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    Business

    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!

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    Latest Episodes:
    The Evolving Landscape of the Financial Industry - feat. Greg Brick & Michael Bacchus Ep. 44 May 14, 2025
    Show notes

    In this engaging podcast episode, John Kailunas II hosts Greg Brick and Michael Bacchus to discuss the evolving landscape of financial advising. They explore generational differences in the industry, the importance of hiring the right talent, and the significance of building trust and authenticity in client relationships. The conversation delves into the challenges faced by new advisors, the role of technology in the future of financial advising, and the critical skills needed for success. Throughout the discussion, personal anecdotes and insights provide valuable lessons for both seasoned professionals and those new to the field.

    If you would like to be a guest

    Service owned business

    Podcast Closing

    Absolute Performance - John Kailunas II & Jordan Fischer Ep. 43 May 07, 2025
    Show notes

    In this episode of the Catalyst4Growth Sales Success podcast, John A. Kailunas II and Jordan Fischer, CFP, AIF discuss the concept of absolute performance in financial planning. They explore the importance of focusing on total investment returns without being swayed by benchmarks, the role of risk management, and the necessity of aligning client goals with investment strategies. The conversation emphasizes the need for clear communication with clients to avoid emotional decision-making and to ensure that financial plans are tailored to individual risk tolerances and objectives.

    Podcast Closing

    The Secret Sauce: John Kailunas II & Kevin Berwald - Ep. 42 Apr 30, 2025
    Show notes

    In this episode of the Catalyst4Growth podcast, John A. Kailunas II and Kevin Berwald discuss the intricacies of the sales cycle, particularly focusing on the challenges faced by independent financial advisors. They emphasize the importance of having a structured sales process, the need for professional biographies, and effective note-taking strategies to enhance client engagement and conversion rates. The conversation also highlights the significance of setting clear objectives in client meetings and the role of preparation in achieving successful outcomes. In this conversation, John A. Kailunas II discusses effective strategies for building client relationships, closing deals, and ensuring follow-through in the financial advising industry. He emphasizes the importance of taking small actions to engage clients, understanding body language, quantifying value, and maintaining communication. The discussion also covers the significance of referrals and how to create future opportunities through effective relationship management.

    If you would like to be a guest

    Service owned business

    Podcast Closing

    Carlos Cares - John Kailunas II and Carlos Guzman - Ep. 41 Apr 23, 2025
    Show notes

    In this episode of the Catalyst4Growth podcast, John Kailunas II interviews Carlos Guzman, a successful financial advisor. They discuss Carlos's journey in the sales industry, the importance of working smart rather than just hard, and the value of mentorship and accountability in achieving success. The conversation also delves into the significance of building strong client relationships, the role of grace in client interactions, and setting goals for future growth. Carlos shares his insights on how to navigate the complexities of financial advising and the importance of consistency in achieving long-term success.

    If you would like to be a guest

    Service owned business

    Podcast Closing

    BONUS - ProPlan Assist - John Kailunas II & Jordan Fischer Ep. 40 Apr 16, 2025
    Show notes

    In this episode, John A. Kailunas II and Jordan Fischer, CFP, AIF discuss the Pro Plan Assist program, designed to streamline the financial planning process for advisors. They explore the technology behind the program, its impact on closing ratios, and the overall benefits for financial advisors. The conversation emphasizes the importance of a high-touch approach in a tech-driven industry, showcasing how Pro Plan Assist can enhance advisor-client relationships and improve business outcomes.

    Podcast Closing

    Grow or Perish - Inside/Out: John Kailunas II & Bill Best - Ep. 39 Apr 16, 2025
    Show notes

    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

    Podcast Closing

    Self vs. Pro Mgt - John Kailunas II & Jordan Fischer Ep. 38 Apr 09, 2025
    Show notes

    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

    Podcast Closing

    Guzman Glory - John Kailunas II and Carlos Guzman - Ep. 37 Apr 02, 2025
    Show notes

    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

    Podcast Closing

    Infrastructure is Key - John Kailunas II & Bill Best Ep. 36 Mar 26, 2025
    Show notes

    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

    Podcast Closing

    Mission Retirement Launch: John Kailunas II & Kevin Berwald Ep. 34 Mar 19, 2025
    Show notes

    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.

    Podcast Closing

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