Send us a text In 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 shif…

Send us a text In 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 und…

Send us a text In 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 …

Send us a text In 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 explai…

Send us a text In 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…

Send us a text In 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…

Send us a text In 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 …

Send us a text Mark 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 th…

Send us a text In 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…

Send us a text In 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 …

Send us a text In 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 nee…

Send us a text In 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 …

Send us a text In 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 tho…

Send us a text In 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…

Send us a text In 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 profession…

Send us a text In 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 m…

Send us a text In 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 abou…

Send us a text In 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…