Paul Blanco's Small Steps, Big Wins

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.

This week on the show, we’re talking with two bright, young advisors in the midst of their professional journeys with Barnum Financial Group. Daniel Hoffman and Nicholas Quagliani share their current experiences as financial advisors, giving you a glimpse of what young advisors experience in today’s financial professional world.

Guest Bio – Nicholas Quagliani

Financial Advisor | Investment Advisor Representative

As an Investment Advisor Representative, Nick acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

Guest Bio – Daniel Hoffman

Financial Advisor | Investment Advisor Representative

As an Investment Advisor Representative, Daniel acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

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.

CRN202802-8252656

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: The Future is Now

Podcast Episode Description: This episode features conversations Paul has had surrounding the future of our industry and how advisors can leverage the many digital platforms available.

Paul talks with Barnum’s CTO Stefano Martini about how advisors can evolve to become digital, the future of FinTech in our field with Paul Tyler, Head of Enterprise Marketing and Marketing Innovation with Zinnia, how Barnum is solving the data needs of our advisors with Barnum’s Director of Business Intelligence Marwan Khoury and the CEO of WealthFeed, Sam Kendree, about how to identify money-in-motion prospects.

0:00 Intro

0:40 Stefano Martini, How Advisors Can Evolve To Become Digital

11:50 Paul Tyler, The Future of FinTech

19:09 Marwan Khoury, Solving the Data Needs of Advisors

25:44 Sam Kendree, Identifying Money-in-Motion Prospects

30:10 Outro

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.

CRN202802-8213009

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 Description: Achieving Sustained Success 

Podcast Description: Throughout the show, Paul interviewed a lot of great financial professionals who have shared their incredible journeys. He talked with some financial professionals about their struggles and the lessons they’ve learned to become some of the top leaders in this industry. 

This week, we’re revisiting Paul’s conversations with the leadership of one of Barnum’s top performing teams. You’re going to hear from Managing Partner Jim Ian, Senior Partner Matt Paulsen, and Partner Franco Piscitelli of the Barnum Capital Management Team as they share their success in the industry and the importance of having a long-term vision. 

Enjoy! And thank you for listening to Small Steps, Big Wins. 

00:00 Intro 

00:48 The Challenges of Getting Started 

01:04 Franco Piscitelli 

06:44 Jim Ian 

07:57 Matt Paulsen 

12:19 Jim Ian 

15:38 Putting the Team Together and the Benefits of Teaming 

15:58 Franco Piscitelli 

23:28 Matt Paulsen 

26:17 Jim Ian 

29:20 The Importance of Personal Growth 

29:48 Franco Piscitelli 

32:58 Jim Ian 

35:20 Matt Paulsen 

38:00 Outro 

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.

CRN202802-8163235

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: Let’s Get Motivated!

Podcast Episode Description: Along with the many great financial professionals Paul has on the show, he’s also had the pleasure to sit down with some fantastic inspirational leaders. On this week’s episode, you’re going to hear clips from these motivational speakers.

Learn how to raise your game with Alan Stein Jr., the hero effect with Kevin Brown and learning how greatness grows in the shadows with Justin Forsett. Alex Weber discusses how to be the unstoppable you and Ben Newman highlights how to achieve continual peak performance in your life.

00:50 Alan Stein Jr. - How to Raise Your Game

06:20 Kevin Brown – The Hero Effect

12:18 Justin Forsett – Greatness Grows Best in the Shadows

18:37 Alex Weber – Being the Unstoppable You

23:58 Ben Newman – Achieving Continual Peak Performance

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.

CRN202802-8063740

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 Description: Life Lessons with the SKG Team

Podcast Description: Paul has featured a wide array of great guests on the show and many of those guests have been advisors who have shared their incredible journeys.

This episode revisits conversations with one of the top teams within Barnum Financial Group, The SKG Team — Ben Soccodato, Chris Kampitsis, and Anthony Maiuolo. We hope you find value in their personal stories and inspiration to help you on your own financial professional journey.

00:50 Ben Soccodato – Changing your Mindset

14:00 Chris Kampitsis – How Do You Get in Front of Clients

17:42 Anthony Maiuolo – A Day in the Life

20:15 Chris Kampitsis – Three Career Turning Points

26:53 Anthony Maiuolo – Transitioning to a Financial Planner

28:28 Ben Soccodato – Breaking Through the Ceiling of Complexity

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.

CRN202801-8056716

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: Bill Cates, Consultant | Coach | Speaker| Podcaster | Author

Podcast Episode Description: The Original Referral Coach

Bio: If you're a financial professional, you're probably looking for more Right-Fit Clients - clients who are a pleasure to work with and who appreciate you for all the right reasons. Are you finding it challenging to reach these people? Are you maximizing the referral/introductions process? Are you communicating just the right message to get them interested?

If you're a leader/manager, you probably want to find the right tools to provide to your advisors/reps/consultants to help them win more new business. And you may be working hard to attract more candidates into your firm. Do you have a referral system in place for this? Is your messaging as effective as possible?

We help our clients:

🔹 Create more effective messaging to attract the right clients and move them to action

🔹 Get more referrals without begging or pushing

🔹 Turn your referrals into personal introductions

🔹 Set more appointments that stick

🔹 Convert prospects into clients at a higher rate

Hall of Fame Speaker, author of "Get More Referrals Now!" "Beyond Referrals" and "Radical Relevance" and The Cates System for Exponential Growth (tm).

◾ Website: www.ReferralCoach.com

◾ Books: amazon.com/author/billcates

◾ Coaching: www.CoachCates.com

◾ YouTube: https://www.youtube.com/user/ReferralCoach

◾ Facebook: https://www.facebook.com/ReferralCoach

◾ Twitter: @Bill_Cates

◾ Blog: www.ReferralCoach.com/blog

◾ E-mail: [email protected]

◾ Phone: 301.497.2200

❗ REMEMBER ❗ BILLion begins with BILL

Specialties: Live seminars, Video based training, Webinars, Coaching

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.

CRN202702-5852555

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: Scott Grove | Managing Partner | Capstone Financial and Insurance Services LLC

Bio: Scott leads an advanced planning team and is a joint work specialist who provides consulting on advanced planning matters across the country. Scott’s strengths are delivering solutions to maximize efficient tax and estate planning strategies along with the accumulation and transfer of wealth. He and his team provide proprietary insurance based solutions and are the premier independent corporate trustee advisory practice in the life insurance industry as measured by assets under management of trust accounts and the total number of families served.

Scott’s clients include but are not limited to affluent families, closely held business owners, executives, professional athletes and entertainers.

Scott’s industry achievements include being a perennial Management Council qualifier and being recognized as a “Who’s Who under 40”. He is a member of AALU and various estate planning councils around the county.

Scott enjoys working out, running, reading industry related books, watching movies and spending time with his wife Tracy and daughter Ella.

Podcast Episode Description: Creating Opportunities for Advisors

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.

CRN202801-7990055

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: Grant Piller, CFP®, LUCTF | Financial Planner | Owner, Piller Financial Group

Bio: Grant is a Financial Planner and a Financial Services Representative with Piller Financial Group where he offers financial planning services, insurance, and investment solutions to help his clients achieve their financial goals. He specializes in wealth accumulation and preservation strategies for his clientele of individuals, business owners, retirees, and non-profits.

Grant is a multi-year recipient of the Five Star Wealth Manager Award for Best in Client Satisfaction, recognized in the Minneapolis St. Paul Magazine and Twin Cities Business publications. This recognition is the result of an extensive survey process of high-net-worth individuals and leaders of financial service industry companies. Grant is among just 7% of the wealth managers in the Twin Cities area to receive this award.*

Grant’s personal time is largely dominated by his children’s sports and activities, which he loves to watch. He is passionate about travel and enjoys exploring new destinations with his wife Caitlin, daughters Caroline & Clare, and sons John & James.

Grant holds the designation of Certified Financial Planner and earned degrees in Business from the University of Nebraska, Lincoln.

* The FIVE STAR Wealth Manager Award is granted by Five Star Professional, an independent marketing firm. This award is not indicative of future performance and is based on nominations by industry professionals in a given market area and objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets.

Podcast Episode Description: Getting in Front of Clients Every Single Day

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.

CRN202801-7903915

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: Duncan MacPherson | Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals

Bio: Duncan MacPherson, driven by a deep passion for unlocking potential, steers Pareto Systems in his role as CEO. Together with financial professionals and visionary firms, he is committed to designing businesses that achieve both profitability and purpose. Duncan, alongside his team, leverages the unique 'The Blue Square Method'-a methodology inspired by best practices-to guide professionals toward discovering their 'Blue Square.' This represents the ideal state where their business activities are in perfect harmony with their passion and purpose.

As a speaker in high demand, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the Financial Services industry.

Duncan's expertise in demystifying business development and marketing in the financial world has universal appeal, from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan's primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

Duncan is also an industry best-selling author and has written many books including: The Advisor Playbook and The Blue Square Method; the mindset and best-practices of top fee-for-service professionals.

Beyond the office, Duncan loves spending time with his wife and two sons. They enjoy the four-seasons playground they call home in beautiful Kelowna, British Columbia, Canada. He enjoys staying active with recreational activities such as golf, tennis, pickleball and skiing.

Podcast Episode Description: The Evolution of the Advisor

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.

CRN202801-7846268

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: Paul Epstein | Award-Winning Leadership & Sales Speaker | 2x Bestselling Author | Former NFL & NBA Executive | Founder, Win Monday | Growth & Momentum Expert

Bio:

• 2x Bestselling author, The Power of Playing Offense and Better Decisions Faster
• Success Magazine Top Speaker that Gets Results
• Former NFL & NBA Executive and WHY Coach of the 49ers
• Set an all-time Super Bowl revenue record
• Took a Jerry Maguire leap from sports, to graduate from career to calling
• Advisor to Fortune 500’s, Pro Athletes, and High Growth Founders
• Led a $3B leadership development laboratory
• Featured in USA Today, ESPN, NBC, Entrepreneur, and Fox Business
• Clients range from Zoom, Amazon, Johnson & Johnson, and NASA to the Lakers and Cowboys
• Proudest titles: father, husband, son, Trojan, and Wolverine
• Bacon lover, just don’t make it too crispy
• Got married on the field of Levi’s Stadium (her idea, I swear!)

Podcast Episode Description: Winning Monday

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.

CRN202712-7815156