In this episode, John Kailunas II interviews John Erickson, a seasoned financial advisor, discussing core philosophies, the importance of honesty in leadership, evolving definitions of success, and the unique financial landscape of the Pacific Northwest. They explore the impact of AI on financial services, the significance of legacy, and provide valuable advice for new financial advisors looking to build a values-driven practice.

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Service owned business

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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 touches on family values in business, the significance of interpersonal skills, and the power of referrals. They emphasize the need for proactive client engagement and creating memorable experiences to foster loyalty. Additionally, they highlight the importance of building a strong team culture and how leadership behavior influences organizational culture. In this conversation, John Kailunas II discusses the critical aspects of leadership, focusing on the importance of cultural fit, setting clear expectations, and empowering team members. He emphasizes the need for effective communication and the role of AI in enhancing productivity. The discussion also touches on the significance of asking the right questions and mastering skills for personal and professional growth.

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Service owned business

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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 of discipline in sales activities and the impact of consistent outreach on business growth. Listeners are encouraged to adopt small habits that can lead to significant improvements in their practices.

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