À PROPOS DE CET ÉPISODE
In this episode of the Catalyst4Growth Sales Success podcast, John A. Kailunas II and Jordan Fischer, CFP, AIF discuss the concept of absolute performance in financial planning. They explore the importance of focusing on total investment returns without being swayed by benchmarks, the role of risk management, and the necessity of aligning client goals with investment strategies. The conversation emphasizes the need for clear communication with clients to avoid emotional decision-making and to ensure that financial plans are tailored to individual risk tolerances and objectives.
Podcast Closing
Anglais
États-Unis
TRANSCRIPTION 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
RECHERCHER LES ÉPISODES PASSÉS
Rechercher les épisodes précédents de C4G Success.
AUTRES ÉPISODES DANS CE PODCAST
Exploring the hidden costs of leadership, known as the leadership tax, and how to navigate its emotional, mental, and relational challenges.
Podcast Closing
In this episode, John Kailunas II explores the critical differences between revenue growth and building a durable enterprise. He emphasizes the importance of architecture, systems, and leadership development to create organizations that survive beyond individual founders.
Podcast Closing
In this episode, Brad Wallick shares his extensive experience in international investing, discussing portfolio strategies, regional selection, currency impacts, and cultural differences that influence global markets.
If you would like to be a guest
Podcast Closing
In this episode, John Kailunas II explores why many leaders remain stuck at an operational level despite their efforts. He discusses the transition from doing to building systems that outlive individual involvement, emphasizing the importance of architectural thinking for sustainable growth.
Pod…
In this engaging interview, Alan Roman shares his extensive expertise in estate planning, life insurance, and advanced financial strategies. Discover how to simplify complex concepts, leverage life insurance for wealth transfer, and build multi-generational trusts to secure your financial legacy.…
Avertissement: Le podcast et les illustrations intégrés sur cette page proviennent de John Kailunas II, qui est la propriété de son propriétaire et n'est ni affilié ni approuvé par Listen Notes, Inc.
MODIFIER
Merci de nous avoir aidé à tenir la base de données de podcasts à jour.
