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 community, drawing parallels between the Ironman experience and the challenges faced in the financial advisory profession. If you would like to be a guest Podcast Closing…

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 individual needs, while also highlighting the affordability of their offerings. The episode concludes with a call to action for listeners to engage with their services. Podcast Closing…

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 Memorial Day and the value of remembering those who made the ultimate sacrifice for their country. Podcast Closing…

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 conversation, John A. Kailunas II discusses the intricacies of financial advisory, focusing on the importance of understanding fees, leveraging third-party money management, and building strong client relationships. He emphasizes the need for advisors to engage with clients meaningfully, set clear goals, and maintain authenticity in their interactions. The discussion also touches on growth projections and the unique challenges faced by healthcare professionals in financial planning. If you would like to be a guest Service owned business Podcast Closing…

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 financial advising, and the critical skills needed for success. Throughout the discussion, personal anecdotes and insights provide valuable lessons for both seasoned professionals and those new to the field. If you would like to be a guest Service owned business Podcast Closing…

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 communication with clients to avoid emotional decision-making and to ensure that financial plans are tailored to individual risk tolerances and objectives. Podcast Closing…

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 highlights the significance of setting clear objectives in client meetings and the role of preparation in achieving successful outcomes. In this conversation, John A. Kailunas II discusses effective strategies for building client relationships, closing deals, and ensuring follow-through in the financial advising industry. He emphasizes the importance of taking small actions to engage clients, understanding body language, quantifying value, and maintaining communication. The discussion also covers the significance of referrals and how to create future opportunities through effective relationship management. If you would like to be a guest Service owned business Podcast Closing…

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 interactions, and setting goals for future growth. Carlos shares his insights on how to navigate the complexities of financial advising and the importance of consistency in achieving long-term success. If you would like to be a guest Service owned business Podcast Closing…

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 in a tech-driven industry, showcasing how Pro Plan Assist can enhance advisor-client relationships and improve business outcomes. Podcast Closing…

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 differences in the workplace. The conversation also highlights the critical role of operations in delivering value to clients and navigating regulatory challenges. In this conversation, John A. Kailunas II and Bill Best discuss the critical role of service level standards in business operations, emphasizing the importance of setting clear expectations and maintaining effective communication. They explore the significance of building strong relationships in the advisor-client dynamic and the necessity of learning from mistakes to foster a culture of improvement. The discussion also highlights the value of mentorship and personal growth in professional settings, encouraging listeners to seek out and support others in their journeys. If you would like to be a guest Service owned business Podcast Closing…

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 future of investment advice in a world increasingly influenced by technology. If you would like to be a guest Service owned business Podcast Closing…

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 the significance of continuous learning, the value of having a structured process for client engagement, and the role of personal experiences in building trust with clients. In this conversation, John A. Kailunas II shares his journey in the financial advisory world, emphasizing the importance of gathering information, accountability, and the art of referrals. He discusses how professional bios have transformed his practice and highlights the supportive community at Regal that has significantly impacted his career and personal life. If you would like to be a guest Service owned business Podcast Closing…

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 his extensive career, emphasizing the need for transparency, compliance, and the value of investing in a capable team. The conversation also touches on the importance of trust in the financial services industry and the lessons learned from various experiences throughout their careers. If you would like to be a guest Service owned business Podcast Closing…

In this episode of the Catalyst4Growth Sales Success podcast, hosts John Kailunas II and Kevin Berwald discuss their new book, 'Mission Retirement,' which addresses the pressing needs of retirees, particularly focusing on purpose and loneliness. They explore the book's unique approach to retirement planning, the various options for acquiring it, and the exciting customization opportunities available for financial advisors. The conversation also delves into marketing strategies to effectively reach clients and the importance of taking immediate action to enhance retirement experiences. Podcast Closing…

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 prospects effectively. The conversation emphasizes the role of wholesalers in supporting financial advisors and the practical steps to implement the strategies discussed. Podcast Closing…