Peterson Shoots Straight Ep. 123
In this insightful interview, Chris Peterson shares his journey into financial services, his investment philosophy, and strategies for building a successful, client-focused practice. Discover how he balances family, faith, and professional growth while adapting to industry changes like AI and market volatility. If you would like to be a guest Service owned business Podcast Closing
The Addiction of Potential Ep. 122
This episode explores the dangerous allure of potential and how it can hinder real progress. John Kailunas II discusses the importance of disciplined execution over emotional excitement, highlighting signs of potential addiction and strategies for sustainable success. Podcast Closing
C4G Shorts – From Success to Significance feat. Don Carlson EP. 121
Exploring the journey from success to significance, this podcast features John Kailunas II and Don Carlson discussing how personal growth, family values, and leaving a legacy define true success. Podcast Closing
C4G Shorts – The Calendar Speaks the Truth Ep. 120
This episode emphasizes the importance of calendar management as a reflection of true priorities. Host John Kailunas II shares practical insights on how disciplined scheduling can improve leadership, emotional health, and organizational culture. Podcast Closing
RIP McGillicuddy Ep. 119
This episode features legal expert Ian Dankelman discussing succession planning for financial advisors, emphasizing the importance of legal agreements, ethical responsibilities, and proactive business continuity strategies. If you would like to be a guest Podcast Closing
Dom De Pinto – The Cigar Maven Ep. 118
Join John Kailunas and cigar expert Dom De Pinto as they explore cigar etiquette, selection, and the culture surrounding cigars. Discover tips for beginners, insights into cigar sizes, flavors, and the significance of community in cigar lounges. If you would like to be a guest Service owned business Podcast Closing
Dankelman Part Two: It’s Still just Business Ep. 117
In this episode, Ian Dankelman from Smith Gambrell and Russell shares expert insights on corporate governance, legal structuring, and the importance of maintaining up-to-date legal documents for business success. Perfect for advisors and business owners looking to strengthen their legal foundation. If you would like to be a guest Podcast Closing
Dankelman: It’s just Business Ep. 116
In this episode, John Kailunas II interviews attorney Ian J. Dankelman about corporate governance, legal best practices for advisors, and building a professional legal team. They explore how advisors can protect their businesses through proper legal structures, the importance of ongoing legal counsel, and lessons learned from litigation experiences. If you would like to be […]
Sales Cycle #11 – Next Opportunity & Referral Process Ep. 115
In this episode, John Kailunas II and Kevin Berwald explore the critical final stage of the client sales cycle, focusing on next opportunities and referrals. They share practical strategies for leveraging existing clients to generate more referrals, increase wallet share, and grow your practice sustainably. Podcast Closing
Sales Cycle #10 – Follow Through Exceeding Expectations Ep. 114
In this episode, John Kailunas II and Kevin Berwald explore the critical step in the client sales cycle: following through and exceeding expectations. They discuss strategies for building trust, delivering exceptional client experiences, and creating a scalable onboarding process that enhances business value and client relationships. Podcast Closing
