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.

Guest: Matthew Paulsen - Senior Partner | Wealth Management Advisor | Barnum Capital Management

Podcast Episode Description: Always Growing in This Industry

Bio: Matt brings nearly 20 years of experience to the BCM Team and offers his clients comprehensive financial planning and asset management services. Much of his career has been dedicated to teaching financial literacy classes at corporate venues and he spent eight years co-hosting Connecticut's #1 financial talk show, Smart Money Radio. Matt is a multi-year recipient of Connecticut Magazine's Five Star Wealth Manager Award (2014-2021).* Matt graduated from Providence College with degrees in both Finance and Business Management. An avid outdoor enthusiast, he and his wife, Teri, currently live in Madison with their three children.

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.

CRN202702-5925237

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: Ben Newman | Coach | Author | Speaker

Podcast Episode Description: Achieving Continual Peak Performance

Bio: MEET BEN NEWMAN. You may have seen him running up the sidelines as a Mental Performance Coach for your favorite sports team or recognize him for his bestselling books, The STANDARD and UNCOMMON Leadership.

He’s an Entrepreneur, Investor, 2x Wall Street Journal Bestselling Author, Philanthropist, AND THE NATION’S TOP CONTINUAL PEAK PERFORMANCE COACH.

Ben lives in his hometown of St. Louis, Missouri with the true measure of his success, his wife, Ami, and their children, J. Isaac and Kennedy Rose.

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.

CRN202702-5852425

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: Alex Weber, International Keynote Speaker | American Ninja Warrior | Award-Winning Performer

Podcast Episode Description: Being the Unstoppable You

Bio: Alex Weber believes You are UNSTOPPABLE! With his contagious positive energy, Alex immediately impacts audiences and ignites record-breaking achievements! Alex is an International Keynote Speaker, Award-Winning Host for NBC, and competitor on American Ninja Warrior. Alex helps Leaders, Individuals, and Organizations be relentless, gain their competitive edge, and unlock new levels of peak performance.

Alex connects so well with audiences because of his genuine openness about the challenges, self-doubt, and uncertainty that we all face - and how you can overcome it! As a professional entertainer, US Lacrosse Coach of the Year, and acclaimed Author, Alex is highly sought after for his unique ability to engage, transform, and empower audiences. Alex has positively inspired over 3.5 million people worldwide, and worked with major companies like ABC, Apple, Amazon, Under Armor, LinkedIn, The Los Angeles Lakers, Stanford Business and many more. Alex is also the only person ever to Host and Compete on NBC’s American Ninja Warrior.

With his riveting storytelling, uplifting humor, and captivating energy, Alex empowers you to be a positive leader, propel past challenges, and accomplish your highest goals in your career, your relationships, and your life!

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.

CRN202701-5852456

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: Kristin Andree | Business Strategist | Speaker | Author | Podcaster

Podcast Episode Description: Making an Impact in the Industry

Bio: CEO/Co-founder, Speaker | Hustle Clean

I am a former NFL running back and now a successful entrepreneur. I played 9 years in the NFL with the Seattle Seahawks, Indianapolis Colts, Houston Texans, Jacksonville Jaguars, Baltimore Ravens, Detroit Lions, and Denver Broncos. My best season came in 2014 as a member of the Baltimore Ravens when I was selected to the Pro Bowl.

Now I am an entrepreneur and the founder / CEO of Hustle Clean. Our business has been featured on Shark Tank, Fox, CBS, NBC and Cheddar. The Company’s products, including an on-the-go Shower Collection called ShowerPill which consist of a novel body wipe proven to kill 99.9 percent of germs, have taken off with availability at over 1,000 locations including Target, Crunch Fitness, Pharmaca, and UFC Gyms. Our investors and advisors include many professional athletes including Jonathan Stewart, Steve Smith Sr., Ronnie Lott, Kyle Juszczyk and Prince Amukamara.

My company’s mission is to inspire and empower people to live their best lives. We believe that the cornerstone of this mission includes our commitment to give back. We have been on the ground to offer needed help during the crisis at Flint Michigan, Hurricane Harvey (Texas) and Puerto Rico for Hurricane Maria.

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.

CRN202701-5799426

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.

Today's Guest: Dave Resseguie

Dave Resseguie, Chief Shepherding Officer and founder of The Resseguie Group, works with leadership teams & entrepreneurs as they lead themselves, lead others, & lead their businesses. He joins the show to talk all about his experiences as a professional coach and how he brings ideas, strategies, and more to allow their clients to drive their productivity.

Bio:

Founder & Chief Shepherd | The Resseguie Group

At The Resseguie Group, we are passionate about teaching the habits and disciplines that drive early productivity and high retention.

Creating vision, instilling habits, and developing discipline as you build your financial planning practice are necessary elements of success. We have all heard it said that the business is not easy, but the business is simple. Achieving that simplicity often comes down to whether or not you:

Control 100% of the things that are in your control | INFLUENCE everything else.

After over a decade in the financial services industry, my passion is focused on helping advisors create practices that truly thrive through intentional mindset development and proactive skill-building. We do this through:

✓ Coaching

✓ Keynotes

✓ Training

✓ Workshops

My personal mission is defined perfectly in this Greek word:

ποιμαίνω | Simply defined: To Shepherd

I aim daily to:

➤ Be led by the Great Shepherd

➤ Shepherd Gennifer, Charli, Chaz, & Cameron

➤ Shepherd the Flock of God in the Financial Planning World

CRN202910-12213588

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: Kristin Andree | Business Strategist | Speaker | Author | Podcaster

Podcast Episode Description: Making an Impact in the Industry

Bio: I specialize in working with financial advisors, attorneys, entrepreneurs & and corporate execs, and am here to help you create a business and life you absolutely LOVE.

We work on identifying & tackling the things holding you back, leveraging your unique strengths (what I call your "uniquifier") to propel you forward, and empowering you to play well beyond the level at which you’re currently playing.

Quit trying to be like everyone else....and focus on being authentically YOU in your business and your life. It's time to do something DIFFERENT - and, to have lots of fun along the way.

A LITTLE ABOUT ME:

I describe myself as a “strategy & accountability” girl. In working with me, you will certainly get a hefty dose of mindset & building mental toughness. You will also be coached on the HOW TO that will enable you to put that newfound mentality to work!

I am a very firm coach. I GIVE A LOT to my clients, and I EXPECT a lot in return!

Now, let's go grow some businesses & have some fun!

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.

CRN202910-12213588

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: Brooke Hourigan | Financial Planner | Barnum Financial Group

Podcast Episode Description: Finding a Balance in Your Career

Bio: Brooke Hourigan Bertholf has had her practice with the Barnum Financial Group as a CERTIFIED FINANCIAL PLANNER™ professional for the last 20 years. Before coming to Barnum, Brooke began her career in the financial industry with Ameriprise. In 2007 she became satisfied with the credentials for the CERTIFIED FINANCIAL PLANNER™ designation. Brooke attended Sacred Heart University in Fairfield, Connecticut, where she received her bachelor’s degree. After graduating, she knew that she wanted to pursue a career in business, either in finances or by becoming an attorney. Ultimately, Brooke decided to follow her instincts and dive into the financial and investment industry.

Brooke’s biggest motivators are her clients, as she looks forward to helping them achieve their financial goals. Brooke finds satisfaction when a long-time client finally crosses the finish line and reaches goals that they set years prior.

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.

CRN202910-12213588

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: Kevin Brown | Motivational Speaker & Bestselling Authoir | Creator of The Hero Effect® | Branding and Culture Expert

Podcast Episode Description: The Hero Effect

Bio: Kevin’s unconventional path to business and personal success has taught him that winning in business and in life requires anything but conventional thinking. He grew up in Muskegon, Michigan where his blue-collar roots taught him the value of hard work and determination. With a streetwise aptitude and a never quit attitude, he worked his way from the front lines in business to the executive boardroom.

Kevin understands what drives organizational excellence and customer loyalty. He knows first-hand how great brands think, feel and act. He is a branding and culture expert with a 30+ year career in franchise development. He spent the last 20 years of his corporate career as part of a leadership team that built a little-known family business into the #1 franchise in their industry with annual revenues exceeding $2 billion dollars. Since 2016, he has traveled the world pursuing a mission to share The HERO Effect® message with as many people and organizations as possible.

The HERO Effect® is a simple philosophy that separates world-class organizations and high-performance people from everybody else. Kevin is passionate about helping people expand their vision, develop their potential, and grow their results. And, as the father of a child with autism he knows firsthand how the principles of true success reach beyond the boardroom and into the lives of real people facing the challenges of everyday life.

As a highly sought-after keynote speaker, Kevin has had the privilege of speaking to a wide variety of organizations including American Express, Delta Airlines, PayPal, ExxonMobil, Nationwide, H&R Block, Sprint, Ernst & Young, Million Dollar Round Table, Merck, Booz Allen Hamilton, and many more.

Kevin is the bestselling author of The Hero Effect® (2017/2019). In his second book, Unleashing Your Hero (Harper Collins Leadership/Nov 2021), Kevin shares how the heroes who transformed his life are people just like you. People who were willing to use their gifts and abilities to serve others at a high level. This book is a guide to help everyday people discover and unleash their hero at work and in life.

Kevin has received numerous honors, including being named one of the ‘Top 10 Keynote Speakers of 2021’ by SpeakInc; one of the ‘Top 41 Motivational Speakers Who Can Energize Any Sales Team’ by Resourceful Selling; among the ‘Top Customer Service Speakers’ by Eagles Talent Speakers Bureau; one of the ‘Best Keynote Speakers of 2019’ by NorthStar Meetings Group; and an elite and in-demand ‘Gold Star Speaker’ by GDA Speakers.

Kevin entertains, inspires, and challenges people to show up every day and make a positive difference at work and in life!

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.

CRN202910-12213588

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: Allison Mislow | PlanSmart Account Executive | Barnum Financial Group

Podcast Episode Description: Developing a Financial Education Strategy

Bio: I am the PlanSmart Account Executive for Barnum Financial Group in Shelton, CT.

PlanSmart enables you to provide your employee with access to a range of financial and retirement education resources through on-site workshops, with optional personal consultations and decision-support assistance. By combining a solid educational foundation with the ability to address their specific individual goals, employees can take concrete action toward meeting their financial objectives.

From planning for retirement to caring for someone with Special Needs, PlanSmart offers a wealth of relevant, objective financial information. The program is available nationwide to help ensure all your employees benefit from the same resources through consistent message no matter where they are located. Working with your dedicated MetLife team, you can customize the program with the workshops and decision-support assistance programs that best meet the diverse needs of your employees.

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.

CRN202910-12213588

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: Dan Flynn | Chief Revenue Officer | Barnum Financial Group

Podcast Episode Description: Finding the Win-Win Opportunity

Bio: Listen to you. Learn about you. Deliver advice and solutions that help you achieve the future you want. Put your best interests first. This is part of the Barnum Promise and it’s meant for our clients. It’s also how I describe my approach to building relationships in our business. As Chief Revenue Officer for the Barnum Financial Group I’m continually looking for opportunities to expand relationships and align Barnum resources to drive growth.

Our mission at Barnum is to enrich to as many lives as possible. Barnum is about people, from our clients to advisors to members of our support team. We consistently promote a growth mindset which leads to a winning and family-like culture.

This industry is fast-changing, and part of Barnum’s success is having the ability to be nimble and recognize opportunities for growth with innovation, leveraging emerging technology, and more importantly, investing in our people. The future is bright here at Barnum.

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.

CRN202910-12213588