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Infrastructure is Key - John Kailunas II & Bill Best Ep. 36
In this episode of the Catalyst4Growth podcast, John A. Kailunas II and Bill Best, CPA, CA, GCB.D, CCB.D discuss the journey of professional salespeople, focusing on the importance of building a strong business infrastructure, understanding the nuances of AUM versus AUA, and the critical nature of client relationships and succession planning. Bill shares insights from his extensive career, emphasizing the need for transparency, compliance, and the value of investing in a capable team. The conversation also touches on the importance of trust in the financial services industry and the lessons learned from various experiences throughout their careers.
If you would like to be a guest
Service owned business
Podcast Closing
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By John Kailunas II
In this episode of the Catalyst4Growth podcast, John A. Kailunas II and Bill Best, CPA, CA, GCB.D, CCB.D discuss the journey of professional salespeople, focusing on the importance of building a strong business infrastructure, understanding the nuances of AUM versus AUA, and the critical nature of client relationships and succession planning. Bill shares insights from his extensive career, emphasizing the need for transparency, compliance, and the value of investing in a capable team. The conversation also touches on the importance of trust in the financial services industry and the lessons learned from various experiences throughout their careers.
If you would like to be a guest
Service owned business
Podcast Closing