Listen Score
LS 24
Global Rank
TOP 10%

ABOUT THIS PODCAST 🔗

Update frequency:
weekly
Average audio length:
30 minutes
Guest interviews
English
United States
142 episodes
since Oct. 2, 2024
episodic

LATEST EPISODE 🔗

This episode emphasizes the importance of prospecting as a core, ongoing activity for financial advisors. It covers practical strategies for building a disciplined prospecting system, focusing on defining target audiences, planning with numbers, calendar discipline, effective communication, and d…

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PREVIOUS EPISODES

In this episode, Clay Eschrich shares his journey from small-town Wyoming to a successful career in financial services, emphasizing the importance of relationships, work ethic, and adapting to industry changes. Discover insights on recruiting, building advisory teams, and the evolving landscape o…
In this episode, John Kailunas II interviews his daughter, Dr. Courtney Kailunas DNP APRN FNP-C, about how different generations learn and communicate. They explore the impact of technology, emotional intelligence, and effective teaching methods across generations. She also discusses her aims for…
In this episode, Devan Dekker shares his journey into financial advising, the challenges of building client relationships, and lessons learned from early experiences in the industry. Perfect for young advisors and seasoned professionals alike, it offers practical insights on confidence, preparati…
This episode explores how setbacks and failures are part of growth, emphasizing the importance of mindset, focus, and perseverance. Learn practical principles to recover from disappointments and turn challenges into opportunities for success.  Opening | The moment is real, but it is not your iden…
In this episode, Bob Geary shares his journey from Illinois to Texas, building a hundred-million-dollar financial practice, and the principles that have driven his success. He discusses the importance of routine, trust, perseverance, and continuous self-improvement for aspiring financial advisors…
In this episode, Patrick Kelly shares insights on transforming the insurance industry through technology, customer-centric strategies, and innovative business models. Discover how Signal is shaking up the industry and what the future holds for financial advisors. If you would like to be a guest …
In this episode, John Kailunas II explores the dignity of work, the necessity of discipline, and the power of gratitude, especially in the context of Labor Day. He emphasizes that success is rooted in disciplined effort, respect for every role, and appreciation for those who contribute. Podcast …
This episode explores the true meaning of legacy, emphasizing that it is built through consistent, disciplined actions rather than visibility or fame. Host John Kailunas II discusses the four pillars of legacy—consistency, documentation, accountability, and mentorship—and highlights how quiet, ev…
In this episode, Brad Wallick discusses risk management strategies, the use of technical indicators like the 200-day moving average, and the importance of process and trust in investing and advising. He shares insights from his experience managing portfolios and working with advisors. If you wou…
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