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 el ...
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Mission Retirement Nine: Giving Back Your Talents, Time , and Resources - Episode 32
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25:28In 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 pas…
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Mission Retirement Eight: Growing Spirituality - Episode 31
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38:45In 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, …
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BONUS - Mission Retirement Seven: Adventure of Travel and Life-Long Learning - Episode 30
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13:40In 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…
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BONUS - Mission Retirement Six: Spending your leisure time - Episode 29
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19:09In 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…
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BONUS - Mission Retirement Five: The Sharp Retirement Mind - Episode 28
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15:16In 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 hi…
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BONUS - Mission Retirement Four: Prioritizing your Wellbeing - Episode 27
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14:18In 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 unde…
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Mission Retirement Three: Your Interests and your desire to do more - Episode 26
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21:20In 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…
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Mission Retirement Two: Avoiding Loneliness Time with Purpose - Episode 25
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18:14In 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 emphas…
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Mission Retirement One - Retirement Mission Statement is your Foundation - Episode 24
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19:41In this episode of the Catalyst4Growth podcast, hosts John Kailunas II and Kevin Berwald discuss the concept of 'Mission Retirement,' emphasizing the importance of creating a personal retirement mission statement. They explore how this statement can guide retirees in finding purpose and fulfillment in their post-work lives, while also addressing th…
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The Success Components of the Cornerstone Producer Group with Robert Belcuore - Episode 23
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44:52In this episode of the Catalyst4Growth podcast, host John Kailunas II welcomes back Robert Belcuore to discuss the journey of professional salespeople. They explore the importance of building a supportive producer group, the concept of client control, and the distinction between skill and will issues in sales. Robert shares key success factors for …
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Why Not You? - With David Christie - Episode 22
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44:33In this episode of the C4G professional sales podcast, John Kailunas II and David Christie delve into the critical theme of determining one's value in the sales profession. They discuss the importance of self-care, intentionality, and the need for sales professionals to focus on their unique value propositions rather than just selling products. The…
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Not Going Alone: Strategic Partners - With Kevin Ross - Episode 21
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29:11In this episode of the Catalyst for Growth podcast, host John Kailunas engages with Kevin Ross, co-founder of Advisor Rescue. They discuss the importance of strategic partnerships in the financial services industry, the evolution of advisory practices, and the need for authenticity and trust in client relationships. Ross emphasizes the significance…
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The Cornerstone Way emphasizes authenticity and needs based solutions - With Robert Belcuore - Episode 20
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45:02In this episode of the Catalyst for Growth podcast, host John Kailunas II interviews Rob Belcuore, discussing his journey in the financial advising industry, the importance of authenticity, and the need for a structured process in client relationships. Rob shares insights on serving middle America, simplifying complex financial concepts, and the ro…
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Four Pillars of Health - With Justin Berman - Episode 19
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41:29In this episode of the Catalyst for Growth podcast, host John Kailunas engages with personal trainer Justin Berman to discuss the importance of personal training and health, especially as one ages. They explore the four pillars of fitness: nutrition, training, recovery, and consistency. Justin emphasizes the significance of tailored nutrition, the …
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Story Telling - With David Christie - Episode 18
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45:39In this engaging conversation, John Kailunas II and David Christie explore the significance of storytelling in professional sales, emphasizing how narratives can enhance communication and client relationships. They discuss the importance of analogies, the purpose behind retirement planning, and the need for financial advisors to shift their focus f…
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Advisor Rescue Secret Sauce - With Kevin Ross - Episode 17
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35:18In this episode of the Catalyst for Growth podcast, host John Kailunas II, welcomes Kevin Ross, a seasoned professional in the financial industry. They discuss Kevin's journey from Wall Street to founding Advisor Rescue, a firm dedicated to helping financial advisors grow their practices. The conversation covers the importance of understanding clie…
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Mission Retirement – Kevin Berwald, - Episode 16
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44:01In this episode of the Catalyst for Growth podcast, hosts John Kailunas II and Kevin Berwald discuss their new project, 'Mission Retirement,' a workbook designed to help retirees find purpose and fulfillment in their post-work lives. They explore the importance of having a plan for retirement that includes not just financial aspects but also person…
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Bushido Code – With Christopher Wilks, LUTCF - Episode 15
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45:41In this conversation, John Kailunas II interviews Christopher Wilks, LUTCF a long-time affiliate and friend, about his journey in the financial service industry and his commitment to the martial arts. They discuss the importance of family, the influence of Wilks' parents, and his dedication to living by the Bushido code. Wilks explains how he appli…
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BONUS The Champion Series -John "Trey" Kailunas III MS -Episode 14
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41:06In this episode of the Catalyst for Growth podcast, John Kailunas II and Trey Kailunas explore the essence of being a champion, emphasizing the importance of spirit, resilience, and continuous improvement. They discuss how challenges can be viewed as opportunities, the significance of mental toughness and self-belief, and the role of gratitude and …
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Thanksgiving & Gratitude - With David Christie - Episode 13
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10:32In this episode of the Catalyst for Growth podcast, John Kailunas II and David Christie discuss the significance of gratitude, especially during the Thanksgiving season. They emphasize the importance of cherishing time with family, maintaining a positive mindset, and practicing gratitude in daily life. The conversation highlights how gratitude can …
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Five Ways to Grow – With Lee Cole - Episode 12
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38:07In this conversation, John Kailunas II and Lee Cole discuss the five ways to grow a financial practice. The first way is strategy, which involves having a clear plan and purpose for the business. The second way is financial management, which includes budgeting and tracking key metrics. The third way is marketing, where advisors need to focus on wha…
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Authenticity and Client Goals – With Mark Grooters - Episode 11
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44:51Mark Grooters, is interviewed by John Kailunas II. Mark is part of the Regal Apex Group, discusses his background in financial services and the importance of being a sales rep. He emphasizes the need for advisors to be authentic and focus on the client's needs. Mark shares his experience working at Edward Jones and the benefits of their training pr…
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Fees and Value – With Brain Yarch - Episode 10
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33:59In this episode of the C4G podcast, John Kailunas interviews Brian Yarch, CLU, ChFC, LUTCF a lead financial advisor with Regal Financial Group. They discuss Brian's background in the industry, the changing landscape of financial advising, and how to navigate client relationships when it comes to politics and religion. They also touch on the importa…
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BONUS The Champion Series PT 3 -John "Trey" Kailunas III MS -Episode 9
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38:31In this episode of the Catalyst for Growth podcast, hosts Trey Kailunas and John Kailunas II discuss the essence of being a champion, emphasizing personal growth, resilience, and the importance of emotional intelligence in sales. They explore the qualities that define a champion, including authenticity, determination, and a positive mindset, while …
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BONUS The Champion Series PT 2 -John "Trey" Kailunas III MS -Episode 8
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37:55In this episode of the Catalyst for Growth podcast, Trey Kailunas and John Kailunas II discuss the vital relationship between champions and their communities. They explore how champions can inspire and uplift others, the importance of mentorship, and the role of community in shaping future leaders. The conversation emphasizes the need for champions…
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BONUS - Athletic Mindset and Sales – Don Carlson -Episode 7
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47:09In this episode of the C4G podcast, John Kailunas II and Don Carlson discuss the intersection of athletics and professional success for advisors. They explore how the principles learned through sports can be applied to the financial advisory profession, emphasizing the importance of preparation, mindfulness, resilience, and building relationships. …
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CSA Conference BIO and Process - With Kevin Berwald - Episode 6
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36:05In this episode of C4G's podcast, Sales Enrichment, hosts John Kailunas and Kevin Berwald discuss insights from a recent conference focused on senior advisors. They emphasize the importance of having effective processes in marketing and client acquisition, highlighting the psychological barriers prospects face, including negative thoughts and uncon…
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Successful Traits – With Lee Cole -Episode 5
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41:41In this podcast episode, host John Kailunas II interviews Lee Cole, a senior advisor advocate at Regal, about the traits that make advisors successful and the traits that hold them back. The three positive traits identified are integrity and ethics, systems and processes, and unwavering tenacity. The three negative traits are lack of accountability…
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Professional Biography – Control the Dialogue - With Kevin Berwald -Episode 4
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34:42In this conversation, John Kailunas II and Kevin Berwald discuss the importance of creating a professional biography that effectively conveys your value and helps build trust with potential clients. They outline the seven elements of a professional biography, including your picture, title, contact information, personal and professional information,…
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BONUS The Champion Series -John "Trey" Kailunas III MS -Episode 3
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39:12In this episode of the C4G podcast, John Kailunas II and his son John “Trey” Kailunas II explore the multifaceted nature of becoming a champion. They discuss the importance of community, spirit, and personal self as the three fundamental pillars of success. Through personal anecdotes and insights, they emphasize the significance of mentorship, over…
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Increase your Quality of Life (IQL)- With Kevin Berwald - Episode 2
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45:52In this podcast episode, John Kailunas II and Kevin Berwald discuss the IQL (Increase Your Quality of Life) process, which is a practice management program developed by John Kailunas II and Don Carlson. They share how the IQL process has been successful in helping businesses grow and improve their quality of life. They also talk about their past aw…
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“The Why” With Kevin Berwald - Episode 1
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41:18In this podcast episode, John Kailunas II and Kevin Berwald, CFP, Chfc,CLU,CASL introduce their new podcast, Catalyst4Growth- Sales Enrichment, where they aim to educate and propel advisors and wholesalers in the financial service arena. They discuss their mission to give back to the industry and share their knowledge and experiences to help others…
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