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.

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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.

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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 Closing

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.

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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.

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In this episode of the Catalyst4Growth podcast, host John Kailunas II welcomes back Robert Belcuore to discuss the journey of professional salespeople. They explore the importance of building a supportive producer group, the concept of client control, and the distinction between skill and will issues in sales. Robert shares key success factors for new advisors, emphasizing the need for a hard calendar, a duplicatable process, and investing in marketing. The conversation also highlights the significance of teamwork in sales and the essential traits that financial advisors should possess, particularly a service heart.

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Service owned business

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In this episode of the C4G professional sales podcast, John Kailunas II and David Christie delve into the critical theme of determining one's value in the sales profession. They discuss the importance of self-care, intentionality, and the need for sales professionals to focus on their unique value propositions rather than just selling products. The conversation emphasizes the significance of incremental improvements, building a supportive inner circle, and measuring success through effective marketing strategies. The host also explore the farmer's mindset in business, the importance of process in delivering value, and the evolving definition of success and legacy in one's career.

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Service owned business

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In this episode of the Catalyst for Growth podcast, host John Kailunas engages with Kevin Ross, co-founder of Advisor Rescue. They discuss the importance of strategic partnerships in the financial services industry, the evolution of advisory practices, and the need for authenticity and trust in client relationships. Ross emphasizes the significance of training the next generation of financial advisors and the role of compliance in building successful practices. The conversation also highlights the unique contributions of Tim Stearns to Advisor Rescue and how advisors can establish meaningful relationships with their clients.

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