C4G Success

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 also delves into leadersh...

In this mini-cast, John Kailunas II and Kevin Berwald discuss the significance of the phrase 'I was just thinking about you' in building relationships and enhancing communication with clients. They explore how this simple phrase can create emotional connections, set individuals apart in their professional interactions, and serve as a powerful tool for engagement. The conversation emphasizes the importance of tonality and...

In this conversation, John Kailunas II and Kevin Berwald discuss the powerful sales technique known as the pre-close commitment. They explore how setting expectations upfront can significantly enhance closing rates for financial advisors. Kevin shares insights from his extensive experience in the industry, emphasizing the importance of understanding client needs and creating a comfortable environment for decision-making. The discu...

In this podcast episode, John A. Kailunas II interviews Wayne Aaron, the president and founder of Aaron and Associates, a financial planning firm. Wayne discusses his holistic approach to financial planning, the Skyward process, and how his past experiences as a minister shaped his understanding of money and client relationships. He emphasizes the importance of protecting clients' legacies and the unique value proposition of ...

In this episode of Catalyst4Growth, John Kailunas II interviews Sam Sivarajan, author of 'Change Mastery'. They discuss the relentless pace of change in today's world and the importance of having frameworks to navigate it. Sam introduces the CASE Foundation, which includes Control, Align, Span, and Establish, as well as the 3A framework: Assess, Act, and Adapt. Through practical examples and storytelling, they explo...

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 client privacy. The conversation emphasiz...

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 foster collaboration among financial pro...

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.

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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 necessity of having difficult conversations about long-term care plann...

"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 delve into the essential leadership traits necessary for success in the financial indus...

"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 Michael Bacchus, a seasoned expert in the financial advisory industry. They discuss the essentia...

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 the way. The conversation emphasizes the importance of preparation, perseverance, and com...

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 and customized proposals to meet ind...

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 our lives. The conversation emphasizes the importance of understanding the true meaning behind Memor...

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 to referrals and success in the financial advising business. In this conversat...

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 new advisors, the role of technology in the future of fin...

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 investment strategies. The conversation emphasizes the need for clear commu...

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 conversion rates. The conversation also highli...

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 relationships, the role of grace in client interacti...