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The Game Changing Advisor

The Game Changing Advisor

Di: Steve Manuel
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A proposito di questo titolo

 The Game Changing Advisor with Steve Manuel
Welcome to The Game-Changing Advisor, a transformative podcast series thatredefines what it means to achieve lasting success in the world of financialadvising. In this series, we sit down with acclaimed author, advisor, and leadershipexpert Steve Manuel, whose groundbreaking book The Game-Changing Advisorhas inspired a new generation of professionals to elevate their impact—not justthrough technical expertise, but through trust, values, and culture.
This isn't just another podcast about finance. It's a deep, thought-provokingconversation about the soul of the advisory business.Each episode explores powerful themes and practical takeaways drawn directlyfrom Steve’s book, as he joins us to unpack the deeper forces that shape ameaningful and sustainable career in financial advising. From building trust andaligning with your core values to mastering emotional intelligence and embracinggenerosity, Steve’s insights help advisors at every stage of their career grow notonly their business—but also their legacy.
Whether you're a veteran advisor looking to sharpen your edge, a new professionalstepping into the industry, or a leader hoping to build a values-driven culture withinyour firm, The Game-Changing Advisor, will challenge you to think more clearly,serve more intentionally, and lead more authentically.Copyright Steve Manuel Economia Finanza personale Ricerca del lavoro Successo personale
Episodi
  • Chapter 9 & Conclusion

    Chapter 9 & Conclusion
    Apr 25 2025
    Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.
    Chapter 9:
    • How do you guide clients to shift from a scarcity mindset to a generosity mindset, especially when they’ve spent years focused on saving and financial security?
    • Donor-Advised Funds (DAFs) and Private Foundations (PFs) both serve as vehicles for charitable giving, but they differ in terms of structure, control, and costs. Can you break down the key differences and help donors determine which option might be best for their philanthropic goals?
    • The concept of leaving an inheritance versus leaving a legacy is an important distinction in financial planning. How can advisors help their clients instill a sense of generosity and financial stewardship in the next generation?

    Conclusion:
    • You emphasize that trust, not money, is the most important asset for a financial advisor. Can you share some practical ways advisors can build and maintain trust with their clients, even in difficult financial situations?

    In this episode, Steve discusses:
    • Embrace generosity to shift from a scarcity to an abundance mindset
    • Make gradual progress with advisor guidance to align actions with values
    • Choose the right giving vehicle to achieve philanthropic goals
    • Prioritize legacy over inheritance to instill lasting values and discipline
    • Build trust through consistency, transparency, and strong recovery from mistakes

    Connect with Steve Manuel:Website: https://thegamechangingadvisor.com/Steve’s Book: https://www.amazon.com/dp/1964046483

    Show notes by Podcastologist: Angelo Paul Tagama
    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    26 min
  • Chapters 7 & 8

    Chapters 7 & 8
    Apr 18 2025
    Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.
    Chapter 7: What Makes A Great Meeting?
    • How can financial advisors apply NASA’s approach of making small course corrections to ensure their client meetings consistently build trust and guide clients toward long-term success?
    • How do you ensure that you're always discovering (ABD) during meetings, rather than just following a set agenda, and how has this approach helped you uncover crucial client information in unexpected situations?

    Chapter 8: Five Top Tips for Advisors
    • How can financial advisors help clients recognize and overcome emotional biases, like Ian’s reluctance to sell at a profit, to make more rational investment decisions?
    • How can financial advisors effectively use KPIs like Client Satisfaction Score or Net Promoter Score to improve their client relationships and grow their practice?
    In this episode, Steve discusses:
    • Stay committed to your vision to endure setbacks and build lasting entrepreneurial success
    • Embrace critical feedback to fuel personal growth and business improvement
    • Prioritize legacy and impact over recognition to define true success
    • Build trust first to elevate roles as educator, advisor, or facilitator
    • Use data and client insights to enhance communication, service, and referrals

    Connect with Steve Manuel:Website: https://thegamechangingadvisor.com/Steve’s Book: https://www.amazon.com/dp/1964046483

    Show notes by Podcastologist: Angelo Paul Tagama
    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    26 min
  • Chapter 6

    Chapter 6
    Apr 11 2025
    Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.
    Chapter 6: How Clients Think
    • Trust is described as the "glue of life" and a key foundation in financial advising. Can you share a real-world example of how building trust with a client led to a long-term, successful relationship?
    • The idea that we "think with our hearts" challenges the traditional view of financial decision-making. How does understanding a client's emotions and behavioral biases change the way financial advisors approach planning?
    • How can financial advisors apply the “Moneyball” approach—focusing on small, undervalued strengths—to help clients achieve their long-term financial goals?
    In this episode, Steve discusses:
    • Build trust through consistent actions, active listening, and regular check-ins to deepen client relationships beyond business
    • Tailor communication and planning by understanding clients' emotional and behavioral biases
    • Foster moments of connection that create lasting impact and strengthen long-term partnerships
    • Use data-driven strategies to uncover undervalued opportunities and challenge traditional advisory approaches
    • Model effective behavior and stay committed to client goals to inspire confidence and long-term loyalty

    Connect with Steve Manuel:Website: https://thegamechangingadvisor.com/Steve’s Book: https://www.amazon.com/dp/1964046483

    Show notes by Podcastologist: Angelo Paul Tagama
    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    18 min
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