ဤအပိုင်းအကြောင်း
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
အင်္ဂလိပ်
အမေရိကန်ပြည်ထောင်စု
ကူးယူချက် 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
ပြီးခဲ့သည့် အပိုင်းများကို ရှာဖွေပါ
C4G Success ၏ ယခင်အပိုင်းများကို ရှာဖွေပါ
ဤ PODCAST တွင် အခြားသော အပိုင်းများ
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
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…
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
Exploring the hidden costs of leadership, known as the leadership tax, and how to navigate its emotional, mental, and relational challenges.
Podcast Closing
မသက်ဆိုင်ကြောင်းရှင်းလင်းချက်: ဤစာမျက်နှာပေါ်တွင် ထည့်သွင်းထားသော ပေါ့တ်ကာစ်နှင့် အနုပညာလက်ရာများသည် ၎င်း၏ပိုင်ရှင်၏ပိုင်ဆိုင်မှုဖြစ်သည့် John Kailunas II မှဖြစ်ပြီး Listen Notes, Inc နှင့် ဆက်နွှယ်ခြင်း သို့မဟုတ် ထောက်ခံထားခြင်းမရှိပါ။
ပြင်ဆင်ပါ
ပေါ့ဒ်ကတ်စ် ဒေတာဘေ့စ်ကို နောက်ဆုံးပေါ်အချိန်နှင့်တပြေးညီဖြစ်စေရန် ကူညီပေးသည့်အတွက် ကျေးဇူးတင်ပါသည်။