The Evolving Landscape of the Financial Industry – feat. Greg Brick & Michael Bacchus Ep. 44
In this engaging podcast episode, John Kailunas II hosts Greg Brick and Michael Bacchus to discuss the evolving landscape of financial advising. They explore generational differences in the industry, the importance of hiring the right talent, and the significance of building trust and authenticity in client relationships. The conversation delves into the challenges faced by […]
Absolute Performance – John Kailunas II & Jordan Fischer Ep. 43
In this episode of the Catalyst4Growth Sales Success podcast, John A. Kailunas II and Jordan Fischer, CFP, AIF discuss the concept of absolute performance in financial planning. They explore the importance of focusing on total investment returns without being swayed by benchmarks, the role of risk management, and the necessity of aligning client goals with […]
The Secret Sauce: John Kailunas II & Kevin Berwald – Ep. 42
In this episode of the Catalyst4Growth podcast, John A. Kailunas II and Kevin Berwald discuss the intricacies of the sales cycle, particularly focusing on the challenges faced by independent financial advisors. They emphasize the importance of having a structured sales process, the need for professional biographies, and effective note-taking strategies to enhance client engagement and […]
Carlos Cares – John Kailunas II and Carlos Guzman – Ep. 41
In this episode of the Catalyst4Growth podcast, John Kailunas II interviews Carlos Guzman, a successful financial advisor. They discuss Carlos's journey in the sales industry, the importance of working smart rather than just hard, and the value of mentorship and accountability in achieving success. The conversation also delves into the significance of building strong client […]
BONUS – ProPlan Assist – John Kailunas II & Jordan Fischer Ep. 40
In this episode, John A. Kailunas II and Jordan Fischer, CFP, AIF discuss the Pro Plan Assist program, designed to streamline the financial planning process for advisors. They explore the technology behind the program, its impact on closing ratios, and the overall benefits for financial advisors. The conversation emphasizes the importance of a high-touch approach […]
Grow or Perish – Inside/Out: John Kailunas II & Bill Best – Ep. 39
In this episode of the Catalyst4Growth podcast, John Kailunas II and Bill Best, CPA, CA, GCB.D, CCB.D discuss the evolution of business operations, the importance of people and culture, and the integration of technology in achieving profitability. They share insights from Bill's extensive career, emphasizing the need for effective training, service standards, and understanding generational […]
Self vs. Pro Mgt – John Kailunas II & Jordan Fischer Ep. 38
In this episode, John A. Kailunas II and Jordan Fischer, CFP, AIF discuss the intricacies of professional money management versus self-managed investment strategies. They explore the challenges faced by financial advisors, the importance of relationship building, and the pitfalls of overconcentration and performance chasing. The conversation emphasizes the need for structured processes, documentation, and the […]
Guzman Glory – John Kailunas II and Carlos Guzman – Ep. 37
In this episode of the Catalyst4Growth podcast, host John Kailunas II engages in a deep conversation with Carlos Guzman about their shared experiences in the financial industry. They discuss Carlos's journey from the insurance sector to investment management, the importance of authenticity in client relationships, and the challenges faced in marketing programs. The conversation highlights […]
Infrastructure is Key – John Kailunas II & Bill Best Ep. 36
In this episode of the Catalyst4Growth podcast, John A. Kailunas II and Bill Best, CPA, CA, GCB.D, CCB.D discuss the journey of professional salespeople, focusing on the importance of building a strong business infrastructure, understanding the nuances of AUM versus AUA, and the critical nature of client relationships and succession planning. Bill shares insights from […]
BONUS – Mission Retirement: John Kailunas II & Kevin Berwald Ep. 35
In this episode of the Catalyst4Growth podcast, John Kailunas II and Kevin Berwald discuss their book, Mission Retirement, and how it can be utilized by wholesalers to enhance their distribution efforts with financial advisors. They explore the importance of building relationships, providing value, and leveraging the book as a marketing tool to engage clients and […]
