Podcast Episodes
Back to SearchRIP McGillicuddy Ep. 119
This episode features legal expert Ian Dankelman discussing succession planning for financial advisors, emphasizing the importance of legal agreemen…
6 hours ago
Dom De Pinto - The Cigar Maven Ep. 118
Join John Kailunas and cigar expert Dom De Pinto as they explore cigar etiquette, selection, and the culture surrounding cigars. Discover tips for b…
1 week ago
Dankelman Part Two: It's Still just Business Ep. 117
In this episode, Ian Dankelman from Smith Gambrell and Russell shares expert insights on corporate governance, legal structuring, and the importance…
2 weeks ago
Dankelman: It's just Business Ep. 116
In this episode, John Kailunas II interviews attorney Ian J. Dankelman about corporate governance, legal best practices for advisors, and building a…
3 weeks ago
Sales Cycle #11 - Next Opportunity & Referral Process Ep. 115
In this episode, John Kailunas II and Kevin Berwald explore the critical final stage of the client sales cycle, focusing on next opportunities and r…
3 weeks, 2 days ago
Sales Cycle #10 - Follow Through Exceeding Expectations Ep. 114
In this episode, John Kailunas II and Kevin Berwald explore the critical step in the client sales cycle: following through and exceeding expectation…
3 weeks, 2 days ago
Sales Cycle #9 - Action Steps Ep. 113
This podcast explores the critical steps in the sales cycle for financial professionals, emphasizing the importance of process, execution, and follo…
3 weeks, 5 days ago
Sales Cycle #8 - Quantifying the Value Ep. 112
In this episode, Kevin Berwald and John Kailunas II explore the critical step of quantifying value in the sales cycle, emphasizing how to effectivel…
3 weeks, 5 days ago
Dunleavy – Irish Eyes of Hospitality Ep. 111
This episode features a deep dive into the art of entertaining clients, the importance of relationship-building, and the lessons learned from a care…
4 weeks ago
Advisor Cycle Part 2 Feat. Don Carlson Ep. 110
In this episode, John Kailunas II and Don Carlson discuss the innovative 'Advisor Cycle' framework, the importance of strategic planning in financia…
1 month ago