All Episodes
C4G Success — 117 episodes
Dankelman: It's just Business Ep. 116
Sales Cycle #11 - Next Opportunity & Referral Process Ep. 115
Sales Cycle #10 - Follow Through Exceeding Expectations Ep. 114
Sales Cycle #9 - Action Steps Ep. 113
Sales Cycle #8 - Quantifying the Value Ep. 112
Dunleavy – Irish Eyes of Hospitality Ep. 111
Advisor Cycle Part 2 Feat. Don Carlson Ep. 110
The Advisor Cycle Feat. Don Carlson Ep. 109
BONUS - Dividends are Divine Feat. Jordan Fischer Ep. 108
Sales Cycle # 7 - Position Your Best Solution or Strategy Ep. 107
C4G Short - Redefining Success for Advisors Feat Tom Kowalkoski Ep. 106
C4G Shorts - The Cost of Winning feat. Don Carlson Ep. 105
Bonus - Sales Cycle # 6 - Identify Ideal Opportunity, Client Need, or Strategy Ep. 104
Sales Cycle #5 - Open Ended Questions & Golden Silence Ep. 103
Sales Cycle #4 - Opening Conversation Ep. 102
BONUS - Sales Cycle #3 - Business Plan & Execution Ep. 101
Building a Legacy: Insights from Second-Generation Advisor Danny Mercado Ep. 100
Union and power of personal relationships and COI Ep. 99
C4G Short - Momentum vs. Motivation feat. Tom Kowalkoski
C4G Shorts - Redefining Success Feat Don Carlson Ep. 98
Transforming Financial Advisory with Proactive Accounting Ep. 97
The Sales Cycle part 3 Ep. 96
The Sales Cycle Part 2 Ep. 95
The Eagle's View of the C4G Sales Cycle Ep. 94
C4G Shorts: Proactive Living Ep. 93
C4G Shorts: Conversations to Conversions Ep. 92
Brick House Ep. 91
C4G Shorts: Service Heart Ep. 90
C4G Shorts: Slow is Smooth; Smooth is Fast Ep. 89
Zapp in Alts Ep. 88
C4G Shorts: Launch Ep. 87
C4G Shorts: Occam's Razor Ep. 86
Seven Pitfalls Ep. 85
Brick by Brick Ep. 84
Ascender Principles of Leadership Ep. 83
C4G Shorts: Achieving Success Ep. 82
C4G Shorts: The Red Car Theory Ep. 81
Thanksgiving - Mission: Engagement Ep. 80
Everett Service Legacy Ep. 79
Empathy and Service in Financial Advising Ep. 78
C4G Shorts: Eagles, Owls, Parrots, and Doves Ep. 77
C4G Shorts: Bonding by Listening Ep. 76
Sage Advice with Don Martin, CFP Ep. 75
McCardle and The Niche Ep. 74
C4G Shorts: Commitments vs. Goals Ep. 73
C4G Shorts: The Power of Referrals Ep. 72
Invest in Others Feat. Barkley Payne Ep. 71
Rink to Retirement Feat. Paul Bailley Ep. 70
Slaying Dragons feat. Geoffrey Wight Ep. 69
C4G Shorts: Generosity Empowers Many Ep. 68
C4G Shorts: Define Your Purpose Ep. 67
Building Value in Financial Services Feat. Jon Erickson Ep. 66
Family Values in Business Feat. Alex Walter Ep. 65
C4G Shorts: First Five Calls Ep. 64
C4G Shorts: Beneficiary Accounts Ep. 63
Teaching the Southern Gentleman Way Ep. 62
Johnny Sunset Ep. 61
Heroes and Legends Feat. Joseph Jordan Ep. 60
Hospitality Heart Ep. 59
C4G Shorts: Thinking About You: GOLD Ep. 58
C4G Shorts: Pre-Close Power Ep. 57
Aaron's Skyward Process Ep. 56
Mastering Change with Sam Sivarajan Ep. 55
Independence Day Episode Ep. 54
The Get Ready Movement Ep. 53
Emotional Intelligence in Business Ep. 52
The Evolution of the Industry - 3D Advisors Ep. 51
Michael Bacchus Nous Part 2 - Ep. 50
Michael Bacchus Nous Part 1 - Ep. 49
BONUS – The Iron Man Way: John Kailunas II & Bill Best - Ep. 48
Increase your Quality of Life: John Kailunas II & Kevin Berwald Ep. 47
BONUS - Memorial Day: John Kailunas II & Bill Best - Ep. 46
Relationships & Referrals - John Kailunas II & Carlos Guzman - Ep. 45
The Evolving Landscape of the Financial Industry - feat. Greg Brick & Michael Bacchus Ep. 44
Absolute Performance - John Kailunas II & Jordan Fischer Ep. 43
The Secret Sauce: John Kailunas II & Kevin Berwald - Ep. 42
Carlos Cares - John Kailunas II and Carlos Guzman - Ep. 41
BONUS - ProPlan Assist - John Kailunas II & Jordan Fischer Ep. 40
Grow or Perish - Inside/Out: John Kailunas II & Bill Best - Ep. 39
Self vs. Pro Mgt - John Kailunas II & Jordan Fischer Ep. 38
Guzman Glory - John Kailunas II and Carlos Guzman - Ep. 37
Infrastructure is Key - John Kailunas II & Bill Best Ep. 36
BONUS - Mission Retirement: John Kailunas II & Kevin Berwald Ep. 35
Mission Retirement Launch: John Kailunas II & Kevin Berwald Ep. 34
M.R. 10: Personal Legacies - Ep. 33
M.R. 9: Giving Back Your Talents, Time, and Resources Ep. 32
Mission Retirement Eight: Growing Spirituality - Episode 31
BONUS - Mission Retirement Seven: Adventure of Travel and Life-Long Learning - Episode 30
BONUS - Mission Retirement Six: Spending your leisure time - Episode 29
BONUS - Mission Retirement Five: The Sharp Retirement Mind - Episode 28
BONUS - Mission Retirement Four: Prioritizing your Wellbeing - Episode 27
Mission Retirement Three: Your Interests and your desire to do more - Episode 26
Mission Retirement Two: Avoiding Loneliness Time with Purpose - Episode 25
Mission Retirement One - Retirement Mission Statement is your Foundation - Episode 24
The Success Components of the Cornerstone Producer Group with Robert Belcuore - Episode 23
Why Not You? - With David Christie - Episode 22
Not Going Alone: Strategic Partners - With Kevin Ross - Episode 21
The Cornerstone Way emphasizes authenticity and needs based solutions - With Robert Belcuore - Episode 20
Four Pillars of Health - With Justin Berman - Episode 19
Story Telling - With David Christie - Episode 18
Advisor Rescue Secret Sauce - With Kevin Ross - Episode 17
Mission Retirement – Kevin Berwald, - Episode 16
Bushido Code – With Christopher Wilks, LUTCF - Episode 15
BONUS The Champion Series -John "Trey" Kailunas III MS -Episode 14
Thanksgiving & Gratitude - With David Christie - Episode 13
Five Ways to Grow – With Lee Cole - Episode 12
Authenticity and Client Goals – With Mark Grooters - Episode 11
Fees and Value – With Brian Yarch - Episode 10
BONUS The Champion Series PT 3 -John "Trey" Kailunas III MS -Episode 9
BONUS The Champion Series PT 2 -John "Trey" Kailunas III MS -Episode 8
BONUS - Athletic Mindset and Sales – Don Carlson -Episode 7
CSA Conference BIO and Process - With Kevin Berwald - Episode 6
Successful Traits – With Lee Cole -Episode 5
Professional Biography – Control the Dialogue - With Kevin Berwald -Episode 4
BONUS The Champion Series -John "Trey" Kailunas III MS -Episode 3
Increase your Quality of Life (IQL)- With Kevin Berwald - Episode 2
“The Why” With Kevin Berwald - Episode 1