Independence Day Episode Ep. 54
In this special Fourth of July episode, John Kailunas II and Don Carlson discuss the importance of independence, both in the context of the holiday and in the financial advisory industry. They explore key elements that independent advisors should consider, including building the right team, effective marketing strategies, understanding true independence, leveraging technology, and ensuring […]
The Get Ready Movement Ep. 53
In this episode of the Catalys4tGrowth podcast, host John A. Kailunas II speaks with Tony Steuer, a seasoned insurance consultant and advocate for collaboration in the financial services industry. They discuss Tony's unique background, the importance of understanding clients' comprehensive financial needs, and the challenges faced in launching the Get Ready Movement, which aims to […]
Emotional Intelligence in Business Ep. 52
In this episode, John Kailunas II and Matthew Firosz discuss the parallels between the restaurant and financial services industries, focusing on branding, consistency, staffing, client feedback, and the importance of emotional intelligence in service. They explore how financial advisors can learn from hospitality marketing strategies to enhance client experiences and meet evolving expectations. If you […]
The Evolution of the Industry – 3D Advisors Ep. 51
In this episode of Catalyst4Growth, host John A. Kailunas II engages with Jim DiDonato and Matt Dib from 3D Advisors to discuss the evolving landscape of long-term care products and the importance of strategic partnerships in the financial advisory industry. They explore the challenges advisors face in engaging clients, particularly the next generation, and the […]
Michael Bacchus Nous Part 2 – Ep. 50
“Alignment is the key for fulfillment. Your vision must align with who you want to be. Your choices must align with your vision. Your effort must align with the size of your vision. And your behavior must align with your values and principles.” – Patrick Bet-David In this episode of Catalyst4Growth, John Kailunas II and […]
Michael Bacchus Nous Part 1 – Ep. 49
“Alignment is the key for fulfillment. Your vision must align with who you want to be. Your choices must align with your vision. Your effort must align with the size of your vision. And your behavior must align with your values and principles.” – Patrick Bet-David In this episode of Catalyst4Growth, John Kailunas II interviews […]
BONUS – The Iron Man Way: John Kailunas II & Bill Best – Ep. 48
In this episode of the Catalyst4Growth podcast, John A. Kailunas II and Bill Best, CPA, CA, GCB.D, CCB.D discuss the significance of Ironman competitions and how they relate to the professional journey of financial advisors. Bill shares his personal journey of becoming an Ironman, the challenges he faced, and the life lessons he learned along […]
Increase your Quality of Life: John Kailunas II & Kevin Berwald Ep. 47
In this episode of the Catalyst4Growth podcast, hosts John Kailunas II and Kevin Berwald, CFP, ChFC, CLU, CASL discuss their services aimed at helping financial professionals enhance their practices. They delve into their unique approach, the IQL process, and the various training resources available, including masterclasses and books. The conversation emphasizes the importance of accountability […]
BONUS – Memorial Day: John Kailunas II & Bill Best – Ep. 46
In this episode of the Catalyst4Growth podcast, John Kailunas II and Bill Best, CPA, CA, GCB.D, CCB.D discuss the significance of Memorial Day, the history of the poppy tradition, and the importance of honoring those who have served. They reflect on personal stories of service, the legacy of sacrifice, and the need for gratitude in […]
Relationships & Referrals – John Kailunas II & Carlos Guzman – Ep. 45
In this episode of the Catalyst4Growth podcast, host John A. Kailunas II speaks with Carlos Guzman about his journey in wealth management, the importance of sharing experiences, and the surprising joy of being a financial advisor. They discuss the unique niche of working with nurses, the challenges they face, and how building genuine relationships leads […]
