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 Title: Keeping Your Focus on the Client

Podcast Episode Description: The world of finance, much like most industries, has one main key to success, above all else. To be a client or customer focused business. While this seems easy enough in practice, there are many tasks or issues that may get in the way, having us lose sight of this most important rule. Throughout the years on the show, Paul has spoken with guests who have amazing insight into keeping your focus on the client at all times.

In this episode, we look back on four guests who have discussed this topic. This compilation episodes features:

• Scott Sokolowski – A Love For Helping Others (Ep. 58) | Senior Vice-President | Barnum Financial Group
• Ahmed Sourour, CPWA®, AIF®, RICP® – How Many People Can We Help (Ep. 60) | Wealth Management Advisor | Reddington Sourour Advisory Group
• Richard Weylman – Demonstrating Empathy For Your Clients (Ep. 41) | Hall of Fame Keynote Speaker | Customer Experience Hall of Fame | Two-Time International Best-Selling Author
• Grant Piller, CFP®, LUCTF - Getting in Front of Clients Every Single Day (Ep. 72) | Financial Planner, Owner | Piller Financial Group

00:00 - Intro

01:01 – Scott Sokolowski | A Love For Helping Others

08:24 – Ahmed Sourour | How Many People Can We Help

16:21 – Richard Weylman | Demonstrating Empathy For Your Clients

26:22 – Grant Piller | Getting in Front of Clients Every Single Day

Follow Paul Blanco 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.

CRN202810-9531880

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 Title: Consistency: A Key Pillar for Success

Podcast Episode Description: The key pillars of success are spoken about time and time again; many with Paul on this show, but none seem to be more important than consistency. On this episode we’ll look back at just some of the guests; Kenneth DiCairano, Jeff Rice, Matthew Barrett, and Daniela Gerhard, who have given us some great advice on this key pillar of success.

This compilation episodes features:

·     Kenneth DiCairano, CFP®, CPA, CASL, MBA – Persistent and Consistent (Ep. 55)

o  Financial Services Executive, CERTIFIED FINANCIAL PLANNER™ | Barnum Financial Group

·     Jeff Rice – Consistent Growth in All Aspects of Life (Ep. 49)

o  Financial Planner | Financial Services Executive | Wealth Management Advisor| Barnum Financial Group

·     Matthew Barrett – Success Starts with Consistency (Ep. 50)

o  Financial Advisor | Financial Services Executive | Investment Advisor Representative | Barnum Financial Group

·     Daniela Gerhard, ACC, CELC, CPC – Discipline, Consistency, and Hard Work (Ep 61)

o  Director, Training & Business Development | Barnum Financial Group

00:00 - Intro

00:48 – Kenneth DiCairano | Persistent and Consistent

13:32 – Jeff Rice | Consistent Growth in All Aspects of Life

17:05 – Matthew Barrett | Success Starts with Consistency

22:39 – Daniela Gerhard | Discipline, Consistency, and Hard Work

Follow Paul Blanco 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.

CRN202809-9482834

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 Title: Hard Work: The Not-So-Secret Key to Success

Podcast Episode Description: Throughout the years on the show, Paul’s guests have given advice on best practices, finding what motivates you, the best way to treat yourselves and your clients, how to use technology to your advantage, and so much more. The one unyielding component inherent in all of Paul’s most successful guests is one that, in theory, sounds incredibly simple, but is anything but, and that is the key to success is to work hard every day.

This compilation episodes features:

·     Norman Leslie, ChFC®, CASL®, LUTCF – Putting in the Effort Every Day (Ep. 33)

o  Financial Advisor, Financial Services Executive, Special Care Planner | Barnum Financial Group

·     Brian Ward – Approach Every Day with Tenacity (Ep. 45)

o  Financial Planner | Wealth Management Advisor | Barnum Financial Group

·     Edward Alferoff, CFP®, RICP®, ChFC®, WMCP® - Getting Better Every Single Day (Ep. 51)

o  Co-Founder | Partner | Vital Planning Group

·     Arthur Gallant, CFP®, ChFC® – Keep Winning the Day (Ep 52)

o  CERTIFIED FINANCIAL PLANNER™ professional | Financial Services Executive | Financial Advisor | Barnum Financial Group



00:00 - Intro

01:14 – Norman Leslie | Put in the Effort Every Day

08:26 – Brian Ward | Approach Every Dat with Tenacity

14:26 – Arthur Gallant | Keep Winning the Day

18:42 – Edward Alferoff | Getting Better Every Single Day

Follow Paul Blanco 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.

CRN202809-9468962

Paul Blanco's 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

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 Title: How We Handle Adversity Defines Us

Guest: George Goldman | Financial Planner | Financial Services Executive | Investment Advisor Representative

Guest Bio: With over 30 years of experience in the financial services industry, George provides objective advice and quality service for individuals and their families, small business owners, and business executives — working with all of them to create a holistic financial plan. As a Financial Planner with Barnum Financial Group, George is committed to his vision of helping his clients build a strong and dependable path to financial freedom.

George created a team of highly experienced professionals with specific areas of expertise to best serve the needs of his clients. He developed a team that complements each other well and works together to provide their clients with solutions tailored to their unique situations. As team leader, George ensures all clients receive the very best in all facets of wealth management.

Since joining Barnum Financial Group in 2002, George has earned numerous recognitions for his work on behalf of his clients. When Barnum was a part of MetLife, he qualified for MetLife’s prestigious Presidents Conference in 2003-2006, 2008, and also MetLife’s Leaders Conference in 2007 and then 2009-2014. After transitioning to MassMutual, George has been a perennial conference qualifier.

George has a strong belief in giving back to those in need of a helping hand. He fully endorses and encourages the team’s efforts towards the highly important organizations in our community. As represented on the ‘Community Involvement’ page, there has been great joy in spending time with local charities and contributing to their causes. 

Staying involved and active in the local community, George was a founding board member of the Foundation for Life, Inc., a nonprofit organization that strives to improve the quality of life for the people and families it serves through actions that promote change and deepen connections within our communities. He currently resides in Southington with his fiancé. They spend their days enjoying time with their six children, between them, and one golden retriever.

Podcast Episode Description: George Goldman created a team of highly experienced professionals with specific areas of expertise to best serve the needs of his clients called The Goldman Wealth Advisory Team. He believes in providing the very best for his clients, giving back to his community, and that what defines us is how we handle adversity.

Follow Paul Blanco 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.

CRN202809-9395727

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 Title: Timeless Wisdom

Podcast Episode Description: Throughout the years on the show, Paul has talked to some amazing guests. Each of them imparting great lessons or advice along the way. Some of it directly about financial advising and the financial service industry and some that is about life and taking better care of your clients as well as yourself. In this episode, we take a listen to four guests who have provided some great advice while appearing on the show.

Paul Epstein – Winning Monday (Ep. 70) | Award-Winning Leadership & Sales Speaker | 2x Bestselling Author | Former NFL & NBA Executive | Founder, Win Monday | Growth & Momentum Expert

Joe Jordan – The Five Pillars of Financial Success (Ep. 3) | Financial Services Speaker | Bestselling Author

Amy Jamrog – Creating a “Wow” Experience for Your Clients (Ep. 8) | Financial Advisor | Coach | Best Selling Author | Speaker

Dave Resseguie – Driving Productivity (Ep. 25) | Chief Shepherding Officer, Founder | The Resseguie Group

00:00 - Intro

01:11 – Paul Epstein | Winning Monday

07:07 – Joe Jordan | The Five Pillars of Financial Success

15:37 – Amy Jamrog | Creating a “Wow” Experience for Your Clients

25:45 – Dave Resseguie | Driving Productivity

Follow Paul Blanco 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.

CRN202808-9355523

Paul Blanco's 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

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 Title: Play To Your Strengths

Guest: Daniel Solazzo, Financial Planner

Guest Bio: In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.

Podcast Episode Description: Daniel Solazzo, a financial planner with Barnum Financial Group, joins the show this week. Daniel helps his clients see the “big picture” and address their entire financial life.  He’s here to share his experience in that field and his 9-year career in the financial services industry as well as talking about playing to your strengths, be confident in your skill-set, and always ask for help.

Follow Paul Blanco 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.

CRN202808-9285620

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 Title: Getting Better Every Day

Guest: Timothy Loeffler, CFP®

Guest Bio: The cornerstone of my service is providing you with the knowledge and insights you need to make informed financial decisions with confidence. We work together to establish your financial goals and objectives in the context of what you want to achieve as well as your time frame and risk and return preferences. From saving more intelligently to investing more strategically to protecting your assets more effectively, I can help you find solutions to meet both your near-term needs and long-term objectives.

Podcast Episode Description: We’re talking with Timothy Loeffler this week. Tim is a financial planner who has been with Barnum Financial Group since 2015. He focuses on finding solutions for his clients’ short-term needs and long-term objectives. He’s here to share his story and his 10 years of experience working in this industry and how important it is to work to get better every single day.

Follow Paul Blanco 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.

CRN202808-9244950

Paul Blanco's 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.

We're celebrating our 100th episode by going back to the beginning and replaying our very first episode. Enjoy how it all started!

Today's Guest: Ben Soccodato

Episode Title: His Road to Success

We're going to learn about Ben's ups and downs, the strategies he's employed and the mental fortitude to took to reach his level of success as a financial advisor.

Bio: Ben brings more than 15 years of financial planning experience to his role as a Financial Planner with Barnum Financial Group. Having spent the majority of his career educating Fortune 500 institutions and other large corporations in financial literacy, Ben now leads the line for the SKG Team by servicing a personalized experience to his clientele. Ben has received high praise and awards, including recognition by the 2011 Workplace Leaders in Financial Education Award for the program implemented in the New York Stock Exchange.

For his efforts, he has also participated in the opening bell in recognition. Being raised by his parents who served long-standing roles in education, Ben has continued their legacy by cultivating and empowering his clients in financial decision making -- a massive passion of his. From this, Ben has successfully attained the CFP®, ChFC®, RICP®, CExP™, ChSNC®, and AIF® designations to expand his knowledge of the industry and provide impactful client experiences.

Ben's expertise has been featured in local and national media outlets including Forbes, Barron's CNBC, US News and World Report, Newsday, Yahoo! News, Money, and more.

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.

CRN202604-4247780