C4G Sales Success podcast

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Konten disediakan oleh John Kailunas II. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh John Kailunas II atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

All About Change

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Jay Ruderman - How to Find Your Fight & Drive Social Change 32:17

17 hari yang lalu32:17

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32:17

Jay is more than just the host of All About Change podcast. He is a lawyer and international activist, who has focused his life’s work on seeking social justice by advocating for the rights of people with disabilities worldwide. On the special episode of All About Change, Mijon Zulu, the managing producer of the "All About Change" podcast, is taking over hosting duties to interview Jay Ruderman about his new book, his activist journey, and why activism is even more important today. Episode Chapters (0:00) intro (02:38) How does one choose a cause to go after? (03:33) Jay’s path to activism (07:50) Practical steps a new activist can take (09:24) Confrontation vs trolling (17:36) Learning from activists operating in different sectors (19:20) Resilience in activism (22:24) Reflections on Find Your Fight and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

C4G Sales Success

Beranda serial•Feed

C4G Sales Success is your go-to podcast designed to help professional salespeople grow, learn, and enhance their bottom line. Join host John Kailunas II and a lineup of expert guests as they share engaging stories filled with humor and pragmatic experiences that will enrich the lives of all who listen.
While focusing on financial services professionals, the principles, ideas, and
insights shared are universally applicable, making this podcast valuable for
any sales professional seeking to elevate their craft.
Each episode will dive into actionable strategies, thought-provoking discussions,
and personal anecdotes that inspire you to embrace challenges and seize
opportunities. Whether you’re looking to refine your sales techniques, develop
strong client relationships, or find motivation to push through your day, C4G Sales Success has something for everyone.
Tune in to discover how to take your career to new heights and transform your
approach to success, one episode at a time!

39 episode

#Entrepreneur #Business #Marketing #Kevin Berwald and John Kailunas II #John Kailunas II #Kevin Berwald

C4G Sales Success

updated sekitar 19 jam yang lalu

Beranda serial•Feed

39 episode

#Entrepreneur #Business #Marketing #Kevin Berwald and John Kailunas II #John Kailunas II #Kevin Berwald

Semua episode

C4G Sales Success

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Grow or Perish - Inside/Out: John Kailunas II & Bill Best - Ep. 39 49:54

19 hours yang lalu49:54

49:54

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…

C4G Sales Success

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Self vs. Pro Mgt - John Kailunas II & Jordan Fischer Ep. 38 40:44

7 hari yang lalu40:44

40:44

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…

C4G Sales Success

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Guzman Glory - John Kailunas II and Carlos Guzman - Ep. 37 44:45

14 hari yang lalu44:45

44:45

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…

C4G Sales Success

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Infrastructure is Key - John Kailunas II & Bill Best Ep. 36 45:12

21 hari yang lalu45:12

45:12

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…

C4G Sales Success

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Mission Retirement Launch: John Kailunas II & Kevin Berwald Ep. 34 19:01

28 hari yang lalu19:01

19:01

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.…

C4G Sales Success

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BONUS - Mission Retirement: John Kailunas II & Kevin Berwald Ep. 35 19:16

28 hari yang lalu19:16

19:16

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.…

C4G Sales Success

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M.R. 10: Personal Legacies - Ep. 33 24:49

5 weeks yang lalu24:49

24:49

In this conversation, John Kailunas II and Kevin Berwald discuss the importance of passing on personal legacies, particularly in the context of retirement. They explore various ways to leave a legacy, including documenting family traditions, sharing stories, and curating recipes and photos. The discussion emphasizes the significance of intentional connections and the impact of these legacies on future generations. The conversation also highlights the role of financial advisors in guiding clients through the legacy planning process, ensuring that their values and memories are preserved for their loved ones. If you would like to be a guest…

C4G Sales Success

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M.R. 9: Giving Back Your Talents, Time, and Resources Ep. 32 24:55

6 weeks yang lalu24:55

24:55

In this episode of the Catalyst for Growth podcast, John Kailunas II and Kevin Berwald discuss their book 'Mission Retirement' and delve into the concept of stewardship in retirement. They explore how individuals can find purpose and fulfillment by teaching, mentoring, and serving their communities. The conversation emphasizes the importance of passing on knowledge and skills, supporting vulnerable populations, and living generously. The hosts also highlight the significance of environmental stewardship and the rewarding nature of volunteering. Ultimately, they encourage listeners to embrace stewardship as a way to enhance their own well-being while positively impacting others. If you would like to be a guest…

C4G Sales Success

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Mission Retirement Eight: Growing Spirituality - Episode 31 38:13

7 weeks yang lalu38:13

38:13

In this episode, John Kailunas II and Kevin Berwald discuss the importance of spiritual health in retirement, emphasizing the need for personal growth, community engagement, and the practice of gratitude. They explore practical ways to nurture spiritual health, including viewing retirement as a spiritual journey, engaging with worship communities, and serving others. The conversation highlights the significance of love, reflection, and intentionality in enhancing one's spiritual well-being during the transition into retirement. If you would like to be a guest Service owned business…

C4G Sales Success

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BONUS - Mission Retirement Seven: Adventure of Travel and Life-Long Learning - Episode 30 13:08

7 weeks yang lalu13:08

13:08

In this episode of the C4G podcast, John Kailunas II and Kevin Berwald discuss the importance of travel and cultural exploration in retirement. They emphasize the need for financial planning to support enriching travel experiences and highlight how understanding clients' desires can enhance financial services. The conversation covers various travel options, from simple weekend getaways to immersive cultural experiences, and stresses the importance of planning to turn travel dreams into reality.…

C4G Sales Success

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BONUS - Mission Retirement Six: Spending your leisure time - Episode 29 18:36

7 weeks yang lalu18:36

18:36

In this conversation, John Kailunas II and Kevin Berwald discuss the importance of leisure time in retirement planning. They emphasize the need for retirees to engage in various leisure activities that promote mental and physical health. The discussion covers different types of leisure pursuits, the significance of relationships in enjoying leisure time, and how these elements intertwine with financial planning for a fulfilling retirement.…

C4G Sales Success

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BONUS - Mission Retirement Five: The Sharp Retirement Mind - Episode 28 14:43

8 weeks yang lalu14:43

14:43

In this conversation, John Kailunas II and Kevin Berwald discuss the themes of retirement, focusing on the importance of intellectual activities and lifelong learning to maintain cognitive health. They emphasize the need for financial advisors to guide clients in creating a holistic retirement plan that includes mental engagement. The discussion highlights various resources and activities that can help retirees stay mentally sharp and engaged, ultimately leading to a more fulfilling retirement experience.…

C4G Sales Success

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BONUS - Mission Retirement Four: Prioritizing your Wellbeing - Episode 27 13:46

8 weeks yang lalu13:46

13:46

In this episode of Catalyst4Growth, John Kailunas II and Kevin Berwald discuss the critical role of health and wellness in retirement planning. They emphasize the importance of prioritizing well-being to enhance the quality of life during retirement. The conversation covers the first five years of retirement, the need for financial advisors to understand clients' health needs, and the creation of a comprehensive retirement wellness plan. The hosts also highlight the interconnectedness of health, social engagement, and overall happiness in retirement, providing insights for advisors to better serve their clients.…

C4G Sales Success

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Mission Retirement Three: Your Interests and your desire to do more - Episode 26 20:48

8 weeks yang lalu20:48

20:48

In this episode of Catalyst for Growth Sales Success, John Kailunas II and Kevin Berwald discuss the importance of hobbies and interests in retirement planning. They emphasize the need for financial advisors to help clients identify their passions and how to integrate them into their retirement plans. The conversation highlights the significance of time management and the role of advisors in fostering deeper relationships with clients by understanding their personal goals and interests. The episode also touches on the concept of using hobbies as a means to enhance life satisfaction and fulfillment in retirement.…

C4G Sales Success

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Mission Retirement Two: Avoiding Loneliness Time with Purpose - Episode 25 17:41

9 weeks yang lalu17:41

17:41

In this conversation, John Kailunas II and Kevin Berwald discuss the second mission in their upcoming book, Mission Retirement . They shares the themes of retirement planning, focusing on the importance of family and friends, the impact of loneliness, and how financial advisors can help clients build meaningful connections in retirement. They emphasize the need for retirees to be intentional about their social circles and the profound effects of relationships on overall happiness and well-being.…

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