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

RIP McGillicuddy Ep. 119

https://www.buzzsprout.com/2259316/fan_mail/new This episode features legal expert Ian Dankelman discussing succession planning for financial advisors, emphasizing the importance of legal agreements, ethical responsibilities, and proactive business continuity strategies. If you would like to be a guest Podcast Closing

Dom De Pinto - The Cigar Maven Ep. 118

https://www.buzzsprout.com/2259316/fan_mail/new Join John Kailunas and cigar expert Dom De Pinto as they explore cigar etiquette, selection, and the culture surrounding cigars. Discover tips for beginners, insights into cigar sizes, flavors, and the significance of community in cigar lounges. If you would like to be a guest Service owned business Podcast Closing

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

https://www.buzzsprout.com/2259316/fan_mail/new In this episode, Ian Dankelman from Smith Gambrell and Russell shares expert insights on corporate governance, legal structuring, and the importance of maintaining up-to-date legal documents for business success. Perfect for advisors and business owners looking to strengthen their legal foundation. If you would like to be a guest Podcast Closing

Dankelman: It's just Business Ep. 116

https://www.buzzsprout.com/2259316/fan_mail/new In this episode, John Kailunas II interviews attorney Ian J. Dankelman about corporate governance, legal best practices for advisors, and building a professional legal team. They explore how advisors can protect their businesses through proper legal structures, the importance of ongoing legal counsel, and lessons learned from litigation experiences. If you would like to be a guest Service owned business Podcast Closing

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

https://www.buzzsprout.com/2259316/fan_mail/new In this episode, John Kailunas II and Kevin Berwald explore the critical final stage of the client sales cycle, focusing on next opportunities and referrals. They share practical strategies for leveraging existing clients to generate more referrals, increase wallet share, and grow your practice sustainably. Podcast Closing