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Building a Firm with over $3 Billion in Assets with John Kailunas II
In this episode, we feature John Kailunas II, a first-generation immigrant who began his finance career in 1988 and now manages over $3 billion in assets. He discusses his journey, the role of mentorship, and the challenges of starting his own business.
John also shares insights on financial planning, creating a fulfilling retirement, and his podcast, C4G Sales Success, which aims to help sales professionals succeed. Don't miss this inspiring conversation!
Chapters:
(02:02) Who is John Kailunas II
(03:36) Fear of failure
(07:15) Handling money
(08:52) Hiring an advisor is key to investing successfully
(12:49) Trust but verify relationships
(21:24) Handle difficult employees
(24:26) You have to delegate to the right people
(29:31) The American dream
Sponsored by:
BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgP
John A. Kailunas II bio:
Early in his upbringing as a first-generation immigrant, John Kailunas II had ingrained in his very person the importance of hard work, commitment, and dedication to those who put their trust in him. John began his career in the financial industry in 1988 as a sales representative with Sun Life of Canada. That was all the opportunity he needed to leverage his drive and ambition to achieve the American dream. He was soon promoted to a sales management role, where he led and trained others to obtain their American dreams. John’s successful track record continued as he developed his entrepreneurial and leadership skills, including time at John Hancock’s General Agency system. As an Associate General Manager, his team became the number one recruiting office and the leading investment-producing office nationwide. The platform created by Kailunas served as the foundation for John Hancock to launch its national Community Bank Platform. Today, John leverages his three-plus decades of experience and successes that make him uniquely qualified to help Financial Professionals and businesses reach their own goals as a way of giving back.
John’s entrepreneurial spirit propelled him for the next two decades as he and his team built Regal Holdings and its subsidiaries: Regal Investment Advisors (2B+ AUM), LionShare (SMA Distribution), and Regulus Financial Group (Broker-Dealer 2B+ AUA), Regal Charitable, Regal Financial Group (Retail) and now Catalyst4Growth (Professional Development).
The Regal team has been honored to receive numerous awards, including E&Y Entrepreneurial Finalist, Top RIAs in the Country, Best Places to Work, and the Coolest Places to Work, among others. John is an active member of the West Michigan YPO Gold Chapter, having served as its Chairman for three consecutive terms and as Regional Deal Network Chairman. Kailunas takes great pride in building individual salespeople and distribution platforms with strategic thinking and pragmatic leadership. He would be honored to have the opportunity to discuss how he can leverage these resources to help you achieve your dreams.
Kailunas has been happily married to his wife, Deborah, for over 25 years and is the proud father of two children: his oldest, Courtney Kailunas, DNP, and his son, John “Trey” A. Kailunas III. John enjoys traveling and has visited all 50 states and 34 countries over six continents. John enjoys the outdoors, hunting, fishing, cigars, and bourbon.
Connect with John:
https://www.catalyst4growth.org
https://www.catalyst4growth.org/podcast
https://www.linkedin.com/company/catalyst4growth1
View all episodes
By Cosmos DarIn this episode, we feature John Kailunas II, a first-generation immigrant who began his finance career in 1988 and now manages over $3 billion in assets. He discusses his journey, the role of mentorship, and the challenges of starting his own business.
John also shares insights on financial planning, creating a fulfilling retirement, and his podcast, C4G Sales Success, which aims to help sales professionals succeed. Don't miss this inspiring conversation!
Chapters:
(02:02) Who is John Kailunas II
(03:36) Fear of failure
(07:15) Handling money
(08:52) Hiring an advisor is key to investing successfully
(12:49) Trust but verify relationships
(21:24) Handle difficult employees
(24:26) You have to delegate to the right people
(29:31) The American dream
Sponsored by:
BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgP
John A. Kailunas II bio:
Early in his upbringing as a first-generation immigrant, John Kailunas II had ingrained in his very person the importance of hard work, commitment, and dedication to those who put their trust in him. John began his career in the financial industry in 1988 as a sales representative with Sun Life of Canada. That was all the opportunity he needed to leverage his drive and ambition to achieve the American dream. He was soon promoted to a sales management role, where he led and trained others to obtain their American dreams. John’s successful track record continued as he developed his entrepreneurial and leadership skills, including time at John Hancock’s General Agency system. As an Associate General Manager, his team became the number one recruiting office and the leading investment-producing office nationwide. The platform created by Kailunas served as the foundation for John Hancock to launch its national Community Bank Platform. Today, John leverages his three-plus decades of experience and successes that make him uniquely qualified to help Financial Professionals and businesses reach their own goals as a way of giving back.
John’s entrepreneurial spirit propelled him for the next two decades as he and his team built Regal Holdings and its subsidiaries: Regal Investment Advisors (2B+ AUM), LionShare (SMA Distribution), and Regulus Financial Group (Broker-Dealer 2B+ AUA), Regal Charitable, Regal Financial Group (Retail) and now Catalyst4Growth (Professional Development).
The Regal team has been honored to receive numerous awards, including E&Y Entrepreneurial Finalist, Top RIAs in the Country, Best Places to Work, and the Coolest Places to Work, among others. John is an active member of the West Michigan YPO Gold Chapter, having served as its Chairman for three consecutive terms and as Regional Deal Network Chairman. Kailunas takes great pride in building individual salespeople and distribution platforms with strategic thinking and pragmatic leadership. He would be honored to have the opportunity to discuss how he can leverage these resources to help you achieve your dreams.
Kailunas has been happily married to his wife, Deborah, for over 25 years and is the proud father of two children: his oldest, Courtney Kailunas, DNP, and his son, John “Trey” A. Kailunas III. John enjoys traveling and has visited all 50 states and 34 countries over six continents. John enjoys the outdoors, hunting, fishing, cigars, and bourbon.
Connect with John:
https://www.catalyst4growth.org
https://www.catalyst4growth.org/podcast
https://www.linkedin.com/company/catalyst4growth1