“The Why” With Kevin Berwald - Episode 1 C4G Sales Success podcast

#Entrepreneur #Business #Marketing #Kevin Berwald and John Kailunas II #John Kailunas II #Kevin Berwald

31:01

National Geographic photographer and conservationist Jaime Rojo has spent decades capturing the beauty and fragility of the monarch butterfly. Their epic migration is one of nature’s most breathtaking spectacles, but their survival is under threat. In this episode, Jaime shares how his passion for photography and conservation led him to document the monarchs’ journey. He and host Brian Lowery discuss the deeper story behind his award-winning images, one about resilience, connection, and the urgent need to protect our natural world. See Jaime's story on the monarch butterflies at his website: rojovisuals.com , and follow Brian Lowery at knowwhatyousee.com .…

C4G Sales Success «
“The Why” With Kevin Berwald - Episode 1

рік тому 41:18

Поширити

MP3•Головна епізоду

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.

If you would like to be a guest

Service owned business

Podcast Closing

Розділи

1. Introduction and Kickoff (00:00:00)

2. Introducing Catalyst for Growth (00:03:45)

3. The Vision Behind Catalyst for Growth (00:09:00)

4. Overcoming Plateaus in Business (00:13:59)

5. The Importance of Practice Management (00:24:00)

6. The Book 'Choices and Chances' (00:28:52)

7. The IQL Process (00:30:45)

8. Helping Advisors Reach Their Dreams (00:36:59)

31 епізодів

“The Why” With Kevin Berwald - Episode 1

C4G Sales Success

published рік тому

Поширити

MP3•Головна епізоду

If you would like to be a guest

Service owned business

Podcast Closing

Розділи

1. Introduction and Kickoff (00:00:00)

2. Introducing Catalyst for Growth (00:03:45)

3. The Vision Behind Catalyst for Growth (00:09:00)

4. Overcoming Plateaus in Business (00:13:59)

5. The Importance of Practice Management (00:24:00)

6. The Book 'Choices and Chances' (00:28:52)

7. The IQL Process (00:30:45)

8. Helping Advisors Reach Their Dreams (00:36:59)

31 епізодів

#Entrepreneur #Business #Marketing #Kevin Berwald and John Kailunas II #John Kailunas II #Kevin Berwald

Tutti gli episodi

1
MIssion Retirement Eight: Growing Spirituality 38:45

3 дні тому38:45

38:45

In this episode, John Kailunas II and Kevin Berwald discuss the importance of spiritual health in retirement, emphasizing the need for personal growth, community engagement, and the practice of gratitude. They explore practical ways to nurture spiritual health, including viewing retirement as a spiritual journey, engaging with worship communities, and serving others. The conversation highlights the significance of love, reflection, and intentionality in enhancing one's spiritual well-being during the transition into retirement. If you would like to be a guest Service owned business Podcast Closing…

1
BONUS - Mission Retirement Seven: Adventure of Travel and Life-Long Learning 13:40

4 дні тому13:40

13:40

In this episode of the C4G podcast, John Kailunas II and Kevin Berwald discuss the importance of travel and cultural exploration in retirement. They emphasize the need for financial planning to support enriching travel experiences and highlight how understanding clients' desires can enhance financial services. The conversation covers various travel options, from simple weekend getaways to immersive cultural experiences, and stresses the importance of planning to turn travel dreams into reality. Podcast Closing…

1
BONUS - Mission Retirement Six: Spending your leisure time. 19:09

5 днів тому19:09

19:09

In this conversation, John Kailunas II and Kevin Berwald discuss the importance of leisure time in retirement planning. They emphasize the need for retirees to engage in various leisure activities that promote mental and physical health. The discussion covers different types of leisure pursuits, the significance of relationships in enjoying leisure time, and how these elements intertwine with financial planning for a fulfilling retirement. Podcast Closing…

1
BONUS - Mission Retirement Five: The Sharp Retirement Mind 15:16

8 днів тому15:16

15:16

In this conversation, John Kailunas II and Kevin Berwald discuss the themes of retirement, focusing on the importance of intellectual activities and lifelong learning to maintain cognitive health. They emphasize the need for financial advisors to guide clients in creating a holistic retirement plan that includes mental engagement. The discussion highlights various resources and activities that can help retirees stay mentally sharp and engaged, ultimately leading to a more fulfilling retirement experience. Podcast Closing…

1
BONUS - Mission Retirement Four: Prioritizing your Wellbeing 14:18

9 днів тому14:18

14:18

In this episode of Catalyst4Growth, John Kailunas II and Kevin Berwald discuss the critical role of health and wellness in retirement planning. They emphasize the importance of prioritizing well-being to enhance the quality of life during retirement. The conversation covers the first five years of retirement, the need for financial advisors to understand clients' health needs, and the creation of a comprehensive retirement wellness plan. The hosts also highlight the interconnectedness of health, social engagement, and overall happiness in retirement, providing insights for advisors to better serve their clients. Podcast Closing…

1
Mission Retirement Three: Your Interests and your desire to do more 21:20

10 днів тому21:20

21:20

In this episode of Catalyst for Growth Sales Success, John Kailunas II and Kevin Berwald discuss the importance of hobbies and interests in retirement planning. They emphasize the need for financial advisors to help clients identify their passions and how to integrate them into their retirement plans. The conversation highlights the significance of time management and the role of advisors in fostering deeper relationships with clients by understanding their personal goals and interests. The episode also touches on the concept of using hobbies as a means to enhance life satisfaction and fulfillment in retirement. Podcast Closing…

1
Mission Retirement Two: Avoiding Loneliness Time with Purpose - Episode 25 18:14

17 днів тому18:14

18:14

In this conversation, John Kailunas II and Kevin Berwald discuss the second mission in their upcoming book, Mission Retirement . They shares the themes of retirement planning, focusing on the importance of family and friends, the impact of loneliness, and how financial advisors can help clients build meaningful connections in retirement. They emphasize the need for retirees to be intentional about their social circles and the profound effects of relationships on overall happiness and well-being. Podcast Closing…

1
Mission Retirement One - Retirement Mission Statement is your Foundation - Episode 24 19:41

24 дні тому19:41

19:41

In this episode of the Catalyst4Growth podcast, hosts John Kailunas II and Kevin Berwald discuss the concept of 'Mission Retirement,' emphasizing the importance of creating a personal retirement mission statement. They explore how this statement can guide retirees in finding purpose and fulfillment in their post-work lives, while also addressing the common issue of loneliness among retirees. The conversation highlights the role of financial advisors in helping clients articulate their values and aspirations, ultimately leading to a more meaningful retirement experience. Podcast Closing…

1
The Success Components of the Cornerstone Producer Group with Robert Belcuore - Episode 23 44:52

4 weeks тому44:52

44:52

In this episode of the Catalyst4Growth podcast, host John Kailunas II welcomes back Robert Belcuore to discuss the journey of professional salespeople. They explore the importance of building a supportive producer group, the concept of client control, and the distinction between skill and will issues in sales. Robert shares key success factors for new advisors, emphasizing the need for a hard calendar, a duplicatable process, and investing in marketing. The conversation also highlights the significance of teamwork in sales and the essential traits that financial advisors should possess, particularly a service heart. If you would like to be a guest Service owned business Podcast Closing…

1
Why Not You? - With David Christie - Episode 22 44:33

5 weeks тому44:33

44:33

In this episode of the C4G professional sales podcast, John Kailunas II and David Christie delve into the critical theme of determining one's value in the sales profession. They discuss the importance of self-care, intentionality, and the need for sales professionals to focus on their unique value propositions rather than just selling products. The conversation emphasizes the significance of incremental improvements, building a supportive inner circle, and measuring success through effective marketing strategies. The host also explore the farmer's mindset in business, the importance of process in delivering value, and the evolving definition of success and legacy in one's career. If you would like to be a guest Service owned business Podcast Closing…

1
Not Going Alone: Strategic Partners - With Kevin Ross - Episode 21 29:11

6 weeks тому29:11

29:11

In this episode of the Catalyst for Growth podcast, host John Kailunas engages with Kevin Ross, co-founder of Advisor Rescue. They discuss the importance of strategic partnerships in the financial services industry, the evolution of advisory practices, and the need for authenticity and trust in client relationships. Ross emphasizes the significance of training the next generation of financial advisors and the role of compliance in building successful practices. The conversation also highlights the unique contributions of Tim Stearns to Advisor Rescue and how advisors can establish meaningful relationships with their clients. If you would like to be a guest Podcast Closing…

1
The Cornerstone Way emphasizes authenticity and needs based solutions - With Robert Belcuore - Episode 20 45:02

7 weeks тому45:02

45:02

In this episode of the Catalyst for Growth podcast, host John Kailunas II interviews Rob Belcuore, discussing his journey in the financial advising industry, the importance of authenticity, and the need for a structured process in client relationships. Rob shares insights on serving middle America, simplifying complex financial concepts, and the role of education in advising. The conversation also touches on the impact of faith and purpose in Rob's work, the transition from focusing on income to making a meaningful impact, and the generational differences in work ethic and emotional intelligence. In this conversation, John Kailunas II discusses the importance of onboarding processes, the influence of family on business decisions, and the need to live in the present. He emphasizes the significance of celebrating moments rather than victories, the challenges of maintaining work-life balance, and the necessity of scheduling to ensure success. The discussion also touches on authenticity in client relationships, the importance of a structured calendar, and the vision for growth through coaching and client control.…

1
Four Pillars of Health - With Justin Berman - Episode 19 41:29

8 weeks тому41:29

41:29

In this episode of the Catalyst for Growth podcast, host John Kailunas engages with personal trainer Justin Berman to discuss the importance of personal training and health, especially as one ages. They explore the four pillars of fitness: nutrition, training, recovery, and consistency. Justin emphasizes the significance of tailored nutrition, the balance between weight training and cardio, the necessity of recovery, and the importance of patience in achieving fitness goals. The conversation also touches on the role of physical health in professional success and longevity. Podcast Closing…

1
Story Telling - With David Christie - Episode 18 45:39

9 weeks тому45:39

45:39

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 shift their focus from products to clients' goals. The dialogue also touches on the role of information in today's world and the value of generational storytelling in fostering grit and resilience. In this conversation, John Kailunas II and his guest delve into the art of storytelling within the financial services industry, emphasizing the importance of empathy and connection with clients. They discuss common mistakes in storytelling, the need for practice and evaluation, and the future of financial services as it relates to human connection amidst technological advancements. The dialogue highlights the significance of understanding clients' needs and the power of personal relationships in achieving success. If you would like to be a guest Service owned business Podcast Closing…

1
Advisor Rescue Secret Sauce - With Kevin Ross - Episode 17 35:18

10 weeks тому35:18