Story Telling – With David Christie – Episode 18
In this engaging conversation, John Kailunas II and David Christie explore the significance of storytelling in professional sales, emphasizing how narratives can enhance communication and client relationships. They discuss the importance of analogies, the purpose behind retirement planning, and the need for financial advisors to shift their focus from products to clients' goals. The dialogue […]
Advisor Rescue Secret Sauce – With Kevin Ross – Episode 17
In this episode of the Catalyst for Growth podcast, host John Kailunas II, welcomes Kevin Ross, a seasoned professional in the financial industry. They discuss Kevin's journey from Wall Street to founding Advisor Rescue, a firm dedicated to helping financial advisors grow their practices. The conversation covers the importance of understanding client needs, effective marketing […]
Mission Retirement – Kevin Berwald, – Episode 16
In this episode of the Catalyst for Growth podcast, hosts John Kailunas II and Kevin Berwald discuss their new project, 'Mission Retirement,' a workbook designed to help retirees find purpose and fulfillment in their post-work lives. They explore the importance of having a plan for retirement that includes not just financial aspects but also personal […]
Bushido Code – With Christopher Wilks, LUTCF – Episode 15
In this conversation, John Kailunas II interviews Christopher Wilks, LUTCF a long-time affiliate and friend, about his journey in the financial service industry and his commitment to the martial arts. They discuss the importance of family, the influence of Wilks' parents, and his dedication to living by the Bushido code. Wilks explains how he applies […]
BONUS The Champion Series -John “Trey” Kailunas III MS -Episode 14
In this episode of the Catalyst for Growth podcast, John Kailunas II and Trey Kailunas explore the essence of being a champion, emphasizing the importance of spirit, resilience, and continuous improvement. They discuss how challenges can be viewed as opportunities, the significance of mental toughness and self-belief, and the role of gratitude and mindfulness in […]
Thanksgiving & Gratitude – With David Christie – Episode 13
In this episode of the Catalyst for Growth podcast, John Kailunas II and David Christie discuss the significance of gratitude, especially during the Thanksgiving season. They emphasize the importance of cherishing time with family, maintaining a positive mindset, and practicing gratitude in daily life. The conversation highlights how gratitude can enhance personal relationships and overall […]
Five Ways to Grow – With Lee Cole – Episode 12
In this conversation, John Kailunas II and Lee Cole discuss the five ways to grow a financial practice. The first way is strategy, which involves having a clear plan and purpose for the business. The second way is financial management, which includes budgeting and tracking key metrics. The third way is marketing, where advisors need […]
Authenticity and Client Goals – With Mark Grooters – Episode 11
Mark Grooters, is interviewed by John Kailunas II. Mark is part of the Regal Apex Group, discusses his background in financial services and the importance of being a sales rep. He emphasizes the need for advisors to be authentic and focus on the client's needs. Mark shares his experience working at Edward Jones and the […]
Fees and Value – With Brian Yarch – Episode 10
In this episode of the C4G podcast, John Kailunas interviews Brian Yarch, CLU, ChFC, LUTCF a lead financial advisor with Regal Financial Group. They discuss Brian's background in the industry, the changing landscape of financial advising, and how to navigate client relationships when it comes to politics and religion. They also touch on the importance […]
BONUS The Champion Series PT 3 -John “Trey” Kailunas III MS -Episode 9
In this episode of the Catalyst for Growth podcast, hosts Trey Kailunas and John Kailunas II discuss the essence of being a champion, emphasizing personal growth, resilience, and the importance of emotional intelligence in sales. They explore the qualities that define a champion, including authenticity, determination, and a positive mindset, while also addressing the significance […]