C4G Success

John Kailunas II

142 episodes listed below

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Sales craft for working financial professionals.

The gist

C4G Success works like a weekly field meeting for salespeople in financial services. John Kalunis II and guests talk through prospecting, client openings, calendar discipline, niche marketing, dividends, and the habits that make a salesperson easier to trust.

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About C4G Success

C4G Success is a practical coaching show for professional salespeople, especially those working around financial services. Its center of gravity is the client conversation. John Kalunis II talks with partners and guests about what has to happen before trust is built, before a prospect hears a value proposition, and before a business plan turns into actual calendar behavior. The show is comfortable taking its time. A point may get repeated, reframed, and pushed through a few examples until the takeaway becomes plain. In the sales-cycle episodes with Kevin Burwell, the emphasis is on preparation, concise opening language, quarterly planning, and the difference between what salespeople want to say and what a prospective client needs to hear. That distinction matters here. Credentials, licenses, and long explanations are treated as secondary to the client’s problem, the salesperson’s clarity, and the first impression that lasts. Financial topics also appear directly, as in the dividend conversation with Jordan Fisher, where defensive stocks, dividend aristocrats, downside protection, and steadier portfolio rides are discussed at a high level. The show does not present itself as investment advice for the general public. It keeps returning to professional context, broker channels, disclosures, and the responsibilities around financial communication. Other episodes move into business identity and focus, including John McArdle’s discussion of going narrow with a university-market niche instead of trying to market to everyone. That conversation gives the show one of its recurring arguments: many advisors stay broad because letting go of familiar territory feels risky. C4G Success likes that kind of practical tension. It also steps outside pure sales mechanics, as in the Thundercloud conversation with Alex, where family, leadership, work ethic, and the outdoors become part of a broader discussion about character. The style is loose. The editing is not the point. The appeal is in the candid back-and-forth, the concrete examples, and the insistence that better habits compound over time. For listeners who want polished finance media, it may feel too conversational. For working salespeople who want usable language, sharper meetings, and a reminder to protect their time, it lands much closer to the desk.

Made for: The show is for financial services professionals and salespeople who want practical help with prospecting, client meetings, planning, and relationship-building. It also fits business owners who prefer conversational coaching over formal sales theory.

What sets it apart: C4G Success stands apart by treating sales as a lived practice: calendar choices, opening words, niche discipline, and client trust are discussed through real conversations rather than abstract frameworks.

In their own words

C4G Success is your go-to podcast designed to help professional salespeople grow, learn, and enhance their bottom line. Join host John Kailunas II and a lineup of expert guests as they share engaging stories filled with humor and pragmatic experiences that will enrich the lives of all who listen. While focusing on financial services professionals, the principles, ideas, andinsights shared are universally applicable, making this podcast valuable forany sales professional seeking to elevate their craft. Each episode will dive into actionable strategies, thought-provoking discussions,and personal anecdotes that inspire you to embrace challenges and seizeopportunities. Whether you’re looking to…

As heard by us

Based on 5 episodes we listened to · September 2026

C4G Success connects advisor growth to concrete choices about positioning, client conversations, calendar control, and execution.

C4G Success treats selling as a discipline built from deliberate choices rather than charisma. John Kailunas II moves between guest conversations and practical instruction, with particular attention to financial advisors, client acquisition, niche positioning, and the habits…

Read our full review in PlayNext →

Why you'd press play

Credentials can wait outside the first client conversation; your prospect has a problem to discuss.

Press play if you want

  • to hear John Kailunas II and Kevin Burwell work out how to open a client meeting without reciting your qualifications
  • to hear an advisor reckon with narrowing his market to university professionals after years of established habits
Read the full recommendation in PlayNext →
prospective client sales cycleopening conversationsbusiness planning and executioncalendar disciplinefinancial services growthdividend investingniche marketingleadership and family values

Talks about

Best episodes of C4G Success

Short reviews from the PlayNext desk, based on the episodes we processed.

BONUS - Dividends are Divine Feat. Jordan Fischer Ep. 108Apr 17, 2026

A plainspoken case for dividends as ballast, income, and steadier portfolio behavior over time.

Dividends are the anchor here, with John Kalunis II and Jordan Fisher making the case that steady payers can help dampen rough patches in the market and keep defensive names relevant in long-term portfolio talks.

Sales Cycle #4 - Opening Conversation Ep. 102Mar 25, 2026

A direct reminder that the first sales words should earn attention, not waste it.

The episode centers on the opening conversation in the prospective client sales cycle and makes one plain point well: the first words should sound like they belong to the prospect, not to the seller's pitch.

BONUS - Sales Cycle #3 - Business Plan & Execution Ep. 101Mar 23, 2026

A practical sales-planning conversation about calendars, capacity, and execution.

John Kalunis II and Kevin Burwall keep the focus on the business plan and execution, moving through quarter-by-quarter calendar framing, a marketing plan, and the sales interactions and capacity needed to reach the target.

McCardle and The Niche Ep. 74Oct 22, 2025

A niche-marketing talk that makes the long game feel real.

McArdle's story plays like a practical niche-marketing case study: go deep, not wide, and build for professionals in the university market. Its strongest point is the plain talk about risk, delay, and the discipline it takes to make a narrower lane work.

Teaching the Southern Gentleman Way Ep. 62Aug 20, 2025

A conversation about a member-only club, family influence, and the work behind building something lasting.

This episode follows the C4G Sales Success podcast through a visit to Thundercloud, a member-only club in Parrish, Florida. John and Alex spend most of the time on how Alex and his family turned a piece of property into a place members can gather, while also circling leadership,…

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Episodes

  1. 1

    The Lifeblood of the Business Ep. 141

    Oct 21, 2026·29m
  2. 2

    "The Cowboy" Clay Eschrich Ep. 140

    Oct 14, 2026·43m
  3. 3

    Educational Gap with Dr K Ep. 139

    Oct 7, 2026·46m
  4. 4

    BONUS - Young Buck Insights Ep. 138

    Sep 24, 2026·32m
  5. 5

    The Power of the Hamster Ep. 137

    Sep 23, 2026·14m
  6. 6

    The Sage of J.O.Y Feat. Bob Geary Ep. 136

    Sep 16, 2026·40m
  7. 7

    Signal Foresight - Patrick Kelly Ep. 135

    Sep 9, 2026·51m
  8. 8

    BONUS - Labor Day - The Value of Hard Work Ep. 134

    Sep 7, 2026·12m
  9. 9

    The Quiet Reality of Legacy EP. 133

    Sep 2, 2026·16m
  10. 10

    Dunamis - Greek for Dynamic - Brad Wallick, CFA EP. 132

    Aug 26, 2026·32m
  11. 11

    Growth Builds Income - Architecture Builds Enterprise EP. 131

    Aug 19, 2026·16m
  12. 12

    Durand International with Brad Wallick, CFA Ep. 130

    Aug 12, 2026·33m
  13. 13

    Leadership Tax Ep. 129

    Aug 5, 2026·14m
  14. 14

    Advanced Doesn't Mean Complicated -Alan Roman, JD Ep. 128

    Jul 29, 2026·46m
  15. 15

    Why Most Leaders Stay Stuck EP. 127

    Jul 22, 2026·17m
  16. 16

    The Vision and Arrows of Leadership feat. Rob Belcuore Ep. 126

    Jul 15, 2026·51m
  17. 17

    What High Performers Refuse to Admit Ep. 125

    Jul 8, 2026·18m
  18. 18

    What Great Teams Never Tolerate Ep. 124

    Jul 1, 2026·16m
  19. 19

    Peterson Shoots Straight Ep. 123

    Jun 24, 2026·49m
  20. 20

    The Addiction of Potential Ep. 122

    Jun 17, 2026·15m
  21. 21

    C4G Shorts - The Calendar Speaks the Truth Ep. 120

    Jun 10, 2026·11m
  22. 22

    C4G Shorts - From Success to Significance feat. Don Carlson EP. 121

    Jun 10, 2026·15m
  23. 23

    RIP McGillicuddy Ep. 119

    Jun 3, 2026·27m
  24. 24

    Dom De Pinto - The Cigar Maven Ep. 118

    May 27, 2026·41m
  25. 25

    Dankelman Part Two: It's Still just Business Ep. 117

    May 20, 2026·31m
  26. 26

    Dankelman: It's just Business Ep. 116

    May 13, 2026·47m
  27. 27

    Sales Cycle #11 - Next Opportunity & Referral Process Ep. 115

    May 11, 2026·18m
  28. 28

    Sales Cycle #10 - Follow Through Exceeding Expectations Ep. 114

    May 11, 2026·13m
  29. 29

    Sales Cycle #8 - Quantifying the Value Ep. 112

    May 8, 2026·15m
  30. 30

    Sales Cycle #9 - Action Steps Ep. 113

    May 8, 2026·19m
  31. 31

    Dunleavy – Irish Eyes of Hospitality Ep. 111

    May 6, 2026·42m
  32. 32

    Advisor Cycle Part 2 Feat. Don Carlson Ep. 110

    Apr 29, 2026·39m
  33. 33

    The Advisor Cycle Feat. Don Carlson Ep. 109

    Apr 22, 2026·35m
  34. 34

    BONUS - Dividends are Divine Feat. Jordan Fischer Ep. 108

    Dividends get the treatment here.

    Apr 17, 2026·30m·2 clips
  35. 35

    Sales Cycle # 7 - Position Your Best Solution or Strategy Ep. 107

    Apr 15, 2026·18m
  36. 36

    C4G Shorts - The Cost of Winning feat. Don Carlson Ep. 105

    Apr 8, 2026·11m
  37. 37

    C4G Short - Redefining Success for Advisors Feat Tom Kowalkoski Ep. 106

    Apr 8, 2026·17m
  38. 38

    Bonus - Sales Cycle # 6 - Identify Ideal Opportunity, Client Need, or Strategy Ep. 104

    Apr 3, 2026·20m
  39. 39

    Sales Cycle #5 - Open Ended Questions & Golden Silence Ep. 103

    Apr 1, 2026·18m
  40. 40

    Sales Cycle #4 - Opening Conversation Ep. 102

    Hidden gem

    John Kalunis II and Kevin Burwell turn to the opening conversation in the new prospective client cycle, and the pace picks up there.

    Mar 25, 2026·27m·2 clips
  41. 41

    BONUS - Sales Cycle #3 - Business Plan & Execution Ep. 101

    Hidden gem

    John Kalunis II and Kevin Burwall move through round three of the 11-step prospective client sales cycle.

    Mar 23, 2026·27m·1 clip
  42. 42

    Building a Legacy: Insights from Second-Generation Advisor Danny Mercado Ep. 100

    Mar 18, 2026·36m
  43. 43

    Union and power of personal relationships and COI Ep. 99

    Mar 11, 2026·46m
  44. 44

    C4G Shorts - Redefining Success Feat Don Carlson Ep. 98

    Mar 4, 2026·13m
  45. 45

    C4G Short - Momentum vs. Motivation feat. Tom Kowalkoski

    Mar 4, 2026·14m
  46. 46

    Transforming Financial Advisory with Proactive Accounting Ep. 97

    Feb 25, 2026·32m
  47. 47

    The Sales Cycle part 3 Ep. 96

    Feb 18, 2026·27m
  48. 48

    The Sales Cycle Part 2 Ep. 95

    Feb 11, 2026·21m
  49. 49

    The Eagle's View of the C4G Sales Cycle Ep. 94

    Feb 4, 2026·28m
  50. 50

    C4G Shorts: Proactive Living Ep. 93

    Jan 28, 2026·12m
  51. 51

    C4G Shorts: Conversations to Conversions Ep. 92

    Jan 28, 2026·11m
  52. 52

    Brick House Ep. 91

    Jan 22, 2026·36m
  53. 53

    C4G Shorts: Slow is Smooth; Smooth is Fast Ep. 89

    Jan 14, 2026·10m
  54. 54

    C4G Shorts: Service Heart Ep. 90

    Jan 14, 2026·17m
  55. 55

    Zapp in Alts Ep. 88

    Jan 7, 2026·48m
  56. 56

    C4G Shorts: Launch Ep. 87

    Dec 31, 2025·15m
  57. 57

    C4G Shorts: Occam's Razor Ep. 86

    Dec 31, 2025·8m
  58. 58

    Seven Pitfalls Ep. 85

    Dec 24, 2025·34m
  59. 59

    Brick by Brick Ep. 84

    Dec 17, 2025·45m
  60. 60

    Ascender Principles of Leadership Ep. 83

    Dec 10, 2025·24m
  61. 61

    C4G Shorts: Achieving Success Ep. 82

    Dec 3, 2025·11m
  62. 62

    C4G Shorts: The Red Car Theory Ep. 81

    Dec 3, 2025·9m
  63. 63

    Thanksgiving - Mission: Engagement Ep. 80

    Nov 26, 2025·16m
  64. 64

    Everett Service Legacy Ep. 79

    Nov 19, 2025·52m
  65. 65

    Empathy and Service in Financial Advising Ep. 78

    Nov 12, 2025·33m
  66. 66

    C4G Shorts: Bonding by Listening Ep. 76

    Nov 5, 2025·15m
  67. 67

    C4G Shorts: Eagles, Owls, Parrots, and Doves Ep. 77

    Nov 5, 2025·22m
  68. 68

    Sage Advice with Don Martin, CFP Ep. 75

    Oct 29, 2025·43m
  69. 69

    McCardle and The Niche Ep. 74

    Hidden gem

    John Kalunis II sits down with John McArdle for a straightforward conversation about niche growth.

    Oct 22, 2025·53m·2 clips
  70. 70

    C4G Shorts: Commitments vs. Goals Ep. 73

    Oct 15, 2025·15m
  71. 71

    C4G Shorts: The Power of Referrals Ep. 72

    Oct 15, 2025·17m
  72. 72

    Invest in Others Feat. Barkley Payne Ep. 71

    Oct 8, 2025·34m
  73. 73

    Rink to Retirement Feat. Paul Bailley Ep. 70

    Oct 1, 2025·41m
  74. 74

    Slaying Dragons feat. Geoffrey Wight Ep. 69

    Sep 24, 2025·47m
  75. 75

    C4G Shorts: Define Your Purpose Ep. 67

    Sep 17, 2025·13m
  76. 76

    C4G Shorts: Generosity Empowers Many Ep. 68

    Sep 17, 2025·14m
  77. 77

    Building Value in Financial Services Feat. Jon Erickson Ep. 66

    Sep 10, 2025·42m
  78. 78

    Family Values in Business Feat. Alex Walters Ep. 65

    Sep 3, 2025·44m
  79. 79

    C4G Shorts: First Five Calls Ep. 64

    Aug 27, 2025·11m
  80. 80

    C4G Shorts: Beneficiary Accounts Ep. 63

    Aug 27, 2025·10m
  81. 81

    Teaching the Southern Gentleman Way Ep. 62

    Hidden gem

    John Kalunis II sits down with Alex at Thundercloud, a member-only club in Parrish, Florida.

    Aug 20, 2025·54m·2 clips
  82. 82

    Johnny Sunset Ep. 61

    Aug 13, 2025·46m
  83. 83

    Heroes and Legends Feat. Joseph Jordan Ep. 60

    Aug 6, 2025·39m
  84. 84

    Hospitality Heart Ep. 59

    Jul 30, 2025·44m
  85. 85

    C4G Shorts: Pre-Close Power Ep. 57

    Jul 23, 2025·16m
  86. 86

    C4G Shorts: Thinking About You: GOLD Ep. 58

    Jul 23, 2025·17m
  87. 87

    Aaron's Skyward Process Ep. 56

    Jul 16, 2025·40m
  88. 88

    Mastering Change with Sam Sivarajan Ep. 55

    Jul 9, 2025·46m
  89. 89

    Independence Day Episode Ep. 54

    Jul 4, 2025·29m
  90. 90

    The Get Ready Movement Ep. 53

    Jul 2, 2025·40m
  91. 91

    Emotional Intelligence in Business Ep. 52

    Jun 25, 2025·43m
  92. 92

    The Evolution of the Industry - 3D Advisors Ep. 51

    Jun 18, 2025·40m
  93. 93

    Michael Bacchus Nous Part 2 - Ep. 50

    Jun 11, 2025·42m
  94. 94

    Michael Bacchus Nous Part 1 - Ep. 49

    Jun 4, 2025·41m
  95. 95

    BONUS – The Iron Man Way: John Kailunas II & Bill Best - Ep. 48

    May 29, 2025·28m
  96. 96

    Increase your Quality of Life: John Kailunas II & Kevin Berwald Ep. 47

    May 28, 2025·23m
  97. 97

    BONUS - Memorial Day: John Kailunas II & Bill Best - Ep. 46

    May 26, 2025·18m
  98. 98

    Relationships & Referrals - John Kailunas II & Carlos Guzman - Ep. 45

    May 21, 2025·49m
  99. 99

    The Evolving Landscape of the Financial Industry - feat. Greg Brick & Michael Bacchus Ep. 44

    May 14, 2025·46m
  100. 100

    Absolute Performance - John Kailunas II & Jordan Fischer Ep. 43

    May 7, 2025·21m
  101. 101

    The Secret Sauce: John Kailunas II & Kevin Berwald - Ep. 42

    Apr 30, 2025·49m
  102. 102

    Carlos Cares - John Kailunas II and Carlos Guzman - Ep. 41

    Apr 23, 2025·43m
  103. 103

    BONUS - ProPlan Assist - John Kailunas II & Jordan Fischer Ep. 40

    Apr 16, 2025·16m
  104. 104

    Grow or Perish - Inside/Out: John Kailunas II & Bill Best - Ep. 39

    Apr 16, 2025·50m
  105. 105

    Self vs. Pro Mgt - John Kailunas II & Jordan Fischer Ep. 38

    Apr 9, 2025·41m
  106. 106

    Guzman Glory - John Kailunas II and Carlos Guzman - Ep. 37

    Apr 2, 2025·45m
  107. 107

    Infrastructure is Key - John Kailunas II & Bill Best Ep. 36

    Mar 26, 2025·46m
  108. 108

    Mission Retirement Launch: John Kailunas II & Kevin Berwald Ep. 34

    Mar 19, 2025·20m
  109. 109

    BONUS - Mission Retirement: John Kailunas II & Kevin Berwald Ep. 35

    Mar 19, 2025·20m
  110. 110

    M.R. 10: Personal Legacies - Ep. 33

    Mar 12, 2025·25m
  111. 111

    M.R. 9: Giving Back Your Talents, Time, and Resources Ep. 32

    Mar 5, 2025·25m
  112. 112

    Mission Retirement Eight: Growing Spirituality - Episode 31

    Feb 26, 2025·39m
  113. 113

    BONUS - Mission Retirement Seven: Adventure of Travel and Life-Long Learning - Episode 30

    Feb 25, 2025·14m
  114. 114

    BONUS - Mission Retirement Six: Spending your leisure time - Episode 29

    Feb 24, 2025·19m
  115. 115

    BONUS - Mission Retirement Five: The Sharp Retirement Mind - Episode 28

    Feb 21, 2025·15m
  116. 116

    BONUS - Mission Retirement Four: Prioritizing your Wellbeing - Episode 27

    Feb 20, 2025·14m
  117. 117

    Mission Retirement Three: Your Interests and your desire to do more - Episode 26

    Feb 19, 2025·21m
  118. 118

    Mission Retirement Two: Avoiding Loneliness Time with Purpose - Episode 25

    Feb 12, 2025·18m
  119. 119

    Mission Retirement One - Retirement Mission Statement is your Foundation - Episode 24

    Feb 5, 2025·20m
  120. 120

    The Success Components of the Cornerstone Producer Group with Robert Belcuore - Episode 23

    Jan 29, 2025·45m
  121. 121

    Why Not You? - With David Christie - Episode 22

    Jan 22, 2025·45m
  122. 122

    Not Going Alone: Strategic Partners - With Kevin Ross - Episode 21

    Jan 15, 2025·29m
  123. 123

    The Cornerstone Way emphasizes authenticity and needs based solutions - With Robert Belcuore - Episode 20

    Jan 8, 2025·45m
  124. 124

    Four Pillars of Health - With Justin Berman - Episode 19

    Jan 1, 2025·41m
  125. 125

    Story Telling - With David Christie - Episode 18

    Dec 25, 2024·46m
  126. 126

    Advisor Rescue Secret Sauce - With Kevin Ross - Episode 17

    Dec 18, 2024·35m
  127. 127

    Mission Retirement – Kevin Berwald, - Episode 16

    Dec 11, 2024·44m
  128. 128

    Bushido Code – With Christopher Wilks, LUTCF - Episode 15

    Dec 4, 2024·46m
  129. 129

    BONUS The Champion Series -John "Trey" Kailunas III MS -Episode 14

    Nov 30, 2024·41m
  130. 130

    Thanksgiving & Gratitude - With David Christie - Episode 13

    Nov 29, 2024·11m
  131. 131

    Five Ways to Grow – With Lee Cole - Episode 12

    Nov 20, 2024·38m
  132. 132

    Authenticity and Client Goals – With Mark Grooters - Episode 11

    Nov 13, 2024·45m
  133. 133

    Fees and Value – With Brian Yarch - Episode 10

    Nov 6, 2024·34m
  134. 134

    BONUS The Champion Series PT 3 -John "Trey" Kailunas III MS -Episode 9

    Nov 3, 2024·39m
  135. 135

    BONUS The Champion Series PT 2 -John "Trey" Kailunas III MS -Episode 8

    Nov 2, 2024·38m
  136. 136

    BONUS - Athletic Mindset and Sales – Don Carlson -Episode 7

    Oct 31, 2024·47m
  137. 137

    CSA Conference BIO and Process - With Kevin Berwald - Episode 6

    Oct 30, 2024·36m
  138. 138

    Successful Traits – With Lee Cole -Episode 5

    Oct 23, 2024·42m
  139. 139

    Professional Biography – Control the Dialogue - With Kevin Berwald -Episode 4

    Oct 16, 2024·35m
  140. 140

    BONUS The Champion Series -John "Trey" Kailunas III MS -Episode 3

    Oct 13, 2024·39m
  141. 141

    Increase your Quality of Life (IQL)- With Kevin Berwald - Episode 2

    Oct 9, 2024·46m
  142. 142

    “The Why” With Kevin Berwald - Episode 1

    Oct 2, 2024·41m