C4G Success

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


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In this episode of C4G's podcast, Sales Enrichment, hosts John Kailunas and Kevin Berwald discuss insights from a recent conference focused on senior advisors. They emphasize the importance of having effective processes in marketing and client acquisition, highlighting the psychological barriers prospects face, including negative thoughts and unconscious biases. The conversation delves into the significance of first impressions and introduces a professional biography tool designed to help advisors present themselves effectively. The episode concludes with resources and consulting options available for advisors looking to improve their practices. 

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C4G SuccessBy John Kailunas II