C4G Success
C4G 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 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!
Episodes
123 episodes
The Addiction of Potential Ep. 122
This episode explores the dangerous allure of potential and how it can hinder real progress. John Kailunas II discusses the importance of disciplined execution over emotional excitement, highlighting signs of potential addiction and strategies ...
C4G Shorts - From Success to Significance feat. Don Carlson EP. 121
Exploring the journey from success to significance, this podcast features John Kailunas II and Don Carlson discussing how personal growth, family values, and leaving a legacy define true success.
C4G Shorts - The Calendar Speaks the Truth Ep. 120
This episode emphasizes the importance of calendar management as a reflection of true priorities. Host John Kailunas II shares practical insights on how disciplined scheduling can improve leadership, emotional health, and organizational culture...
RIP McGillicuddy Ep. 119
This episode features legal expert Ian Dankelman discussing succession planning for financial advisors, emphasizing the importance of legal agreements, ethical responsibilities, and proactive business continuity strategies.
Dom De Pinto - The Cigar Maven Ep. 118
Join John Kailunas and cigar expert Dom De Pinto as they explore cigar etiquette, selection, and the culture surrounding cigars. Discover tips for beginners, insights into cigar sizes, flavors, and the significance of community in cigar lounges...
Dankelman Part Two: It's Still just Business Ep. 117
In this episode, Ian Dankelman from Smith Gambrell and Russell shares expert insights on corporate governance, legal structuring, and the importance of maintaining up-to-date legal documents for business success. Perfect for advisors and busine...
Dankelman: It's just Business Ep. 116
In this episode, John Kailunas II interviews attorney Ian J. Dankelman about corporate governance, legal best practices for advisors, and building a professional legal team. They explore how advisors can protect their businesses through proper ...
Sales Cycle #11 - Next Opportunity & Referral Process Ep. 115
In this episode, John Kailunas II and Kevin Berwald explore the critical final stage of the client sales cycle, focusing on next opportunities and referrals. They share practical strategies for leveraging existing clients to generate more refer...
Sales Cycle #10 - Follow Through Exceeding Expectations Ep. 114
In this episode, John Kailunas II and Kevin Berwald explore the critical step in the client sales cycle: following through and exceeding expectations. They discuss strategies for building trust, delivering exceptional client experiences, and cr...
Sales Cycle #9 - Action Steps Ep. 113
This podcast explores the critical steps in the sales cycle for financial professionals, emphasizing the importance of process, execution, and follow-through to close deals effectively and build trust with clients.
Sales Cycle #8 - Quantifying the Value Ep. 112
In this episode, Kevin Berwald and John Kailunas II explore the critical step of quantifying value in the sales cycle, emphasizing how to effectively close deals by focusing on client benefits related to time, money, and fun.
Dunleavy – Irish Eyes of Hospitality Ep. 111
This episode features a deep dive into the art of entertaining clients, the importance of relationship-building, and the lessons learned from a career spanning medical sales and hospitality. Host John Kailunas interviews a seasoned professional...
Advisor Cycle Part 2 Feat. Don Carlson Ep. 110
In this episode, John Kailunas II and Don Carlson discuss the innovative 'Advisor Cycle' framework, the importance of strategic planning in financial advising, and how Keystone and Regal support advisors through growth, succession, and legacy p...
The Advisor Cycle Feat. Don Carlson Ep. 109
In this episode, John Kailunas II interviews Don Carlson to explore the advisor lifecycle, focusing on competency, growth, service, and exit strategies. They share insights on building a sustainable financial advisory practice, emphasizing inte...
BONUS - Dividends are Divine Feat. Jordan Fischer Ep. 108
Explore the power of dividends in building long-term wealth, the significance of dividend aristocrats and contenders, and advanced strategies like covered calls to enhance portfolio income. Jordan Fischer shares insights on consistent dividend ...
Sales Cycle # 7 - Position Your Best Solution or Strategy Ep. 107
In this episode, John Kailunas II and Kevin Berwald explore the critical step of positioning your best solution in the sales cycle. They discuss strategies for presenting multiple options, building trust, and coaching clients through decision-m...
C4G Short - Redefining Success for Advisors Feat Tom Kowalkoski Ep. 106
In this episode, we explore redefining success for financial advisors through the perspectives of a young advisor advocate, Tom Kowalkoski. Topics include the importance of client relationships, community involvement, and goal-oriented success....
C4G Shorts - The Cost of Winning feat. Don Carlson Ep. 105
Exploring the true cost of winning in sales and life, emphasizing purpose, sacrifice, and intentionality.
Bonus - Sales Cycle # 6 - Identify Ideal Opportunity, Client Need, or Strategy Ep. 104
This episode explores the critical sales techniques of asking for the order, setting up the close, and mastering the pre-closed commitment to improve closing rates and client relationships.
Sales Cycle #5 - Open Ended Questions & Golden Silence Ep. 103
In this episode, Kevin Berwald and John Kailunas II explore the art of open-ended questions and strategic note-taking in sales. They emphasize how active listening and effective note-taking can build trust, influence clients, and shorten sales ...
Sales Cycle #4 - Opening Conversation Ep. 102
This episode explores the critical elements of successful client interactions, focusing on the power of initial words, setting expectations, and using strategic gifts to build trust and rapport. Kevin Berwald and John Kailunas II share practica...
BONUS - Sales Cycle #3 - Business Plan & Execution Ep. 101
Join host John A. Kailunas II as he and industry expert Kevin Berwald explore the critical elements of the sales cycle, focusing on defining objectives, calendar management, and effective marketing strategies to accelerate client acquisition an...
Building a Legacy: Insights from Second-Generation Advisor Danny Mercado Ep. 100
In this insightful interview, Danny Mercado shares his journey from tech to family business, the importance of legacy, building trust with clients, and leveraging technology for growth. Discover practical advice for second-generation advisors a...
Union and power of personal relationships and COI Ep. 99
In this episode of the C4G Success Podcast, host John A. Kailunas II interviews Rob Clegg, a financial advisor with a unique journey into the industry. They discuss Rob's background, the influence of his legendary father, and the importance of ...
C4G Short - Momentum vs. Motivation feat. Tom Kowalkoski
In this episode, John Kailunas II interviews Tom Kowalkoski about the critical difference between momentum and motivation in building a successful financial advisory practice. They explore how systems and servant-hearted leadership drive sustai...