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 […]
BONUS The Champion Series PT 2 -John “Trey” Kailunas III MS -Episode 8
In this episode of the Catalyst for Growth podcast, Trey Kailunas and John Kailunas II discuss the vital relationship between champions and their communities. They explore how champions can inspire and uplift others, the importance of mentorship, and the role of community in shaping future leaders. The conversation emphasizes the need for champions to engage […]
BONUS – Athletic Mindset and Sales – Don Carlson -Episode 7
In this episode of the C4G podcast, John Kailunas II and Don Carlson discuss the intersection of athletics and professional success for advisors. They explore how the principles learned through sports can be applied to the financial advisory profession, emphasizing the importance of preparation, mindfulness, resilience, and building relationships. The conversation also touches on the […]
CSA Conference BIO and Process – With Kevin Berwald – Episode 6
In this episode of C4G's podcast, Sales Enrichment, hosts John Kailunas and Kevin Berwald discuss insights from a recent conference focused on senior advisors. They emphasize the importance of having effective processes in marketing and client acquisition, highlighting the psychological barriers prospects face, including negative thoughts and unconscious biases. The conversation delves into the significance […]
Successful Traits – With Lee Cole -Episode 5
In this podcast episode, host John Kailunas II interviews Lee Cole, a senior advisor advocate at Regal, about the traits that make advisors successful and the traits that hold them back. The three positive traits identified are integrity and ethics, systems and processes, and unwavering tenacity. The three negative traits are lack of accountability, lack […]
