The Influential Advisor Podcast

131 Episodes

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131: Ray Offenburger on The Retirement Paradox: Why Successful People Fail at Retirement

2026-10-2627:34

Ray Offenburger, CFP®, joins Gabe McManus to talk about a problem he sees again and again in people who did everything right: they saved for 40 years, and now they are afraid to spend it. Ray explains how his own parents never lost a dime in 2008, yet watched the income from their "safe" CDs fall by nearly 80%, and how facing his father's long illness and his mother's Parkinson's diagnosis without a real plan moved him from a back-office analyst job into retirement planning. He walks through ...

130: From 3,000 Options to 3: Kit Lancaster on Helping High Earners Simplify Their Financial Lives

2026-10-1936:57

Kit Lancaster, CFP®, founder of Sterling Edge Financial in Chicago, joins Gabe to talk about a problem most successful people don't see coming: not too few financial options, but far too many. He explains why high earners often feel overwhelmed and underwhelmed at the same time, what a trip to a tile store taught him about narrowing thousands of choices down to a few, and why he starts every client relationship with two questions that have nothing to do with the numbers. Kit also shares the c...

129: Duncan MacPherson | Top 50 Most Innovative Voices in Advisor Growth Series

2026-10-1941:32

What does it take to build an advisory business that grows without consuming the life of the advisor who created it? In this episode of Top 50 Most Innovative Voices in Advisor Growth, Gabe McManus talks with Duncan MacPherson, founder and CEO of Pareto Systems, author of The Advisor Playbook and The Blue Square Method, and a longtime coach to financial professionals. Duncan explains why an advisory practice should serve the advisor’s life, not the other way around. Growth without structure...

128: Bill Cates | Top 50 Most Innovative Voices in Advisor Growth Series

2026-10-1401:10:06

Why do financial advisors with happy clients still struggle to generate consistent referrals? In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down with Bill Cates, known as The Original Referral Coach and one of the financial advisory industry’s most established voices on referral growth. For more than 30 years, Bill has helped financial advisors turn strong client relationships into more intentional systems for generating referrals, personal intro...

127: Louis Diamond | Top 50 Most Innovative Voices in Advisor Growth Series

2026-10-1201:09:24

What does it take for a successful financial advisor to know when it is time to stay, move, or build something different? In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down with Louis Diamond, CEO of Diamond Consultants, a recruiting and consulting firm focused exclusively on wealth management. Louis shares how Diamond Consultants evolved into an objective guide for financial advisors navigating major career and business decisions, including advi...

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