The Influential Advisor

Paul G. McManus and Gabe McManus

Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place.The Influential Advisor Podcast, hosted by The McManus Brothers—Paul G. McManus and Gabe McManus, explores the art and strategy of authoritative positioning for elite advisors who want to rise above the noise.Each episode delivers actionable insights on how to amplify your expertise, elevate your visibility, and position yourself as the go-to authority in your market. Paul and Gabe are joined by leading advisors and industry insiders who share proven frameworks, real...

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The Influential Advisor

Episodes (107)

Fri May 8th 104: Why the Virtual Family Office Advantage Exists and What Business Owners Are Really Losing Without It with Dale Montgomery
Sat May 2nd 103: Blue Jean Millionaire — How Everyday Decisions Can Lead to Extraordinary Wealth with Dan Carver
Apr 30th 102: From Work to What's Next — Jim & Sarah Charles on Designing a Retirement Worth Living

The Influential Advisor

May 8, 2026
32½ minutes
22 MB

Most business owners assume their advisory team is working for them. A CPA here, a financial advisor there, an attorney on retainer. What they don't realize is that those advisors are working in parallel, not together. No one is seeing the full picture. No one is coordinating. And the business owner, without ever signing up for it, becomes the quarterback of their own financial life on top of running their company. That's what the Virtual Family Office Advantage exists to solve. And according to Dale Montgomery, a Certified VFO Professional who has worked with business owners for...

The Influential Advisor

104: Why the Virtual Family Office Advantage Exists and What Business Owners Are Really Losing Without It with Dale Montgomery

Paul G. McManus and Gabe McManus

00:00 -31:32