C4G Success

Latest Episodes:

Professional Biography – Control the Dialogue - With Kevin Berwald -Episode 4 Oct 16, 2024

Show notes

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 professional information, value proposition, ideal client profiles, and how to contact you. They emphasize the power of using a professional biography as a referral tool and provide resources for creating your own biography.

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BONUS The Champion Series -John "Trey" Kailunas III MS -Episode 3 Oct 13, 2024

Show notes

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 mentorship, overcoming adversity, and the balance between ambition and burnout. The conversation encourages listeners to reflect on their journeys and strive for continuous improvement, ultimately aiming to help the next generation become champions in their own right.

Increase your Quality of Life (IQL)- With Kevin Berwald - Episode 2 Oct 09, 2024

Show notes

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 about their past award for the best practice management program for firms with less than a 1000 ee’s from wealthmanagement.com. The hosts emphasize the importance of focusing on core issues rather than just symptoms and offer a challenge to listeners to identify their top three heartburn or headache issues and bring them to C4G for resolution. They also highlight their expertise and resources in the financial services industry and how the IQL process can be a game changer for businesses facing plateaus. They also highlight the need for processes in various aspects of the business, such as client interaction, prospecting, client onboarding, and client review. They stress the importance of selling the process rather than just the products or services. The conversation ends with a reminder to visit their website and fill out an impact analysis form.

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“The Why” With Kevin Berwald - Episode 1 Oct 02, 2024

Show notes

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 to help others succeed. They also discuss the vision behind Catalyst4Growth and their goal to help advisors and financial professionals grow their businesses.

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Service owned business

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