Episodes
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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: 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 changesFamily planningReal estate transactionsIncome planning for retirementTax consequences of a business sale/purchaseInheritance and estate planningJudah 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:
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.
CRN202709-7120942
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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: 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 ProductsLicensed to offer Life, Health, Property, and Casualty InsuranceFormer MetLife Leaders Conference Qualifier 2008, 2011, and 2014Former MetLife Presidents Conference Qualifier 2016Former MetLife Chairman of Group Advisory Counsel from 2014-2016MassMutual Leaders Conference Qualifier 2018, 2019, 2020, 2022, 20235 Star Wealth Manager Award Recipient (2018-2024)*Graduated Montclair State University with a Bachelor of Arts in BusinessCommunity activities include sponsorship with Morristown Soup Kitchen & Outreach Center and March of DimesHobbies include traveling, cooking, and sportsPodcast Episode Description: Discover What Motivates Your Clients
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.
CRN202709-7075793
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Missing episodes?
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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: 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:
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.
CRN202709-7044036
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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: 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:
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.
CRN202709-7044087
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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: 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:
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.
CRN202709-7035671
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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: 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:
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.
CRN202708-6995836
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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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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.
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: Hiatus Message from Paul Blanco
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.
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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: 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:
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.
CRN202707-6795247
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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: 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:
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.
CRN202709-6757103
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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: 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:
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.
CRN202706-6682363
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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 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:
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.
CRN202705-6673537
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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: 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
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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: 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 nowUse empathy as a connection tool that moves prospects to actionBuild deeper emotional engagement at each stage of the client life cycleSet yourself apart by doing things that are meaningful and memorableKeep your clients from moving to a competitor
Books by Richard Weylman100 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:
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.
CRN202705-6540618
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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: 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 AllocationEstate Conservation StrategiesCollege Funding/529 PlansInsurance ProductsInvestment ProductsLong-Term Care InsuranceRetirement PlanningTax Saving StrategiesJoseph 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:
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.
CRN202705-6540594
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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
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.
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 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.
CRN202705-6524945
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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: 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:
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.
CRN202705-6490345
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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: 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:
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.
CRN202705-6462833
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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: 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:
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.
CRN202705-6415096
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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: 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:
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.
CRN202704-6361051
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