Artificial intelligence is rapidly changing how financial advisors attract prospects, build trust, and grow their businesses. From creating personalized content and improving lead generation to automating follow up and strengthening client communication, AI is giving advisors new ways to scale their marketing without sacrificing the human relationships at the heart of financial advice. But with so many tools and strategies emerging, the real challenge is knowing how to use AI effectively without losing authenticity.
In this conversation, Gabe McManus of Influential Advisor shares how AI is reshaping the future of financial advisor marketing and what advisors can do to stay ahead. We explore how AI can support smarter content creation, more efficient marketing systems, and stronger prospect engagement, while still keeping the advisor’s expertise and personal voice front and center. For financial professionals looking to grow their influence and adapt to an AI driven marketplace, this discussion offers a timely look at where advisor marketing is headed next.
Episode Highlights Here:
Intro
Before we jump into this episode, I want to invite you to join our community to help you become a better steward, scale to billions, and ultimately give more or all of it away. All I want
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Brett
Welcome to the Build to Billions podcast, where we guide successful entrepreneurs and investors on their journey from millions to billions. We believe the key to scaling and compounding your wealth in life starts every single day with a mindset and practice of stewardship over ownership and applying billionaire biblical principles. Our ultimate goal is to
be scale and compound your wealth in life, so you give more all the way to help MVPs. My name is Brett Swarts. Each and every episode, we are joined by the world’s top entrepreneurs, millionaires or billionaires, and they share their secrets and wisdom and insight with us, so we can all level up and make a bigger impact. We’re also streaming on
CapitalGainsTaxSolutions.com podcast and YouTube channel for Capital Gains Tax Solutions. So, you have a large exit coming up, multi-million-dollar exit, and you want a flexible entrepreneur way to exit, defer Capital Gains tax, maybe eliminate some estate tax. Go toCapitalGainsTaxSolutions.com. I’m excited about our next guest, he is the publisher of Influential Advisor Media, and a go-to resource for financial advisors who want to grow their practices through authority marketing. Before moving to financial services, he spent years as a theater director, and the background gives him a real edge. He knows how to take complex ideas and shape them into stories that connect with an audience today. He works with financial advisors to write and market their books, prepare for podcasts, and build the kind of credibility that attracts ideal clients and so much more. Please welcome to the show with me, Mr. Gabe McManus. Gabe, how we doing?
Gabe
Good, Brett. So good to be here with you today.
Brett
Excellent. And looking forward to talking about becoming an influential advisor, and before we go, there go Gabe. Would you give us just a little bit more about your story and your current focus?
Gabe
My story: I had an unusual route to getting here. After college, I had worked in a family business and had had my own business for a while, and then I went back to another love of
mine, which was theater. And I was living in Los Angeles, and I was a theater director for many years. I had an unusual hobby, though, because after long rehearsals, I would go off into the hills around Studio City. It’s called Fryman Canyon, and I would listen to books and podcasts on finance and investing and personal finance. And this is what I don’t think any other theater people do. This, but to me, that was relaxing, and so years later I was able to make a career shift and to go to work for my brother, who worked with financial professionals and tax professionals, and he, through helping them to tell their stories in books, we realized that we had some real synergies because I could bring out those stories the same way that I’d always been working to connect with audiences and to bring out those ideas. Now I could help to do that for these financial and tax professionals that I was working with.
Brett
Excellent, love it, and which goes segues perfectly for the topic at hand, which is becoming an influential advisor. So, Gabe, what is the number one secret for the financial advisors or any advisors that are listening out there to becoming influential advisor, right?
Gabe
I think the number one thing is people are trying to attract their ideal prospective clients to their practice, and how do you do that? And so, this is the things that we do help them to
differentiate themselves in a crowded marketplace, and the first layer of it is to communicate their best stories, their best ideas in a book. This is something that is a foundational layer. It leads to incredible opportunities, but it helps you to clarify your own message, the things that you do best, and to ultimately connect, build trust with your ideal prospective clients, and. Then to create stories that motivate them to immediate action, when you do this, people get hold of your book or they hear you talking about it on a podcast, and then they come in with what we call pre-sold-that they’ve already heard those best ideas, they have better questions, they’re not starting from scratch.
Outro
So, if you like this little, short clip of the interview I just did, click over here to watch the full interview, and please don’t forget to subscribe. Thanks so much, everybody
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About Gabe McManus
Gabe McManus is the founder of Influential Advisor, where he helps financial advisors strengthen their marketing, expand their influence, and build businesses that stand out in an increasingly competitive digital landscape. His work focuses on helping advisors communicate their expertise more effectively, create compelling content, and use modern marketing strategies to attract and engage the right clients.
With a growing focus on artificial intelligence and its role in financial services marketing, Gabe helps advisors understand how emerging technology can make their marketing more efficient and scalable while maintaining the authenticity and trust that successful advisor relationships require. Through Influential Advisor, he provides insights and strategies designed to help financial professionals adapt to changing technology and build stronger, more influential brands.
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