McCardle and The Niche Ep. 74
In this episode of the C4G Sales Success Podcast, John Kailunas II interviews Jon McCardle from Summit Financial Group. They discuss McCardle's journey in the financial advisory industry, focusing on his niche in serving university employees. The conversation covers the importance of perseverance, the unique financial challenges faced by university personnel, and the significance of […]
C4G Shorts: Commitments vs. Goals Ep. 73
In this episode of the C4G Sales Success Podcast, John Kailunas II and Don Carlson discuss the significance of commitments over goals in achieving success. They explore the importance of accountability partners, the need for a supportive community among advisors, and the value of real-world experience in coaching. The conversation also touches on the lessons […]
C4G Shorts: The Power of Referrals Ep. 72
In this episode of the C4G Sales Success Podcast, host John Kailunas II and Kevin Berwald discuss the Unicorn Client Acquisition Process and the Power Ranking for Referrals. They explore the importance of metrics in referral generation, the significance of personal connections in building a referral network, and the implementation of a structured power ranking […]
Invest in Others Feat. Barkley Payne Ep. 71
In this episode of the C4G podcast, host John Kailunas II interviews Barkley Payne, CEO of Invest in Others, a charity dedicated to amplifying the charitable work of financial advisors. They discuss the unique position of financial advisors in philanthropy, the impact of recognition on advisors, and the importance of giving back to the community. […]
Rink to Retirement Feat. Paul Bailley Ep. 70
In this episode of the C4G Sales Success Podcast, John Kailunas II interviews Paul Bailley, a financial advisor with a unique background in professional hockey. Paul shares his journey from the ice to the financial services industry, discussing the skills he transferred from sports to business, the importance of consistency in prospecting, and how he […]
Slaying Dragons feat. Geoffrey Wight Ep. 69
In this episode of the C4G Sales Success Podcast, John Kailunas II interviews performance coach Geoffrey Wight, who specializes in helping financial advisors navigate the pressures of their profession. They discuss the importance of mindset, the impact of default nature, and how pressure reveals true responses. Wight shares insights on overcoming negativity bias, the significance […]
C4G Shorts: Generosity Empowers Many Ep. 68
In this conversation, John Kailunas II and Don Carlson discuss the importance of generosity in the financial advisory business. They introduce the concept of a 'Gem of an Event,' which focuses on community engagement and altruism as a means to build client relationships and enhance business growth. Don shares his initiative, 'It's Gotta Be the […]
C4G Shorts: Define Your Purpose Ep. 67
In this episode of the C4G Sales Success Podcast, John Kailunas II and Kevin Berwald discuss the importance of intentionality in the financial services industry. They explore the biblical principle of 'reaping what you sow' and how it applies to setting goals and making choices in business. Kevin emphasizes the need for financial advisors to […]
Building Value in Financial Services Feat. Jon Erickson Ep. 66
In this episode, John Kailunas II interviews John Erickson, a seasoned financial advisor, discussing core philosophies, the importance of honesty in leadership, evolving definitions of success, and the unique financial landscape of the Pacific Northwest. They explore the impact of AI on financial services, the significance of legacy, and provide valuable advice for new financial […]
Family Values in Business Feat. Alex Walters Ep. 65
In this episode of the C4G Sales Success podcast, host John Kailunas II engages in a deep conversation with Alex Walters at ThunderCloud Gun Club. They explore the importance of selling experiences over products, setting clear expectations for customer service, and the role of personal connections in enhancing service quality. The discussion also touches on […]
