THE GAME-CHANGING ADVISOR
Become the Advisor Your Prospects and Clients Trust, Hire, and Refer
People don’t care how much you know until they know how much you care. Our human-centered approach, rooted in genuine trust and a deep understanding of your values and beliefs, sets the stage for unparalleled success.
Available Now
The Game-Changing Advisor
How to Become the Advisor Your Prospects Trust, Hire and Refer
In his new, international best-selling book, Steve Manuel reveals: The “secret” to achieving long-term success as a financial advisor is really no secret. It all comes down to a few fundamentals. The challenge is that you may not be playing at your highest potential. To unlock your potential, you need a new strategy: one that harnesses the power of alignment to drive your passion for the financial advice game.
Meet Steve Manuel
Steve Manuel is a seasoned financial professional with decades of leadership experience at SAFECO and USAA. Originally from California, his formal education was in business administration and economics. Steve started his career as a stockbroker in San Francisco where he concurrently earned his CFP designation.
At SAFECO, he leveraged his knowledge of investing and financial planning for the
benefit of agents and advisors served by his teams. As a member of the financial planning leadership team at USAA, he refined his coaching skills and strategies with financial planners.
Steve's Game-Changing Approach
In a world where trust seems elusive, our approach builds bonds, removes resistance, and generates mutually beneficial relationships between advisors and clients.
Trust-Building Focus
Game-changing advisors prioritize building and maintaining trust with their clients through transparency and consistent ethical behavior.
Professional Development
They maintain their professional certifications (like CFP) and continuously expand their knowledge base.
Coaching Mindset
They approach client relationships with a coaching mentality, helping clients understand and achieve their financial goals.
Technical & Soft Skills
Game-changing advisors master both the technical aspects of financial planning and the interpersonal skills needed for effective client relationships
Client-Centric Approach
They focus on understanding and serving their clients' needs rather than just selling products
Efficiency & Effectiveness
They develop systems and processes that allow them to operate with greater effectiveness while maintaining high service quality.
Commitment to Growth
Game-changing advisors consistently seek opportunities to improve their practice and expand their capabilities.
Cultural Alignment
They understand the importance of organizational culture and align their practices with positive value.
COMING SOON
Become a Game-Changing Advisor
Consulting and Coaching Programs with Steve Manuel
Launching in 2025: New programs designed to help you transform from just another advisor swimming in the vast ocean of ordinary advisors to become a GAME-CHANGING ADVISOR.
One-on-one and group programs designed to help you:
Master and implement the Game-Changing Advisor approach.
Discover a new passion for your profession and the service you provide.
Play at your highest potential.
Achieve long-term success for your clients and you...
...all while enjoying your work more than you ever have before.
What Others Are Saying About Steve Manuel
★ ★ ★ ★ ★
In an industry that has long starved for leadership, Steve stands out as a beacon of thoughtful, visionary leadership. Steve sets himself apart by demonstrating a commitment to principles—ethics, transparency, and focus on what matters most.
Jeff Jurgemeyer
CFP® Rear Admiral, USN
★ ★ ★ ★ ★
Steve is very deliberate in addressing the heart of our industry, including our personal motivations. He offers practical tips on integrating priorities into our practice so we don’t drift into a soulless vocation. Steve is clear that through careful thought, we can have a very purposeful advisor career impacting thousands of families.
Darryl Lyons
MJ, CFP®, AIF, ChFC, BFA CEO, PAX Financial Group
★ ★ ★ ★ ★
Steve is very deliberate in addressing the heart of our industry, including our personal motivations. He offers practical tips on integrating priorities into our practice so we don’t drift into a soulless vocation. Steve is clear that through careful thought, we can have a very purposeful advisor career impacting thousands of families.
Jacob Campbell,
CFP® Financial Advisor,
PAX Financial Group
★ ★ ★ ★ ★
In an industry that has long starved for leadership, Steve stands out as a beacon of thoughtful, visionary leadership. Steve sets himself apart by demonstrating a commitment to principles—ethics, transparency, and focus on what matters most.
Jeff Jurgemeyer
CFP® Rear Admiral, USN
★ ★ ★ ★ ★
Steve is very deliberate in addressing the heart of our industry, including our personal motivations. He offers practical tips on integrating priorities into our practice so we don’t drift into a soulless vocation. Steve is clear that through careful thought, we can have a very purposeful advisor career impacting thousands of families.
Darryl Lyons
MJ, CFP®, AIF, ChFC, BFA CEO, PAX Financial Group
★ ★ ★ ★ ★
Steve is very deliberate in addressing the heart of our industry, including our personal motivations. He offers practical tips on integrating priorities into our practice so we don’t drift into a soulless vocation. Steve is clear that through careful thought, we can have a very purposeful advisor career impacting thousands of families.
Jacob Campbell,
CFP® Financial Advisor,
PAX Financial Group