Paul Blanco's Small Steps, Big Wins

Keeping Your Focus on the Client

Tue, 07 Oct 2025 03:00:00 -0400

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Podcast Episode Title: Keeping Your Focus on the Client

Podcast Episode Description: The world of finance, much like most industries, has one main key to success, above all else. To be a client or customer focused business. While this seems easy enough in practice, there are many tasks or issues that may get in the way, having us lose sight of this most important rule. Throughout the years on the show, Paul has spoken with guests who have amazing insight into keeping your focus on the client at all times.

In this episode, we look back on four guests who have discussed this topic. This compilation episodes features:

Scott Sokolowski – A Love For Helping Others (Ep. 58) | Senior Vice-President | Barnum Financial Group
Ahmed Sourour, CPWA®, AIF®, RICP® – How Many People Can We Help (Ep. 60) | Wealth Management Advisor | Reddington Sourour Advisory Group
Richard Weylman – Demonstrating Empathy For Your Clients (Ep. 41) | Hall of Fame Keynote Speaker | Customer Experience Hall of Fame | Two-Time International Best-Selling Author
Grant Piller, CFP®, LUCTF - Getting in Front of Clients Every Single Day (Ep. 72) | Financial Planner, Owner | Piller Financial Group

00:00 - Intro

01:01 – Scott Sokolowski | A Love For Helping Others

08:24 – Ahmed Sourour | How Many People Can We Help

16:21 – Richard Weylman | Demonstrating Empathy For Your Clients

26:22 – Grant Piller | Getting in Front of Clients Every Single Day

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202810-9531880

Consistency: A Key Pillar for Success

Tue, 30 Sep 2025 03:00:00 -0400

Podcast Episode Title: Consistency: A Key Pillar for Success

Podcast Episode Description: The key pillars of success are spoken about time and time again; many with Paul on this show, but none seem to be more important than consistency. On this episode we’ll look back at just some of the guests; Kenneth DiCairano, Jeff Rice, Matthew Barrett, and Daniela Gerhard, who have given us some great advice on this key pillar of success.

This compilation episodes features:

· Kenneth DiCairano, CFP®, CPA, CASL, MBA – Persistent and Consistent (Ep. 55)

o Financial Services Executive, CERTIFIED FINANCIAL PLANNER™ | Barnum Financial Group

· Jeff Rice – Consistent Growth in All Aspects of Life (Ep. 49)

o Financial Planner | Financial Services Executive | Wealth Management Advisor| Barnum Financial Group

· Matthew Barrett – Success Starts with Consistency (Ep. 50)

o Financial Advisor | Financial Services Executive | Investment Advisor Representative | Barnum Financial Group

· Daniela Gerhard, ACC, CELC, CPC – Discipline, Consistency, and Hard Work (Ep 61)

o Director, Training & Business Development | Barnum Financial Group

00:00 - Intro

00:48 – Kenneth DiCairano | Persistent and Consistent

13:32 – Jeff Rice | Consistent Growth in All Aspects of Life

17:05 – Matthew Barrett | Success Starts with Consistency

22:39 – Daniela Gerhard | Discipline, Consistency, and Hard Work

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

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Hard Work: The Not-So-Secret Key to Success

Tue, 23 Sep 2025 03:00:00 -0400

Podcast Episode Title: Hard Work: The Not-So-Secret Key to Success

Podcast Episode Description: Throughout the years on the show, Paul’s guests have given advice on best practices, finding what motivates you, the best way to treat yourselves and your clients, how to use technology to your advantage, and so much more. The one unyielding component inherent in all of Paul’s most successful guests is one that, in theory, sounds incredibly simple, but is anything but, and that is the key to success is to work hard every day.

This compilation episodes features:

· Norman Leslie, ChFC®, CASL®, LUTCF – Putting in the Effort Every Day (Ep. 33)

o Financial Advisor, Financial Services Executive, Special Care Planner | Barnum Financial Group

· Brian Ward – Approach Every Day with Tenacity (Ep. 45)

o Financial Planner | Wealth Management Advisor | Barnum Financial Group

· Edward Alferoff, CFP®, RICP®, ChFC®, WMCP® - Getting Better Every Single Day (Ep. 51)

o Co-Founder | Partner | Vital Planning Group

· Arthur Gallant, CFP®, ChFC® – Keep Winning the Day (Ep 52)

o CERTIFIED FINANCIAL PLANNER™ professional | Financial Services Executive | Financial Advisor | Barnum Financial Group

00:00 - Intro

01:14 – Norman Leslie | Put in the Effort Every Day

08:26 – Brian Ward | Approach Every Dat with Tenacity

14:26 – Arthur Gallant | Keep Winning the Day

18:42 – Edward Alferoff | Getting Better Every Single Day

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

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(Replay) Building Your Marketing Plan

Tue, 16 Sep 2025 03:00:00 -0400

Paul Blanco's Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Ian Querze | Director of Advisor Marketing | Barnum Financial Group

Podcast Episode Description: Building Your Marketing Plan

Bio: I’ve always been a believer that you can achieve anything if you have the right mindset. There are those people who want a simple job where they show up, do their work, check their boxes, and go home with a paycheck, without any thought about what’s next. I am not that kind of person, I am on a journey. I always have my eye on the future of the work I am doing to get anything that I am involved in to the next level.

I’ve found growth in my career by pushing the boundaries around me. Even when my position seemed to be a dead end, I worked to forge a new path where one did not exist and have been successful. I’m always looking to learn and grow in my position so that I can perform at a higher level, lead at a higher level, and generate the desired results.

In all aspects of my life, I’ve always found my way into some sort of leadership role, whether I intended to or not. Some may call me a natural born leader but it’s really the combination of work ethic, confidence, and the right mindset that make being a leader happen organically. From youth sports, boy scouts, school, and college athletics to my current professional career, this has reigned true. Leadership has become a passion that I look to continuously grow and improve in.

Marketing and creative design defined my career for the first 7 years before stepping into a formal leadership position at my firm. Today, I get to use the marketing and creative knowledge and skillsets acquired over the past decade to help lead a team of high-performing marketing professionals at large financial firm.

Podcast Disclosure:

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How We Handle Adversity Defines Us

Tue, 09 Sep 2025 03:00:00 -0400

Podcast Episode Title: How We Handle Adversity Defines Us

Guest: George Goldman | Financial Planner | Financial Services Executive | Investment Advisor Representative

Guest Bio: With over 30 years of experience in the financial services industry, George provides objective advice and quality service for individuals and their families, small business owners, and business executives — working with all of them to create a holistic financial plan. As a Financial Planner with Barnum Financial Group, George is committed to his vision of helping his clients build a strong and dependable path to financial freedom.

George created a team of highly experienced professionals with specific areas of expertise to best serve the needs of his clients. He developed a team that complements each other well and works together to provide their clients with solutions tailored to their unique situations. As team leader, George ensures all clients receive the very best in all facets of wealth management.

Since joining Barnum Financial Group in 2002, George has earned numerous recognitions for his work on behalf of his clients. When Barnum was a part of MetLife, he qualified for MetLife’s prestigious Presidents Conference in 2003-2006, 2008, and also MetLife’s Leaders Conference in 2007 and then 2009-2014. After transitioning to MassMutual, George has been a perennial conference qualifier.

George has a strong belief in giving back to those in need of a helping hand. He fully endorses and encourages the team’s efforts towards the highly important organizations in our community. As represented on the ‘Community Involvement’ page, there has been great joy in spending time with local charities and contributing to their causes.

Staying involved and active in the local community, George was a founding board member of the Foundation for Life, Inc., a nonprofit organization that strives to improve the quality of life for the people and families it serves through actions that promote change and deepen connections within our communities. He currently resides in Southington with his fiancé. They spend their days enjoying time with their six children, between them, and one golden retriever.

Podcast Episode Description: George Goldman created a team of highly experienced professionals with specific areas of expertise to best serve the needs of his clients called The Goldman Wealth Advisory Team. He believes in providing the very best for his clients, giving back to his community, and that what defines us is how we handle adversity.

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

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Timeless Wisdom

Tue, 02 Sep 2025 03:00:00 -0400

Podcast Episode Title: Timeless Wisdom

Podcast Episode Description: Throughout the years on the show, Paul has talked to some amazing guests. Each of them imparting great lessons or advice along the way. Some of it directly about financial advising and the financial service industry and some that is about life and taking better care of your clients as well as yourself. In this episode, we take a listen to four guests who have provided some great advice while appearing on the show.

Joe Jordan – The Five Pillars of Financial Success (Ep. 3) | Financial Services Speaker | Bestselling Author

Amy Jamrog – Creating a “Wow” Experience for Your Clients (Ep. 8) | Financial Advisor | Coach | Best Selling Author | Speaker

Dave Resseguie – Driving Productivity (Ep. 25) | Chief Shepherding Officer, Founder | The Resseguie Group

00:00 - Intro

01:11 – Paul Epstein | Winning Monday

07:07 – Joe Jordan | The Five Pillars of Financial Success

15:37 – Amy Jamrog | Creating a “Wow” Experience for Your Clients

25:45 – Dave Resseguie | Driving Productivity

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202808-9355523

(Replay) WealthFeed - Identifying Money-in-Motion Prospects

Tue, 26 Aug 2025 03:00:00 -0400

Guest: Sam Kendree | President & Co-Founder - WealthFeed | CEO & Co-Founder - Catalyze AI | Advisory Board Member & West Coast GM - Chicago Partners Wealth Advisors

Podcast Episode Description: WealthFeed - Identifying Money-in-Motion Prospects

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

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Play To Your Strengths

Tue, 19 Aug 2025 03:00:00 -0400

Podcast Episode Title: Play To Your Strengths

Guest: Daniel Solazzo, Financial Planner

Guest Bio: In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.

Podcast Episode Description: Daniel Solazzo, a financial planner with Barnum Financial Group, joins the show this week. Daniel helps his clients see the “big picture” and address their entire financial life. He’s here to share his experience in that field and his 9-year career in the financial services industry as well as talking about playing to your strengths, be confident in your skill-set, and always ask for help.

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

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Getting Better Every Day

Tue, 12 Aug 2025 03:00:00 -0400

Podcast Episode Title: Getting Better Every Day

Guest: Timothy Loeffler, CFP®

Guest Bio: The cornerstone of my service is providing you with the knowledge and insights you need to make informed financial decisions with confidence. We work together to establish your financial goals and objectives in the context of what you want to achieve as well as your time frame and risk and return preferences. From saving more intelligently to investing more strategically to protecting your assets more effectively, I can help you find solutions to meet both your near-term needs and long-term objectives.

Podcast Episode Description: We’re talking with Timothy Loeffler this week. Tim is a financial planner who has been with Barnum Financial Group since 2015. He focuses on finding solutions for his clients’ short-term needs and long-term objectives. He’s here to share his story and his 10 years of experience working in this industry and how important it is to work to get better every single day.

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

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(Replay) His Road to Success

Tue, 05 Aug 2025 03:00:00 -0400

Paul Blanco's Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

We're celebrating our 100th episode by going back to the beginning and replaying our very first episode. Enjoy how it all started!

Today's Guest: Ben Soccodato

Episode Title: His Road to Success

We're going to learn about Ben's ups and downs, the strategies he's employed and the mental fortitude to took to reach his level of success as a financial advisor.

Bio: Ben brings more than 15 years of financial planning experience to his role as a Financial Planner with Barnum Financial Group. Having spent the majority of his career educating Fortune 500 institutions and other large corporations in financial literacy, Ben now leads the line for the SKG Team by servicing a personalized experience to his clientele. Ben has received high praise and awards, including recognition by the 2011 Workplace Leaders in Financial Education Award for the program implemented in the New York Stock Exchange.

For his efforts, he has also participated in the opening bell in recognition. Being raised by his parents who served long-standing roles in education, Ben has continued their legacy by cultivating and empowering his clients in financial decision making -- a massive passion of his. From this, Ben has successfully attained the CFP®, ChFC®, RICP®, CExP™, ChSNC®, and AIF® designations to expand his knowledge of the industry and provide impactful client experiences.

Ben's expertise has been featured in local and national media outlets including Forbes, Barron's CNBC, US News and World Report, Newsday, Yahoo! News, Money, and more.

Podcast Disclosure:

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(Replay) A Love For Helping Others

Tue, 29 Jul 2025 03:00:00 -0400

Guest: Scott Sokolowski | Senior Vice-President | Barnum Financial Group

Bio: Scott Sokolowski is an industry leading Talent Acquisition expert focusing on identifying, recruiting, and transitioning experienced Financial Advisors, Wealth Managers and Insurance Agents. Scott has over 20 years of experience in this specialized field. He founded one of the top national recruiting firms in the country.

Scott works with each Financial Services professional on an individual basis to customize and identify unique business opportunities. His expertise in identifying business growth opportunities for experienced Advisors has led to substantial revenue increases. He has a track record of working with the most elite financial advisors in the business.

Scott has been awarded a number of industry honors including Fairfield County Business Journal’s 2012 Top 40 Under 40, and well as being featured on the cover of GAMA International Journal for his success in the Talent Acquisition sector. In addition, he co-authored an article in the 2011 GAMA International Journal titled “Attracting Top Talent” showcasing Scott’s strategy around the Talent Acquisition process.

In 2010 Scott founded a nonprofit organization, Save A Suit, which provides veterans and college graduates with professional business attire to enter the work force. In the 3 years since its inception, Save A Suit has become a nationally organization and has provided thousands of suits to veterans so they can interview for a civilian job. He has been a guest speaker on ABC, CBS, Fox, and NBC news.

Prior to the start of his Talent Acquisition career, Scott served honorably as a Staff Sergeant in the United States Air Force/Air National Guard. During his time in the Air Force, Scott also earned a Bachelor of Science degree in the field of Sports Medicine from the University of Connecticut.

Podcast Episode Description: A Love For Helping Others

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

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(Replay) The Power of S.M.A.R.T. Goals

Tue, 22 Jul 2025 03:00:00 -0400

Guest: Jennee Blanco, CFP®, RICP® | CERTIFIED FINANCIAL PLANNER™ Professional | Registered Representative | Investment Advisor Representative

Bio: After graduating from Elon University with a degree in Finance, Jennee began her role as a financial advisor with Barnum Financial Group. In 2020, she joined the Barnum Financial Group SKG Team, a team consisting of eight advisors and fifteen support members. With a large support team, she guarantees an efficient, comprehensive client experience. Jennee works effortlessly to provide people with the knowledge and information they need to make informed financial decisions with confidence.

Jennee assists with important, time-sensitive decisions regarding their coverage options. In addition, she provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. Jennee specializes in working with families and individuals who are going through a financial transition and are seeking guidance.

Jennee is focused on working with her clients to build a relationship that provides them with confidence that they are connected and in control of their financial life with a clear roadmap for the future.

Podcast Episode Description: The Power of S.M.A.R.T. Goals

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

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Delivering on Your Promise

Tue, 15 Jul 2025 03:00:00 -0400

Podcast Episode Title: Delivering On Your Promise

Guest Bio: I work with a variety of professionals in numerous industries, with a particular focus on medical professionals, including Certified Registered Nurse Anesthetists (CRNAs), to develop an integrated long-term plan that works to bring their unique view of their financial future to life. I help them address the unique cash flow, savings, investment and insurance needs they face at each stage of their career. Whether you have just started your career or are planning for retirement I take the time to develop a thorough understanding of who each client is, how they think and what matters most to them.

I develop a customized strategy that is aligned with their personal and financial goals. Each strategic plan addresses the core areas of investment planning, risk management, retirement and estate planning, and family financial planning including education funding and elder care.

I provide ongoing monitoring and periodic in-person reviews.

I am here to adjust each strategy when necessary so it evolves to capitalize on I am the co-chair of one of the largest teams of experienced financial professionals who work hard to provide exceptional service and personalized attention.

Podcast Episode Description: This week on the show, we’re joined by Marcello De Pascale, a financial planner with Barnum Financial Group who focuses on medical professionals, helping them with their unique cash flow, investment needs and more. He’s here to share his experiences, his overall career in the financial services industry and the importance of delivering on your promise to your clients.

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

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The Strength in Teaming

Tue, 08 Jul 2025 03:00:00 -0400

Podcast Episode Title: The Strength in Teaming

Guest Bio: I remember as a child my father managing a very successful restaurant in town and then later owning a not so successful restaurant. Knowing what I know now, I wish there would’ve been someone to help my family make better financial decisions in the good times, which then could have provided better opportunities in the down times. That is why I do what I do.

I grew up in central Maine (Orono) where everyone played a different sport each season. Baseball in the spring and summer, basketball in the winter (I try to forget about soccer in the fall - I am an awful soccer player). I’d always been part of a team growing up and realized I prefer working as part of a team in my professional life. I’ve partnered with another advisor, Marcello DePascale (an all-state soccer player from North Haven, CT), whose strengths more than cover areas in which I am not so strong in and who is the perfect complement to me on our team. Sara Matschke is the glue that keeps our team together. Sara began working on our team in 2009 and she does such a great job helping our clients that I’m quite certain clients who call in prefer to talk to her rather than me!

My wife Michelle and I moved to Oxford, CT in 2005. Our son Alex (2007) and daughter Riley (2009) are involved in numerous activities including swimming, gymnastics, basketball, and softball/ baseball. They certainly keep us busy on the weekends!

Podcast Episode Description: Chuck Hite is a financial planner with Barnum Financial Group who found his inspiration to join this industry at an early age but came into it the business from a career change. His path, while not atypical, opened him up to the strength of teaming and how a team can provide great insight when helping clients.

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

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Getting Into Your Green Zone

Tue, 01 Jul 2025 03:00:00 -0400

Podcast Episode Title: Getting Into Your Green Zone

Guest Bio: My experience in the practice of equity compensation is unmatched. I have helped many equity compensation employees, primarily in the pharmaceutical world, with questions about company sponsored stock options plans and how to build a diversified portfolio. I understand the proper ways around a vesting schedule to help employees earn the most money, all while continuing employment.

The list of what I offer equity compensated employees is robust:

Maximize the value and manage the risk of equity compensations
Build a diversified client investment portfolio
Screen out unintended overlap to stock options
Apply tax mitigation strategies on stock option sales
Manage and maintain a concentrated company stock position for employees

My approach is a focused approach on managing your wealth, but I also understand the need to take care of your family. I tout a holistic approach to your planning for equity compensation but also promote a positive work-life balance to enjoy your financial gains.

Managing your wealth is figuring out how and when to:

Sell down some of your shares in a tax-efficient manner.
Build a diversified portfolio appropriate for your risk tolerance and your financial goals.

Outside of the Office

When I’m not working with my clients, I enjoy spending time with my family. My wife, Daniela and our two daughters, Gabriela and Giada live in Monroe, Connecticut. My two biggest passions include cooking and making homemade wine. Every October, I enjoy a 3-4 weeklong process of making wine from grapes the old-fashioned way. Daniela’s parents are both chefs and they own their own restaurant, so I’ve been able to pick up some great cooking tips from them. Food and good wine are easy conversation starters and have helped me develop great relationships with clients, family, and friends.

If you have questions about your tax consequences, the concentration risk of your overall allocation or even about where to get a great bottle of wine, I have years of experience to mine for your financial success and personal enjoyment.

Podcast Episode Description: Eric Gerhard joins the show to share his personal journey in this industry. Finding your focus — what works for you and also what doesn’t work for you— is important to shaping your ability to be the best financial planner for your clients. As Eric says, getting yourself into your Green Zone, your optimal mode, balancing work and life and being able to perform at a high level every single day.

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

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(Replay) The Evolution of the Advisor

Tue, 24 Jun 2025 03:00:00 -0400

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Duncan MacPherson | Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals

Bio: Duncan MacPherson, driven by a deep passion for unlocking potential, steers Pareto Systems in his role as CEO. Together with financial professionals and visionary firms, he is committed to designing businesses that achieve both profitability and purpose. Duncan, alongside his team, leverages the unique 'The Blue Square Method'-a methodology inspired by best practices-to guide professionals toward discovering their 'Blue Square.' This represents the ideal state where their business activities are in perfect harmony with their passion and purpose.

As a speaker in high demand, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the Financial Services industry.

Duncan's expertise in demystifying business development and marketing in the financial world has universal appeal, from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan's primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

Duncan is also an industry best-selling author and has written many books including: The Advisor Playbook and The Blue Square Method; the mindset and best-practices of top fee-for-service professionals.

Beyond the office, Duncan loves spending time with his wife and two sons. They enjoy the four-seasons playground they call home in beautiful Kelowna, British Columbia, Canada. He enjoys staying active with recreational activities such as golf, tennis, pickleball and skiing.

Podcast Episode Description: The Evolution of the Advisor

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

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(Replay) The Hero Effect

Tue, 17 Jun 2025 03:00:00 -0400

Guest: Kevin Brown | Motivational Speaker & Bestselling Authoir | Creator of The Hero Effect® | Branding and Culture Expert

Podcast Episode Description: The Hero Effect

Bio: Kevin’s unconventional path to business and personal success has taught him that winning in business and in life requires anything but conventional thinking. He grew up in Muskegon, Michigan where his blue-collar roots taught him the value of hard work and determination. With a streetwise aptitude and a never quit attitude, he worked his way from the front lines in business to the executive boardroom.

Kevin understands what drives organizational excellence and customer loyalty. He knows first-hand how great brands think, feel and act. He is a branding and culture expert with a 30+ year career in franchise development. He spent the last 20 years of his corporate career as part of a leadership team that built a little-known family business into the #1 franchise in their industry with annual revenues exceeding $2 billion dollars. Since 2016, he has traveled the world pursuing a mission to share The HERO Effect® message with as many people and organizations as possible.

The HERO Effect® is a simple philosophy that separates world-class organizations and high-performance people from everybody else. Kevin is passionate about helping people expand their vision, develop their potential, and grow their results. And, as the father of a child with autism he knows firsthand how the principles of true success reach beyond the boardroom and into the lives of real people facing the challenges of everyday life.

As a highly sought-after keynote speaker, Kevin has had the privilege of speaking to a wide variety of organizations including American Express, Delta Airlines, PayPal, ExxonMobil, Nationwide, H&R Block, Sprint, Ernst & Young, Million Dollar Round Table, Merck, Booz Allen Hamilton, and many more.

Kevin is the bestselling author of The Hero Effect® (2017/2019). In his second book, Unleashing Your Hero (Harper Collins Leadership/Nov 2021), Kevin shares how the heroes who transformed his life are people just like you. People who were willing to use their gifts and abilities to serve others at a high level. This book is a guide to help everyday people discover and unleash their hero at work and in life.

Kevin has received numerous honors, including being named one of the ‘Top 10 Keynote Speakers of 2021’ by SpeakInc; one of the ‘Top 41 Motivational Speakers Who Can Energize Any Sales Team’ by Resourceful Selling; among the ‘Top Customer Service Speakers’ by Eagles Talent Speakers Bureau; one of the ‘Best Keynote Speakers of 2019’ by NorthStar Meetings Group; and an elite and in-demand ‘Gold Star Speaker’ by GDA Speakers.

Kevin entertains, inspires, and challenges people to show up every day and make a positive difference at work and in life!

Podcast Disclosure:

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(Replay) Winning Monday

Tue, 10 Jun 2025 03:00:00 -0400

Bio:

2x Bestselling author, The Power of Playing Offense and Better Decisions Faster
Success Magazine Top Speaker that Gets Results
Former NFL & NBA Executive and WHY Coach of the 49ers
Set an all-time Super Bowl revenue record
Took a Jerry Maguire leap from sports, to graduate from career to calling
Advisor to Fortune 500’s, Pro Athletes, and High Growth Founders
Led a $3B leadership development laboratory
Featured in USA Today, ESPN, NBC, Entrepreneur, and Fox Business
Clients range from Zoom, Amazon, Johnson & Johnson, and NASA to the Lakers and Cowboys
Proudest titles: father, husband, son, Trojan, and Wolverine
Bacon lover, just don’t make it too crispy
Got married on the field of Levi’s Stadium (her idea, I swear!)

Podcast Episode Description: Winning Monday

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

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The Day-to-Day of Advisors

Tue, 03 Jun 2025 03:00:00 -0400

Podcast Episode Title: The Day-to-Day of Advisors

Podcast Episode Description: An important thing to consider when deciding to become a financial advisor is what your typical, day-to-day truly looks like. This episode looks back on our conversations with financial advisors about their experiences.

This episode features the following financial professionals:

Brooke Hourigan | Financial Planner
Scott Panza, LUTCF, AIF® | Financial Planner | Financial Services Executive | Investment Advisor Representative
Joe Bogardus, CFP®, ChFC®, AIF®, CCPS® | Financial Planner | Financial Services Executive | Special Care Planner
Brian Ward | Financial Planner | Wealth Management Advisor

00:00 - Intro

00:49 - Brooke Hourigan | Finding a Balance in Your Career

07:26 - Scott Panza | Sticking to Your Path

11:18 - Joe Bogardus | This is Not a 9-5 Job

18:23 - Brian Ward | Approach Every Day with Tenacity

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202805-8669946

Moving the Industry into the Future

Tue, 27 May 2025 03:00:00 -0400

Guest Bio – Bellaria Jimenez, CFP®, MBA | President, General Agent | MassMutual Tri-State

Growing up as an immigrant in New Jersey, I witnessed ﬁrsthand many of the mistakes made by people who didn’t fully grasp the ﬁnancial system in this country. After college, I began my career as an advisor to help people understand why it’s so important to plan ﬁnancially for the future. Now, as Managing Partner and President of a ﬁrm, I coach and educate individuals, businesses and employees on the importance of financial literacy. My hope is to pass along my ﬁnancial knowledge to the next generation and that includes my son.

Working in this industry has empowered me to make my life matter – personally and professionally. I am passionate about helping others succeed in the career. I dedicate time to coaching and mentoring women in the business. The focus on financial literacy for children and college students is my contribution to future generations in educating them on what choices they have when making money decisions and career choices.

Industry involvement in AALU, MDRT, GAMA, FPA are very critical to me. I feel that being committed to my career means understanding and supporting the industry and advocating in areas that will help support our field.

Podcast Episode Description: Moving the Industry into the Future

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202805-8800556

Marketing in Financial Services

Tue, 20 May 2025 03:00:00 -0400

Podcast Episode Title: Marketing in Financial Services

Podcast Episode Description: On the show, Paul often talks about Barnum being a marketing firm that sells financial products and services. Marketing is one of the most important things to learn and utilize in this business if you want to succeed. Barnum has some of the best people and tools to help advisors in the business. This episode features conversations with marketing professionals:

Elizabeth Hiza | Chief Marketing Officer | Barnum Financial Group

Paul Tyler | Head of Enterprise Marketing and Marketing Innovation | Zinnia

Ian Querze | Director of Advisor Marketing | Barnum Financial Group

00:00 - Intro

00:47 - Elizabeth Hiza | The Present and Future of Marketing

Elizabeth Hiza | The Agency: Marketing for Financial Advisors

13:56 - Paul Tyler | FinTech in Our Field

21:45 - Ian Querze | Building Your Marketing Plan

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202804-8678270

Building a Healthy Financial Future

Tue, 13 May 2025 03:00:00 -0400

Podcast Episode Title: Building a Healthy Financial Future

Podcast Episode Description: The landscape of financial planning has changed quite a bit over the years and with it has come a bevy of products and services created to give financial advisors the tools to better serve their clients and assist them towards a healthier, sturdier financial future. This episode features conversations with several financial professionals about some of these products and services, including:

Matthew Teel, CFP®, CLU® | Founder, Managing Principal | Risk and Insurance Associates, LLC
Myles Lambert | Executive Vice President, Chief Distribution and Marketing Officer | Brighthouse Financial
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU® | Vice President, Financial Planning | Barnum Financial Group
Niko Vamvakas, RCIP® | Vice President, Retirement Planning Solutions | Barnum Financial Group

00:00 - Intro

00:50 - Matthew Teel | Life Insurance Strategies

06:53 - Myles Lambert | The Evolution of the Life Insurance Industry

13:41 - Jeremy Hus | The World of Financial Planning

22:41 - Niko Vamvakas | Annuities and the Retirement Planning Space

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202805-8665011

The Journey of an Advisor

Tue, 06 May 2025 03:00:00 -0400

Podcast Episode Title: The Journey of an Advisor

Podcast Episode Description: This episode features conversations with several Barnum Financial Group financial advisors as they each discuss their personal and professional journey as a financial advisor.

This episode features the following financial professionals:

Ben Howarth, CASL®, RICP® | Financial Advisor | Financial Services Executive | Investment Advisor Representative | Special Care Planner

Bryan Rosen, AIF®, CASL® | Financial Planner | Financial Services Executive | Investment Advisor Representative

Jason Bayuk, CFP® | Financial Advisor | Financial Services Executive | Investment Advisor Representative

Norman Leslie, LUTCF, CASL®, ChFC® | Financial Advisor | Financial Services Executive | Investment Advisor Representative

00:00 Intro

00:53 Benjamin Howarth | Being an Advocate for Your Clients

07:07 Bryan Rosen | Hitting the Ground Running

16:10 Jason Bayuk | Striving to Make an Impact

20:38 Norman Leslie | Putting in the Effort Every Day

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

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(Replay) Study of Americans in the Workplace

Tue, 29 Apr 2025 03:00:00 -0400

Guest: Elizabeth Hiza | Chief Marketing Officer | Barnum Financial Group

Bio: Seasoned Operations professional focused on client service and mentorship. Adjunct professor of Career Planning and Professional Success.

As a marketing executive in the dynamic digital marketing space, I use data science and new technologies to develop innovative brand-building strategies. Recognized as a business partner by my colleagues, I work across functions to collaborate and execute these strategies to drive revenue. I listen to feedback to review and refine strategies that adapt to the changing environment. In leading people, I take a coaching approach. As a matter of fact, I became an Associate Certified Coach & Business Coach with International Coaching Federation to enhance my knowledge and skills. Additionally, I provide clear vision and transparent feedback while employing high emotional intelligence which has led to high-performing teams.

I believe in constantly improving my skills and regularly engaging in programs to continue my learning and development. This has been an example to those around me and I encourage others to pursue their own growth through professional development.

I am a member of the National Speakers Association and have delivered Keynote speeches focused on the power of a growth mindset. I was recently recognized as a Woman to Watch by Investment News.

Podcast Episode Description: Study of Americans in the Workplace

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202712-7649016.

(Replay) Stackable Progress

Tue, 22 Apr 2025 03:00:00 -0400

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Bonnie Godsman, CPBC | President, Finseca | CEO, GAMA Global

Theme: Stackable Progress

Bio

In our increasingly complex digital age, a great deal of business comes down to strong relationship building. That’s especially true when you are the former CEO of an international membership association, GAMA International, that made the decision to merge with another organization, AALU, to unify the profession and create Finseca in September 2020.

As the President of Finseca, focused on the United States, and GAMA Global, focused on international business, I am intensely focused on building relationships and helping professionals stay relevant in the rapidly changing world of insurance, investment, and financial services.

I gravitated toward the financial security profession because I got caught up in the one-of-a-kind challenges our industry faces. And I was inspired by the stories we share about how insurance and financial planning helps families, businesses, and communities.

As President of Finseca and GAMA Global, I get so many opportunities to work with and learn from smart, influential people. I’m constantly learning from others, and try to model my own approach to leadership through:

being forward-thinking and unafraid to change what doesn’t work
welcoming challenges and going after the most important objectives, no matter how difficult
building genuine connections with our Finseca and GAMA Global associates and members around the world

In my down time, I like to decompress outside the Beltway by spending time at my farmhouse in Pennsylvania. While I'll always be a political junkie at heart (I especially love presidential history—my dog is named Lincoln), I gain a sense of calm each time I head back home to spend time with family.

Specialties include: strategic leadership | long-range planning | team building | leadership development

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

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Being a Lifelong Learner

Tue, 15 Apr 2025 03:00:00 -0400

Guest Bio – Matthew Saul, CFP®, CPWA®, CLU®, ChFC®, CEPA®, Wealth Management Advisor | Saul Wealth Advisors

For over 15 years, I've been dedicated to transforming financial advisory services for entrepreneurial families. I offer personalized "Personal CFO" solutions that make wealth management and strategic decision-making easier. My practice focuses on helping high-net-worth families manage their wealth, navigate business transitions, and handle global assets with ease.

I hold advanced designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor® (CEPA®). These credentials highlight my deep understanding of holistic financial planning, wealth transfer strategies, and business exit planning.

As a member of the prestigious Family Office Exchange (FOX)*, I collaborate with top consultants and multigenerational families to shape best practices in wealth management. I’m honored to be part of FOX’s Integrated Wealth Advisory Council, an exclusive group of 20 thought leaders from leading advisory firms, law practices, accounting firms, and multi-family offices.

Known for his compassion, intellectual depth, and personalized approach, Matt builds enduring relationships with his clients, empowering them to help protect and grow their wealth while achieving their long-term goals. Beyond his professional life, Matt spends his summers golfing on the North Fork and, as an avid boater, loves being on the water. He is also an active member of the New York Athletic Club (NYAC), where he plays ice hockey. Now living in Miami, FL, Matt enjoys life by the beach and spends his free time on the water, golfing, or playing tennis—when he’s not braving the cold to cheer on the New York Rangers. He holds a bachelor’s degree with honors from Pace University’s Lubin School of Business and regularly shares his insights as a guest speaker on financial topics to students.

*Family office Exchange is not an affiliation with Saul Wealth Advisors or MML Investors services, LLC or its affiliated companies.

Podcast Episode Description: Being a Lifelong Learner

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202804-8473434

Your Mindset is Everything

Tue, 08 Apr 2025 03:00:00 -0400

Guest Bio – Zachary Wojtowicz, Financial Planner | Investment Advisor Representative

As a Quinnipiac University Finance Major, Zack has always been intrigued by how people interact with money and financial markets. Financial services has provided Zack with the ideal platform to help individuals and families better understand their relationship with personal finances. He works in a fiduciary capacity with goal-based, client-centric planning as the focus.

Every client’s story is unique and intimate. With that, Zack believes the only solution is a personalized plan that is tailored to the individual’s needs, wants, and values. Zack places education at the root of his planning practice, believing that “There is no such thing as a bad investment. Investments are simply tools that need to be understood at a fundamental level and used properly”. Zack’s goal is to cultivate strong, long-lasting, collaborative relationships with his clients. He says, “If I had to identify one common theme for those who seek out my guidance, it is that they have come to a realization that they are done sacrificing today for some imaginary tomorrow.”

In 2022, Zach acquired his CFP® Designation after also becoming a Chartered Financial Consultant, (ChFC®) through The American College.

In his free time, Zack enjoys golfing, running, and long hikes with his dog, Bentley. He and his wife Tiffany live in Easton, CT with their son, Colton, and daughter, Isla.

Podcast Episode Description: Your Mindset is Everything

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202803-8458186

Developing Your Consultative Skills

Tue, 01 Apr 2025 03:00:00 -0400

Guest Bio – Dan Smaida

Editor-in-Chief of the AdvisoryEDGE™ Digest | Creator of the AdvisoryEDGE™ method | Author of “The Psychology of Advice”

Dan Smaida has spent this entire century coaching and training financial professionals on consultative skills. He has worked with some of the industry's leading insurance and advisory firms. Smaida speaks at conferences like ACP Connect and Cetera's Growth Summit. His second book "The Psychology of Advice" publishes May 2023. Smaida AdvisoryEDGE™ programs have helped thousands of financial professionals improve skills and results. (www.AdvisoryEDGE.com)

Podcast Episode Description: Developing Your Consultative Skills

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

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(Replay) The Five Pillars of Financial Success

Tue, 25 Mar 2025 03:00:00 -0400

(This week's episode is a replay of Paul's conversation with Joe Jordan back in 2023. Original air-date: September 12, 2023)

Today's Guest: Joe Jordan

My guest is Joe Jordan, an inspirational speaker, behavioral finance expert and a thought leader in our industry. He's also the author of the award-winning book, Living a Life of Significance. In this book, Joe breaks down his five pillars of financial success and that's what we're going to talk about today.

Bio: https://joejordan.com/about-joe-jordan

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

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(Replay) What Traits Make Up a Successful Advisor

Tue, 18 Mar 2025 03:00:00 -0400

Today's Guest: Joe LoPresti

Joe has helped Barnum create a collaborative culture that nurtures leaders and empowers outstanding performance. He mentors countless financial professionals, members of Barnum’s leadership team and staff to help achieve their personal and professional goals. Today we’re going to discuss what traits can make up a successful financial advisor.

Bio: Executive Vice President | Barnum Financial Group - My hands-on, open-door approach at Barnum has helped create a collaborative culture that nurtures leaders and empowers outstanding performance. I’m extremely gratified to have instilled in this firm a “can do” culture of stretch goals and accountability. This has translated double-digit recruiting growth for over a decade as well as stamped Barnum with the distinguished “Best Place to Work in CT” award four times.

I love my career at Barnum because I thrive on my interactions with people- and this is a people business. While at MetLife, I was a record-breaking, seven-time recipient of MetLife’s #1 Managing Sales Director Award. I value being the person others call when they need support, motivation, and advice. Whether it’s coaching my leadership team, top advisors, or staff, I continue to help them realize their personal and professional objectives. This has contributed to Barnum’s collective commitment to excellence and made us the visionary firm we continue to be today while helping our clients lead more fulfilling lives through financial education and literacy.

Outside the office, my passion for people extends to young people as well. I have long coached youth basketball and softball, enabling me to spend meaningful time with my kids and instill in other children important life lessons in teamwork, integrity, and dedication.

I want my legacy to be that I truly loved and cared about people while being their biggest advocate to push forward to be the individual they aspire to be and attain the goals they have set out to accomplish.

Podcast Disclosure:

CRN202605-4458769

Focus on Your Personal Growth

Tue, 11 Mar 2025 03:00:00 -0400

Focus on Your Personal Growth

This week on the show, we’re talking with two bright, young advisors in the midst of their professional journeys with Barnum Financial Group. Daniel Hoffman and Nicholas Quagliani share their current experiences as financial advisors, giving you a glimpse of what young advisors experience in today’s financial professional world.

Guest Bio – Nicholas Quagliani

Financial Advisor | Investment Advisor Representative

As an Investment Advisor Representative, Nick acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

Guest Bio – Daniel Hoffman

Financial Advisor | Investment Advisor Representative

As an Investment Advisor Representative, Daniel acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202802-8252656

The Future is Now

Tue, 04 Mar 2025 03:00:00 -0400

Podcast Episode Title: The Future is Now

Podcast Episode Description: This episode features conversations Paul has had surrounding the future of our industry and how advisors can leverage the many digital platforms available.

Paul talks with Barnum’s CTO Stefano Martini about how advisors can evolve to become digital, the future of FinTech in our field with Paul Tyler, Head of Enterprise Marketing and Marketing Innovation with Zinnia, how Barnum is solving the data needs of our advisors with Barnum’s Director of Business Intelligence Marwan Khoury and the CEO of WealthFeed, Sam Kendree, about how to identify money-in-motion prospects.

0:00 Intro

0:40 Stefano Martini, How Advisors Can Evolve To Become Digital

11:50 Paul Tyler, The Future of FinTech

19:09 Marwan Khoury, Solving the Data Needs of Advisors

25:44 Sam Kendree, Identifying Money-in-Motion Prospects

30:10 Outro

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202802-8213009

Achieving Sustained Success

Tue, 25 Feb 2025 03:00:00 -0400

Podcast Episode Description: Achieving Sustained Success

Podcast Description: Throughout the show, Paul interviewed a lot of great financial professionals who have shared their incredible journeys. He talked with some financial professionals about their struggles and the lessons they’ve learned to become some of the top leaders in this industry.

This week, we’re revisiting Paul’s conversations with the leadership of one of Barnum’s top performing teams. You’re going to hear from Managing Partner Jim Ian, Senior Partner Matt Paulsen, and Partner Franco Piscitelli of the Barnum Capital Management Team as they share their success in the industry and the importance of having a long-term vision.

Enjoy! And thank you for listening to Small Steps, Big Wins.

00:00 Intro

00:48 The Challenges of Getting Started

01:04 Franco Piscitelli

06:44 Jim Ian

07:57 Matt Paulsen

12:19 Jim Ian

15:38 Putting the Team Together and the Benefits of Teaming

15:58 Franco Piscitelli

23:28 Matt Paulsen

26:17 Jim Ian

29:20 The Importance of Personal Growth

29:48 Franco Piscitelli

32:58 Jim Ian

35:20 Matt Paulsen

38:00 Outro

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202802-8163235

Let's Get Motivated!

Tue, 18 Feb 2025 03:00:00 -0400

Podcast Episode Title: Let’s Get Motivated!

Podcast Episode Description: Along with the many great financial professionals Paul has on the show, he’s also had the pleasure to sit down with some fantastic inspirational leaders. On this week’s episode, you’re going to hear clips from these motivational speakers.

Learn how to raise your game with Alan Stein Jr., the hero effect with Kevin Brown and learning how greatness grows in the shadows with Justin Forsett. Alex Weber discusses how to be the unstoppable you and Ben Newman highlights how to achieve continual peak performance in your life.

00:50 Alan Stein Jr. - How to Raise Your Game

06:20 Kevin Brown – The Hero Effect

12:18 Justin Forsett – Greatness Grows Best in the Shadows

18:37 Alex Weber – Being the Unstoppable You

23:58 Ben Newman – Achieving Continual Peak Performance

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202802-8063740

Life Lessons with the SKG Team

Tue, 11 Feb 2025 03:00:00 -0400

Podcast Episode Description: Life Lessons with the SKG Team

Podcast Description: Paul has featured a wide array of great guests on the show and many of those guests have been advisors who have shared their incredible journeys.

This episode revisits conversations with one of the top teams within Barnum Financial Group, The SKG Team — Ben Soccodato, Chris Kampitsis, and Anthony Maiuolo. We hope you find value in their personal stories and inspiration to help you on your own financial professional journey.

00:50 Ben Soccodato – Changing your Mindset

14:00 Chris Kampitsis – How Do You Get in Front of Clients

17:42 Anthony Maiuolo – A Day in the Life

20:15 Chris Kampitsis – Three Career Turning Points

26:53 Anthony Maiuolo – Transitioning to a Financial Planner

28:28 Ben Soccodato – Breaking Through the Ceiling of Complexity

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

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(Replay) The Original Referral Coach

Tue, 04 Feb 2025 03:00:00 -0400

Guest: Bill Cates, Consultant | Coach | Speaker| Podcaster | Author

Podcast Episode Description: The Original Referral Coach

Bio: If you're a financial professional, you're probably looking for more Right-Fit Clients - clients who are a pleasure to work with and who appreciate you for all the right reasons. Are you finding it challenging to reach these people? Are you maximizing the referral/introductions process? Are you communicating just the right message to get them interested?

If you're a leader/manager, you probably want to find the right tools to provide to your advisors/reps/consultants to help them win more new business. And you may be working hard to attract more candidates into your firm. Do you have a referral system in place for this? Is your messaging as effective as possible?

We help our clients:

🔹 Create more effective messaging to attract the right clients and move them to action

🔹 Get more referrals without begging or pushing

🔹 Turn your referrals into personal introductions

🔹 Set more appointments that stick

🔹 Convert prospects into clients at a higher rate

Hall of Fame Speaker, author of "Get More Referrals Now!" "Beyond Referrals" and "Radical Relevance" and The Cates System for Exponential Growth (tm).

◾ Website: www.ReferralCoach.com

◾ Books: amazon.com/author/billcates

◾ Coaching: www.CoachCates.com

◾ YouTube: https://www.youtube.com/user/ReferralCoach

◾ Facebook: https://www.facebook.com/ReferralCoach

◾ Twitter: @Bill_Cates

◾ Blog: www.ReferralCoach.com/blog

◾ E-mail: BillCates@ReferralCoach.com

◾ Phone: 301.497.2200

❗ REMEMBER ❗ BILLion begins with BILL

Specialties: Live seminars, Video based training, Webinars, Coaching

Podcast Disclosure:

CRN202702-5852555

Creating Opportunities for Advisors

Tue, 28 Jan 2025 03:00:00 -0400

Guest: Scott Grove | Managing Partner | Capstone Financial and Insurance Services LLC

Bio: Scott leads an advanced planning team and is a joint work specialist who provides consulting on advanced planning matters across the country. Scott’s strengths are delivering solutions to maximize efficient tax and estate planning strategies along with the accumulation and transfer of wealth. He and his team provide proprietary insurance based solutions and are the premier independent corporate trustee advisory practice in the life insurance industry as measured by assets under management of trust accounts and the total number of families served.

Scott’s clients include but are not limited to affluent families, closely held business owners, executives, professional athletes and entertainers.

Scott’s industry achievements include being a perennial Management Council qualifier and being recognized as a “Who’s Who under 40”. He is a member of AALU and various estate planning councils around the county.

Scott enjoys working out, running, reading industry related books, watching movies and spending time with his wife Tracy and daughter Ella.

Podcast Episode Description: Creating Opportunities for Advisors

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

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Getting in Front of Clients Every Single Day

Tue, 21 Jan 2025 03:00:00 -0400

Guest: Grant Piller, CFP®, LUCTF | Financial Planner | Owner, Piller Financial Group

Bio: Grant is a Financial Planner and a Financial Services Representative with Piller Financial Group where he offers financial planning services, insurance, and investment solutions to help his clients achieve their financial goals. He specializes in wealth accumulation and preservation strategies for his clientele of individuals, business owners, retirees, and non-profits.

Grant is a multi-year recipient of the Five Star Wealth Manager Award for Best in Client Satisfaction, recognized in the Minneapolis St. Paul Magazine and Twin Cities Business publications. This recognition is the result of an extensive survey process of high-net-worth individuals and leaders of financial service industry companies. Grant is among just 7% of the wealth managers in the Twin Cities area to receive this award.*

Grant’s personal time is largely dominated by his children’s sports and activities, which he loves to watch. He is passionate about travel and enjoys exploring new destinations with his wife Caitlin, daughters Caroline & Clare, and sons John & James.

Grant holds the designation of Certified Financial Planner and earned degrees in Business from the University of Nebraska, Lincoln.

* The FIVE STAR Wealth Manager Award is granted by Five Star Professional, an independent marketing firm. This award is not indicative of future performance and is based on nominations by industry professionals in a given market area and objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets.

Podcast Episode Description: Getting in Front of Clients Every Single Day

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202801-7903915

The Evolution of the Advisor

Tue, 14 Jan 2025 03:00:00 -0400

Guest: Duncan MacPherson | Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals

Bio: Duncan MacPherson, driven by a deep passion for unlocking potential, steers Pareto Systems in his role as CEO. Together with financial professionals and visionary firms, he is committed to designing businesses that achieve both profitability and purpose. Duncan, alongside his team, leverages the unique 'The Blue Square Method'-a methodology inspired by best practices-to guide professionals toward discovering their 'Blue Square.' This represents the ideal state where their business activities are in perfect harmony with their passion and purpose.

Podcast Episode Description: The Evolution of the Advisor

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

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Winning Monday

Tue, 07 Jan 2025 03:00:00 -0400

Bio:

2x Bestselling author, The Power of Playing Offense and Better Decisions Faster
Success Magazine Top Speaker that Gets Results
Former NFL & NBA Executive and WHY Coach of the 49ers
Set an all-time Super Bowl revenue record
Took a Jerry Maguire leap from sports, to graduate from career to calling
Advisor to Fortune 500’s, Pro Athletes, and High Growth Founders
Led a $3B leadership development laboratory
Featured in USA Today, ESPN, NBC, Entrepreneur, and Fox Business
Clients range from Zoom, Amazon, Johnson & Johnson, and NASA to the Lakers and Cowboys
Proudest titles: father, husband, son, Trojan, and Wolverine
Bacon lover, just don’t make it too crispy
Got married on the field of Levi’s Stadium (her idea, I swear!)

Podcast Episode Description: Winning Monday

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

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(Replay) Solving the Data Needs of Advisors

Tue, 31 Dec 2024 03:00:00 -0400

Guest: Marwan Khoury | Director of Business Intelligence | Barnum Financial Group

Bio: As the director of software development at Barnum Financial Group, I help implement software solutions that increase productivity, strengthen relationships and build engagement opportunities for our advisors and infrastructure. With over 10 years of technology driven experience, I manage Barnum’s Salesforce organization and in-house .Net applications developed using C# and TSQL. I collaborate daily with over 450 users, over 8 departments to ensure that innovative data is at the forefront of our client centric business model.

I use big data to uncover opportunity and unleash our Firm’s potential, a job that becomes more challenging, exciting and rewarding every day.

Podcast Episode Description: Solving the Data Needs of Advisors

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202709-6948498

(Replay) Finding the Win-Win Opportunity

Tue, 24 Dec 2024 03:00:00 -0400

Guest: Dan Flynn | Chief Revenue Officer | Barnum Financial Group

Podcast Episode Description: Finding the Win-Win Opportunity

Bio: Listen to you. Learn about you. Deliver advice and solutions that help you achieve the future you want. Put your best interests first. This is part of the Barnum Promise and it’s meant for our clients. It’s also how I describe my approach to building relationships in our business. As Chief Revenue Officer for the Barnum Financial Group I’m continually looking for opportunities to expand relationships and align Barnum resources to drive growth.

Our mission at Barnum is to enrich to as many lives as possible. Barnum is about people, from our clients to advisors to members of our support team. We consistently promote a growth mindset which leads to a winning and family-like culture.

This industry is fast-changing, and part of Barnum’s success is having the ability to be nimble and recognize opportunities for growth with innovation, leveraging emerging technology, and more importantly, investing in our people. The future is bright here at Barnum.

Podcast Disclosure:

CRN202609-5145380

Becoming Elite Communicators

Tue, 17 Dec 2024 03:00:00 -0400

Guest: Christopher Brady | Regional Vice-President | Pacific Life

About Pacific Life: Pacific Life provides a variety of products and services designed to help individuals and businesses in the retail, institutional, workforce benefits, and reinsurance markets achieve financial security. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative life insurance and annuity solutions, as well as mutual funds, that provide value and financial security for current and future generations. Supporting our policyholders for nearly 160 years, Pacific Life is a Fortune 500 company headquartered in Newport Beach, California. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

Podcast Episode Description: Becoming Elite Communicators

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202712-7739032

Study of Americans in the Workplace

Tue, 10 Dec 2024 03:00:00 -0400

Guest: Elizabeth Hiza | Chief Marketing Officer | Barnum Financial Group

Bio

Seasoned Operations professional focused on client service and mentorship. Adjunct professor of Career Planning and Professional Success.

I am a member of the National Speakers Association and have delivered Keynote speeches focused on the power of a growth mindset. I was recently recognized as a Woman to Watch by Investment News.

Podcast Episode Description: Study of Americans in the Workplace

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202712-7649016.

Becoming an Elite Advisor

Tue, 03 Dec 2024 03:00:00 -0400

Guest: Sten Morgan, CFP®, ChFC®| CERTIFIED FINANCIAL PLANNER™ |Founder, Elite Advisor Network | Author

Bio

Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning by age 25 and was named a “40 under 40” advisor by Investment News at age 30.

Sten’s creative and proactive approach to financial planning and consulting is disrupting the financial advice space. In addition, he helps other advisors become more fulfilled and successful in their work. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age.

In addition to his passion for financial planning, Sten enjoys giving back to his community. He was a founding board member of Tucker's House, a 501 (c)(3) non-profit organization that partners with the families of children with disabilities to evaluate and retrofit their homes so they can be safe and accessible.

A Certified Financial Planner and a Chartered Financial Consultant, Sten graduated with a Bachelor of Science in finance and economics from Linfield College in McMinnville, Oregon.

Podcast Episode Description: Becoming an Elite Advisor

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

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The Power of S.M.A.R.T. Goals

Tue, 26 Nov 2024 03:00:00 -0400

Guest: Jennee Blanco, CFP®, RICP® | CERTIFIED FINANCIAL PLANNER™ Professional | Registered Representative | Investment Advisor Representative

Bio

After graduating from Elon University with a degree in Finance, Jennee began her role as a financial advisor with Barnum Financial Group. In 2020, she joined the Barnum Financial Group SKG Team, a team consisting of eight advisors and fifteen support members. With a large support team, she guarantees an efficient, comprehensive client experience. Jennee works effortlessly to provide people with the knowledge and information they need to make informed financial decisions with confidence.

Podcast Episode Description: The Power of S.M.A.R.T. Goals

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202711-7575476

Having a Long-Term Vision

Tue, 19 Nov 2024 03:00:00 -0400

Guest: Franco Piscitelli, ChFC, CFP®, AIF® | Partner | Wealth Management Advisor | Barnum Capital Management

Bio: Since joining Barnum in 2005, Franco has been helping his clients plan for retirement with asset allocation strategies and various risk assessment tools. One of his specialties is protection planning for families and small businesses. Along with his partners, Franco educates thousands of employees every year in some of the biggest companies all over the country on financial literacy and planning.

Outside of the office, Franco enjoys coaching his son’s travel soccer team. He currently lives in Killingworth with his wife, Elysia, son, Marcello, and their 2 dogs.

Podcast Episode Description: Having a Long-Term Vision

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

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The Gap Between Demand and Supply of Financial Advice

Tue, 12 Nov 2024 03:00:00 -0400

Guest: Paul LaPiana, CFP® | Head of MassMutual Brand, Product & Affiliated Distribution

Bio

I am proud to be the head of MassMutual Brand, Product & Affiliated Distribution, which includes our network of affiliated financial professionals, portfolio of wealth management and protection products and solutions as well as brand and marketing strategy.

Podcast Episode Description: The Gap Between Demand and Supply of Financial Advice

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202710-7453694

Discipline, Consistency, and Hard Work

Tue, 05 Nov 2024 03:00:00 -0400

Guest: Daniela Gerhard, ACC, CELC, CPC | Director, Training & Business Development | Barnum Financial Group

Bio

I am a mentor, coach, and resource to over 300 financial professionals and their supporting members. Being in the industry since 2005, guiding our financial professionals and teams to explore their unlimited potential is my driving force and am able to accomplish this through group and individual coaching. I am a Certified Professional Coach and have earned the ACC certification through the International Coaching Federation (ICF). I organize and deliver relevant and timely training and development programs to optimize performance. With experience in both infrastructure and advisory roles it’s become one of my greatest passions to guide our teams on building and sustaining a premier practice, increasing happiness and wellbeing, performance, and enriching client experiences.

When I was younger, my parents showed me the value of a growth mindset. They built a successful business where they taught me early on about the importance of effort and determination. Their example helped me set standards for the work I do. I enjoy traveling, cooking, and spending quality time with family and friends. I have a loving husband Eric, two inspiring daughters Gabriela and Giada, and a playful dog Frankee. I became a Certified Professional Coach through World Coach Institute. To further my credentials and to uphold a high level of coaching standards, I aligned and am a current member of ICF, International Coaching Federation. I earned my Bachelor of Science degree in Finance from Quinnipiac University and a Master of Arts in Leadership from Albertus Magnus College.

Podcast Episode Description: Discipline, Consistency, and Hard Work

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202711-7453454

How Many People Can We Help

Tue, 29 Oct 2024 03:00:00 -0400

Guest: Ahmed Sourour, CPWA®, AIF®, RCIP® | Wealth Management Advisor | Reddington Sourour Advisory Group

Bio: We make the complex-simple.

We partner with families, executives, and business owners to develop long-term wealth and investment management strategies. We help our clients pursue their wealth management goals through careful advice, astute investment management and access to our firms’ resources. We have the knowledge and experience to help meet our client’s priorities and goals. My personal goal is to become a lifetime resource for each and every client.

We take a comprehensive approach with our clients and develop strategic wealth planning strategies. Personalized attentive service is the professional approach that we extend to all of our clients.

We believe in understanding every client’s individual situation before making any recommendations to them, as well as, keeping our clients abreast of today’s market conditions by informing them of the latest financial and insurance information.

By building long-term relationships and providing personal council, we can develop the strategies that help assure our clients’ financial security.

Specialties: Investment management, Retirement Strategies, Risk management, Business Succession, Estate Planning, Executive Benefit Strategies.

Podcast Episode Description: How Many People Can We Help

Follow Paul on Instagram: @paul.f.blanco

MetLife Disclosure:

PlanSmart is a product of MetLife Consumer Services, Inc. (MCS). MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.

Any content information provided as part of the PlanSmart program is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendation or advice.

Third-party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. MMLIS is not affiliated with MCS or any of its affiliates.

Podcast Disclosure:

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202710-7430029

Tricks of the Trade

Tue, 22 Oct 2024 03:00:00 -0400

Guest: Michael Leonard | Financial Planner | Financial Advisor | Barnum Financial Group

Bio

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I am licensed to sell insurance and securities products in SC

Retirement Strategies
Group Benefits
Personal Insurance
Business Succession
Asset Allocation Strategies
Estate Conservation Strategies
Executive Benefit Strategies

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies. I am a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Branch Office: 40 Calhoun Street, Suite 310, Charleston, SC 29401.

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Podcast Episode Description: Tricks of the Trade

Follow Paul on Instagram: @paul.f.blanco

MetLife Disclosure:

Podcast Disclosure:

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202709-7300615

A Love For Helping Others

Tue, 15 Oct 2024 03:00:00 -0400

Guest: Scott Sokolowski | Senior Vice-President | Barnum Financial Group

Bio: Scott Sokolowski is an industry leading Talent Acquisition expert focusing on identifying, recruiting, and transitioning experienced Financial Advisors, Wealth Managers and Insurance Agents. Scott has over 20 years of experience in this specialized field. He founded one of the top national recruiting firms in the country.

Podcast Episode Description: A Love For Helping Others

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202709-7192152

Life Experience Shapes Your Career

Tue, 08 Oct 2024 03:00:00 -0400

Guest: Scott Martin, CFP®, CIMA®, ChFC®, CLU® | Financial Planner | Barnum Financial Group

Bio

When Scott was in grade school, his dad Roger would bring him to seminars that he taught on commercial real estate and taxes. He once introduced Scott as his “favorite tax deduction” (don’t tell Scott’s three older sisters). Scott inherited that love of learning and teaching, and a passion for helping people save on taxes.

Scott is one of only 70 instructors in the country selected to present the MetLife Retirewise financial education and wellness program. He presents seminars on retirement income planning, investment strategies, tax planning, and estate planning. He has earned the professional designations of CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management Analyst®, Chartered Financial Consultant®, and Chartered Life Underwriter®. He enjoys keeping his knowledge current and expanding it with continuing education and additional certifications.

One of Scott’s greatest skills is his ability to actively listen and deliver individualized client-centric solutions. Clients see their specific financial plan and cash flow in one place and watch how various changes help them reach their goals faster. Clients sometimes begin their first meeting with Scott feeling uncertain and worried about the future. Watching them become confident and knowledgeable fuels Scott’s passion for his work.

This work often involves resolving complex financial scenarios that can accompany owning properties in different states, running or selling a business, and participating in multi-generational planning. Through his understanding of these complexities, Scott delivers not just a plan, but a strategy to maximize and retain his clients’ wealth.

Scott is atypical because of his background. Prior to becoming a financial planner, he worked first in the banking and loan industry, then in the insurance industry, and finally as a real estate economist. He also owned a tax planning business for five years. He has deep comprehension in each of these areas and applies his knowledge with his financial planning experience.

Scott earned a Bachelor of Arts degree in business economics from the University of California, Santa Barbara. In his down time, he enjoys playing Scrabble with his wife Alisa and skiing (water and snow), mountain biking, and hiking. His family (and their Portuguese Water Dog, Mochi) split their time between Seattle, Santa Barbara, and Cave Creek, Arizona.

Podcast Episode Description: Life Experience Shapes Your Career

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202709-7192259

Stackable Progress

Tue, 01 Oct 2024 03:00:00 -0400

Guest: Bonnie Godsman, CPBC | President, Finseca | CEO, GAMA Global

Theme: Stackable Progress

Bio

being forward-thinking and unafraid to change what doesn’t work
welcoming challenges and going after the most important objectives, no matter how difficult
building genuine connections with our Finseca and GAMA Global associates and members around the world

Specialties include: strategic leadership | long-range planning | team building | leadership development

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202709-7121068

Persistent and Consistent

Tue, 24 Sep 2024 03:00:00 -0400

Guest: Kenneth DiCairano, CFP®, CPA, CASL, MBA | Financial Services Executive, CERTIFIED FINANCIAL PLANNER™ | Barnum Financial Group

Theme: Persistent and Consistent

Bio

A life-long resident of New York, Ken enjoys travel and golf. He is an avid runner and has participated several times in the New York City Marathon.

Ken transitioned from his early career as a CPA to offering financial advisory services through Ameriprise Financial for 10 years. He then joined MetLife as part of Barnum Financial Group over a decade ago, focusing his practice on wealth planning, investment management, and financial literacy. Today, Ken is part of Barnum Premier Client Group where he continues his commitment to helping clients achieve financial security and peace of mind.

At Barnum Premier Client Group, Ken is supported by a network of internal consultants that are experienced and trained in individual and business planning strategies. They use advanced analytical tools and provide comprehensive case consultations that help deliver sophisticated strategies and timely ideas.

Ken is a Certified Financial Planner™ professional, the recognized standard of excellence for competent and ethical personal financial planning. He also holds Chartered Advisor for Senior Living® designation, which prepares financial advisors to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. He shares his knowledge and insights as a senior presenter of PlanSmart®, a financial education program he offers through a relationship with MetLife. To date, he has led sessions and facilitated discussions that have helped educate employees at companies across the greater New York area on the subject of retirement and financial planning.

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202709-7121382

Be Comfortable with Failure

Tue, 17 Sep 2024 03:00:00 -0400

Guest: Judah Piano, CFP® | CERTIFIED FINANCIAL PLANNER™ | Barnum Financial Group

Theme: Be Comfortable with Failure

Bio

Growing up, Judah had the motto “ask every question, question every answer”. Although that made parenting difficult at times, it created the foundation for his love to investigate, analyze, and communicate his discoveries. He also had a thirst for education which continued through college where he applied his communication skills to translate complex concepts (like finance) into simple yet functional steps for his colleagues to understand. Once Judah realized he could build a career around this same process, it was destiny.

Empowering others to focus on what brings them joy and prosperity is Judah’s primary goal. Finances are often a stressful topic that many people avoid, and he understands the trust it takes for clients to share personal details about their lives. To help create enjoyable conversations that are also productive, he brings a refreshing sense of levity and humor whenever possible.

Judah believes that every dollar should have a purpose and does not use a “cookie cutter” approach to financial planning. As a client, you will feel his team’s passion for their work and a dedication to act in their clients’ best interest.

Many of Judah’s professional relationships start during transition periods, such as:

Job changes
Family planning
Real estate transactions
Income planning for retirement
Tax consequences of a business sale/purchase
Inheritance and estate planning

Judah graduated from Western Washington University with degrees in finance, economics, and international business. Since he began his career in 2012, Judah has proudly earned the CERTIFIED FINANCIAL PLANNER™ professional designation and been nationally recognized for his leadership and client impact.

Judah is a Seattle native, currently residing in the Queen Anne neighborhood with his wife, Katie, and their Golden Retriever, Hendrix. He is tirelessly energetic and enjoys running, cooking, and playing tennis. In the winter months, they escape to California and split their time between La Quinta and Santa Barbara.

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202709-7120942

Discover What Motivates Your Clients

Tue, 10 Sep 2024 03:00:00 -0400

Guest: Justin Williamson, CFP®, ChFC® | Financial Planner | Investment Advisor Representative | Barnum Financial Group

Bio

Earned the CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
Earned designation for Chartered Financial Consultant (ChFC®)
Licensed to offer Securities Products
Licensed to offer Life, Health, Property, and Casualty Insurance
Former MetLife Leaders Conference Qualifier 2008, 2011, and 2014
Former MetLife Presidents Conference Qualifier 2016
Former MetLife Chairman of Group Advisory Counsel from 2014-2016
MassMutual Leaders Conference Qualifier 2018, 2019, 2020, 2022, 2023
5 Star Wealth Manager Award Recipient (2018-2024)*
Graduated Montclair State University with a Bachelor of Arts in Business
Community activities include sponsorship with Morristown Soup Kitchen & Outreach Center and March of Dimes
Hobbies include traveling, cooking, and sports

Podcast Episode Description: Discover What Motivates Your Clients

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202709-7075793

Keep Winning the Day

Tue, 03 Sep 2024 03:00:00 -0400

Guest: Arthur Gallant, CFP®, ChFC® | CERTIFIED FINANCIAL PLANNER™ professional | Financial Services Executive | Financial Advisor | Barnum Financial Group

Bio: Arthur R. Gallant graduated with his bachelor's in 2005 from Southern Connecticut State University in New Haven, Connecticut. Post-graduation, Art wanted to pursue a career in financial services because he enjoys fast-paced work environments, problem-solving, and helping other people- especially when it comes to their goals in life. Art began his career in finance in 2007 with the Barnum Financial Group. Since then, he has expanded his credentials by obtaining the Certified Financial Planner as well as Chartered Financial Consultant designations from the American College of Financial Services.

At Barnum, Art assists clients and their families and teaches financial workshops. As a financial planner, his methodology is to first coach his clients. When he coaches, Art is helping clients form a fundamental understanding of the intricate workings of their finances. As Art establishes a rapport with clients, he transitions from a coach to a teammate that supports them along the way to achieving their goals. Relationship building is a key part of Art’s job. With many of his clients, he is friendly and familiar, knowing about their families and friends. This relationship drives Art to work hard and provide exceptional service by listening to their wants and providing solutions.

Podcast Episode Description: Keep Winning the Day

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202709-7044036

Getting Better Every Single Day

Tue, 27 Aug 2024 03:00:00 -0400

Guest: Edward Alferoff, CFP®, RICP®, ChFC®, WMCP® | Co-Founder | Partner | Vital Planning Group

Bio: Edward Alferoff, CFP® is a Senior Partner of Vital Planning Group (VPG). With over 10 years of experience in the business, Edward is dedicated to helping individuals clarify their wealth accumulation and risk management goals as he helps them develop an effective plan. He is always available and willing to aid in implementing and reviewing that plan. As a valued member of the VPG team, Edward serves a diverse group of medical professionals, business owners and highly compensated, self-employed individuals throughout many states. Edward’s clients include medical residents and fellows, private practice and hospital-based attending physicians, locum tenens physicians, realtors, and professional consultants.

Edward has achieved the designation of CERTIFIED FINANCIAL PLANNER™ professional. Additionally, he holds multiple industry Series registrations and various insurance licenses and is a multiple qualifier for the Million Dollar Round Table, one of the financial services industry’s top distinctions.

Edward received his Master of Science in Communications Degree from Brooklyn College. Outside of his normal business activities, Edward works closely with medical and health related non-profit organizations, associations, educational institutions and hospitals to host workshops and seminars that educate medical professionals on financial literacy and financial planning.

Edward and his family currently reside in Weehawken, NJ.

Podcast Episode Description: Getting Better Every Single Day

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202709-7044087

Success Starts with Consistency

Tue, 20 Aug 2024 03:00:00 -0400

Guest: Matthew Barrett | Financial Advisor | Financial Services Executive | Investment Advisor Representative | Barnum Financial Group

Bio: Through my practice, I offer a full range of services for individuals and families including retirement planning, investment management, estate conservation strategies and asset protection strategies. I have been with Barnum Financial Group for 22 years and consider myself a life-long learner with a strong commitment to continuing my education on the most up-to-date knowledge required to help you navigate today’s complicated financial landscape.

I've gained a number of important industry designations throughout my career including the CERTIFIED FINANCIAL PLANNER™ certificate, Chartered Financial Consultant® designation, Chartered Life Underwriter® designation, and Chartered Advisor for Senior Living® designation. A strong work ethic and commitment to my clients have helped me earn a number of awards and recognitions in my tenure.

I'm a graduate of the University of Connecticut, a resident of Fairfield, Connecticut and a very proud father of my two children, Madelyn and Carter. In my spare time, I'm an avid runner and have run several marathons. My favorite of which is the NYC marathon that I run in as a guide to my friend Joe who has autism.

Podcast Episode Description: Success Starts with Consistency

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202709-7035671

Consistent Growth in All Aspects of Life

Tue, 13 Aug 2024 03:00:00 -0400

Guest: Jeffrey Rice | Financial Planner | Financial Services Executive | Wealth Management Advisor| Barnum Financial Group

Bio: I am a Financial Planner, Financial Services Executive, and Wealth Management Advisor at Barnum Financial Group with more than twelve years in the financial services industry helping clients achieve their personal and financial goals. Focusing on asset management and retirement income strategies, I joined Barnum so I can offer my clients the widest array of financial products combined with first class customer service.

Backed by the extensive resources at Barnum, I am able to provide my clients with the solutions they need in order to meet their goals. My mission is to guide my clients to financial independence while providing them with the personal attention they deserve. My ultimate goal is to help make my client’s financial future more secure. The leader of a dedicated team of financial services representatives, I take a team approach when working with our clients. I am a Platinum Conference qualifier which recognizes the firm’s top achievers for their work on behalf of their clients.

Podcast Episode Description: Consistent Growth in All Aspects of Life

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202708-6995836

Solving the Data Needs of Advisors

Tue, 06 Aug 2024 03:00:00 -0400

Guest: Marwan Khoury | Director of Business Intelligence | Barnum Financial Group

Bio: As the director of software development at Barnum Financial Group, I help implement software solutions that increase productivity, strengthen relationships and build engagement opportunities for our advisors and infrastructure. With over 10 years of technology driven experience, I manage Barnum’s Salesforce organization and in-house .Net applications developed using C# and TSQL. I collaborate daily with over 450 users, over 8 departments to ensure that innovative data is at the forefront of our client centric business model.

I use big data to uncover opportunity and unleash our Firm’s potential, a job that becomes more challenging, exciting and rewarding every day.

Podcast Episode Description: Solving the Data Needs of Advisors

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202709-6948498

Special Announcement - From Paul Blanco

Tue, 16 Jul 2024 03:00:00 -0400

Thank you to all our Small Steps, Big Wins listeners. We're taking a three-week break, but we'll be ready to go the first week of August 2024! Until then, catch up on some episodes you might've missed.

Podcast Episode Description: Hiatus Message from Paul Blanco

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

Learn From Your Peers

Tue, 09 Jul 2024 03:00:00 -0400

Guest: Vincent Cucuzza, CFP®, CAP®, ChFC® | Certified Financial Planner | Author | Barnum Financial Group

Bio: I have built my wealth management practice on a foundation of holistic financial planning. A Certified Financial Planner™ professional, I have over a decade of experience helping individuals, families and business owners protect, preserve and grow their wealth.

A cornerstone of my practice is my commitment to financial literacy and lifelong learning. Believing that knowledge gives people the power to make important financial decisions with confidence, I teach consumer-oriented financial planning courses to Physicians across the greater New York metropolitan area, and throughout the country via webinars. I am also an author/contributor for PhysicianFinancialStrategies.com, MedicalEconomics.com, PhysiciansPractice.com and CT Society of CPAs.

A key focus of my practice is helping Physicians build wealth and live their best life. I do this by integrating core financial strategies and life coaching with sophisticated legal and tax planning. My experience as trusted advisor on a family office team provides me with unique insights and perspective, to give Physicians an edge that ultra-high-net-worth families have had for 300+ years.

Podcast Episode Description: Learn From Your Peers

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202707-6795247

Approach Every Day with Tenacity

Tue, 02 Jul 2024 03:00:00 -0400

Guest: Brian Ward | Financial Planner | Wealth Management Advisor | Barnum Financial Group

Bio: Prior to joining Barnum, Brian worked at Bear Stearns/JP Morgan and Northwestern Mutual. He has a degree in finance from the University of Rhode Island. Brian and his wife Nancy live in Middlebury, Connecticut with their children Asher and Violet.

Podcast Episode Description: Approach Every Day with Tenacity

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202709-6757103

WealthFeed - Identifying Money-in-Motion Prospects

Tue, 25 Jun 2024 03:00:00 -0400

Guest: Sam Kendree | President & Co-Founder - WealthFeed | CEO & Co-Founder - Catalyze AI | Advisory Board Member & West Coast GM - Chicago Partners Wealth Advisors

Podcast Episode Description: WealthFeed - Identifying Money-in-Motion Prospects

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

CRN202706-6682363

Having a Positive Impact on the Industry

Tue, 18 Jun 2024 03:00:00 -0400

Guest: Dan Allison | Managing Partner | Brokers Clearing House

Podcast Episode Description: Having a Positive Impact on the Industry

Bio: When most financial advisors and RIAs are being honest, there are two big gaps in their current business. First, they struggle to get their clients to refer as much new business as they would like. Most advisors don’t want to use cheesy one liners and harm relationships but know that doing nothing is not effective.

For 17 years through my work with the Feedback Marketing Group I’ve been able to help countless advisors around the world solve this problem in a way that is professional but effective.

The other challenge most advisors and RIA’s have involves insurance planning. While they use words like “fiduciary” and “holistic”, many are actually much more comfortable with accumulation conversations and strategies. They admit they don’t want to be “the insurance person” or aren’t current on insurance planning strategies.

I bought an insurance firm along with a partner called BCH to serve as the insurance planning partner to advisors and RIA’s who know some of their clients need planning, but either don’t want to do it themselves or are not comfortable with their knowledge level. We take a fiduciary approach to what can normally be a very biased industry so advisors get the perfect solution for their clients with full transparency.

If you are an advisor or own an RIA and struggle with earning referrals or doing quality insurance planning for your clients, connect with me and see how we can help!

Podcast Disclosure:

CRN202705-6673537

Building Your Marketing Plan

Tue, 11 Jun 2024 03:00:00 -0400

Guest: Ian Querze | Director of Advisor Marketing | Barnum Financial Group

Podcast Episode Description: Building Your Marketing Plan

Podcast Disclosure:

CRN202706-6631064

Demonstrating Empathy for Your Clients

Tue, 04 Jun 2024 03:00:00 -0400

Guest: Richard Weylman | Hall of Fame Keynote Speaker | Customer Experience Hall of Fame | Two-Time International Best-Selling Author

Podcast Episode Description: Demonstrating Empathy for Your Clients

Bio: Richard Weylman is an award-winning business consultant, Hall of Fame keynote speaker, Customer Experience Hall of Fame inductee, and two-time international best-selling author who delivers personalized prescriptive strategies and tactics to audiences around the world – regardless of their role - to create delighted brand advocates!

Richard Weylman is globally engaged by associations and Fortune 500 Companies for his insights and tactics to acquire and keep clients for life. He has a unique ability to see things from the client’s perspective and interpret their needs to put you on a proven path for permanent business growth.

He demonstrates exactly how to:

Uncover what people want in a relationship right now
Use empathy as a connection tool that moves prospects to action
Build deeper emotional engagement at each stage of the client life cycle
Set yourself apart by doing things that are meaningful and memorable
Keep your clients from moving to a competitor

Books by Richard Weylman

100 Proven Ways to Acquire and Keep Clients for Life: The Path to Permanent Business Success (March 2024)
The Power of Why: Breaking Out in a Competitive Marketplace (April 2013)
Opening Closed Doors: Keys to Reaching Hard-to-Reach People (March 1994)

Podcast Disclosure:

CRN202705-6540618

This is Not a 9-5 Job

Tue, 28 May 2024 03:00:00 -0400

Guest: Joseph Bogardus, CFP®, ChFC®, AIF®, CCPS® | Financial Planner | Financial Services Executive | Special Care Planner | Barnum Financial Group

Podcast Episode Description: This is Not a 9-5 Job

Bio: Joseph Bogardus is a Financial Services Executive and Financial Planner with Barnum Financial Group. Joseph brings to BFG his experience with top financial companies: Working internships with Morgan Stanley in the Equity Operations department and Credit Suisse in the Financial Accounting New Business area.

At BFG, we know our clients turn to us because of our longevity, the service we provide and the experience that has made us the strong and stable company we are today. We offer a full line of protection and investment products, as well as a line of diverse financial services, including

Asset Allocation
Estate Conservation Strategies
College Funding/529 Plans
Insurance Products
Investment Products
Long-Term Care Insurance
Retirement Planning
Tax Saving Strategies

Joseph holds the Series 7 & 66 securities registrations and is licensed to sell Life & Health and Auto & Homeowners’ Insurance in CT. He graduated with a bachelor’s in finance and management from the University of Richmond. He gained extensive experience during his time studying abroad in Madrid, Spain and Argentina.

Podcast Disclosure:

CRN202705-6540594

The Agency - Marketing for Financial Advisors

Tue, 21 May 2024 03:00:00 -0400

Guest: Elizabeth Hiza | Chief Marketing Officer | Barnum Financial Group

Podcast Episode Description: The Agency - Marketing for Financial Advisors

Bio: Seasoned Operations professional focused on client service and mentorship. Adjunct professor of Career Planning and Professional Success.

I am a member of the National Speakers Association and have delivered Keynote speeches focused on the power of a growth mindset. I was recently recognized as a Woman to Watch by Investment News.

Podcast Disclosure:

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Amelia Nathanson: Promoting Advisor Efficiency

Tue, 14 May 2024 03:00:00 -0400

Guest: Amelia Nathanson | Vice-President, Operations | Barnum Financial Group

Podcast Episode Description: Promoting Advisor Efficiency

Bio: Seasoned Operations professional focused on client service and mentorship. Adjunct professor of Career Planning and Professional Success.

KOLBE Certified Consultant - Know Your M.O. Mine is 8 7 2 3.

I have served in a variety of roles since joining Barnum Financial Group in 2010 including being an active member of the firm’s Training and Development team responsible for AdvisorPro(SM), Barnum’s innovative new advisor development program, as well as conducting sales development programs for advisors at all levels of experience. These highly effective programs include Client Engagement Model, Consultative Sales Approach and Sandler Sell More. I also managed the Task Force that created the firm’s two summer internship programs, AdvisorScholar(SM) and AdvisorApprentice(SM), which help identify candidates who demonstrate the potential to become successful financial advisors. I am a Kolbe Certified Consultant and co-led the rollout of the Kolbe System™ throughout Barnum to help the organization better select and maximize talent and build and manage more effective teams. Through group work and one-on-one training, I instruct people on how to use the knowledge and insights from their Kolbe Index to identify their natural talents and use them most productively.

I am also noted resource on professional development and maximizing employee talent and have been featured in HR Magazine and GAMA Journal.

Most recently, I have taken on the role of Vice President, Operations. In this role, I am responsible for the overall success and accountability of the Barnum Operations team and the efficient processing and tracking of new business applications for all lines of business.

Podcast Disclosure:

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Pushing to Reach the Next Level

Tue, 07 May 2024 03:00:00 -0400

Guest: Anthony Maiuolo, CFP®, ChFC®, AIF® | Financial Services Executive | Barnum Financial Group

Podcast Episode Description: Pushing to Reach the Next Level

Bio: Anthony has spent the majority of his career on Wall Street dealing primarily with the equity markets. In 2016, he partnered with the Barnum Financial Group SKG Team, a team consisting of eight advisors and eighteen support members. His wealth of investment knowledge is complementary to the skill sets of the advisory group and allows him to provide a more comprehensive client experience.

Anthony is also a Transition Solutions Specialist* within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, Anthony assists with important, time-sensitive decisions regarding their coverage options. In addition, he provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. Anthony specializes in working with families and individuals who are going through a financial transition and are seeking guidance.

Anthony’s dedication to his clients is delineated through his active pursuit to further his education and gain additional expertise to best service his clients. He consequently attained the AIF® designation in 2019, the CFP® designation in 2020, and the ChFC® designation in 2021.

Podcast Disclosure:

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Finding Your Passion in the Industry

Tue, 30 Apr 2024 03:00:00 -0400

Guest: Greg Wachter | Vice President, Risk Management | Barnum Financial Group

Podcast Episode Description:

Bio: Greg specializes in estate maximization, providing strategies that leverage insurance for wealth preservation, wealth accumulation, wealth transfer planning and access to liquidity. He has a broad and deep understanding of the various insurance products available and works to find the best solution for each situation. Greg leverages his 14 years of experience to support the consulting and sales efforts of over 350 financial planners and advisors serving the protection and risk management needs of clients in all fifty states. As a member of the Finseca Ambassador Program, Greg meets with local congresspeople about the many facets of legislation surrounding the industry. He also spends considerable time educating both advisors and clients on the complex offerings in the marketplace. Greg earned a bachelor’s degree from Quinnipiac University.

Podcast Disclosure:

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Working to Get Better Every Day

Tue, 23 Apr 2024 03:00:00 -0400

Guest: Justin Podbielski, CFP®, CLU®, CASL®, LUTCF | Financial Planner | Barnum Financial Group

Podcast Episode Description: Working to Get Better Every Day

Bio: If your goal is to achieve financial freedom, I will help you pursue it. Because financial freedom means different things to different people, I’ll take the time to understand what it means to you. No matter what stage of life or financial state, having a financial strategy is an important part of everyone’s future. My goal is to give you the appropriate tools to help you understand your financial possibilities.

Prior to joining Barnum, I was an Economics Department Teaching Assistant at the University of Connecticut. I was nominated by UConn to apply for the Rhodes Scholar award. I was the Founder and Executive Director of non-profit organization, Many Efforts, One Goal, Inc. As a philanthropist, I spent 12 months in Latin America establishing my charity work.

A resident of Higganum, CT, I enjoy traveling the world and have visited 35 countries and 45 states.

Podcast Disclosure:

CRN202704-6361051

Getting Out of Your Comfort Zone

Tue, 16 Apr 2024 03:00:00 -0400

Guest: Shaun McDuffee, AEP, CLU, ChFC®, CEPA | Senior Vice-President | North Star Resource Group - Founder | President | Twin Oaks Advisors

Podcast Episode Description: Getting Out Of Your Comfort Zone

Bio: I have been assisting physicians and their families since 1990 and I am proud to say that through my guidance I have been blessed to help thousands of physicians overcome the financial challenges that are unique to their career. Being a Senior Vice President with North Star Resource Group has allowed me the exciting opportunity to help shape the company’s direction. Through our unique leadership strategy North Star has become one of the largest independent financial services firms in the world.

Hired right out of college by North Star, after finishing undergraduate work at the University of Wisconsin. Right after graduation I moved to Minneapolis, MN to begin my career with North Star Resource Group and never looked back. In the more than quarter of a century that I have belonged to the North Star family, I found and married my partner in crime, Kristen and together we are raising 3 beautiful daughters in Austin Texas.

Many Universities and teaching hospitals have invited me to speak about these topics and more. Helping physicians protect their families and keep more of their hard-earned money is what I am passionate about.

In 2006 my wife, Kristen, and I founded the McDuffee Family Foundation to aid children's causes in the communities where we have lived and I gratefully sit on the board of the Scott Richards North Star Charitable Foundation. In 2013 I founded an organization called Stop Alzheimer’s Now. There is no cure for Alzheimer’s and finding one is very personal to me.

Podcast Disclosure:

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Putting in the Effort Every Day

Tue, 09 Apr 2024 03:00:00 -0400

Guest: Norman Leslie, Financial Advisor, Financial Services Executive, Special Care Planner | Barnum Financial Group

Podcast Episode Description: Putting in the Effort Every Day

Bio: My practice is built on a foundation of providing objective, honest, and precise strategies. The work I accomplish with my clients is based solely on providing tools to help them attain their financial goals and aspirations, while offering the highest level of personal service and ongoing education.

My ability to deliver comprehensive financial consulting has been enhanced through my affiliation with Barnum Financial Group. Barnum provides a full range of investment and risk management products and services to over 230,000 clients including individuals and their families as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees.

Podcast Disclosure:

CRN202703-6169517

Sticking To Your Path

Tue, 02 Apr 2024 03:00:00 -0400

Guest: Scott Panza, Financial Planner | Financial Service Executive | Investment Advisor Representative

Podcast Episode Description: Sticking To Your Path

Bio: Scott has been in the Financial Services industry since 2009. During his career, he has achieved the Life Underwriters Training Council Fellow (LUTCF), a designation that combines essential product knowledge and skills for financial professionals.

Since joining Barnum, Scott has earned a number of professional recognitions including qualifying for Leaders Conference from 2012-2018 while at MetLife, an honor achieved by a select group of advisors in the organization. Scott has also made Leader’s Conference Qualifier every year since joining MassMutual. He has also received the Five Star Wealth Management award* in 2014-2020, an award nominated to those who provide quality service to their clients.*

Outside of work, Scott dedicates time to volunteer with St. Jude Children’s Hospital. He also volunteers to teach a finance class at Sacred Heart University, teaching young students about insights of the financial business — something he wished he had as a student.

Scott graduated from Sacred Heart University with a Bachelor of Science degree in Finance and Economics. He resides in Milford, CT.

Podcast Disclosure:

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The Original Referral Coach

Tue, 26 Mar 2024 03:00:00 -0400

Guest: Bill Cates, Consultant | Coach | Speaker| Podcaster | Author

Podcast Episode Description: The Original Referral Coach

We help our clients:

🔹 Create more effective messaging to attract the right clients and move them to action

🔹 Get more referrals without begging or pushing

🔹 Turn your referrals into personal introductions

🔹 Set more appointments that stick

🔹 Convert prospects into clients at a higher rate

Hall of Fame Speaker, author of "Get More Referrals Now!" "Beyond Referrals" and "Radical Relevance" and The Cates System for Exponential Growth (tm).

◾ Website: www.ReferralCoach.com

◾ Books: amazon.com/author/billcates

◾ Coaching: www.CoachCates.com

◾ YouTube: https://www.youtube.com/user/ReferralCoach

◾ Facebook: https://www.facebook.com/ReferralCoach

◾ Twitter: @Bill_Cates

◾ Blog: www.ReferralCoach.com/blog

◾ E-mail: BillCates@ReferralCoach.com

◾ Phone: 301.497.2200

❗ REMEMBER ❗ BILLion begins with BILL

Specialties: Live seminars, Video based training, Webinars, Coaching

Podcast Disclosure:

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Becoming a Resource in the Medicare Space

Tue, 19 Mar 2024 03:00:00 -0400

Guest: Natalie DeMeis, Vice President, Business Development | Barnum Financial Group

Podcast Episode Description: Untitled

Bio: With extensive experience in employee benefits, Natalie offers comprehensive benefits consulting for organizations ranging from sole proprietors to those employing over 100,000 employees. She also has a deep understanding of the Medicare rules and provisions and is a noted speaker and consultant on that topic.

Podcast Disclosure:

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Always Growing in This Industry

Tue, 12 Mar 2024 03:00:00 -0400

Guest: Matthew Paulsen - Senior Partner | Wealth Management Advisor | Barnum Capital Management

Podcast Episode Description: Always Growing in This Industry

Bio: Matt brings nearly 20 years of experience to the BCM Team and offers his clients comprehensive financial planning and asset management services. Much of his career has been dedicated to teaching financial literacy classes at corporate venues and he spent eight years co-hosting Connecticut's #1 financial talk show, Smart Money Radio. Matt is a multi-year recipient of Connecticut Magazine's Five Star Wealth Manager Award (2014-2021).* Matt graduated from Providence College with degrees in both Finance and Business Management. An avid outdoor enthusiast, he and his wife, Teri, currently live in Madison with their three children.

Podcast Disclosure:

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Achieving Continual Peak Performance

Tue, 05 Mar 2024 03:00:00 -0400

Guest: Ben Newman | Coach | Author | Speaker

Podcast Episode Description: Achieving Continual Peak Performance

Bio: MEET BEN NEWMAN. You may have seen him running up the sidelines as a Mental Performance Coach for your favorite sports team or recognize him for his bestselling books, The STANDARD and UNCOMMON Leadership.

He’s an Entrepreneur, Investor, 2x Wall Street Journal Bestselling Author, Philanthropist, AND THE NATION’S TOP CONTINUAL PEAK PERFORMANCE COACH.

Ben lives in his hometown of St. Louis, Missouri with the true measure of his success, his wife, Ami, and their children, J. Isaac and Kennedy Rose.

Podcast Disclosure:

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Being the Unstoppable You

Tue, 27 Feb 2024 03:00:00 -0400

Guest: Alex Weber, International Keynote Speaker | American Ninja Warrior | Award-Winning Performer

Podcast Episode Description: Being the Unstoppable You

Bio: Alex Weber believes You are UNSTOPPABLE! With his contagious positive energy, Alex immediately impacts audiences and ignites record-breaking achievements! Alex is an International Keynote Speaker, Award-Winning Host for NBC, and competitor on American Ninja Warrior. Alex helps Leaders, Individuals, and Organizations be relentless, gain their competitive edge, and unlock new levels of peak performance.

Alex connects so well with audiences because of his genuine openness about the challenges, self-doubt, and uncertainty that we all face - and how you can overcome it! As a professional entertainer, US Lacrosse Coach of the Year, and acclaimed Author, Alex is highly sought after for his unique ability to engage, transform, and empower audiences. Alex has positively inspired over 3.5 million people worldwide, and worked with major companies like ABC, Apple, Amazon, Under Armor, LinkedIn, The Los Angeles Lakers, Stanford Business and many more. Alex is also the only person ever to Host and Compete on NBC’s American Ninja Warrior.

With his riveting storytelling, uplifting humor, and captivating energy, Alex empowers you to be a positive leader, propel past challenges, and accomplish your highest goals in your career, your relationships, and your life!

Podcast Disclosure:

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Greatness Grows Best in the Shadows

Tue, 20 Feb 2024 03:00:00 -0400

Guest: Kristin Andree | Business Strategist | Speaker | Author | Podcaster

Podcast Episode Description: Making an Impact in the Industry

Bio: CEO/Co-founder, Speaker | Hustle Clean

I am a former NFL running back and now a successful entrepreneur. I played 9 years in the NFL with the Seattle Seahawks, Indianapolis Colts, Houston Texans, Jacksonville Jaguars, Baltimore Ravens, Detroit Lions, and Denver Broncos. My best season came in 2014 as a member of the Baltimore Ravens when I was selected to the Pro Bowl.

Now I am an entrepreneur and the founder / CEO of Hustle Clean. Our business has been featured on Shark Tank, Fox, CBS, NBC and Cheddar. The Company’s products, including an on-the-go Shower Collection called ShowerPill which consist of a novel body wipe proven to kill 99.9 percent of germs, have taken off with availability at over 1,000 locations including Target, Crunch Fitness, Pharmaca, and UFC Gyms. Our investors and advisors include many professional athletes including Jonathan Stewart, Steve Smith Sr., Ronnie Lott, Kyle Juszczyk and Prince Amukamara.

My company’s mission is to inspire and empower people to live their best lives. We believe that the cornerstone of this mission includes our commitment to give back. We have been on the ground to offer needed help during the crisis at Flint Michigan, Hurricane Harvey (Texas) and Puerto Rico for Hurricane Maria.

Podcast Disclosure:

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Driving Productivity

Tue, 13 Feb 2024 03:00:00 -0400

Today's Guest: Dave Resseguie

Dave Resseguie, Chief Shepherding Officer and founder of The Resseguie Group, works with leadership teams & entrepreneurs as they lead themselves, lead others, & lead their businesses. He joins the show to talk all about his experiences as a professional coach and how he brings ideas, strategies, and more to allow their clients to drive their productivity.

Bio:

Founder & Chief Shepherd | The Resseguie Group

At The Resseguie Group, we are passionate about teaching the habits and disciplines that drive early productivity and high retention.

Creating vision, instilling habits, and developing discipline as you build your financial planning practice are necessary elements of success. We have all heard it said that the business is not easy, but the business is simple. Achieving that simplicity often comes down to whether or not you:

Control 100% of the things that are in your control | INFLUENCE everything else.

After over a decade in the financial services industry, my passion is focused on helping advisors create practices that truly thrive through intentional mindset development and proactive skill-building. We do this through:

✓ Coaching

✓ Keynotes

✓ Training

✓ Workshops

My personal mission is defined perfectly in this Greek word:

ποιμαίνω | Simply defined: To Shepherd

I aim daily to:

➤ Be led by the Great Shepherd

➤ Shepherd Gennifer, Charli, Chaz, & Cameron

➤ Shepherd the Flock of God in the Financial Planning World

CRN202612-5510292

Making an Impact in the Industry

Tue, 06 Feb 2024 03:00:00 -0400

Guest: Kristin Andree | Business Strategist | Speaker | Author | Podcaster

Podcast Episode Description: Making an Impact in the Industry

Bio: I specialize in working with financial advisors, attorneys, entrepreneurs & and corporate execs, and am here to help you create a business and life you absolutely LOVE.

We work on identifying & tackling the things holding you back, leveraging your unique strengths (what I call your "uniquifier") to propel you forward, and empowering you to play well beyond the level at which you’re currently playing.

Quit trying to be like everyone else....and focus on being authentically YOU in your business and your life. It's time to do something DIFFERENT - and, to have lots of fun along the way.

A LITTLE ABOUT ME:

I describe myself as a “strategy & accountability” girl. In working with me, you will certainly get a hefty dose of mindset & building mental toughness. You will also be coached on the HOW TO that will enable you to put that newfound mentality to work!

I am a very firm coach. I GIVE A LOT to my clients, and I EXPECT a lot in return!

Now, let's go grow some businesses & have some fun!

Podcast Disclosure:

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Finding a Balance in Your Career

Tue, 30 Jan 2024 03:00:00 -0400

Guest: Brooke Hourigan | Financial Planner | Barnum Financial Group

Podcast Episode Description: Finding a Balance in Your Career

Bio: Brooke Hourigan Bertholf has had her practice with the Barnum Financial Group as a CERTIFIED FINANCIAL PLANNER™ professional for the last 20 years. Before coming to Barnum, Brooke began her career in the financial industry with Ameriprise. In 2007 she became satisfied with the credentials for the CERTIFIED FINANCIAL PLANNER™ designation. Brooke attended Sacred Heart University in Fairfield, Connecticut, where she received her bachelor’s degree. After graduating, she knew that she wanted to pursue a career in business, either in finances or by becoming an attorney. Ultimately, Brooke decided to follow her instincts and dive into the financial and investment industry.

Brooke’s biggest motivators are her clients, as she looks forward to helping them achieve their financial goals. Brooke finds satisfaction when a long-time client finally crosses the finish line and reaches goals that they set years prior.

Podcast Disclosure:

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The Hero Effect

Tue, 23 Jan 2024 03:00:00 -0400

Guest: Kevin Brown | Motivational Speaker & Bestselling Authoir | Creator of The Hero Effect® | Branding and Culture Expert

Podcast Episode Description: The Hero Effect

Bio: Kevin’s unconventional path to business and personal success has taught him that winning in business and in life requires anything but conventional thinking. He grew up in Muskegon, Michigan where his blue-collar roots taught him the value of hard work and determination. With a streetwise aptitude and a never quit attitude, he worked his way from the front lines in business to the executive boardroom.

Kevin understands what drives organizational excellence and customer loyalty. He knows first-hand how great brands think, feel and act. He is a branding and culture expert with a 30+ year career in franchise development. He spent the last 20 years of his corporate career as part of a leadership team that built a little-known family business into the #1 franchise in their industry with annual revenues exceeding $2 billion dollars. Since 2016, he has traveled the world pursuing a mission to share The HERO Effect® message with as many people and organizations as possible.

The HERO Effect® is a simple philosophy that separates world-class organizations and high-performance people from everybody else. Kevin is passionate about helping people expand their vision, develop their potential, and grow their results. And, as the father of a child with autism he knows firsthand how the principles of true success reach beyond the boardroom and into the lives of real people facing the challenges of everyday life.

Kevin is the bestselling author of The Hero Effect® (2017/2019). In his second book, Unleashing Your Hero (Harper Collins Leadership/Nov 2021), Kevin shares how the heroes who transformed his life are people just like you. People who were willing to use their gifts and abilities to serve others at a high level. This book is a guide to help everyday people discover and unleash their hero at work and in life.

Kevin entertains, inspires, and challenges people to show up every day and make a positive difference at work and in life!

Podcast Disclosure:

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Developing a Financial Education Strategy

Tue, 16 Jan 2024 03:00:00 -0400

Guest: Allison Mislow | PlanSmart Account Executive | Barnum Financial Group

Podcast Episode Description: Developing a Financial Education Strategy

Bio: I am the PlanSmart Account Executive for Barnum Financial Group in Shelton, CT.

PlanSmart enables you to provide your employee with access to a range of financial and retirement education resources through on-site workshops, with optional personal consultations and decision-support assistance. By combining a solid educational foundation with the ability to address their specific individual goals, employees can take concrete action toward meeting their financial objectives.

From planning for retirement to caring for someone with Special Needs, PlanSmart offers a wealth of relevant, objective financial information. The program is available nationwide to help ensure all your employees benefit from the same resources through consistent message no matter where they are located. Working with your dedicated MetLife team, you can customize the program with the workshops and decision-support assistance programs that best meet the diverse needs of your employees.

Podcast Disclosure:

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Finding the Win-Win Opportunity

Tue, 09 Jan 2024 03:00:00 -0400

Guest: Dan Flynn | Chief Revenue Officer | Barnum Financial Group

Podcast Episode Description: Finding the Win-Win Opportunity

Bio: Listen to you. Learn about you. Deliver advice and solutions that help you achieve the future you want. Put your best interests first. This is part of the Barnum Promise and it’s meant for our clients. It’s also how I describe my approach to building relationships in our business. As Chief Revenue Officer for the Barnum Financial Group I’m continually looking for opportunities to expand relationships and align Barnum resources to drive growth.

Podcast Disclosure:

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Striving to Make an Impact

Tue, 02 Jan 2024 03:00:00 -0400

Today's Guest: Jason Bayuk

Jason Bayuk has built a multi-faceted, highly successful career helping individuals and business owners build and maintain their wealth. He joins the show to share his journey with us — the challenges he’s overcome and how he was able to build a successful career that continues to grow to this day.

Bio:

As a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary, Jason Bayuk offers investment management and asset protection solutions to individuals and their families. He also works extensively with business owners and corporate executives delivering financial education, executive compensation strategies, and business succession planning.

Jason is part of a team of financial professionals that provides strategic advice that is integrated, comprehensive, and customized for each client. Each member contributes specialized perspectives and expertise. Together they strive to preserve and grow each client’s wealth while helping them make the best long-term decisions through a portfolio management process based on disciplined planning and analysis of their overall financial situation. They also develop income and asset protection strategies utilizing life insurance, disability income insurance, and long-term care insurance.

Jason is a sought after presenter and passionate educator delivering financial literacy programs at major corporations across the country. He earned a Bachelor of Science degree in economics from New York University. Jason has previously worked as a reinsurance broker and risk analyst at Guy Carpenter, LLC, and as a financial advisor at Morgan Stanley.

Jason’s work on behalf of his clients has received numerous recognitions including membership in MetLife’s Chairman’s Council which is awarded to the top performing financial services executives in the organization. Jason has additionally qualified for MassMutual’s Top of the Council which represents the elite in the field force and consists of the top 125 performing advisors. With Jason’s outstanding achievements and impressive leadership trajectory, MassMutual has appointed Jason to serve as co-chair of the MassMutual AAX and African American sub-committee and MassMutual’s AAX Marketing sub-committee. Jason is also proud to be making a difference at his firm and actively serves on Barnum Financial Group’s DEI committee.

Jason grew up in White Plains, New York where he was an avid basketball player and was a two-time captain on his team where he played at NYU. He currently lives in Brooklyn with his wife Stefanie, enjoys traveling, and is a passionate fisherman.

Podcast Disclosure:

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Hitting the Ground Running

Tue, 26 Dec 2023 03:00:00 -0400

Today's Guest: Bryan A. Rosen, CASL, AIF

Bryan is a financial planner and financial executive who achieved success at an early age and has built that into a consistent, high-performing career. He joins me to talk about his career path and his journey through his career. We’ll learn about the challenges he overcame, what it takes to be consistent in this business and how the lessons he’s learned can help those who come after him.

Bio:

Financial Planner & Financial Services Executive

I consider myself a life-long learner, I have built a comprehensive wealth management practice on the foundation of a highly valued principal: giving people the knowledge and information they need to make financial decisions with confidence.

My associates and I serve the investment and protection needs of individuals and their families as well as work with corporations and their employees to provide education and planning services. I work closely with each client to truly understand their needs, challenges, opportunities, and goals.

Podcast Disclosure:

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Annuities and the Retirement Planning Space

Tue, 19 Dec 2023 03:00:00 -0400

Today's Guest: Niko Vamvakas, RICP®

Nico is the Vice-President of Retirement Planning Solutions for Barnum Financial Group. He serves as a resource to Barnum's advisors and clients by helping to design optimal retirement recommendations and help put clients on the right path to meet their financial goals and objectives. He joins me to talk about the retirement planning space, the current state of annuities, as well as its future outlook and a few programs he’s been working on for Barnum.

Bio:

Vice-President of Retirement Planning Solutions | Barnum Financial Group

As the retirement products consultant, I serve as a resource to Barnum's advisors and clients by analyzing client’s unique financial data and designing optimal retirement recommendations, in-force contract analysis, case design, and retirement income solutions that help put the client on the right path to meet their financial goals and objectives.

To better serve our clients, I have obtained the Series 7 and 66 securities registrations as well as the Life and Health Insurance license. I started my career in operations as a business analyst and combining my experience in the back end of Barnum’s business model with my education and licenses has prepared me to enter the front lines of the business with a well-rounded view of the industry and its workings which truly allowed me to become experienced in his field.

I am also dedicated to the financial education of our clients and leverage my experience in the industry by conducting educational seminars on the importance of retirement planning and how to utilize various vehicles and products that help protect our client’s financial future.

In my spare time, I enjoy traveling, with my favorite destination being my parents’ home country of Greece. I also enjoy playing soccer and football as well as regularly helping at my family’s restaurant, Patricia’s in downtown New Haven.

Podcast Disclosure:

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Being an Advocate For Your Clients

Tue, 12 Dec 2023 03:00:00 -0400

Today's Guest: Ben Howarth

Ben is a financial advisor and financial services executive with Barnum Financial Group. He helps clients, along with his team, define what they want, determine where they are in relation to their goals, and provide a strategy to help clients achieve those goals. He has worked in this industry for many years and I know his story will be sure to inspire and provide insight into what it takes to be a great advocate for your clients.

Bio:

Financial Advisor | Financial Services Executive | Barnum Financial Group

My vision is to work with you on your journey through life and help you open the doors of financial opportunity in order to achieve your goals.

Podcast Disclosure:

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The Pathway to Success

Tue, 05 Dec 2023 03:00:00 -0400

Today's Guest: Jim Ian

Jim is here to discuss his journey from a young, financial professional to one of Barnum’s top performers. We’ll touch upon his current work and discuss his personal insights about our industry.

Bio:

Managing Partner, Wealth Management Advisor | Barnum Capital Management

With 20 years of industry experience, my focuses are on asset management, financial planning, and protection planning strategies. For over a decade, I have taught financial planning classes in major corporations across the tri-state area educating thousands on a variety of financial topics. I also co-hosted Connecticut’s #1 financial talk show, Smart Money Radio, for over eight years. Through my work with my clients, I have been fortunate enough to be a multi-year winner recipient of the Connecticut Magazine’s Five Star Wealth Manager Award. I currently live in Guilford, Connecticut with my wife and two sons and enjoy staying active in our community, giving time to many charitable organizations.

Podcast Disclosure:

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FinTech in Our Field

Tue, 28 Nov 2023 03:00:00 -0400

Today's Guest: Paul Tyler

Paul is the Chief Marketing Officer with the Nassau Financial Group. He is a major part of the FinTech space, especially in our industry. He’s here to talk about how he started in this business, what he’s currently working on and his thoughts of what the future holds for FinTech in our field.

Bio: Strategy, Marketing & Technology | CMO | Nassau Financial Group

I'm currently building a retirement brand, reengaging independent agents, building a direct-to-consumer channel, and running an Insurtech incubator. My passions include strategy, finance, insurance, fitness, community, and all things digital.

Podcast Disclosure:

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The World of Financial Planning

Tue, 21 Nov 2023 03:00:00 -0400

Today's Guest: Jeremy Hus

Jeremy joins us to discuss the world of financial planning. From its current state in the industry to where it might be headed in the near future.

Bio: Vice President, Financial Planning | Barnum Financial Group

Jeremy leads a team that helps Barnum’s senior relationship managers to develop personalized wealth management plans and innovative solutions to meet their current and long-term goals.

Podcast Disclosure:

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The Journey to Top Performer

Tue, 14 Nov 2023 03:00:00 -0400

Today's Guest: Andy Wigzell

I asked Andy to be on the show so we could discuss his journey from a young, financial professional to one of Barnum’s top performers. We’ll touch upon his work with various programs and uncover his personal insights about our industry.

Bio: Financial Planner | Barnum Financial Group

My goal is to structure a relationship that reflects the many ways in which your personal and financial lives interact. My team and I will listen carefully, analyze thoroughly, and assemble your wealth management team - skilled professionals who anticipate challenges and help you address them.

Your life is dynamic and evolving. To be effective, your financial strategies must keep pace. My team and I work to align strategies with opportunities while maintaining sight of your situation. The team works together, analyzing information, sharing ideas, to help ensure that each product and service that we present to you is consistent with your overall strategy.

I lead the group, providing general services, but emphasizing financial planning and investments. Other members of the team have areas of focus from Charitable Giving to Insurance and Estate Planning. Supporting us are the specialists in our case design group, who have the technical expertise for a broad range of financial disciplines.

Podcast Disclosure:

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The Evolution of the Life Insurance Industry

Tue, 07 Nov 2023 03:00:00 -0400

Today's Guest: Myles Lambert

He’s here to talk about how the life insurance industry continues to evolve and the importance of understanding a clients’ always changing needs throughout their lives. Much like everything in this industry, the more adaptable you are to the evolution of the trends, the better prepared you’ll be to help your clients. Let’s get into it.

Bio: Executive Vice President | Brighthouse Financial

Highly accomplished Wealth Management Professional with proven leadership in financial services and a demonstrated ability in management, business development and sales. Experienced in developing, expanding, and efficiently targeting markets with effective product mixes to surpass goals. Skilled at creating and executing long term strategies customized to meet client needs in a profit-driven, customer-focused environment. Strengths in leadership, advocacy and collaborating with others to successfully accomplish objectives. Steady progression of advancement and increased responsibilities with a professional reputation as one who can exceed expectations and meet deadlines.

Podcast Disclosure:

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Life Insurance Strategies

Tue, 31 Oct 2023 03:00:00 -0400

Today's Guest: Matthew Teel

Matt is here today to talk about life insurance and how to bring forth a holistic, plug and play strategic outline of insurance strategies that helps with discovery, design, underwriting, placement, and service for clients and business partners alike.

Bio: Founder, Managing Principal of Risk & Associates, LLC

Many sell insurance products - we provide comprehensive insurance strategies. I collaborate with Wealth Managers, CPAs, T&E attorneys and more, to help better serve our mutual clients. My team is continuing to drive BFGs capacity and capabilities into an approach that is aimed at delivering world class, congruent wealth protection for our clients, an approach with intelligent risk solutions. We bring forth a holistic, plug and play strategic outline of insurance strategies that helps with discovery, design, underwriting, placement, and service for clients and business partners alike. Our approach operates on an open architecture platform and philosophy, instilling confidence in our clients that we are providing objective and unbiased insurance planning advice that adds and creates value and lasting relationships.

Podcast Disclosure:

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The Present and Future of Marketing

Tue, 24 Oct 2023 03:00:00 -0400

Today's Guest: Elizabeth Hiza

We’re talking about the world of marketing. Where it was and where it’s going. Elizabeth has a vision about marketing and the future of the Barnum brand, and I can’t wait to share it with you.

Bio: Chief Marketing Officer | Barnum Financial Group

In her role as chief of staff, Elizabeth Hiza provides all-encompassing support to drive the continued success of the firm. A major focus of her work is driving Barnum’s commitment to be an industry leader in providing financial wellness programs to people at all stages of their lives. She led the charge to launch The Establishment Barnum, a new approach to financial education and literacy focusing on young professionals. She also plays a key leadership role in implementing Barnum’s strategic alliance with MetLife to conduct financial wellness workshops for workforces across the country as well as provide guidance to MetLife customers regarding their group life conversion options through the Transition Solutions program.

Elizabeth also serves as Barnum’s Chief Marketing Officer, providing strategic direction to a team dedicated to supporting our advisors and building Barnum’s brand in the marketplace. She has extensive experience collaborating with Barnum’s CEO, business managers, and leadership team members to bring innovative products and programs to market and improve operating results. By leveraging relationships within Barnum and with outside business partners, Elizabeth has led many transformational initiatives and new business endeavors that have delivered impactful results.

A noted speaker, Elizabeth has spoken at many firm and industry events and has contributed to national and local publications, providing insights on leadership, marketing, growing a successful financial services firm, and mindset and its effects on personal success. She is a graduate of Bryant College with a degree in business administration and is currently pursuing her MBA at the University of New Haven. Elizabeth lives with her husband Chris and their three children in Milford, Connecticut.

You can check out Elizabeth's podcast - Master your Money - on all podcast platforms.

Spotify – Apple Podcasts – Google Podcasts – Tune-In

Podcast Disclosure:

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Creating a "Wow" Experience For Your Clients

Tue, 17 Oct 2023 03:00:00 -0400

Today's Guest: Amy Jamrog

Amy joins us to discuss how to create a “Wow” experience with your clients. Amy has helped many of her clients transform their relationship with money into a positive and knowledgeable experience. There are so many lessons in this episode that go beyond the financial industry.

Bio: Financial Advisor | Coach | Best Selling Author | Speaker

Amy Jamrog is the founding partner and CEO of The Jamrog Group. She is also a coach, a motivational speaker, and the best-selling author of the book Confetti Moments.

Amy and her team provide fee-based financial planning services to business owners, corporate executives, pre-retirees, as well as people undergoing significant financial transition (selling a company, receiving an inheritance, getting married, or transitioning to retirement, for example).

The mission of The Jamrog Group is to help clients transform their relationship with money. Amy is the author of two best-selling books: Life Savings Conversations and Confetti Moments (both available on Amazon). Her financial planning expertise has been featured in Forbes Magazine’s “Ask the Expert” as well as USA Today and other national publications. Amy has been nationally recognized in the Top 100 Financial Advisors by Shook Research & Forbes Magazine in 2021 & 2022. Her blog Wednesday Wisdom is read by thousands of followers every month.

Amy is a board member of Girl Scouts, a former board member of The Women’s Fund of Western Massachusetts, and served as a trustee for The Community Foundation of Western Massachusetts. She and her team also manage endowments for many non-profits.

Giving back to the community is a priority for The Jamrog Group. Amy and her team are proud to support the work of The Women’s Fund of Western Massachusetts, The Community Foundation of Western Massachusetts, The Girl Scouts of Western & Central Massachusetts, One Ohana, and Girls on the Run.

Amy was awarded the Distinguished Advisor in Philanthropy in 2020, as well as the NCCJ Human Relations Award in 2018 for her social justice advocacy, She has also been the recipient of the prestigious Northwestern Mutual Community Service Award, as well as the MassMutual Community Service Award.

Podcast Disclosure:

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His Growth from Financial Professional to Leader

Tue, 10 Oct 2023 03:00:00 -0400

Today's Guest: Chris Kampitsis

Chris works closely with business owners on their personal and professional planning. He also focuses on educating individuals through financial literacy workshops inside of Fortune 500 institutions and other large corporations We’re going to talk about Chris’s journey from his beginnings as a financial professional to his current success as an entrepreneur and a leader of the next generation of financial planners. If you’re just starting out, this is an episode you cannot miss.

Bio: Chris has provided clients with holistic financial planning as a CERTIFIED FINANCIAL PLANNER® professional with Barnum Financial Group since 2010. He proudly co-founded The SKG Team, a team within Barnum Financial Group consisting of eight advisors and fifteen support members. Through utilizing a team approach, Chris is able to efficiently service his clients and guarantee timely response, continuously tailoring a unique and comprehensive financial planning experience for his clients.

He has spent the majority of his career focused on educating individuals through financial literacy workshops inside of Fortune 500 institutions and other large corporations. With an entrepreneurial spirit, Chris enjoys working with closely held business owners on their personal and corporate planning. He holds the Certified Exit Planner designation as well as the Certified Family Business Specialist designation which allow him and the team to provide specialized advice to this unique market. Additionally, because he prioritizes financial education Chris has also successfully attained the CFP®, ChFC®, RICP®, and AIF® designations to expand his knowledge of the industry and provide impactful client experiences.

Chris is featured in local and national news outlets including Barron's, Forbes, CNBC, US News and World Report, Newsday, Yahoo! News, Money, and more.

Podcast Disclosure:

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What Traits Make Up a Successful Advisor

Tue, 03 Oct 2023 03:00:00 -0400

Today's Guest: Joe LoPresti

Bio: Executive Vice President | Barnum Financial Group - My hands-on, open-door approach at Barnum has helped create a collaborative culture that nurtures leaders and empowers outstanding performance. I’m extremely gratified to have instilled in this firm a “can do” culture of stretch goals and accountability. This has translated double-digit recruiting growth for over a decade as well as stamped Barnum with the distinguished “Best Place to Work in CT” award four times.

Podcast Disclosure:

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How Advisors Can Evolve to Become Digital

Tue, 26 Sep 2023 03:00:00 -0400

Today's Guest: Stefano Martini

Stefano helps develop and deliver a unique, and impactful technology-based experience for Barnum’s clients, their advisors, employees, and business partners. He’s here to discuss how financial professionals can evolve to become digital. We’re talking about the present and the future of our industry.

Bio: Chief Technology Officer | Barnum Financial Group - Stefano’s role as Chief Technology Officer is to provide strategic leadership and hands-on direction to develop, deliver, and evolve an extraordinary, unique, and impactful technology-based experience for our clients, our advisors, our employees, and our business partners. He harnesses the four main elements of technology – automation, security, customer experience, and data – into an integrated approach to driving client and advisor satisfaction and success.

Stefano brings his years of experience in transforming businesses, implementing large-scale digital initiatives, achieving operational excellence, and managing purpose-driven, high-performance teams to Barnum’s mission of being a national leader in protection and investment solutions, financial wellness, and life-stage financial planning. His vision is to use all aspects of technology to constantly improve advisors’ abilities to best serve the needs of their clients in the easiest, most efficient manner possible.

Prior to joining Barnum, Stefano was the chief information officer for MassMutual Financial Advisors where he led all aspects of technology, supporting over 80 agencies and over 8,000 advisors across the U.S. During his tenure at MassMutual, he also held a number of senior roles, including leadership on acquisitions, technology transformation efforts, and head of procurement.

Stefano has a Master of Business Administration degree in finance and management from the University of Pennsylvania Wharton School of Business and an undergraduate degree in information technology from the University of Massachusetts.

In addition to a full agenda at work, Stefano has a full house, including his wife, their four children, three dogs, one cat, and some highly productive chickens. He enjoys traveling, cooking, exercising, and constantly thinking about what technology can do to improve the client experience.

Podcast Disclosure:

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How to Raise Your Game

Tue, 19 Sep 2023 03:00:00 -0400

Today's Guest: Alan Stein Jr.

An experienced keynote speaker, author and performance coach, Alan Stein, has been helping business leaders change their behaviors through customized programs. He's a dynamic storyteller and presenter and I know I've benefited from his lessons. We'll be discussing some of those proven principles on the show today so you can learn how to raise your game.

Bio: Alan Stein, Jr. is an experienced keynote speaker and author. At his core, he’s a performance coach with a passion for helping business leaders change behaviors. He spent 15+ years working with the highest performing basketball players on the planet (including NBA superstars Kevin Durant, Steph Curry, and Kobe Bryant). Through his customized programs, he transfers his unique expertise to maximize both individual and organizational performance. Alan is a dynamic storyteller who delivers practical, actionable lessons that can be implemented immediately. He teaches proven principles on how to utilize the same approaches in business that elite athletes use to perform at a world-class level.

Podcast Disclosure:

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The Five Pillars of Financial Success

Tue, 12 Sep 2023 03:00:00 -0400

Today's Guest: Joe Jordan

Bio: https://joejordan.com/about-joe-jordan

Podcast Disclosure:

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The Business of Personal Finance

Tue, 05 Sep 2023 03:00:00 -0400

Today's Guest: Michael Lynch

Mike joins the show to talk about the business side of personal finance.

Bio: Michael is a Financial Planner at Barnum Financial Group. He develops customized planning strategies for individuals, families, and business owners that enable them to build wealth, pay lower taxes, and protect the people who depend on them for support.

Michael teaches consumer oriented financial planning courses to employees of corporations, government, and nonprofit organizations. His writings appear in both local and national publications.

Mike Lynch is a member of Ed Slott's Master Elite IRA Advisor GroupSM. Click to learn more about this group!

Michael is a Financial Planner for people with Special Needs. As the father of a child with special needs, Michael is intimately familiar with the emotional, educational, and financial issues that face special needs families.

Michael lives in Stratford, Connecticut with his daughter, Micaela Anne and son Domenic. His hobbies include writing, running, reading and working on his house.

He’s written two books: “Keep it Simple. Make it Big: Money Management for a Meaningful Life” (2020) and “It’s All About the income: The Simple System for A Big Retirement” (2022)

Podcast Disclosure:

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His Road to Success

Tue, 29 Aug 2023 03:00:00 -0400

Today's Guest: Ben Soccodato

We're going to learn about Ben's ups and downs, the strategies he's employed and the mental fortitude to took to reach his level of success as a financial advisor.

Ben's expertise has been featured in local and national media outlets including Forbes, Barron's CNBC, US News and World Report, Newsday, Yahoo! News, Money, and more.

Podcast Disclosure:

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Small Steps, Big Wins: An Introduction

Tue, 22 Aug 2023 03:00:00 -0400

Take a listen to why Paul started this podcast and what he hopes you can get out of it from listening to conversations with top performers and industry leaders.

Podcast Disclosure: