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 […]
C4G Shorts: First Five Calls Ep. 64
In this episode of the C4G podcast, host John Kailunas II speaks with Kevin Berwald about effective sales strategies, particularly focusing on the 'First Five Calls' method. Kevin shares insights from his extensive experience in wholesale distribution and how he successfully transitioned to retail sales. The conversation emphasizes the importance of discipline in sales activities […]
C4G Shorts: Beneficiary Accounts Ep. 63
In this episode of C4G Success Shorts, host John Kailunas II welcomes industry leader Kevin Berwald to discuss the strategic importance of beneficiary accounts. Kevin shares insights from his book, “Get More Referrals in Less Time,” and emphasizes the value of building relationships with clients' beneficiaries to secure assets and generate referrals. Podcast Closing
Teaching the Southern Gentleman Way Ep. 62
In this engaging conversation, John A. Kailunas II interviews Alex Walters, the owner of ThunderCloud Gun Club, exploring themes of family values, the importance of outdoor experiences, and the authenticity of relationships formed in nature. Alex shares his passion for teaching and the significance of passing on knowledge to the next generation, emphasizing that true […]
Johnny Sunset Ep. 61
In this episode of the C4G podcast, John Kailunas II interviews John Kelly, a seasoned financial advisor from Monroe, Louisiana. They discuss John's journey from running a bookstore to becoming a successful financial advisor, emphasizing the importance of ethical principles, mentorship, and building long-term client relationships. John shares valuable insights on the evolving financial advisory […]
Heroes and Legends Feat. Joseph Jordan Ep. 60
In this engaging conversation, John Kailunas II interviews Joe Jordan, a legendary figure in the financial services industry. They discuss Joe's journey from starting in insurance to becoming a prominent voice advocating for a life of significance in financial advising. Joe shares personal stories that shaped his career, the importance of human connection in the […]
Hospitality Heart Ep. 59
In this engaging conversation, John Kailunas II and Matthew Firosz explore the intersections of professional sales and hospitality, emphasizing the importance of client experience, cultural impact, and the metrics that drive success in both industries. Matthew shares his journey as a restaurateur, highlighting the significance of anticipating client needs and building lasting relationships. The discussion […]
