setting up trust structures to mitigate taxes.- The book is packed with big ideas but can be read in just over an hour.About Our Guest:LinkedIn: https://www.linkedin.com/in/jameslavorgna/Website: https://spencervfo.com/ Email: jlavorgna@spencervfo.comAdditional Resources Mentioned In This Episode:Elite Resource TeamAbout 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.comSupport the show

We are back with a special episode this week before Thanksgiving featuring Ray Kelly on the Million Dollar Producer show, hosted by Paul G. McManus. In this episode, Paul welcomes leadership expert Ray Kelly to his podcast. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career The post Featured Podcast: Ray Kelly on The Million Dollar Producer Show – Transformative Leadership to Build a Billion-Dollar Wealth Management Firm appeared first on Kuttin Consulting Group.

From Author to Authority is a groundbreaking book that empowers financial authors to leverage the full potential of LinkedIn to amplify their visibility, establish themselves as industry thought leaders, and attract high-value clients. Authored by Paul G. McManus, a renowned LinkedIn marketing expert with a proven track record of helping financial professionals generate millions of dollars in fees and commissions, this book provides a comprehensive roadmap for financial authors to harness the immense power of LinkedIn.Praise For From Author To Authority“As an experienced financial advisor that has grown multiple 7-figure businesses through digital marketing, I thought I had a good grasp on the power of LinkedIn. However, "From Author to Authority" opened my eyes to an entirely new level of possibilities! Paul McManus' deep understanding of both the financial industry and the intricacies of LinkedIn's platform shines through every page. It is for this reason that I am sharing my enthusiastic endorsement of this book. I believe it is an absolute game-changer for financial professionals looking to leverage their status as an author and be seen as a true authority!”Anton J. Anderson, CEO, Elite Resource Team***“There was a time when the only people generating revenue from LinkedIn were the people selling us their system on how to make money with LinkedIn. Boy has that changed. In his book, From Author to Authority, McManus gives us one example after another of how financial advisors are seeing a clear ROI from their use of LinkedIn. His example in Chapter 8, Strengthening Your Impact, is a perfect example. I have learned from and benefited from Paul's coaching on LinkedIn. Now you can too!” Bill Cates, CSP, CPAE, Author of Beyond Referrals & Radical Relevance and Founder of The Cates Academy for Relationship Marketing***"As a Certified Financial Planner, best-selling author, and business coach who has navigated the journey from author to authority, I wholeheartedly recommend Paul McManus' 'From Author to Authority.' This book is pivotal for financial professionals aiming to attract premium clients on LinkedIn. It isn't merely a tool, but also a step-by-step guide to revolutionizing your career, expanding your reach, and enhancing your influence.”Robyn Crane, CFP®, Best-selling Author and Business Coach for Financial Professionals***“In ‘From Author to Authority,' Paul G McManus offers a compelling roadmap for financial authors to amplify their influence and attract premium clients. As a fellow professional in the field, I can attest to the relevance and effectiveness of his strategies. McManus's adept handling of the subject matter and his clear, concise writing style make this book a standout resource for financial authors.”Tony Maree Torrey, Author of Your Million Dollar Accelerator: Six Proven Strategies to Grow a 7-Figure Financial Practice.***"Paul does it again with his book ‘From Author to Authority.' He delivers an inspiring, practical, and fast-based manual, this time to help financial professionals amplify their brand and expertise. I was drawn to the specific strategies Paul shares about creating client avatars and using LinkedIn groups to garner wider impressions. Paul is your go-to resource to elevate your brand, and this book provides a concise look at how to proceed.” Liz Briggson, Co-Owner of Encoursa: Education and Partnerships for Accounting CPESupport the show

We are back with our another episode of Quantum Growth for Financial Advisors with Jon Kuttin to learn how you can leverage one of the most powerful and networking tools in the financial services industry - LinkedIn! Join Jon Kuttin and Paul G. McManus of More Clients More Fun and author of The Short Book The post Leveraging LinkedIn Marketing to Increase Your Influence and Drive Results with Paul G. McManus appeared first on Kuttin Consulting Group.

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:The Power of Publishing: Writing books can be instrumental in honing and conveying your message, facilitating better audience engagement and understanding.Insight Interviews: Engaging with your target audience to gauge their needs and worries can result in a more resonant and effective book.Audience Engagement: Aim to captivate your target audience by tapping into their aspirations while offering invaluable insights.The 401k Maneuver: This innovative addition to retirement plans boasts benefits such as proactive management, bespoke risk tolerance assessment, augmented performance, and diminished fees.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.Turnkey Solutions: The 401k maneuver and PEP offer streamlined solutions for advisors, furnishing them with supplementary services and promotional avenues.Budnick's Support for Advisors: Michael extends hands-on assistance to fellow advisors, inclusive of benchmarking analyses, proposal crafting, and kick-off discussions.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.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.comAbout 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 clientsYou can get a complimentary copy of Paul's book at: www.theshortbookformula.comClaim your free audiobook copy at: www.theshortbookformula.comSupport the show

Have you ever pondered the idea of writing a book? You know that it could boost your credibility, demonstrate your expertise, and serve as an impressive introduction to your clients and centers of influence. So why haven't you done it yet?  More than likely, it feels overwhelming – you don't have the time or it's … Continue reading Episode #46 The Why & How to Writing a Book That Attracts Ideal Financial Advisory Clients with Paul G. McManus →

Paul G. McManus is the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program, and host of The Million Dollar Producer Show Podcast.  He has worked closely with over 500+ financial advisors, CPAs, life insurance producers, and business advisors since 2015. He is also the author of Million Dollar Producer: The Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn. He lives in San Diego, California with his wife Atsuko and his two Boston Terriers, Moo and Potato Chips.    Listen to this insightful RIA episode with Paul McManus about his book, The Short Book Formula. Here is what to expect on this week's show: - How publishing a book is a great way attract more customers. - Why getting leads and appointments is easy but converting them to be a client is not. - How becoming an author gives you a piece of marketing collateral that you can use and leverage for years. - Why writing a book helps you identify your target audience and what they are attracted to. - How authors can and should tie in LinkedIn marketing and messaging with their book.   Connect with Paul: Links Mentioned: https://www.theshortbookformula.com/?r_done=1 LinkedIn linkedin.com/in/paulmcmanus Learn more about your ad choices. Visit megaphone.fm/adchoices

Let's say you've written a book covering your area of expertise. How do you go about promoting it and using it to help grow your business? Paul McManus is the co-founder of More Clients, More Fun, and he has worked with over 500 professionals to help them write, publish, and market their books (specifically on LinkedIn).An interview with Paul first appeared in Episode 324 of The DigitalMarketer podcast, entitled 'Helping Business Professionals Become Published Authors with Paul G. McManus'. That episode is a great starting point if you are looking into why you should write a book, the process involved, as well as some of the benefits. This is Part Two, effectively. Now you have your book, and it's time to take it to market. From understanding the value of LinkedIn newsletters as a way to grow your subscriber base and then using the contents of your book on the platform in the right way, Paul is sharing some great insights into curiosity-driven book marketing. The status bump that you enjoy when you become an author and the way you are now able (with AI) to deliver consistent, on-brand messaging that comes from your book is part of what makes getting your book 'out there' across all the various social media and marketing platforms so appealing. Paul McManus is the co-founder of More Clients, More Fun and the author of 'The Short Book Formula', the ideal solution for financial professionals who want to write and publish their books quickly and efficiently. Key Takeaways:03:43 Paul shares his 5 key strategies for promoting your book06:40 The value of a LinkedIn newsletter to grow your subscriber base12:00 What content from your book should go into your LinkedIn feed?16:28 Creating curiosity-driven direct marketing18:00 The value of an accompanying audiobook20:20 Appreciating the status bump of having written a book23:50 Is it okay to repurpose your content?27:20 The importance of consistent messaging with your organic content29:13 How Paul is embracing AI to expand the author's original conceptConnect with Paul G. McManus:Website - The Short Book Formula - https://www.theshortbookformula.com/Linktree - @paulgmcmanus | Linktree - https://linktr.ee/paulgmcmanusBe sure to subscribe to the podcast at: https://www.digitalmarketer.com/podcast/Facebook: https://www.facebook.com/digitalmarketerInstagram: https://www.instagram.com/digitalmarketer/LinkedIn: https://www.linkedin.com/company/digital-marketer/This Month's Sponsors:Conversion Fanatics - Conversion Rate Optimization AgencyGet 50% Off Monthly Blog Writing Service - BKA Content More Resources from Scalable[Free Guide & Assessment] 7 Levels of ScaleFREE EPIC Challenge More Shows You'll Love

Let's say you've written a book covering your area of expertise. How do you go about promoting it and using it to help grow your business? Paul McManus is the co-founder of More Clients, More Fun, and he has worked with over 500 professionals to help them write, publish, and market their books (specifically on LinkedIn).An interview with Paul first appeared in Episode 324 of The DigitalMarketer podcast, entitled 'Helping Business Professionals Become Published Authors with Paul G. McManus'. That episode is a great starting point if you are looking into why you should write a book, the process involved, as well as some of the benefits. This is Part Two, effectively. Now you have your book, and it's time to take it to market. From understanding the value of LinkedIn newsletters as a way to grow your subscriber base and then using the contents of your book on the platform in the right way, Paul is sharing some great insights into curiosity-driven book marketing. The status bump that you enjoy when you become an author and the way you are now able (with AI) to deliver consistent, on-brand messaging that comes from your book is part of what makes getting your book 'out there' across all the various social media and marketing platforms so appealing. Paul McManus is the co-founder of More Clients, More Fun and the author of 'The Short Book Formula', the ideal solution for financial professionals who want to write and publish their books quickly and efficiently. Key Takeaways:03:43 Paul shares his 5 key strategies for promoting your book06:40 The value of a LinkedIn newsletter to grow your subscriber base12:00 What content from your book should go into your LinkedIn feed?16:28 Creating curiosity-driven direct marketing18:00 The value of an accompanying audiobook20:20 Appreciating the status bump of having written a book23:50 Is it okay to repurpose your content?27:20 The importance of consistent messaging with your organic content29:13 How Paul is embracing AI to expand the author's original conceptConnect with Paul G. McManus:Website - The Short Book Formula - https://www.theshortbookformula.com/Linktree - @paulgmcmanus | Linktree - https://linktr.ee/paulgmcmanusBe sure to subscribe to the podcast at: https://www.digitalmarketer.com/podcast/Facebook: https://www.facebook.com/digitalmarketerInstagram: https://www.instagram.com/digitalmarketer/LinkedIn: https://www.linkedin.com/company/digital-marketer/This Month's Sponsors:Conversion Fanatics - Conversion Rate Optimization AgencyGet 50% Off Monthly Blog Writing Service - BKA Content More Resources from Scalable[Free Guide & Assessment] 7 Levels of ScaleFREE EPIC Challenge More Shows You'll LovePerpetual Traffic - The #1 podcast for learning paid traffic and improving...

Experience the power of self-publishing with "The Short Book Formula: A Financial Professional's Guide to Writing a Book in 6 Weeks to Attract Ideal Clients,"  by Paul G McManus, now available in audiobook format, narrated by Tony Maree Torrey.Learn more by going to: www.theshortbookformula.comAre you an astute financial professional - a financial advisor, a tax-planning CPA, a life insurance producer, or a business advisor? If so, this audiobook is precision-tailored for you. It illuminates the path for those eager to augment their professional influence and engage their ideal clients via the respected avenue of self-published authorship."The Short Book Formula" demystifies the intricate world of authorship. It empowers financial professionals to craft and publish insightful books expediently, without compromising on quality. As a strategic blueprint, it guides you in creating compelling narratives that magnetize your target clients and cement your status as an unrivaled authority in your field.Embedded in this audiobook is a straight-forward, effective methodology for communicating your expertise in language that's both accessible and engaging. By eschewing overused jargon, it helps you fashion content that captivates your audience, irrespective of their time constraints.Yet, the unique potency of "The Short Book Formula" extends beyond its writing and publishing philosophy. It cleverly weaves your products and services into your narrative, creating a tapestry of valuable insights that leave an indelible mark on your readers. By supplying invaluable content first and then elegantly linking it to your offerings, you generate a lasting impression that intrigues your readers and encourages them to seek your professional services.What's more, "The Short Book Formula" isn't about making a profit from book sales. Rather, it unveils a book-centric marketing paradigm to identify your ideal readers, engage them effectively, and smoothly guide them from being intrigued listeners to gratified clients.Join the adventure of self-publishing with "The Short Book Formula," as Tony Maree Torrey's adept narration brings the words off the page, offering you an immersive and enlightening auditory experience.Support the show

We are back with our another episode of Quantum Growth for Financial Advisors with Jon Kuttin to learn how you can become an author in the financial services space. Join Jon Kuttin and Paul G. McManus of More Clients More Fun and author of The Short Book Formula: A Financial Professional's Guide to Writing a The post Writing a Book to Attract Clients to Your Wealth Management Firm with Paul G. McManus appeared first on Kuttin Consulting Group.

Are you a business professional or business owner who's weighed up the idea of writing your own book? You've been raised in a world where you've been psychologically conditioned to trust a book, but now everything is digital, and to add to the confusion, there's AI!Paul McManus is the co-founder of More Clients, More Fun and the author of 'The Short Book Formula'. He's in conversation with TDM's Mark de Grasse, and together they're exploring the reasons why you should publish your own book. This starts with seeing your book as a marketing tool and an authority builder. They promise that what you should do with that book to generate sales will be discussed in a 'part two' episode soon. For now, the emphasis is on the hard copy book as part of the marketing, lead generation, and sales process. A book can create a brand, facilitate trust, and it elevates your status. If you feel that actual writing is too much of a barrier to entry to your masterpiece or that you're just too embarrassed to convey your story, then Paul's publishing process involves system creation, ideation, and reforming concepts into something that's deliverable and scalable, will be right up your alley.Paul McManus is the co-founder of More Clients, More Fun and the author of 'The Short Book Formula', the ideal solution for financial professionals who want to write and publish their books quickly and efficiently. Their unique approach allows you to get your message out to the world in record time (six short weeks) without sacrificing quality. Their approach will also help you make sure that your book is compelling and engaging so that your readers will become clients and champions of your business.Key Takeaways:00:59 Why should anybody (professionals or a business) have a book?08:00 How is AI (ChatGPT4) changing the publishing landscape for Paul?14:44 Print versus digital: do you have to actually print?19:10 Using AI to write your book: what are the challenges? 23:50 Becoming a published author in only six weeks25:10 Appreciating Paul's process of working with his clients28:20 Why it's worth working with a publishing professional Connect with Paul G. McManus:Website - The Short Book Formula - https://www.theshortbookformula.com/Link Tree - @paulgmcmanus | Linktree - https://linktr.ee/paulgmcmanusBe sure to subscribe to the podcast at: https://www.digitalmarketer.com/podcast/Facebook: https://www.facebook.com/digitalmarketerInstagram: https://www.instagram.com/digitalmarketer/LinkedIn: https://www.linkedin.com/company/digital-marketer/This Month's Sponsors:Conversion Fanatics - Conversion Rate Optimization AgencyGet 50% Off Monthly Blog Writing Service - BKA Content More Resources from Scalable[Free Guide & Assessment] 7 Levels of Scale

Are you a business professional or business owner who's weighed up the idea of writing your own book? You've been raised in a world where you've been psychologically conditioned to trust a book, but now everything is digital, and to add to the confusion, there's AI!Paul McManus is the co-founder of More Clients, More Fun and the author of 'The Short Book Formula'. He's in conversation with TDM's Mark de Grasse, and together they're exploring the reasons why you should publish your own book. This starts with seeing your book as a marketing tool and an authority builder. They promise that what you should do with that book to generate sales will be discussed in a 'part two' episode soon. For now, the emphasis is on the hard copy book as part of the marketing, lead generation, and sales process. A book can create a brand, facilitate trust, and it elevates your status. If you feel that actual writing is too much of a barrier to entry to your masterpiece or that you're just too embarrassed to convey your story, then Paul's publishing process involves system creation, ideation, and reforming concepts into something that's deliverable and scalable, will be right up your alley.Paul McManus is the co-founder of More Clients, More Fun and the author of 'The Short Book Formula', the ideal solution for financial professionals who want to write and publish their books quickly and efficiently. Their unique approach allows you to get your message out to the world in record time (six short weeks) without sacrificing quality. Their approach will also help you make sure that your book is compelling and engaging so that your readers will become clients and champions of your business.Key Takeaways:00:59 Why should anybody (professionals or a business) have a book?08:00 How is AI (ChatGPT4) changing the publishing landscape for Paul?14:44 Print versus digital: do you have to actually print?19:10 Using AI to write your book: what are the challenges? 23:50 Becoming a published author in only six weeks25:10 Appreciating Paul's process of working with his clients28:20 Why it's worth working with a publishing professional Connect with Paul G. McManus:Website - The Short Book Formula - https://www.theshortbookformula.com/Link Tree - @paulgmcmanus | Linktree - https://linktr.ee/paulgmcmanusBe sure to subscribe to the podcast at: https://www.digitalmarketer.com/podcast/Facebook: https://www.facebook.com/digitalmarketerInstagram: https://www.instagram.com/digitalmarketer/LinkedIn: https://www.linkedin.com/company/digital-marketer/This Month's Sponsors:Conversion Fanatics - Conversion Rate Optimization AgencyGet 50% Off Monthly Blog Writing Service - BKA Content More Resources from Scalable[Free Guide & Assessment] 7 Levels of ScaleFREE EPIC Challenge More Shows...

Paul G. McManus is the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program, and host of The Million Dollar Producer Show Podcast. He has worked closely with over 500+ financial advisors, CPAs, life insurance producers, and business advisors since 2015. He is also the author of Million Dollar Producer: The Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn. He lives in San Diego, California with his wife Atsuko and his two Boston Terriers, Moo and Potato Chips. STAY CONNECTED: LinkedIn: https://www.linkedin.com/in/paulgmcmanus/ Podcast: https://legacyinthemakingshow.com/paul-g-mcmanus/ Youtube: https://www.youtube.com/@PaulMcManus10 ________________________________________________________________ Thank you again for joining us today! If you know anybody that would benefit from this episode please share it with them and help spread the knowledge and motivation. Don't forget to show your support for the Rise Up For You Podcast by writing a review on iTunes. Your feedback helps the success of our show and pushes us to continuously be better! Check out www.riseupforyou.com for more podcast episodes, webinars, events, and more to help you get to the next level in your personal and professional life! You can also follow us on Facebook, Instagram, LinkedIn, and Youtube @riseupforyou Looking for more support? Grab your free coaching call with our team completely FREE! Bring your questions about Confidence, Leadership or Business and we will assign you the best coach to provide customizable support. SCHEDULE YOUR FREE CALL HERE riseupforyou.com/coaching

In this episode, I discuss my new book: "The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients" which you can get by going here.Summary of Book:We both know time is precious, and I surely do not want to waste your time if The Short Book Formula: A Financial Professional's Guide to Writing a Book in 6 Weeks to Attract Ideal Clients is not for you. Therefore, let me be upfront and crystal clear on exactly who I wrote this book for.I wrote The Short Book Formula for financial professionals - mainly financial advisors, tax-planning-focused CPAs, life insurance producers, and business advisors - who want to leverage the speed, control, and autonomy of being a self-published author. These men and women are skilled in financial planning, tax planning, exit planning, and other business advisory services. They play a crucial role in the success of business owners and high-net-worth individuals.The Short Book Formula is for the financial professional who would like a quick and effective way to become a published author so that they can then get their book out into the world to help them attract their ideal clients.I believe that writing and publishing a book should be a quick, efficient, and profitable process. That's why I have developed a unique approach that allows financial professionals to write and publish their books in record time, without sacrificing quality.By following the methods in this book, you'll discover how to make it blindingly obvious to your ideal prospects that you are the only logical choice for them, and that you have a tremendous amount of value to bring to the table.Our approach to writing and publishing is designed to help our authors create books that are focused, concise, and easy to understand. We believe that by using simple, clear language and avoiding unnecessary jargon or complexity we can help our authors create books that are accessible and enjoyable to read, even for those with limited time.But the real value of our approach is in the way it connects your book to your products and services. By offering helpful information first, and then carefully connecting the dots to your offerings, you can make a lasting impression on your readers and entice them to want to do business with you.And the best part? You don't have to rely on selling books to make money. Instead, our book-centric sales and marketing approach will help you target the right readers, have them raise their hands when the time is right, and help you easily convert them into paying clients.So, if all this sounds good to you, this book is for you.Support the show

Secret tips to create a strong business presence online, bring high-level teams together, and develop efficient processes that free you up to be the leader you’re meant to bePaul G. McManus, Founder and CEO of More Clients More Fun, a lead generation and content marketing agency, serving financial advisors, coaches and consultants since 2015. He's also the author of the Smart Million Dollar Producer: The secret playbook for financial professionals to land high-value clients using LinkedIn. Paul shares secret tips on how to land high-value business within a specified niche. He shares how to use LinkedIn to attract elite clients AND sage experience on how to stop doing low-value tasks yourself and find EXCELLENT resources to either automate or delegate to.In this episode you will learn:

In this episode, Paul G McManus author of Smart Million Dollar Produces.  Paul shares why he left the CEO role of the multi-million company to start a marketing company from ground zero. Paul will share the marketing tips for small business owners in the service industry to 10X their revenue.  What you will learn:How can you market your services successfully with a small budget?Using LinkedIn as a lead-generation tool, and land high-value clientsUsing Podcasting as a marketing venue Marketing tactics that will produce results

Josh Patrick is a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, serial entrepreneur, and writer. He is also founder of The Financial Freedom Project, The Sustainable Business, and AskJoshPatrick. Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. What you’ll learn from this episode:Why Josh recommends “Book Yourself Solid” to his clients and believes it’s the best book on marketing out thereHow marketing and sales are two completely different activitiesHow public speaking and podcasts build a rapport with listeners which leads to business connectionsWhy Josh considers mistakes beneficialHow to gain business by being known as an expert and identifying a problem you can help fixHow sustainability is about creating excess cash in a businessWhy being on a podcast increases businessWhy it’s beneficial to start a podcast or project when only 70% readyHow podcasts can repeat topics by discussing many different approachesResources:Book Yourself Solid by Michael PortSustainable by Josh PatrickConnect with Josh Patrick:Website Linkedin Twitter Connect with Paul G. McManus at:LinkedIn WebsiteSupport the show (https://www.milliondollarproducershow.com)

Dr. Aprille Trupiano, CEO of AT International, has worked with business owners around the globe for 15 years - focusing in the US particularly in the financial services, mortgages, and insurance (Life Insurance, P&C Insurance, Health Insurance) - to blow the lid off their business. After using her proven proprietary systems, clients say they make more money than ever before (without working harder) and have more fun doing it! They spend more time doing what they truly love to do - both in their business and in their lives outside the business. Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. What you’ll learn from this episode:How Dr. Aprille Trupiano chose to go down this path and what moment defined who she is today.How AT International helps its clients increase revenue and what process is typically taken to help them create those results.Why 74% of advisory firms close their doors by attrition, not outlasting their owners.What Aprille’s insights are about retaining and attracting high-quality women into the business.How to measure the ROI when investing in yourself and your team. Important advice on how to smartly make the transition from solo entrepreneur to CEO.Connect with Dr. Aprille Trupiano at:WebsiteLinkedInEmail: Aprille@aprilletrupiano.comThe Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high-value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:LinkedIn WebsiteSupport the show (https://www.milliondollarproducershow.com)

In this episode we interviewed Michael Moore, Owner of CDP Insurance Services.Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. Key Facts We Discussed- Michael started out in a small brokerage firm at the beginning of his career- He eventually became the West Coast Sales Vice President of Wintrust before starting his own business- Michael has worked in the life insurance business for 23 years and the premium finance business for 15 yearsKey Questions We Asked- Who are the ideal clients for premium finance?- What are the problems that premium finance can solve?- What is Michael’s role in the premium finance interaction and transaction?- How is premium finance beneficial for the client, the agent, and Michael?- How should agents go about finding these ultra-high net worth clients?- What advice does Michael have for agents?Key Tools- CDP Insurance provides educational materials and Michael is always available to as a resource to their clients- Start with a center of influence such as a CPA or attorney- Know what you are talking about- Don’t try to elephant hunt, but rather keep premium finance in your back pocket if the right client comes alongYou can connect with Michael at:https://www.cdpinsurance.com/(949) 923-7260The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:LinkedIn WebsiteSupport the show (https://www.milliondollarproducershow.com)

In this episode we interviewed Jason Mericle, Founder of https://restrictedproperty.com/. Jason shares with us his story of how is using digital marketing tools to be able to attract an inbound flow of leads of affluent business owners and tax advisors.He also shares how he is using those same tools to be able to speed up the sales process through the use of on-demand webinars that help educate both his potential clients, along with their existing tax advisor.Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. You can connect with Jason at:LinkedIn - https://www.linkedin.com/in/jason-mericle/Website - https://mericleco.com/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:LinkedIn WebsiteSupport the show (https://www.milliondollarproducershow.com)

In this episode we interviewed Nancy Brunetti, CEO of Ocean Crest Financial. Nancy shares with us her story of building a $59 million dollar financial services firm (from scratch!) in just 8 years.And how she is today very effectively using both "seminar marketing" and LinkedIn to very effectively grow her practice.Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. You can connect with Nancy at:LinkedIn - https://www.linkedin.com/in/nancybrunetti/Website - https://nancybrunetti.com/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:LinkedIn - https://www.linkedin.com/in/paulgmcmanus/Website - https://milliondollarproducershow.com/Support the show (https://www.milliondollarproducershow.com)

In this episode, we speak to Buck Adams. A former undercover cop, and now a senior executive at a leading multinational financial services firm that works with more than half of the billionaires in the world.Buck discusses the lessons he learned as a undercover cop such as being able to read someone's body language and how he uses that now to build trust with the the wealthiest people on the planet.Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. You can connect with Buck Adams:LinkedIn - https://www.linkedin.com/in/charles-b...The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:https://www.linkedin.com/in/paulgmcmanus/Connect with Tony Maree Torrey at:LinkedIn - https://www.linkedin.com/in/tonymaree/Website - https://www.thesynergyzone.com/Support the show (https://www.milliondollarproducershow.com)

In this episode, we speak to Mike Bell, Executive Vice President of First Financial Resources (FFR) and former head of Pacific Life.Mike discusses what it takes to be a top level producer and how FFR helps high-level independent life insurance producers obtain the highest compensation in the industry, by removing the "middleman."Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. You can connect with Mike and First Financial Resources at:LinkedIn - https://www.linkedin.com/in/mike-bell-2b334116/Website: https://ffrmembers.com/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:https://www.linkedin.com/in/paulgmcmanus/Support the show (https://www.milliondollarproducershow.com)

In this episode we interviewed Mark Larivee, Managing Partner & Founder Attorney Tax Savings LLC. Mark discusses how he is using LinkedIn to attract high-income attorneys and law firms nationwide.In less than a year he has been able to generate cases worth $1.5 million of target premium, all without ever having to leave his home office in Denver, Colorado.Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. You can connect with Mark at:LinkedIn - https://www.linkedin.com/in/marklarivee/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:https://www.linkedin.com/in/paulgmcmanus/Support the show (https://www.milliondollarproducershow.com)

In this episode, we speak to Matt Zagula, FORBES Best Selling author of SMART Retirement. (Strategic Movement Around Retirement Taxation)Matt helped create over $1 BILLION DOLLARS of revenue as a coach/consultant. He has worked with marketing luminaries Dan Kennedy, Frank Kern, and John Carlton, and is a go-to resource for advisors across the country.Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. You can connect with Matt at:LinkedIn - https://www.linkedin.com/in/matt-zagula-7148718/Website: https://www.smartretiree.com/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:https://www.linkedin.com/in/paulgmcmanus/Support the show (https://www.milliondollarproducershow.com)

In this episode we interviewed Alex Sonkin, CEO and Founder of Virtual Family Office (VFO) Hub. Alex shares his story of how he helps Elite CPAs and Family Offices retain and attract high-net-worth clients through his revolutionary approach that is disrupting the financial services industry. Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. You can connect with Alex at:LinkedIn - https://www.linkedin.com/in/alexsonkin/Website - https://vfohub.com/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:https://www.linkedin.com/in/paulgmcmanus/Support the show (https://www.milliondollarproducershow.com)

In this episode we interviewed Shane Walls, CEO of Advisor Bridge Asset Management. Shane shares with us his story of going from $200,000 to $2.5 Million of target premium (in less than 2 years) using LinkedIn.Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. You can connect with Shane at:LinkedIn - https://www.linkedin.com/in/shanedwalls/Website - http://www.advisorbridgeinfo.com/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial planners, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:LinkedIn - https://www.linkedin.com/in/paulgmcmanus/Support the show (https://www.milliondollarproducershow.com)

In this episode, we meet a very special guest, Paul G. McManus, Co-founder and CEO of More Clients More Fun and Million Dollar Producer. Paul and his team help financial advisors, CPAs, and business coaches (making $10k+ per month) land high-value clients using LinkedIn. My favorite Quote from this episode: "Stick on ONE thing until we're successful"— Paul G. McManus If you're a business expert, a trainer, a coach, or a consultant, and you want to land Big-Ticket Clients, watch our free training: https://drpele.com/masterclass Big-Ticket Clients™ helps coaches, consultants and companies leverage the narrative psychology and persuasive power of storytelling to attract and enroll their highest-value clients online. This podcast is here to answer only ONE question: "How do you stand out in a noisy marketplace to create the business and life of your dreams, while maintaining your own powerful, unique voice?" To get answers each week, subscribe to Big-Ticket Clients™. To get answers, subscribe to this channel and you will receive a new episode each week, focused on helping you Be Your Purpose, Change Lives, Prosper, and Get Big-Ticket Clients!Support the show (https://drpele.com)