Shows
C4G SuccessIncrease your Quality of Life: John Kailunas II & Kevin Berwald Ep. 47 In this episode of the Catalyst4Growth podcast, hosts John Kailunas II and Kevin Berwald, CFP, ChFC, CLU, CASL discuss their services aimed at helping financial professionals enhance their practices. They delve into their unique approach, the IQL process, and the various training resources available, including masterclasses and books. The conversation emphasizes the importance of accountability and customized proposals to meet individual needs, while also highlighting the affordability of their offerings. The episode concludes with a call to action for listeners to engage with their services. Podcast Closing
2025-05-2822 minC4G SuccessMission Retirement Launch: John Kailunas II & Kevin Berwald Ep. 34 In this episode of the Catalyst4Growth Sales Success podcast, hosts John Kailunas II and Kevin Berwald discuss their new book, 'Mission Retirement,' which addresses the pressing needs of retirees, particularly focusing on purpose and loneliness. They explore the book's unique approach to retirement planning, the various options for acquiring it, and the exciting customization opportunities available for financial advisors. The conversation also delves into marketing strategies to effectively reach clients and the importance of taking immediate action to enhance retirement experiences. Podcast Closing
2025-03-1919 minC4G SuccessBONUS - Mission Retirement: John Kailunas II & Kevin Berwald Ep. 35 In this episode of the Catalyst4Growth podcast, John Kailunas II and Kevin Berwald discuss their book, Mission Retirement, and how it can be utilized by wholesalers to enhance their distribution efforts with financial advisors. They explore the importance of building relationships, providing value, and leveraging the book as a marketing tool to engage clients and prospects effectively. The conversation emphasizes the role of wholesalers in supporting financial advisors and the practical steps to implement the strategies discussed. Podcast Closing
2025-03-1919 minC4G SuccessM.R. 10: Personal Legacies - Ep. 33 In this conversation, John Kailunas II and Kevin Berwald discuss the importance of passing on personal legacies, particularly in the context of retirement. They explore various ways to leave a legacy, including documenting family traditions, sharing stories, and curating recipes and photos. The discussion emphasizes the significance of intentional connections and the impact of these legacies on future generations. The conversation also highlights the role of financial advisors in guiding clients through the legacy planning process, ensuring that their values and memories are preserved for their loved ones. If you would like to be a...
2025-03-1225 minC4G SuccessM.R. 9: Giving Back Your Talents, Time, and Resources Ep. 32 In this episode of the Catalyst for Growth podcast, John Kailunas II and Kevin Berwald discuss their book 'Mission Retirement' and delve into the concept of stewardship in retirement. They explore how individuals can find purpose and fulfillment by teaching, mentoring, and serving their communities. The conversation emphasizes the importance of passing on knowledge and skills, supporting vulnerable populations, and living generously. The hosts also highlight the significance of environmental stewardship and the rewarding nature of volunteering. Ultimately, they encourage listeners to embrace stewardship as a way to enhance their own well-being while positively impacting others.
2025-03-0525 minC4G SuccessMission Retirement Eight: Growing Spirituality - Episode 31 In this episode, John Kailunas II and Kevin Berwald discuss the importance of spiritual health in retirement, emphasizing the need for personal growth, community engagement, and the practice of gratitude. They explore practical ways to nurture spiritual health, including viewing retirement as a spiritual journey, engaging with worship communities, and serving others. The conversation highlights the significance of love, reflection, and intentionality in enhancing one's spiritual well-being during the transition into retirement. If you would like to be a guest Service owned business Podcast Closing
2025-02-2638 minC4G SuccessBONUS - Mission Retirement Seven: Adventure of Travel and Life-Long Learning - Episode 30 In this episode of the C4G podcast, John Kailunas II and Kevin Berwald discuss the importance of travel and cultural exploration in retirement. They emphasize the need for financial planning to support enriching travel experiences and highlight how understanding clients' desires can enhance financial services. The conversation covers various travel options, from simple weekend getaways to immersive cultural experiences, and stresses the importance of planning to turn travel dreams into reality. Podcast Closing
2025-02-2513 minC4G SuccessBONUS - Mission Retirement Six: Spending your leisure time - Episode 29 In this conversation, John Kailunas II and Kevin Berwald discuss the importance of leisure time in retirement planning. They emphasize the need for retirees to engage in various leisure activities that promote mental and physical health. The discussion covers different types of leisure pursuits, the significance of relationships in enjoying leisure time, and how these elements intertwine with financial planning for a fulfilling retirement. Podcast Closing
2025-02-2419 minC4G SuccessBONUS - Mission Retirement Five: The Sharp Retirement Mind - Episode 28 In this conversation, John Kailunas II and Kevin Berwald discuss the themes of retirement, focusing on the importance of intellectual activities and lifelong learning to maintain cognitive health. They emphasize the need for financial advisors to guide clients in creating a holistic retirement plan that includes mental engagement. The discussion highlights various resources and activities that can help retirees stay mentally sharp and engaged, ultimately leading to a more fulfilling retirement experience. Podcast Closing
2025-02-2115 minC4G SuccessBONUS - Mission Retirement Four: Prioritizing your Wellbeing - Episode 27 In this episode of Catalyst4Growth, John Kailunas II and Kevin Berwald discuss the critical role of health and wellness in retirement planning. They emphasize the importance of prioritizing well-being to enhance the quality of life during retirement. The conversation covers the first five years of retirement, the need for financial advisors to understand clients' health needs, and the creation of a comprehensive retirement wellness plan. The hosts also highlight the interconnectedness of health, social engagement, and overall happiness in retirement, providing insights for advisors to better serve their clients. Podcast Closing
2025-02-2014 minC4G SuccessMission Retirement Three: Your Interests and your desire to do more - Episode 26 In this episode of Catalyst for Growth Sales Success, John Kailunas II and Kevin Berwald discuss the importance of hobbies and interests in retirement planning. They emphasize the need for financial advisors to help clients identify their passions and how to integrate them into their retirement plans. The conversation highlights the significance of time management and the role of advisors in fostering deeper relationships with clients by understanding their personal goals and interests. The episode also touches on the concept of using hobbies as a means to enhance life satisfaction and fulfillment in retirement. Podcast...
2025-02-1921 minC4G SuccessMission Retirement Two: Avoiding Loneliness Time with Purpose - Episode 25 In this conversation, John Kailunas II and Kevin Berwald discuss the second mission in their upcoming book, Mission Retirement. They shares the themes of retirement planning, focusing on the importance of family and friends, the impact of loneliness, and how financial advisors can help clients build meaningful connections in retirement. They emphasize the need for retirees to be intentional about their social circles and the profound effects of relationships on overall happiness and well-being. Podcast Closing
2025-02-1218 minC4G SuccessMission Retirement One - Retirement Mission Statement is your Foundation - Episode 24 In this episode of the Catalyst4Growth podcast, hosts John Kailunas II and Kevin Berwald discuss the concept of 'Mission Retirement,' emphasizing the importance of creating a personal retirement mission statement. They explore how this statement can guide retirees in finding purpose and fulfillment in their post-work lives, while also addressing the common issue of loneliness among retirees. The conversation highlights the role of financial advisors in helping clients articulate their values and aspirations, ultimately leading to a more meaningful retirement experience. Podcast Closing
2025-02-0519 minC4G SuccessMission Retirement – Kevin Berwald, - Episode 16 In this episode of the Catalyst for Growth podcast, hosts John Kailunas II and Kevin Berwald discuss their new project, 'Mission Retirement,' a workbook designed to help retirees find purpose and fulfillment in their post-work lives. They explore the importance of having a plan for retirement that includes not just financial aspects but also personal goals, hobbies, health, and social connections. The conversation emphasizes the role of advisors in guiding clients through this process and the broader implications for society as retirees seek to give back and create legacies.
2024-12-1144 minC4G SuccessCSA Conference BIO and Process - With Kevin Berwald - Episode 6 In this episode of C4G's podcast, Sales Enrichment, hosts John Kailunas and Kevin Berwald discuss insights from a recent conference focused on senior advisors. They emphasize the importance of having effective processes in marketing and client acquisition, highlighting the psychological barriers prospects face, including negative thoughts and unconscious biases. The conversation delves into the significance of first impressions and introduces a professional biography tool designed to help advisors present themselves effectively. The episode concludes with resources and consulting options available for advisors looking to improve their practices. If you would like to be a g...
2024-10-3036 minC4G SuccessProfessional Biography – Control the Dialogue - With Kevin Berwald -Episode 4 In this conversation, John Kailunas II and Kevin Berwald discuss the importance of creating a professional biography that effectively conveys your value and helps build trust with potential clients. They outline the seven elements of a professional biography, including your picture, title, contact information, personal and professional information, value proposition, ideal client profiles, and how to contact you. They emphasize the power of using a professional biography as a referral tool and provide resources for creating your own biography. If you would like to be a guest Podcast Closing
2024-10-1634 minC4G SuccessIncrease your Quality of Life (IQL)- With Kevin Berwald - Episode 2 In this podcast episode, John Kailunas II and Kevin Berwald discuss the IQL (Increase Your Quality of Life) process, which is a practice management program developed by John Kailunas II and Don Carlson. They share how the IQL process has been successful in helping businesses grow and improve their quality of life. They also talk about their past award for the best practice management program for firms with less than a 1000 ee’s from wealthmanagement.com. The hosts emphasize the importance of focusing on core issues rather than just symptoms and offer a challenge to listeners to id...
2024-10-0945 minC4G Success“The Why” With Kevin Berwald - Episode 1 In this podcast episode, John Kailunas II and Kevin Berwald, CFP, Chfc,CLU,CASL introduce their new podcast, Catalyst4Growth- Sales Enrichment, where they aim to educate and propel advisors and wholesalers in the financial service arena. They discuss their mission to give back to the industry and share their knowledge and experiences to help others succeed. They also discuss the vision behind Catalyst4Growth and their goal to help advisors and financial professionals grow their businesses. If you would like to be a guest Service owned business Podcast Closing
2024-10-0241 min