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
Sales Cycle #9 – Action Steps Ep. 113
This podcast explores the critical steps in the sales cycle for financial professionals, emphasizing the importance of process, execution, and follow-through to close deals effectively and build trust with clients. Podcast Closing
Sales Cycle #8 – Quantifying the Value Ep. 112
In this episode, Kevin Berwald and John Kailunas II explore the critical step of quantifying value in the sales cycle, emphasizing how to effectively close deals by focusing on client benefits related to time, money, and fun. Podcast Closing
Dunleavy – Irish Eyes of Hospitality
This episode features a deep dive into the art of entertaining clients, the importance of relationship-building, and the lessons learned from a career spanning medical sales and hospitality. Host John Kailunas interviews a seasoned professional about effective strategies, common mistakes, and memorable stories that highlight the power of respect and genuine connection. If you would […]
Advisor Cycle Part 2 Feat. Don Carlson Ep. 110
In this episode, John Kailunas II and Don Carlson discuss the innovative 'Advisor Cycle' framework, the importance of strategic planning in financial advising, and how Keystone and Regal support advisors through growth, succession, and legacy planning. Learn how to build a resilient practice that adapts across career stages and creates lasting impact. If you would […]
The Advisor Cycle Feat. Don Carlson Ep. 109
In this episode, John Kailunas II interviews Don Carlson to explore the advisor lifecycle, focusing on competency, growth, service, and exit strategies. They share insights on building a sustainable financial advisory practice, emphasizing intentional planning, client relationships, and adapting to industry changes. If you would like to be a guest Podcast Closing
BONUS – Dividends are Divine Feat. Jordan Fischer Ep. 108
Explore the power of dividends in building long-term wealth, the significance of dividend aristocrats and contenders, and advanced strategies like covered calls to enhance portfolio income. Jordan Fischer shares insights on consistent dividend investing, risk management, and tactical overlay techniques for financial professionals. To learn more about the power of Dividends and the Dividend Aristocrats, […]
