Authority Operating System Programs for Financial Advisors | Influential Advisor Media
The Authority Operating System

Install the Authority Operating System in Your Firm

The Authority Operating System turns your expertise into assets, visibility, and relationships that support your growth. Choose the level of strategic leadership and hands-on implementation your firm needs to turn priorities into completed work.

Schedule Time with Gabe
A 15-minute call about your priorities, your team, and the right level of support.
Who You're Working With

Built by a Team That Knows Financial Advisors

1,000+
Financial advisors Influential Advisor Media has worked with
600+
Financial advisors we've helped become published authors
$100M+
In revenue we've helped those advisors generate
$18B+
Assets under management at Jon Kuttin's firm, one of the industry leaders we serve

Influential Advisor Media (IAM) has worked with more than 1,000 financial advisors, published more than 600 of them, and helped them generate more than $100 million in revenue. Our clients include prominent industry leaders such as Jon Kuttin, whose firm manages over $18 billion in assets under management.

We understand the work behind building an authority platform, and the compliance realities you face along the way: developing a message, publishing a book, producing useful content, strengthening visibility, and creating opportunities to connect with the right people. We also wrote The Authority Operating System—the framework behind these programs.

Gabe McManus leads our ongoing AOS engagements, bringing that experience and the resources of our team to your firm's priorities.

The Framework

The Same Framework Guides Every Level

01

Authority Vision

Define what you want to be known for, whom you want to serve, and the role you want to play in your business.

02

Authority Audit

Understand what prospects, referral partners, search engines, and AI platforms can discover about you today.

03

Authority Map

Identify the people, organizations, and platforms that influence your market.

04

AOS Stage Checklist

Recognize the bottleneck that deserves attention next.

05

Authority Rocks

Establish the most important initiatives for the next 90 days, with clear ownership and a definition of done.

06

Authority Hour

Protect time each week to advance your Rocks, resolve what's stuck, and assign the next steps.

The difference between programs is how much support you receive carrying that work forward.

Included at Every Level

Learn From Fellow Advisor-Authors

Every program includes our monthly Authority Mastermind, a call for existing IAM author clients facilitated by Paul G. McManus and driven by peer insights. Hear what other advisors are doing to put their books to work, strengthen relationships, and create business opportunities. Bring your questions, share your experience, and learn from what's working in other firms.

Monthly Authority Mastermind
For existing IAM author clients. Facilitated by Paul G. McManus. Driven by peer insights.
Level One

Premium

Strategy and Message Development

$1,000 per month

Keep your firm focused on the right priorities and develop the message your audience needs to hear.

Premium includes two private 60-minute Zoom calls with Gabe each month: one for strategy and accountability, and one for message development and recording.

Your Monthly Strategy Call

Review progress, work through decisions, and establish what deserves attention next. Depending on your priorities, that can include:

  • Putting your book to work with prospects and referral partners.
  • Developing relationships with centers of influence.
  • Identifying relevant podcast and media opportunities.
  • Building and improving your Authority Hub—the website built around your expertise.
  • Strengthening search and AI visibility.
  • Advancing your current Authority Rocks.

You leave with clearer priorities, ownership, and next steps for your team.

Your Monthly Message Development Call

Turn what you know into something clear, useful, and compelling. Gabe helps you identify the idea worth communicating, strengthen the opening, develop examples and stories, rehearse your delivery, and record the source content.

Included in Premium

Message development, rehearsal, and the recording session.

Handled by your team

Editing, publishing, and implementation.

Keep Your Authority Hour on the Calendar

We encourage you to reserve a weekly Authority Hour for your firm. Your two monthly sessions with Gabe anchor that rhythm. During the other weeks, use the time with your team to implement decisions and advance your Authority Rocks.

Best For

Founders who have the resources to execute and want strategic guidance, accountability, and hands-on help communicating their expertise.

Level Two

Elite

Your Fractional CMO and Monthly Video Production

$1,800 per month

Give your firm a consistent rhythm for advancing AOS—and turn your expertise into finished video content every month.

Elite includes up to four private calls per month, up to 60 minutes each, with Gabe as your fractional CMO. One of those calls is your dedicated message development and recording session.

Your Authority Hour With Gabe

Your calls focus on what matters now:

  • What's moving?
  • What's stuck?
  • What decision needs to be made?
  • Who owns the next step?
  • What needs to happen before the next meeting?

Some sessions require the full hour. Others reach the necessary decisions sooner. The purpose is consistent progress.

One Recording Session Becomes Finished Content

Gabe helps you develop your topics and interviews you to capture your expertise. Our team turns that recording into three polished topic videos per month, approximately 2–10 minutes each.

This recording session is one of your four monthly calls with Gabe—not an additional session.

Prefer short social videos? Choose six vertical shorts, generally 30–90 seconds each, or a combination—two shorts can replace one topic video. We agree on the selection before recording so the conversation supports the content you want to produce.

Your AI Video Clone

Elite also includes the creation of your AI video clone, giving you another way to communicate your expertise without scheduling another recording. Additional AI video production can be scoped around your priorities.

An example of an AI video clone produced by our team.

Bring the Person Who Helps You Execute

We recommend that your firm's integrator—the person responsible for carrying work forward—participate alongside you. Gabe establishes direction and accountability. Your internal team implements the broader plan, supported by the finished video content we produce each month.

25% Off Our À La Carte Services Menu

When your priorities call for additional professional support, Elite members receive 25% off our à la carte services menu. We confirm the scope, price, and schedule before work begins.

Best For

Founders who want ongoing CMO leadership and consistent video production, with an internal team able to handle the remaining implementation.

Level Three

Platinum

Your Fractional CMO and AOS Implementation Team

$4,800 per month
Limited Introductory PricingMonth-to-month

You have a vision for what your firm could become. You want to be known for your expertise and the impact you're already having on clients. Build relationships with the people who influence your market. Attract more ideal-fit clients. And create a business where growth doesn't require more and more of your personal time.

Imagine finishing a strategy call knowing the next steps are owned. Your ideas become videos and articles. Your website improves. Your book stays current. Your content reaches the audience you want to influence. Work moves forward between meetings, with someone coordinating the details and bringing you only the decisions that require your judgment.

Gabe Leads as Your Fractional CMO

You receive up to four private calls per month, up to 60 minutes each, with Gabe to make decisions, develop your message, review progress, and advance your Authority Rocks. He connects the work to your bigger goals: a stronger authority platform, deeper relationships, greater reach for your expertise, and the conditions that support organic growth.

Our Concierge Integrator Keeps the Commitments Moving

Our concierge integrator is the central point of contact connecting you, Gabe, and our team. They join your calls, capture decisions, maintain the execution plan, coordinate specialists, and follow up on outstanding work. When your input or approval is needed, they bring you a clear request.

Your assistant can help with scheduling, access, and approvals without having to become a marketing expert. You stay informed without becoming the project manager.

Up to 50 Hours a Month From the Team That Built Influential Advisor Media

Platinum puts our team behind your vision: the writers, editors, designers, and production specialists who do this work for financial advisors day in and day out—and who build and run our own authority platform.

Each month, our integrator coordinates up to 50 hours of that team's capacity around your Authority Rocks and ongoing AOS priorities. Integrator support, coordination, production, review, and revisions are included in that allocation. Gabe's scheduled calls are separate from those hours.

Each month, you see what was completed, how your Authority Rocks advanced, where the time went, and what comes next.

A Full-Stack Marketing Company Behind Your Priorities

CapabilityWhat our team does for you
Your own podcastDevelop and produce a show that showcases your expertise and supports relationships with the people who influence your market. Our team supports the concept, recording workflow, editing, branding, publishing, and repurposing.
Video productionPolished and enhanced editing, podcast repurposing, topic videos, short social videos, and AI video production.
Website developmentBuild and improve your Authority Hub and supporting pages within our supported platforms.
Writing and graphicsArticles, newsletters, marketing copy, and branded content.
Book updates and refreshesWriter-led revisions, publishing-file updates, and updated editions that keep your existing book current.
Publishing and visibilitySocial posting, content distribution, and search and AI visibility work.
Advertising managementYouTube and social advertising on the platforms we support.

Your Authority Rocks Determine Where We Put the Team to Work

You don't need every service every month. You need the right work completed in the right order.

One month may focus on your website and book. Another may emphasize your podcast, video production, or distribution. We allocate the appropriate specialists to your agreed priorities and the ongoing work supporting your AOS. That can mean strengthening what prospects discover when they research you, creating content that supports relationships with influential people, or building assets that keep communicating your expertise after you finish recording.

Within your monthly capacity, moving from writing to video or website development doesn't require another project purchase. Video production is allocated within the 50 hours according to your plan, and your output can change as your priorities change.

Beyond 50 Hours: 25% Off Additional Work

Our integrator prioritizes work within your included monthly capacity. When you want to accomplish more than 50 hours allows, Platinum members receive 25% off our à la carte services menu for the additional work. We confirm the scope, price, and schedule with you first, so you can choose whether to accelerate an initiative or schedule it within a future month's capacity.

What Requires You—and What We Carry Forward

You bring

Your expertise, judgment, relationships, and approvals. You participate in strategic decisions and recording sessions when needed.

We carry

The assignments, coordination, production, and follow-through behind the agreed implementation.

What's Outside the Included Capacity

New book development and publishing, dedicated book coaching, and guest podcast booking are separate services. All included work stays within our established capabilities and supported platforms—the kinds of work our team performs to build and run our own authority platform. Advertising spend and third-party subscriptions are paid separately; we identify required external costs before proceeding.

A Monthly Partnership Built Around Results

Platinum is month-to-month, with no long-term contract. Monthly team capacity does not roll over. Projects can continue across months, with work scheduled against each month's allocation. We earn the continuation of the partnership by delivering results you can see each month.

Best For

Founders who want a capable team to implement AOS and prefer to focus on their expertise, relationships, and business rather than manage marketing production.

How We Work

Experienced People. Continually Improving Capabilities.

Across our programs, you work with people who understand financial professionals and bring judgment in their respective disciplines. Our team actively uses AI where it improves efficiency and quality—from research and drafting to transcription, repurposing, and production. People direct the work and review the finished output.

We evaluate new tools and incorporate those that improve our processes. Your firm benefits without having to research the tools, train a production team, or manage the workflows yourself.

Compare the Three Levels

Choose the Support That Fits Your Firm

Swipe to compare all three levels →
What's includedPremium$1,000 / monthElite$1,800 / monthPlatinum$4,800 / month
Private calls with Gabe, up to 60 minutes each2 per monthUp to 4 per monthUp to 4 per month
Focus of engagementStrategy and message developmentFractional CMO leadership and video productionFractional CMO leadership and managed implementation
AOS strategy, Authority Rocks, and book activationIncludedIncludedIncluded
Monthly Authority MastermindIncludedIncludedIncluded
Message development and recordingOne of your 2 monthly callsOne of your 4 monthly callsOne of your 4 monthly calls
Finished video production3 topic videos, 6 shorts, or the defined mixAllocated within your monthly execution plan
AI video cloneCreation includedCreation and production within team capacity
Concierge integratorYour integrator joins the callsWe provide the integrator
Podcast production, website development, writing, design, book refreshes, publishing, and ad managementSeparately scopedSeparately scopedIncluded within established capabilities and monthly capacity
Monthly team execution capacityDefined video packageUp to 50 hours, including integrator
À la carte servicesStandard pricing25% off25% off beyond your 50 hours
Who carries implementationYour teamYour team, with IAM video productionIAM manages agreed implementation
Next Step

You Already Have Expertise Worth Building On

Choose the support to put it to work. Schedule a 15-minute call to discuss your priorities, your existing team, and the level of support that will help you move forward.

Schedule Time with Gabe

Not Ready to Talk? Start With the Complimentary Audiobook.

The Authority Operating System explains how to identify the opportunities that matter, establish priorities, assign ownership, and turn your expertise into visible authority.

Listen to the Audiobook
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