The Influential Advisor

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

Stanley, a former engi...

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Your best client just sold their business for $8 million and calls to say they're moving everything to Goldman Sachs. This devastating scenario happens to 70% of advisors, but Jeff Armstrong has the antidote. As a former business owner who ran a company for 23 years, Jeff reveals the blind spot costing advisors their most valuable relationships. While most advisors focus on managing wealth outside the business,...

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After 11 years scaling Elite Resource Team, Anton Anderson's revenue tripled when he released "The Art of Collaboration" in 2024. He shows how one book became a growth flywheel, why his event is now the "Virtual Family Office Collective," & how AI is speeding—not threatening—progress. Anton previews book #2, "The Art of Proactivity" (co-authored with Paul Latham, who sold his a...

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Andrew shares the tragic story that changed his career: a couple delayed retirement until reaching a financial milestone, only for the wife to pass away before they could enjoy it. This moment reshaped his mission from managing money to helping people retire with confidence. He breaks down the three pillars of financial planning, explains how small spending habits reflect deeper priorities, and offers strategies tha...

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Ever hosted a client event and wondered if it truly moved the needle for your business? In this episode, we’re joined by Elyse Stoner and Angela York—co-founders of Event Advisors—who share the secret sauce behind turning events like book launches into powerful referral and relationship-building tools.

Unlike traditional advisor events that focus on entertainment, Elyse and Angela dive into the art and science ...

Episode Overview

Financial advisor Stephen Soderstrom reveals why high earners struggle with the paradox of "I make good money, where does it all go?" After watching countless successful professionals face this challenge, Stephen developed a radically simple system that requires no budgeting apps, no expense tracking, and no complicated spreadsheets. Learn how the G4 cash flow model can transform your financial life.

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Transform Your Book into a Million-Dollar Client Attraction System

Most financial advisors who write books make a critical mistake: they focus on book sales instead of client acquisition. This comprehensive guide reveals the proven system that has helped nearly 500 financial advisors generate over $100 million in fees and commissions—not through royalties, but by strategically using their books to attract high-value clients.

The...

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Laura Rehbein shares her journey from becoming head of household at age 12 in rural Michigan to building a successful financial advisory practice over nearly three decades. Her book "Fearless Finance" addresses the anxiety that highly educated, successful professionals feel about their finances despite their achievements. Laura reveals why knowledge replaces fear and how proper planning can help clien...

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Many entrepreneurs focus intensely on growing their businesses while neglecting personal financial security. Paul Cook, a veteran insurance professional with decades of experience, reveals how life insurance can serve as more than just death benefit protection - it can provide tax-free retirement income, emergency liquidity, and protection from market volatility. Drawing from real-world stories of families he's...

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In a world dominated by digital platforms, Urban Adams offers a refreshingly human approach to financial advising. With 25 years in the industry and a philosophy grounded in stoicism, Urban helps clients balance enjoying the present while planning for the future. His new book, "Wealth Your Way," challenges traditional mindsets about wealth accumulation, advocating instead for an intentional, values-driven ...

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There's a significant gap affecting nearly every financial advisor: the disconnect between their expertise & their ability to communicate it in a way that resonates with prospects. Hillary Gale, a former linguistics professor turned copywriting expert, shares insights on how advisors can transform their marketing through better messaging. She reveals strategies for identifying language that connects, having...

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Many financial advisors find their practices increasingly transactional despite their best efforts. In this conversation, Morgan Nichols unpacks how she's pioneered an approach that puts values at the center, creating what she calls "simultaneous multi-generational success" - a practice that serves clients across generations while developing advisors across generations too. Morgan shares practical ste...

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In today's episode, Russ and Mike unpack their insightful five-pillars framework for Social Security optimization and reveal strategies that could help maximize retirement benefits. With pensions disappearing and Social Security representing 30-50% of retirement income for many Americans, making the right claiming decision is crucial. The authors highlight a startling reality: 80% of men die married while ...

This episode features an in-depth conversation with Morgan Nichols and Kelly Bays, financial advisors at Ameriprise and co-authors of the new book "Intentional Legacy." The discussion explores how legacy isn't something you plan for at the end of life, but something you live every day through your financial decisions, family interactions, and the values you demonstrate and pass on to future generations.

Guest Informat...

In this episode of The Influential Advisor podcast, host Paul interviews Erik Brenner, founder of Hilltop Wealth and Tax Solutions with 32 years of experience in wealth management. Erik discusses his innovative "Personal CFO" model that brings comprehensive financial services under one roof, including integrated tax planning and wealth management. The conversation explores how this approach can transform retirement planni...

In this inspiring episode, we sit down with Russ Gaiser and Mike Hoeflich, financial advisors and authors of the bestselling book "Beyond Break Even."

 Discover how they transformed their stalled manuscript into a #1 bestseller in five categories in just six months, and how their book has opened unexpected doors for their financial practice. 

Whether you're a financial professional considering authorship or someone who...

In this podcast episode, I welcome  I welcome Shuey Wyne, V.P. Wealth Advisor at RVW Wealth and author of the Amazon bestseller Worry-Free Wealth. Shuey offers a unique take on wealth management, combining timeless wisdom with evidence-based investing.

We explore his unconventional path from rabbinical studies to managing over $1.6 billion in assets and discuss key principles for avoiding financial mistakes, delegating effectively, ...

In this podcast episode, I welcome Sam Sivarajan,  an expert in behavioral finance and a leader in coaching financial advisors, to explore the transformative intersection of artificial intelligence, behavioral finance, and human connection in financial advising.

This episode provides insights into how advisors can embrace technology while deepening their human connection with clients. It also highlights Sam's practical framewor...