In our latest episode we reflect back on the last 12 years at Gradient, our journey, and many memories along the way. Is Team Peak Gradient's annual Valentine?  

We are pleased to share with you Dan Wendol, CFP of Dolphin Financial Group. Dan is a successful financial advisor with a growing YouTube channel. We discuss Dan's journey in his practice and how he arrived to generating leads from his YouTube channel.  

Daniel J. Wendol is the founder and CEO of Dolphin Financial Group. He is a CERTIFIED FINANCIAL PLANNER with a focus on income management and retirement planning.  Financial Coach: As an investment advisor representative, he is focused on helping those retired or soon to be retired to plan for future income. He values safety and simplicity when it comes to helping others with seemingly complex situations. With experience in the insurance world, Daniel is not afraid of using insurance products and integrating them with traditional investment management strategies.  Daniel had previously worked in the heart of the investment world in New York City as an equities trader through both bull and bear markets. He earned a Bachelor of Science in Investments from Babson College where he graduated with Honors as a Presidential Scholar. Daniel holds a CFP Certification, a Series 65 license as well as his life and health insurance license.   

Dan is an accomplished author:  

The co author of - The Spending Window - How intermittent spending can improve your finances by Daniel J. Wendol & Angelo R Derosalia 

The co author of - A retirement Reality Check - Are you doing what you should be doing? by Daniel J. Wendol, Edward J. Wendol & Thomas J. Tyrkala  

https://www.youtube.com/c/Dolphinfinancialgroupfl 

For more information on this episode or the software used to make this video please call Dustin Hawks or Chris McPheron at 1-800-407-4137  

**The opinions herein may be from personal experience and may not necessarily be those of Gradient Financial Group, its employees, or affiliates. Any results, topics, or outcomes are for informational purposes only.  We do not purport to offer tax, accounting, or legal advice. Financial Professional Use Only.**

In this Episode we talk with Jimmy P (Pomerance) about the 3 keys to living a full day. A nationally recognized presentation, communication and sales skills consultant, Jimmy Pomerance is well-known for his skill at teaching bold, innovative, “out of the box” strategies for getting results—no matter the changes or challenges in the marketplace. Jimmy has worked extensively with top performers in financial services as a National Sales Training Director for AIG, SunAmerica, Cole Capital Markets, and as a Southern Division Sales Manager for Sun Life Financial Services to help teach, coach, and train financial professionals to increase their productivity and deliver greater results. With a background performing improvisational comedy, his speeches and seminars are humorous, entertaining and full of energy, which serves to keep his audiences engaged and ensures that the message is well received.      To contact Jimmy P and Impact Speakers Phone: 954-288-5467  www.impactspeakers.com  [email protected]

In this episode we feature Leo Carton, CFP from Case Central in Gradient Financial Group. Leo touches on all the core reports a FSP would use with in the New Generation Retirement system.

Financial Overview

COMRA

Social Security Max Report

Custom Annuity Review

Compass Report

Roth Conversion 

Found Money Report

Make sure to follow our podcast to ensure you don't miss an episode and subscribe to our YouTube channel link below:

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To get the link for the video of this episode please call Dustin or Chris at 800-407-4137 or email us at [email protected]

In this episode we feature Luke Loewen - Vice President of Gradient Annuity Brokerage. Luke talks about the New Generation Retirement System's five step process for success and Gradient's New Generation University. 

Step One: Prospecting

Step Two: Fact and Feeling Finding

Step Three: Strategy

Step Four: Recommendations and Implementation

Step Five: Ongoing Relationship

For more information on the New Generation University please call Dustin Hawks or Chris McPheron at 1-800-407-4137

YouTube Channel: https://www.youtube.com/channel/UC4EuvzCbMgtvk8_yGrAYrOw

In this episode we discuss the 2022 Gradient Summit hosted in Rancho Palos Verdes, CA. We cover all the keynote speakers, Gradient Financial Group speakers, and exciting topics delivered over the entirety of the event. 

KEYNOTE SPEAKERS:

Dr. Jason Selk - Author and speaker started the first day of the general session and absolutely knocked it out of the park talking about Relentless Solution Focus.  

https://enhancedperformanceinc.com/

Dan Thurmon - author of Off Balance on Purpose - talked about embracing uncertainty and creating a life you love. 

https://danthurmon.com/

Steve Robinson - former Executive Vice President and Chief Marketing Officer for Chick-Fil-A - spoke on how Chick-Fil-A grew their brand from a mall food court chain to the model example of fast food.

https://srobinsonconsulting.com/

Dennis Moseley-WIlliams - Speaker and author of Serious Shift - finished the general session with creating incredible client experiences 

Quote of the Episode

"If you limit yourself to what is comfortable you are limiting yourself to what is possible" - Dan Thurmon

Remember to subscribe to our YouTube Channel

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In this episode we talk about what to expect from this podcast. We discuss future episodes, topics and guests. 

An introduction to Team PEAK; and your hosts Dustin Hawks and Chris McPheron of Gradient Financial Group.

Quote of the day and much more!