Million Dollar Producer Show

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: Growing up on a farm in Iowa, Michael saw the impact of health issues on family stability when his father had a heart attack. This fueled his passion for disability insurance.
• Professional Focus: As president and co-founder of One Protection, Michael provides software that helps financial advisors sell disability insurance effectively.

Carter's Path:

• Career Start: Carter transitioned from healthcare management to insurance, finding a passion for helping clients secure their financial futures through comprehensive income protection.
• Role at Secura Consultants: As an account executive, Carter helps advisors navigate the complexities of disability insurance, ensuring clients are well-protected.

Secura Consultants and One Protection: A Collaborative Approach

• Understanding the Need: Michael and Carter emphasize the often-overlooked importance of disability insurance, highlighting real-life examples where proper coverage made significant differences.
• Three-Legged Stool Approach: They discuss the synergy between advisors, product providers like Secura Consultants, and presentation tools from One Protection to ensure clients receive the best service and coverage.

Key Success Stories and Lessons

• Impactful Cases: Carter shares a story about a medical professional who maintained financial stability despite an unforeseen condition, highlighting the importance of adequate coverage.
• Advisors' Reluctance and Solutions: Michael explains why many advisors hesitate to offer disability insurance and provides practical solutions to integrate these critical conversations into their practice.

Innovations in Disability Insurance

• Technological Advancements: The episode explores technological innovations that have streamlined the underwriting process, making it easier and faster for advisors and clients.
• Presentation Tools: Michael introduces One Protection's virtual presentation software, designed to educate and engage clients, making the insurance process more transparent and accessible.

Guiding Principles and Professional Insights

• Michael's Philosophy: Emphasizing the importance of doing the right thing and having tough conversations about financial protection.
• Carter's Approach: With a focus on positivity and client-centered service, a positive attitude has helped him build trust and deliver impactful solutions for clients.

About our Guests:

• Michael Sir, president and co-founder of One Protection
• Carter Kowalski, account executive at Secura Consultants

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

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In this episode, Paul G McManus sits down with Michael Budnick, a seasoned financial advisor and bestselling author. Dive into their discussion about the transformative power of writing and publishing books, the ever-evolving landscape of target audiences, the rising demand for audiobook versions, and an exclusive opportunity for financial advisors tied to Michael's recent book that can help advisors create massive new 401(k) opportunities.

Key Takeaways:

1. The Power of Publishing: Writing books can be instrumental in honing and conveying your message, facilitating better audience engagement and understanding.
2. Insight Interviews: Engaging with your target audience to gauge their needs and worries can result in a more resonant and effective book.
3. Audience Engagement: Aim to captivate your target audience by tapping into their aspirations while offering invaluable insights.
4. The 401k Maneuver: This innovative addition to retirement plans boasts benefits such as proactive management, bespoke risk tolerance assessment, augmented performance, and diminished fees.
5. The PEP Advantage: The Pooled Employer Plan (PEP) alleviates administrative burdens, liability concerns, and plan audits for employers, granting them more bandwidth to focus on core business activities.
6. Turnkey Solutions: The 401k maneuver and PEP offer streamlined solutions for advisors, furnishing them with supplementary services and promotional avenues.
7. Budnick’s Support for Advisors: Michael extends hands-on assistance to fellow advisors, inclusive of benchmarking analyses, proposal crafting, and kick-off discussions.
8. Amplify your Reach with Budnick: Joining forces with Michael on book promotions can bolster an advisor's reputation, paving the way for keynote presentations and instructional modules.
9. Establishing Authority: Crafting and publishing a book solidifies advisors' standings as reliable experts, magnetizing prospective clientele.

About Our Guest: Michael Budnick is the author of four books, his most recent one: Prescriptions For Prosperity: Maximizing Investment Returns and Achieving Success In Healthcare Leadership.

You can learn more about Michael at: www.michaelbudnick.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

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In this podcast episode, I welcome back Paavan Kotini, author of "Effortless Wealth: The SWAN Approach to Unlocking Wealth for Busy Professionals". Paavan shares his journey of writing and publishing his first book, and reveals the innovative ways he's leveraged it to grow his business.

Paavan's Journey

• Book Writing Process: Paavan discusses how working with our team helped refine his initial ideas into a concise, impactful book.

The Power of Authorship: Enhancing Professional Credibility

• Authority by Association: He highlights how being an author has elevated his status among clients and peers.
• Conversation Starter: The book serves as an in-depth business card and "salesperson in print".

Innovative Marketing and Distribution Strategies

• Strategic Partner Engagement: Paavan shares how his strategic partners use the book to introduce him to potential clients.
• Client Appreciation: He uses personalized, signed copies as gifts for clients.
• Creative Promotions: Paavan created bookmarks with QR codes and used the book as a prize at events.
• Community Involvement: He reached out to local libraries for author showcases.

New Opportunities and Business Growth

• Speaking Engagements: The book has led to increased invitations for speaking and board memberships.
• Next Generation Support: Unexpectedly, the book has attracted interns interested in finance careers.
• Referral Enhancement: It's become an effective tool for generating introductions and referrals from strategic partners.
• Book Series: Paavan is already planning his next book, which is generating additional interest.

The Impact of Bestseller Status

• Credibility Boost: Achieving Amazon bestseller status has added another layer of credibility to Paavan's profile.
• Opportunity Driver: The bestseller status is driving more speaking engagements and business opportunities.

Key Takeaways for Financial Advisors

• Leverage Your Book: Use your book creatively in all aspects of your business and marketing.
• Engage Partners: Collaborate with strategic partners to maximize the book's reach.
• Continuous Marketing: The book doesn't market itself - be proactive in promoting it.
• Think Long-Term: Consider writing multiple books to sustain thought leadership and relevance.

About our Guest: Paavan Kotini is the author of "Effortless Wealth: The SWAN Approach to Unlocking Wealth for Busy Professionals".

You can learn more about his work at: https://www.effortlesswealthbook.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

In this podcast episode, I welcome Eric Pierre, CPA and author of "The Great Tax Escape,".
Eric runs Pierre Accounting, with offices in Houston, Austin, San Diego, and Los Angeles. His Amazon bestselling book highlights how high earners can legally reduce their tax burden, challenges common misconceptions about tax planning, and shows how both business owners and W-2 employees earning $500,000+ can benefit from advanced tax strategies.
About Eric Pierre

• Second-generation CPA with licenses in Texas and California.
• Amazon bestselling author of "The Great Tax Escape".
• Stands out in the industry as part of the 1% of Black CPA firm owners.

Inside "The Great Tax Escape "

• Eric reveals how the tax code (40% longer than the Bible) contains hidden opportunities.
• He breaks down complex strategies for both W-2 employees and business owners, also demonstrates how charitable giving can double as tax strategy
• Eric shares how his clients use real estate and conservation easements legally.

How Eric Helps High Earners

• His "Redeem Team" of specialized tax professionals focuses on clients earning $500,000+ annually, turning tax code complexity into savings through court-tested strategies.

Looking Ahead

• Eric advises acting now on Roth conversions and preparing for major changes when Trump tax cuts sunset in the coming years.
• He emphasizes starting estate planning early, especially considering state-specific impacts that could significantly affect your wealth.

Bottom Line Making more money doesn't mean you have to pay more in taxes. With proper planning and the right team, you can legally reduce your tax burden while supporting causes you care about.
About Our Guest: Eric Pierre, CPA and author of "The Great Tax Escape,".

• You can learn more about his work:

https://www.greattaxescape.com
www.pierreaccounting.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

In this podcast episode, I welcome Rob Brown, author of Truest Fan and a business coach, to explore how purpose-driven practices can transform your business and personal life.

Rob's unique approach to mentoring financial advisors and business leaders, highlighting the importance of self-belief, authentic client relationships, and purposeful action.
Rob's Journey

• Early Career Success: Rob began his career at Payne Weber (now UBS) and spent 25 years as a top-producing financial advisor, earning recognition for his exceptional client service.
• Leadership Roles: As a branch manager and later COO, Rob oversaw 250 advisors while running his own practice, balancing management and mentorship.
• Founding His Consultancy: After stepping away from executive roles, Rob established his coaching business, helping advisors rediscover purpose and excel in their careers.

Purpose: The Key to Unlocking Authentic Growth

• Defining Purpose: Rob explains that many advisors feel successful but unfulfilled, measuring their achievements solely by assets under management or revenue. He encourages them to dig deeper into their "why."
• Beyond Metrics: Purpose isn't just about financial goals; it’s about creating meaningful client relationships, supporting causes, and being intentional in personal and professional life.
• The Truest Fan Philosophy: Rob emphasizes that being your own truest fan and uplifting others are essential steps to living and leading with purpose.
  

The Power of Authorship in Business

• Rob’s Writing Journey: He discusses how writing Truest Fan was both a passion project and a strategic business decision.
• Benefits of Writing a Book: Rob shares how Truest Fan has served as more than just a book—it’s a tool for establishing thought leadership, sharing his philosophy, and connecting with his ideal audience.
• Advice for Aspiring Authors: Rob encourages anyone considering writing a book to stop overthinking and start writing, emphasizing the lasting impact a well-crafted book can have on your career and personal legacy.
  

Collaborating with Clients for Greater Impact

• Building Affinity: Rob discusses the power of working with clients you genuinely enjoy, creating natural opportunities for referrals and deepened trust.
• Elevating Service: He highlights the importance of focusing on what truly matters, such as improving client experiences and building strong teams, rather than being bogged down by routine tasks.

Conclusion:
Rob Brown’s philosophy of being a Truest Fan offers a fresh perspective on how financial advisors and business leaders can align their goals with their values. By embracing purpose and building meaningful relationships, he demonstrates how success can be both fulfilling and impactful.
About our guest: Rob Brown, author of Truest Fan and a business coach.You can learn more about his work:

https://truestfan.com/
https://truestfan.com/scorecard/
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