Best John Kailunas II Podcasts (2025)

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Family Values in Business Feat. Alex Walters Ep. 65 44:05

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2d ago44:05

44:05

In this episode of the C4G Sales Success podcast, host John Kailunas II engages in a deep conversation with Alex Walters at ThunderCloud Gun Club. They explore the importance of selling experiences over products, setting clear expectations for customer service, and the role of personal connections in enhancing service quality. The discussion also t…

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C4G Success Shorts: First Five Calls Ep. 64 11:12

9d ago11:12

11:12

In this episode of the C4G podcast, host John Kailunas II speaks with Kevin Berwald about effective sales strategies, particularly focusing on the 'First Five Calls' method. Kevin shares insights from his extensive experience in wholesale distribution and how he successfully transitioned to retail sales. The conversation emphasizes the importance o…

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C4G Success Shorts: Beneficiary Accounts Ep. 63 10:00

9d ago10:00

10:00

In this episode of C4G Success Shorts, host John Kailunas II welcomes industry leader Kevin Berwald to discuss the strategic importance of beneficiary accounts. Kevin shares insights from his book, "Get More Referrals in Less Time," and emphasizes the value of building relationships with clients' beneficiaries to secure assets and generate referral…

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Teaching the Southern Gentleman Way Ep. 62 53:33

18d ago53:33

53:33

In this engaging conversation, John A. Kailunas II interviews Alex Walters, the owner of ThunderCloud Gun Club, exploring themes of family values, the importance of outdoor experiences, and the authenticity of relationships formed in nature. Alex shares his passion for teaching and the significance of passing on knowledge to the next generation, em…

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Johnny Sunset Ep. 61 46:20

25d ago46:20

46:20

In this episode of the C4G podcast, John Kailunas II interviews John Kelly, a seasoned financial advisor from Monroe, Louisiana. They discuss John's journey from running a bookstore to becoming a successful financial advisor, emphasizing the importance of ethical principles, mentorship, and building long-term client relationships. John shares valua…

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Heroes and Legends Feat. Joseph Jordan Ep. 60 39:03

1M ago39:03

39:03

In this engaging conversation, John Kailunas II interviews Joe Jordan, a legendary figure in the financial services industry. They discuss Joe's journey from starting in insurance to becoming a prominent voice advocating for a life of significance in financial advising. Joe shares personal stories that shaped his career, the importance of human con…

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Hospitality Heart Ep. 59 43:46

1M ago43:46

43:46

In this engaging conversation, John Kailunas II and Matthew Firosz explore the intersections of professional sales and hospitality, emphasizing the importance of client experience, cultural impact, and the metrics that drive success in both industries. Matthew shares his journey as a restaurateur, highlighting the significance of anticipating clien…

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C4G Success Shorts: Thinking About You: GOLD Ep. 58 17:14

2M ago17:14

17:14

In this mini-cast, John Kailunas II and Kevin Berwald discuss the significance of the phrase 'I was just thinking about you' in building relationships and enhancing communication with clients. They explore how this simple phrase can create emotional connections, set individuals apart in their professional interactions, and serve as a powerful tool …

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C4G Success Shorts: Pre-Close Power Ep. 57 15:31

2M ago15:31

15:31

In this conversation, John Kailunas II and Kevin Berwald discuss the powerful sales technique known as the pre-close commitment. They explore how setting expectations upfront can significantly enhance closing rates for financial advisors. Kevin shares insights from his extensive experience in the industry, emphasizing the importance of understandin…

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Aaron's Skyward Process Ep. 56 40:04

2M ago40:04

40:04

In this podcast episode, John A. Kailunas II interviews Wayne Aaron, the president and founder of Aaron and Associates, a financial planning firm. Wayne discusses his holistic approach to financial planning, the Skyward process, and how his past experiences as a minister shaped his understanding of money and client relationships. He emphasizes the …

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Mastering Change with Sam Sivarajan Ep. 55 46:14

2M ago46:14

46:14

In this episode of Catalyst4Growth, John Kailunas II interviews Sam Sivarajan, author of 'Change Mastery'. They discuss the relentless pace of change in today's world and the importance of having frameworks to navigate it. Sam introduces the CASE Foundation, which includes Control, Align, Span, and Establish, as well as the 3A framework: Assess, Ac…

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Independence Day Episode Ep. 54 28:33

2M ago28:33

28:33

In this special Fourth of July episode, John Kailunas II and Don Carlson discuss the importance of independence, both in the context of the holiday and in the financial advisory industry. They explore key elements that independent advisors should consider, including building the right team, effective marketing strategies, understanding true indepen…

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The Get Ready Movement Ep. 53 40:07

2M ago40:07

40:07

In this episode of the Catalys4tGrowth podcast, host John A. Kailunas II speaks with Tony Steuer, a seasoned insurance consultant and advocate for collaboration in the financial services industry. They discuss Tony's unique background, the importance of understanding clients' comprehensive financial needs, and the challenges faced in launching the …

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Emotional Intelligence in Business Ep. 52 43:08

2M ago43:08

43:08

In this episode, John Kailunas II and Matthew Firosz discuss the parallels between the restaurant and financial services industries, focusing on branding, consistency, staffing, client feedback, and the importance of emotional intelligence in service. They explore how financial advisors can learn from hospitality marketing strategies to enhance cli…

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The Evolution of the Industry - 3D Advisors Ep. 51 40:14

3M ago40:14

40:14

In this episode of Catalyst4Growth, host John A. Kailunas II engages with Jim DiDonato and Matt Dib from 3D Advisors to discuss the evolving landscape of long-term care products and the importance of strategic partnerships in the financial advisory industry. They explore the challenges advisors face in engaging clients, particularly the next genera…

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Michael Bacchus Nous Part 2 - Ep. 50 41:43

3M ago41:43

41:43

"Alignment is the key for fulfillment. Your vision must align with who you want to be. Your choices must align with your vision. Your effort must align with the size of your vision. And your behavior must align with your values and principles." - Patrick Bet-David In this episode of Catalyst4Growth, John Kailunas II and Michael Bacchus delve into t…

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Michael Bacchus Nous Part 1 - Ep. 49 40:37

3M ago40:37

40:37

"Alignment is the key for fulfillment. Your vision must align with who you want to be. Your choices must align with your vision. Your effort must align with the size of your vision. And your behavior must align with your values and principles." - Patrick Bet-David In this episode of Catalyst4Growth, John Kailunas II interviews Michael Bacchus, a se…

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BONUS – The Iron Man Way: John Kailunas II & Bill Best - Ep. 48 27:33

3M ago27:33

27:33

In this episode of the Catalyst4Growth podcast, John A. Kailunas II and Bill Best, CPA, CA, GCB.D, CCB.D discuss the significance of Ironman competitions and how they relate to the professional journey of financial advisors. Bill shares his personal journey of becoming an Ironman, the challenges he faced, and the life lessons he learned along the w…

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Increase your Quality of Life: John Kailunas II & Kevin Berwald Ep. 47 22:52

3M ago22:52

22:52

In this episode of the Catalyst4Growth podcast, hosts John Kailunas II and Kevin Berwald, CFP, ChFC, CLU, CASL discuss their services aimed at helping financial professionals enhance their practices. They delve into their unique approach, the IQL process, and the various training resources available, including masterclasses and books. The conversat…

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BONUS - Memorial Day: John Kailunas II & Bill Best - Ep. 46 18:00

3M ago18:00

18:00

In this episode of the Catalyst4Growth podcast, John Kailunas II and Bill Best, CPA, CA, GCB.D, CCB.D discuss the significance of Memorial Day, the history of the poppy tradition, and the importance of honoring those who have served. They reflect on personal stories of service, the legacy of sacrifice, and the need for gratitude in our lives. The c…

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Relationships & Referrals - John Kailunas II & Carlos Guzman - Ep. 45 48:40

4M ago48:40

48:40

In this episode of the Catalyst4Growth podcast, host John A. Kailunas II speaks with Carlos Guzman about his journey in wealth management, the importance of sharing experiences, and the surprising joy of being a financial advisor. They discuss the unique niche of working with nurses, the challenges they face, and how building genuine relationships …

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The Evolving Landscape of the Financial Industry - feat. Greg Brick & Michael Bacchus Ep. 44 46:27

4M ago46:27

46:27

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 in…

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Absolute Performance - John Kailunas II & Jordan Fischer Ep. 43 20:40

4M ago20:40

20:40

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 go…

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The Secret Sauce: John Kailunas II & Kevin Berwald - Ep. 42 49:21

4M ago49:21

49:21

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 strate…

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Carlos Cares - John Kailunas II and Carlos Guzman - Ep. 41 43:20

5M ago43:20

43:20

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…

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BONUS - ProPlan Assist - John Kailunas II & Jordan Fischer Ep. 40 15:37

5M ago15:37

15:37

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…

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Grow or Perish - Inside/Out: John Kailunas II & Bill Best - Ep. 39 50:27

5M ago50:27

50:27

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…

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Self vs. Pro Mgt - John Kailunas II & Jordan Fischer Ep. 38 41:17

5M ago41:17

41:17

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 emphas…

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Guzman Glory - John Kailunas II and Carlos Guzman - Ep. 37 45:18

5M ago45:18

45:18

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 market…

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Infrastructure is Key - John Kailunas II & Bill Best Ep. 36 45:45

6M ago45:45

45:45

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 …

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Mission Retirement Launch: John Kailunas II & Kevin Berwald Ep. 34 19:34

6M ago19:34

19:34

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, an…

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BONUS - Mission Retirement: John Kailunas II & Kevin Berwald Ep. 35 19:49

6M ago19:49

19:49

In this episode of the Catalyst4Growth podcast, John Kailunas II and Kevin Berwald discuss their book, Mission Retirement, and how it can be utilized by wholesalers to enhance their distribution efforts with financial advisors. They explore the importance of building relationships, providing value, and leveraging the book as a marketing tool to eng…

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M.R. 10: Personal Legacies - Ep. 33 25:22

6M ago25:22

25:22

In this conversation, John Kailunas II and Kevin Berwald discuss the importance of passing on personal legacies, particularly in the context of retirement. They explore various ways to leave a legacy, including documenting family traditions, sharing stories, and curating recipes and photos. The discussion emphasizes the significance of intentional …

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M.R. 9: Giving Back Your Talents, Time, and Resources Ep. 32 25:28

6M ago25:28

25:28

In this episode of the Catalyst for Growth podcast, John Kailunas II and Kevin Berwald discuss their book 'Mission Retirement' and delve into the concept of stewardship in retirement. They explore how individuals can find purpose and fulfillment by teaching, mentoring, and serving their communities. The conversation emphasizes the importance of pas…

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Mission Retirement Eight: Growing Spirituality - Episode 31 38:45

6M ago38:45

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, …

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BONUS - Mission Retirement Seven: Adventure of Travel and Life-Long Learning - Episode 30 13:40

6M ago13:40

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…

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BONUS - Mission Retirement Six: Spending your leisure time - Episode 29 19:09

7M ago19:09

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…

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BONUS - Mission Retirement Five: The Sharp Retirement Mind - Episode 28 15:16

7M ago15:16

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 hi…

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BONUS - Mission Retirement Four: Prioritizing your Wellbeing - Episode 27 14:18

7M ago14:18

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 unde…

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Mission Retirement Three: Your Interests and your desire to do more - Episode 26 21:20

7M ago21:20

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…

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

7M ago18:14

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 emphas…

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

7M ago19:41

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 th…

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

7M ago44:52

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 …

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

8M ago44:33

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…

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

8M ago29:11

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…

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

8M ago45:02

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 ro…

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

8M ago41:29

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 …

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

9M ago45:39

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 f…

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

9M ago35:18

35:18

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 understanding clie…

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Mission Retirement – Kevin Berwald, - Episode 16 44:01

9M ago44:01

44:01

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 but also person…