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
111 episodes
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...
C4G Shorts - Redefining Success Feat Don Carlson Ep. 98
In this episode, John Kailunas II and Don Carlson explore the true meaning of success, how external validation influences us, and the importance of internal fulfillment. They discuss redefining success through purpose, impact, and personal grow...
Transforming Financial Advisory with Proactive Accounting Ep. 97
In this episode of the Catalyst4Growth Success podcast, host John A. Kailunas II speaks with industry thought leader Jeff Umbaugh about the unique approach of integrating accounting services into financial advising. They discuss the importance ...
The Sales Cycle part 3 Ep. 96
In this episode, John A. Kailunas II and Kevin Berwald discuss the importance of preparation in the client sales cycle, emphasizing the need for effective note-taking and the power of gratitude in building client relationships. They explore str...
The Sales Cycle Part 2 Ep. 95
In this episode of the C4G Success Podcast, hosts John A. Kailunas II and Kevin Berwald delve into the client sales cycle, emphasizing the importance of designing and constructing a marketing plan. They discuss identifying ideal client profiles...
The Eagle's View of the C4G Sales Cycle Ep. 94
In this episode of the C4G Success Podcast, John A. Kailunas II and Kevin Berwald discuss the New Perspective Client Sales Cycle, an 11-step process designed to enhance sales effectiveness. They explore the importance of sales training, the dis...
C4G Shorts: Proactive Living Ep. 93
In this episode of Catalyst for Growth, John Kailunas II and Don Carlson discuss the importance of taking control of one's life and business. They emphasize the need for proactive morning routines, accountability, and personal development to ac...
C4G Shorts: Conversations to Conversions Ep. 92
In this episode of the C4G Success Podcast, John Kailunas II and Kevin Berwald discuss the importance of converting seminar attendees into clients. They emphasize the need for consistency in marketing efforts and the role of building emotional ...
Brick House Ep. 91
In this episode of the C4G Success Podcast, John Kailunas II and Greg Brick discuss the intricate balance between family life and professional success in the financial advisory industry. They explore the importance of communication, support fro...
C4G Shorts: Service Heart Ep. 90
In this episode of the C4G Success Podcast, John Kailunas II and Robert Belcuore discuss the concept of having a 'service heart' in the financial advising industry. They explore the importance of serving clients selflessly, the law of reciproci...
C4G Shorts: Slow is Smooth; Smooth is Fast Ep. 89
In this episode of the Catalyst for Growth podcast, John Kailunas II explores the principle of 'Slow is Smooth, Smooth is Fast' and its application in the financial services industry. He emphasizes the importance of taking time to understand cl...