The Lifeblood of the Business Ep. 141
This episode emphasizes the importance of prospecting as a core, ongoing activity for financial advisors. It covers practical strategies for building a disciplined prospecting system, focusing on defining target audiences, planning with numbers, calendar discipline, effective communication, and developing endurance to sustain growth. | Opening | Prospecting is the lifeblood of organic growth. | Economic […]
“The Cowboy” Clay Eschrich Ep. 140
In this episode, Clay Eschrich shares his journey from small-town Wyoming to a successful career in financial services, emphasizing the importance of relationships, work ethic, and adapting to industry changes. Discover insights on recruiting, building advisory teams, and the evolving landscape of wealth management. 00:00Introduction and Clay’s background in Wyoming 01:50Early life and work ethic […]
Educational Gap with Dr K Ep. 139
In this episode, John Kailunas II interviews his daughter, Dr. Courtney Kailunas DNP APRN FNP-C, about how different generations learn and communicate. They explore the impact of technology, emotional intelligence, and effective teaching methods across generations. She also discusses her aims for helping students have the “aha” moments in this article: https://www.linkedin.com/pulse/new-usf-college-nursing-instructor-aims-aha-moments-kgffe?utm_source=share&utm_medium=member_ios&utm_campaign=share_via 00:00Introduction of guest […]
BONUS – Young Buck Insights Ep. 138
In this episode, Devan Dekker shares his journey into financial advising, the challenges of building client relationships, and lessons learned from early experiences in the industry. Perfect for young advisors and seasoned professionals alike, it offers practical insights on confidence, preparation, and client trust. Introduction and Devin's background Devin’s journey into finance and early influences […]
The Power of the Hamster Ep. 137
This episode explores how setbacks and failures are part of growth, emphasizing the importance of mindset, focus, and perseverance. Learn practical principles to recover from disappointments and turn challenges into opportunities for success. Opening | The moment is real, but it is not your identity. Separation | Describe the event without turning it into a […]
The Sage of J.O.Y Feat. Bob Geary Ep. 136
In this episode, Bob Geary shares his journey from Illinois to Texas, building a hundred-million-dollar financial practice, and the principles that have driven his success. He discusses the importance of routine, trust, perseverance, and continuous self-improvement for aspiring financial advisors. If you would like to be a guest Service owned business Podcast Closing
Signal Foresight – Patrick Kelly Ep. 135
In this episode, Patrick Kelly shares insights on transforming the insurance industry through technology, customer-centric strategies, and innovative business models. Discover how Signal is shaking up the industry and what the future holds for financial advisors. If you would like to be a guest Service owned business Podcast Closing
BONUS – Labor Day – The Value of Hard Work Ep. 134
In this episode, John Kailunas II explores the dignity of work, the necessity of discipline, and the power of gratitude, especially in the context of Labor Day. He emphasizes that success is rooted in disciplined effort, respect for every role, and appreciation for those who contribute. Podcast Closing
The Quiet Reality of Legacy EP. 133
This episode explores the true meaning of legacy, emphasizing that it is built through consistent, disciplined actions rather than visibility or fame. Host John Kailunas II discusses the four pillars of legacy—consistency, documentation, accountability, and mentorship—and highlights how quiet, everyday behaviors create lasting impact. Podcast Closing
Dunamis – Greek for Dynamic – Brad Wallick, CFA EP. 132
In this episode, Brad Wallick discusses risk management strategies, the use of technical indicators like the 200-day moving average, and the importance of process and trust in investing and advising. He shares insights from his experience managing portfolios and working with advisors. If you would like to be a guest Podcast Closing
