Afleveringen
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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 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:
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.
CRN202803-8419091
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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.
(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:
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.
CRN202604-4274738
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Zijn er afleveringen die ontbreken?
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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.
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:
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.
CRN202605-4458769
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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.
Focus on Your Personal GrowthThis 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:
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.
CRN202802-8252656
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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: 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:
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.
CRN202802-8213009
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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 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:
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.
CRN202802-8163235
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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: 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:
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.
CRN202802-8063740
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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 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:
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.
CRN202801-8056716
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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: 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: [email protected]
◾ Phone: 301.497.2200
❗ REMEMBER ❗ BILLion begins with BILL
Specialties: Live seminars, Video based training, Webinars, Coaching
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.
CRN202702-5852555
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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: 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:
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.
CRN202801-7990055
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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: 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:
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.
CRN202801-7903915
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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:
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.
CRN202801-7846268
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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: Paul Epstein | Award-Winning Leadership & Sales Speaker | 2x Bestselling Author | Former NFL & NBA Executive | Founder, Win Monday | Growth & Momentum Expert
Bio:
2x Bestselling author, The Power of Playing Offense and Better Decisions FasterSuccess Magazine Top Speaker that Gets ResultsFormer NFL & NBA Executive and WHY Coach of the 49ersSet an all-time Super Bowl revenue recordTook a Jerry Maguire leap from sports, to graduate from career to callingAdvisor to Fortune 500’s, Pro Athletes, and High Growth FoundersLed a $3B leadership development laboratoryFeatured in USA Today, ESPN, NBC, Entrepreneur, and Fox BusinessClients range from Zoom, Amazon, Johnson & Johnson, and NASA to the Lakers and CowboysProudest titles: father, husband, son, Trojan, and WolverineBacon lover, just don’t make it too crispyGot 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:
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.
CRN202712-7815156
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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: 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:
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.
CRN202709-6948498
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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: 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:
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.
CRN202609-5145380
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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: 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:
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.
CRN202712-7739032
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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: 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:
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.
CRN202712-7649016.
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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: 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:
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.
CRN202711-7623254
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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: 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:
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.
CRN202711-7575476
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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: 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:
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.
CRN202709-7539617
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