Podcast Episodes

The Advisor Cycle Feat. Don Carlson Ep. 109

In this episode, John Kailunas II interviews Don Carlson to explore the advisor lifecycle, focusing on competency, growth, service, and exit strateg…

1 month, 1 week ago

BONUS - Dividends are Divine Feat. Jordan Fischer Ep. 108

Explore the power of dividends in building long-term wealth, the significance of dividend aristocrats and contenders, and advanced strategies like c…

1 month, 2 weeks ago

Sales Cycle # 7 - Position Your Best Solution or Strategy Ep. 107

In this episode, John Kailunas II and Kevin Berwald explore the critical step of positioning your best solution in the sales cycle. They discuss str…

1 month, 2 weeks ago

C4G Short - Redefining Success for Advisors Feat Tom Kowalkoski Ep. 106

In this episode, we explore redefining success for financial advisors through the perspectives of a young advisor advocate, Tom Kowalkoski. Topics i…

1 month, 3 weeks ago

C4G Shorts - The Cost of Winning feat. Don Carlson Ep. 105

Exploring the true cost of winning in sales and life, emphasizing purpose, sacrifice, and intentionality.

Podcast Closing

1 month, 3 weeks ago

Bonus - Sales Cycle # 6 - Identify Ideal Opportunity, Client Need, or Strategy Ep. 104

This episode explores the critical sales techniques of asking for the order, setting up the close, and mastering the pre-closed commitment to improv…

2 months ago

Sales Cycle #5 - Open Ended Questions & Golden Silence Ep. 103

In this episode, Kevin Berwald and John Kailunas II explore the art of open-ended questions and strategic note-taking in sales. They emphasize how a…

2 months ago

Sales Cycle #4 - Opening Conversation Ep. 102

This episode explores the critical elements of successful client interactions, focusing on the power of initial words, setting expectations, and usi…

2 months, 1 week ago

BONUS - Sales Cycle #3 - Business Plan & Execution Ep. 101

Join host John A. Kailunas II as he and industry expert Kevin Berwald explore the critical elements of the sales cycle, focusing on defining objecti…

2 months, 1 week ago

Building a Legacy: Insights from Second-Generation Advisor Danny Mercado Ep. 100

In this insightful interview, Danny Mercado shares his journey from tech to family business, the importance of legacy, building trust with clients, …

2 months, 2 weeks ago