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Million Dollar Producer Show

Business & Economics Podcasts

The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. 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.

Location:

United States

Description:

The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. 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.

Language:

English


Episodes
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057: Why Every Advisor Should Discuss Disability Insurance, A Conversation with Michael Sir and Carter Kowalski

6/10/2024
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:Professional Focus:Carter's Path: Career Start:Role at Secura Consultants: Secura Consultants and One Protection: A Collaborative Approach Understanding the Need:Three-Legged Stool Approach: Key Success Stories and Lessons Impactful Cases:Advisors' Reluctance and Solutions: Innovations in Disability Insurance Technological Advancements:Presentation Tools: Guiding Principles and Professional Insights Michael's Philosophy:Carter's Approach:About our Guests: Michael SirCarter Kowalski,You 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.com Support the Show.

Duration:00:29:45

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056: Supercharged Cash Balance Plans: A Powerful Tax Control Tool for Business Owners with Bruce Gendein

6/4/2024
In this podcast episode, I welcome Bruce Gendein, a pension consultant with McHenry Advisors, to discuss the complex world of pension consulting and the critical role of cash balance plans for business owners. This episode explores Bruce's extensive background and the evolution of pension consulting, highlighting the unique benefits of cash balance plans in tax planning and retirement savings. Bruce's Journey: From Actuarial Training to Pension Consulting Career Path:Professional Achievements:McHenry Advisors and The Importance of Cash Balance Plans Consulting Services:Virtual Family Office (VFO) Expertise:Defined Benefit vs. Defined Contribution Plans:Target Audience:Elite Resource Team (ERT) and the Virtual Family Office Model Collaborative Approach:Benefits of the VFO:Key Takeaways and Future Directions Flexibility and Tax Benefits:Owner Benefits:Creative Funding Approaches: About our Guest: Bruce Gendein, a pension consultant with McHenry Advisors You can learn more about his work at: LinkedIn: https://www.linkedin.com/in/brucegendein/ 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.com Support the Show.

Duration:00:31:00

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055: Unlocking the Affluent Business Owner Market with Value Acceleration: Insights from Casey Clark

6/3/2024
In this episode, I welcome Casey Clark, CEO of Cultivate Advisors. Casey shares valuable insights into the transformative power of focusing on enterprise value to significantly elevate a business's market position. Journey to Business Mastery: From Paper Routes to CEO Defining the Edge: Cultivate Advisors' Unique Approach Revolutionizing Enterprise Value: Strategies for Business Growth Key Insights for Elevating Business Value Enterprise Value as a Core Metric:The Importance of Quality and Strategic Risk Management: The Power of Expert Partnerships: Elite Growth Academy: A Convergence for Collaborative Learning Anticipate the upcoming Elite Growth Academy in San Diego, where advanced strategies for business growth and value acceleration will be shared. It is a vital opportunity for professionals to learn, network, and collaborate. About our Guest: Casey Clark, CEO of Cultivate Advisors You can learn more about his work at: Website: https://cultivateadvisors.com/our-advisors/casey-clark/ 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.com Support the Show.

Duration:00:33:06

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054: Enhancing Advisor-Client Engagement with Visual Tools: Insights from AssetMap's VP of Community, Alison Susko

5/15/2024
In this episode, I have the pleasure of welcoming Alison Susko, VP of Community at AssetMap, to explore the revolutionary impact of visual storytelling on the financial advisory landscape. She shares her in-depth insights on how AssetMap's innovative approach is redefining advisor-client interactions, promoting heightened engagement and understanding. AssetMap: Simplifying Complexity for Meaningful Conversations The Genesis:The Power of Conversational Planning:Seamless Communication: Bridging the Physical and Digital Divide Versatility Across Platforms:The Post-Pandemic Landscape:Empowering Advisors: Technology as an Enabler The Concept of Advisor Intelligence (AI):Seamless Integrations and Strategic Partnerships:The Future of Financial Advising: Trends and Opportunities Navigating the AI Revolution:Simplifying the Complex:About our Guest: Alison Susko, is VP of Community at AssetMap. You can learn more about her work at: Website: https://www.asset-map.com/team-1 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.com Support the Show.

Duration:00:25:26

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053: Safeguarding Your Clients: Elite Tax Strategies and Audit Defense with Ben Golden

5/7/2024
In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning. This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution. Ben's Journey: From Tax Crisis to Tax Expert Career Evolution: Originally focusing on tax resolution, Ben expanded into tax planning as a response to the slowdown of IRS operations during COVID-19. This expansion was driven by his desire to continuously support clients in managing their tax obligations efficiently. Specialization in Tax Resolution: Ben discusses the pivotal experiences that shaped his career, including his own daunting encounter with the IRS. These experiences underscore his commitment to advocating for clients, often navigating complex, stressful situations to secure favorable outcomes. Golden Tax Relief: Empowering Taxpayers Client Advocacy Explained: Ben details his role in helping clients handle the IRS, providing insights into the emotional and financial toll these challenges can take and how he assists in transforming these situations. Challenging the IRS: A standout moment is Ben’s recount of his personal battle with the IRS, illustrating his deep understanding of IRS procedures and his strategic acumen in defending his rights and those of his clients. Elite Resource Team and Collaborative Tax Planning Integrating Expertise: We discuss how Ben’s work aligns with the collaborative models within the Elite Resource Team, highlighting the synergy between advisors and CPAs in crafting proactive tax strategies. Future of Tax Practice: The conversation also explores the impact of technological advancements like AI in tax practice, and Ben's proactive approach to integrating these tools to enhance service delivery. Key Takeaways and Future Directions The Importance of Proactive Planning: Ben emphasizes the necessity of proactive strategies in tax planning, advocating for early and informed action to prevent future tax crises. Looking Ahead: As the landscape of tax services continues to evolve with technological advancements, Ben predicts increasing reliance on sophisticated tools and strategies to enhance the effectiveness of tax resolution and planning. About our Guest: Ben Golden, is founder and CEO at Golden Tax Relief. You can learn more about his work at: Website: https://www.goldentaxrelief.com/about 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.com Support the Show.

Duration:00:28:42

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052: [Author Interview] The Tax-Smart Retiree with Phil Putney

5/2/2024
In this episode, I welcome Phil Putney, a CPA and author of the Amazon number one bestseller, "The Tax Smart Retiree: A Guide to Thriving in Your Golden Years." Over the past year, we collaborated to transform Phil's extensive experience and knowledge into a book that guides retirees through the complexities of tax-efficient retirement planning. From CPA to Financial Advisor with a Tax Focus Professional Evolution:Specialization in Retirement Planning: The Tax Smart Retiree: Simplifying Complex Tax Strategies for Retirees Unique Tax Perspective:Holistic Retirement Planning: Educational Initiatives and Phil's Teaching Philosophy Commitment to Education:Workshops and Classes: Insights for Future Financial Planning Anticipating Tax Changes:Retirement Income Planning: Key Takeaways and Future Directions Importance of a Customized Plan:Advice for Prospective Clients: About our Guest: Phil Putney author of "The Tax Smart Retiree: A Guide to Thriving in Your Golden Years." You can learn more about his work at: www.afsfinancialgrp.com https://www.thetaxsmartretireebook.com/ Phil Putney's LinkedIn About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.

Duration:00:26:30

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051: Skyrocket Your Credibility: Paul G McManus on the "Power of Authority by Association" as featured on the Influential Entrepreneurs Podcast

5/1/2024
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.com Support the Show.

Duration:00:03:27

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050: Efficient Estate Settlements with Josh Yager

4/24/2024
In this episode, I welcome Josh Yager, managing partner at Anodos and a licensed attorney, to discuss the often complex world of estate planning and settlement. This episode explores Josh's innovative approach to collaboration among professionals in law, accounting, and financial planning to ensure effective estate settlements. Josh's Journey: From Financial Planning to Legal Expert Career Transition:Specialization in Estate Settlement:Anodos: Bridging the Gap in Estate Settlement Understanding the Need:Role of Anodos:Elite Growth Academy Collaborative Training and Education:Key Takeaways and Future Directions The Importance of Collaboration:Looking Ahead:About our Guest: Josh Yager, is managing partner at Anodos. You can learn more about his work at: Website: https://anodosadvisors.com About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.

Duration:00:31:02

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049: The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice

4/17/2024
In this episode, I host my business partner and the co-creator of the Authority Accelerator Program, Tony Maree Torrey. We dive deep into the nuances and benefits of our innovative program designed to elevate financial service providers by establishing them as trusted authorities in their industry. The Authority Accelerator Program: Elevating Financial Experts Foundation and Evolution: Tony Maree discusses the organic evolution of the Authority Accelerator Program, which originated from our personal challenges and was refined through our experiences. The program is designed for financial advisors and CPAs who struggle with being perceived as commodities rather than distinct experts. Strategic Approach: We emphasize the importance of positioning oneself as a prescribing authority rather than a conventional seller. The program’s strategies aim to transform participants into the coveted 'pretty girl at the bar,' where potential clients actively seek them out. Empowering Through Authorship and Speaking Becoming an Author: Tony Maree highlights the transformative power of authorship in establishing credibility and authority. Our program assists professionals in becoming published authors, setting the stage for further recognition and opportunities. Guest Podcasting vs. Hosting: We explore the advantages of guest podcasting over hosting one’s own podcast, emphasizing efficiency and exposure. Guest podcasting allows professionals to leverage established audiences, enhancing their visibility and credibility with minimal effort. Success Stories and Practical Applications Client Successes: We share inspiring stories of clients who have successfully utilized the Authority Accelerator Program. Examples include John Kuttin, a Barron's Hall of Fame advisor, and Alex Sonkin, a thought leader for CPAs, showcasing the program's effectiveness in real-world settings. Strategic Guest Podcasting: We discuss in detail the process of selecting quality podcasts for guest appearances and the importance of forming genuine relationships with hosts. Tony Maree and I explain how strategic guest podcasting is integral to the program, providing a platform for professionals to shine as subject matter experts. Key Takeaways and Looking Forward Building Authority: This episode underscores the significance of transitioning from mere knowledge providers to trusted authorities who command respect and attention in their fields. Future Prospects: As we anticipate expanding the Authority Accelerator Program, Tony Maree and I discuss upcoming initiatives and enhancements designed to further support our clients’ growth and success in becoming recognized leaders in their fields About Our Guest: Tony Maree Torrey LinkedIn: https://www.linkedin.com/in/tonymaree/ Main Website: https://www.tonymaree.com/ About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.

Duration:00:27:51

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048: "The Art of Collaboration: When Two Tribes Stop the War" with Paul Latham

4/10/2024
In this episode, I welcome Paul Latham, the co-owner of Elite Resource Team and a pioneering thought leader for accountants. This episode offers a deep dive into how Paul and his partner, Anton Anderson, are bridging the gap between CPAs and financial advisors, fostering a collaborative environment for mutual benefit. Paul shares insights on his upcoming book, which he and Anton are working on, titled The Art of Collaboration when Two Tribes Stop the War. Paul's Journey: From Accountancy to Collaboration Expert Transitioning from Traditional AccountingAchievement and InnovationThe Art of Collaboration: Bringing Two Tribes Together Identifying the GapForming Strategic PartnershipsElite Growth Academy A Platform for GrowthKey Takeaways and Future Directions Valuable LessonsLooking AheadThe Art of Collaboration when Two Tribes Stop the WarElite 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.com Support the Show.

Duration:00:26:00

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047: The Future of Wealth: Innovations in Tax Planning with Jim Duggan

3/25/2024
In this episode, I welcome Jim Duggan, founder of Duggan Bertsch, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Join us as we explore Jim's transformative journey from corporate law to pioneering comprehensive tax strategies, ensuring solid wealth management for high-net-worth individuals. In our conversation, we also discuss our anticipation for the upcoming Elite Growth Academy in San Diego. Jim 's Journey From Corporate Law to Tax Mastery: Evolution: Diving Deep into Advanced Tax Planning The Start of Specialization:Successful Partnerships & Client Achievements:Key Insights & Innovative Strategies Changing Legal Advice: Personalized Planning for Every Client: Building Wealth Across Generations Focus on Legacy and Learning:Stories of Success & Client Growth: About our Guest: Jim Duggan is a founding principal of DUGGAN BERTSCH, LLC, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. You can learn more about his work at: Website: https://www.dugganbertsch.com/ Email: jduggan@dugganbertsch.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.com Support the Show.

Duration:00:23:28

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046: [Author Interview] "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business"with Arron Bennett

3/19/2024
In this episode, I welcome Arron Bennet, author of the book "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business." This book presents an essential guide for cybersecurity companies eager to enhance their growth and profitability with unmatched efficiency. Arron's Inspiring Journey: From Down Under to Top Entrepreneur:Evolution of Bennett Financials:Diving Deep into "Cyber Growth": Why Cybersecurity?:Impactful Conferences & Real-Life Success Stories:Key Insights & Strategies: Revolutionizing the CFO Role:Custom-Tailored KPIs:Employee Compensation & Engagement:Towards a Lucrative Exit: Exit Planning Excellence: About our Guest: Arron Bennet is the CEO of Bennett Financials and author of the book "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business." You can learn more about his work at: Arron's LinkedIn https://www.bennettfinancials.com About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Support the Show.

Duration:00:27:50

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045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech Innovator

3/6/2024
In this episode, I welcome Jackie Meyer, the President and Founder of TaxPlanIQ. Jackie shares her transformative journey from running a CPA firm to revolutionizing tax planning through her innovative software platform. This episode offers invaluable insights for financial advisors and accountants looking to enhance their services and client satisfaction. We also talk about our upcoming attendance at the Elite Growth Academy in San Diego and explore Jackie's expertise in tax advisory services, highlighting their benefits for both financial advisors and accountants. Jackie Meyer's Professional Evolution From CPA to InnovatorTaxPlanIQTaxPlanIQ: Revolutionizing Tax Advisory Software CapabilitiesAI IntegrationJackie Meyer's Vision for the Future Championing Tax AdvisoryA Personal Journey into PublishingAbout our Guest: Jackie Meyer President - Tax Plan IQ You can learn more about her work at: https://www.jackiemeyercpa.com/ https://www.linkedin.com/in/jackiemeyercpa/ About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.

Duration:00:23:12

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044: The Journey to Becoming a Best-Selling Author: Insights from Paavan Kotini

3/5/2024
Ever dreamt of penning a bestseller? Tune in as our latest guest, an Amazon chart-topper, spills the secrets on how they crafted a hit with their debut book and the incredible highs of authorship. Witness firsthand the trials and triumphs of a novice navigating the publishing labyrinth, and how the right guidance can turn a fledgling idea into a literary triumph. Learn how a change in title, a dive into concise writing, and strategic pre-order campaigns can make all the difference in captivating readers and climbing bestseller lists. Our conversation takes an inspiring turn as we explore the unexpected perks of joining the author's league. From gaining instant credibility to attracting clientele, our guest reveals the profound professional impact of their literary journey. They share the buzz of bestseller success, the warmth of community support, and the anticipation of a long-term promotional odyssey. Whether you're an aspiring writer or a curious bookworm, this episode offers a rare glimpse behind the curtain of publishing success and the transformative power of the written word. Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.

Duration:00:05:11

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043: [Author Interview] "Effortless Wealth: The S.W.A.N. Approach to Unlocking Wealth for Busy Professionals" with Best-Selling Author Paavan Kotini

3/5/2024
In this episode, I welcome Paavan Kotini, founder of Kotini and Kotini, and author of "Effortless Wealth: The S.W.A.N.™ (Sleep Well At Night) Approach to Unlocking Wealth for Busy Professionals " a book that has quickly climbed the ranks to become an Amazon number one bestseller. His book introduces a holistic approach to wealth management and financial planning, tailored specifically for the busy professional. Paavan's Background: Diverse Career Journey:Inspiration Behind the Book:Effortless WealthKey Insights from "Effortless Wealth": The SWAN Philosophy:Virtual Family Office:Effortless WealthFrom Biomedical Engineering to Financial Expertise:The Future of Financial Planning: Personalized Financial Strategies:Raising Financial Literacy:Effortless WealthAbout our Guest: Paavan Kotini founder of Kotini and Kotini, and author of "Effortless Wealth: The S.W.A.N.™ (Sleep Well At Night) Approach to Unlocking Wealth for Busy Professionals " You can learn more about his work at: www.effortelesswealthbook.com www.kotiniandkotini.com Paavan's LinkedIn About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Support the Show.

Duration:00:26:54

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042: [Chapter 1 Sneak Peek] "Planning For The Certainty of Uncertainty" by Jon Kuttin and Digitally Narrated

2/29/2024
This is the first chapter of Jon Kuttin's soon-to-be-released book: "Planning For the Certainty of Uncertainty In Retirement." About The Author: Jon Kuttin LinkedIn: https://www.linkedin.com/in/jonkuttin/ Website: https://www.kuttinconsultinggroup.com/ Financial Advisor Success Syndicate (FASS): https://joinfass.com/ About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients You can get a complimentary copy of Paul's book at: www.theshortbookformula.com Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.

Duration:00:05:15

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041: How To Prepare to Record an Audiobook with Paul G McManus

2/24/2024
Transform your literary creation into an auditory masterpiece with the help of Paul G McManus, CEO of More Clients, More Fun. He peels back the curtain on the audiobook production process, providing an insider's perspective on everything from setting up your own recording space to the intricacies of voice work. This episode is a deep dive into the do's and don'ts of bringing your words to life, and Paul's firsthand experiences offer a roadmap that will guide you through the nuanced journey of audiobook recording. With Paul's expertise, discover the hidden challenges of narrating your book and how to overcome them. He underscores the importance of reading your work aloud, the value of voice coaching, and the game-changing potential of AI in audiobook narration. If you've ever contemplated how to maintain authenticity and connection with your audience through hours of recording, this session is brimming with answers. Whether you're weighing the merits of professional voice talent or considering AI as your narrator, Paul's discussion demystifies the process and illuminates a path to audiobook success. Claim your free audiobook copy at: www.theshortbookformula.com Support the show

Duration:00:03:35

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041: [Author Interview] "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom" with Joe and Marissa LoPresti

2/22/2024
In this episode, I welcome Joe and Marissa LoPresti, the father-daughter co-authors of "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom". Their book introduces an integrated approach to wealth management and business exit planning, aimed at securing financial freedom for business owners. They explore the concept of the 'freedom point' and the role of virtual family offices, providing insights into achieving a strategic and fulfilling exit from business. Joe and Marissa LoPresti's Background Career Paths:Book Inspiration: Key Concepts from "Exit by Design" Integrating Business Exit and Wealth Management:Strategic Collaborations:The "Freedom Point":Virtual Family Office:The Future of Business Exit Planning Advancing the Industry:Educational Outreach:Exit by Design,About our Guests: Joe LoPrestiMarissa LoPrestiYou can learn more about their work at: https://www.exitbydesignbook.com/ https://www.linkedin.com/in/joeloprestiria/ https://www.linkedin.com/in/marissaalopresti/ https://arlington-wealth.com/business-owners_/ About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions. Support the Show.

Duration:00:20:29

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040: 10 Years of Transforming Advisor-CPA Relationships with Anton Anderson

2/20/2024
In this episode, I welcome back Anton Anderson, CEO of Elite Resource Team, as my second repeat guest. He will share his unique approach to forming strategic partnerships with CPAs. We explore the transformative power of collaboration in wealth management, highlighting Anton's transition from traditional financial advisory to founding the Elite Resource Team (ERT). As his company approaches its 10-year anniversary this April, we spotlight its role in fostering partnerships between advisors and CPAs for comprehensive client service. Moreover, we discuss the impact of COVID-19 on virtual collaboration and offer a sneak peek at the upcoming Elite Growth Academy event. Anton also announces his forthcoming book on the subject. Listen the first episode with Anton HERE Anton's Background The Evolution of ERT Growth, Evolution and the Future of ERT The Impact of COVID-19 Anton's Upcoming Book About our Guest: Anton Anderson is the CEO of Elite Resource Team. You can learn more about his work at: https://elitert.com/ https://www.linkedin.com/in/antonjanderson/ https://www.antonjanderson.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.com Support the Show.

Duration:00:44:16

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039: (Audible Summary) Wealth Unleashed: Navigating Wealth and Taxation for Business Owners, Wealthy Families, and Their Advisors by James A. Lavorgna

2/16/2024
Wealth Unleashed is an essential guide for business owners, wealthy families, and their advisors seeking to navigate the complexities of wealth and taxation with confidence and strategic prowess. Written by seasoned financial expert James A. Lavorgna, this book offers up-to-date insights into the virtual family office (VFO), an innovative model designed to maximize tax benefits and streamline wealth management. Lavorgna's 45-year journey in financial services culminates in this groundbreaking book that promises to transform your approach to wealth management. With a unique blend of real-life stories and actionable strategies, Wealth Unleashed delivers a powerful message: you can protect, grow, and transfer your wealth more efficiently than ever before. Key Takeaways: - Learn about the transformative power of the VFO and how it revolutionizes wealth management for business owners. - Explore the flaws in traditional business planning and uncover strategies that go beyond just saving taxes. - Dive deep into advanced investment strategies and risk management to safeguard and grow your wealth. - Craft a meaningful legacy with expert-guided succession planning and ensure the continuity of your life's work. Whether you are a business magnate or an up-and-coming entrepreneur, Wealth Unleashed is your guide to financial empowerment. Harness the full potential of your hard-earned assets, navigate taxes strategically, and lay a foundation for multigenerational success. About the Author: James A. Lavorgna, J.D., LLM, CFP, TMBCP, brings a lifetime of financial strategy expertise to the table. As a leading authority in global estate planning and asset protection, Jim empowers entrepreneurs and families to harness novel approaches to wealth planning. His credentials and articles span international forums, making him a trusted source for business and financial advice. Join the ranks of business owners and advisors who have turned the tide of their financial future. Embrace the change, relish the simplicity, and secure your legacy. Unleash the power of your wealth with Wealth Unleashed. Get Your Copy on Amazon, Audible (coming soon) , or the author's website Published by MCMF Publishing 2024 All Rights Reserved Support the Show.

Duration:00:04:52