Paul Blanco's Small Steps, Big Wins

Keeping Your Focus on the Client

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 [https://www.instagram.com/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

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: 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 [https://www.instagram.com/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. CRN202809-9482834

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

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: 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 [https://www.instagram.com/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. CRN202809-9468962

(Replay) Building Your Marketing Plan

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: 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. CRN202706-6631064

How We Handle Adversity Defines Us

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: 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 [https://www.instagram.com/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. CRN202809-9395727