"Alignment is the key for fulfillment. Your vision must align with who you want to be. Your choices must align with your vision. Your effort must align with the size of your vision. And your behavior must align with your values and principles."

- Patrick Bet-David

In this episode of Catalyst4Growth, John Kailunas II interviews Michael Bacchus, a seasoned expert in the financial advisory industry. They discuss the essential qualities of a good advisor, the importance of trust in client relationships, and the need for ongoing education and professional development. Michael shares insights on how technology can aid advisors, common pitfalls they face, and the significance of branding and finding a niche. The conversation emphasizes the importance of legacy planning and the need for advisors to be adaptable and open to change.

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Service owned business

Podcast Closing

In this episode of the Catalyst4Growth podcast, John A. Kailunas II and Bill Best, CPA, CA, GCB.D, CCB.D discuss the significance of Ironman competitions and how they relate to the professional journey of financial advisors. Bill shares his personal journey of becoming an Ironman, the challenges he faced, and the life lessons he learned along the way. The conversation emphasizes the importance of preparation, perseverance, and community, drawing parallels between the Ironman experience and the challenges faced in the financial advisory profession.

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Podcast Closing

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