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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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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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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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 referrals.

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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, emphasizing that true success is measured by the quality of relationships and experiences rather than material wealth. In this conversation, John A. Kailunas II discusses the importance of teaching skills to children in a fun and engaging way, emphasizing the value of family bonding through shared experiences. He highlights the significance of leading by example in both family and business settings, and the role of humility in effective leadership. Continuous learning and personal development are underscored as essential for growth, while embracing failure is presented as a necessary step towards success. The discussion concludes with reflections on influential figures and the life lessons they impart.

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Phone Contact, "We may listen, we may not"

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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 valuable insights on the evolving financial advisory industry, the significance of personal connections, and the lessons learned throughout his career. The conversation highlights the need for advisors to adapt to changing client needs and the importance of providing holistic support beyond just financial planning.

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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 connection in the industry, and insights into the future of financial advisory amidst changing demographics and technology. The conversation emphasizes the need for advisors to focus on relationships and the impact they can have on clients' lives, especially as the population ages and retirement planning becomes increasingly crucial.

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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 client needs and building lasting relationships. The discussion also delves into leadership dynamics, the role of social media in hospitality, and the value of understanding financial metrics for business success.

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