The Game Changing Advisor

The Game Changing Advisor

The Game Changing Advisor with Steve Manuel Welcome to The Game-Changing Advisor, a transformative podcast series thatredefines what it means to achieve lasting success in the world of financialadvising. In this series, we sit down with acclaimed author, advisor, and leadershipexpert Steve Manuel, whose groundbreaking book The Game-Changing Advisorhas inspired a new generation of professionals to elevate their impact—not justthrough technical expertise, but through trust, values, and culture. This isn't just another podcast about finance. It's a deep, thought-provokingconversation about the soul of the advisory business.Each episode explores powerful themes and practical takeaways drawn directlyfrom Steve’s book, as he joins us to unpack the deeper forces that shape ameaningful and sustainable career in financial advising. From building trust andaligning with your core values to mastering emotional intelligence and embracinggenerosity, Steve’s insights help advisors at every stage of their career grow notonly their business—but also their legacy. Whether you're a veteran advisor looking to sharpen your edge, a new professionalstepping into the industry, or a leader hoping to build a values-driven culture withinyour firm, The Game-Changing Advisor, will challenge you to think more clearly,serve more intentionally, and lead more authentically.

Episodes

April 25, 2025 26 mins
Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.
Chapter 9: 
  • How do you guide clients to shift from a scarc...
Mark as Played
Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.
Chapter 7: What Makes A Great Meeting? 
  • How can financial ...
Mark as Played
April 11, 2025 18 mins
Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.
Chapter 6: How Clients Think
  • Trust is described as the "gl...
Mark as Played
April 4, 2025 28 mins
Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.
Chapter 4: Self Control and Habits
  • How do you personally c...
Mark as Played
March 28, 2025 24 mins
Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.
Chapter 2: Dreams and Goals 
  • Your chapter discusses the di...
Mark as Played
Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.Introduction:
  • You reference the phrase In God We Trust dur...
Mark as Played

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