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: Elizabeth Hiza | Chief Marketing Officer | Barnum Financial Group

Bio

Seasoned Operations professional focused on client service and mentorship. Adjunct professor of Career Planning and Professional Success.

As a marketing executive in the dynamic digital marketing space, I use data science and new technologies to develop innovative brand-building strategies. Recognized as a business partner by my colleagues, I work across functions to collaborate and execute these strategies to drive revenue. I listen to feedback to review and refine strategies that adapt to the changing environment. In leading people, I take a coaching approach. As a matter of fact, I became an Associate Certified Coach & Business Coach with International Coaching Federation to enhance my knowledge and skills. Additionally, I provide clear vision and transparent feedback while employing high emotional intelligence which has led to high-performing teams.

I believe in constantly improving my skills and regularly engaging in programs to continue my learning and development. This has been an example to those around me and I encourage others to pursue their own growth through professional development.

I am a member of the National Speakers Association and have delivered Keynote speeches focused on the power of a growth mindset. I was recently recognized as a Woman to Watch by Investment News.

Podcast Episode Description: Study of Americans in the Workplace

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.

CRN202712-7649016.

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: Sten Morgan, CFP®, ChFC®| CERTIFIED FINANCIAL PLANNER™ |Founder, Elite Advisor Network | Author

Bio

Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning by age 25 and was named a “40 under 40” advisor by Investment News at age 30.

Sten’s creative and proactive approach to financial planning and consulting is disrupting the financial advice space. In addition, he helps other advisors become more fulfilled and successful in their work. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age.

In addition to his passion for financial planning, Sten enjoys giving back to his community. He was a founding board member of Tucker's House, a 501 (c)(3) non-profit organization that partners with the families of children with disabilities to evaluate and retrofit their homes so they can be safe and accessible.

A Certified Financial Planner and a Chartered Financial Consultant, Sten graduated with a Bachelor of Science in finance and economics from Linfield College in McMinnville, Oregon.

Podcast Episode Description: Becoming an Elite 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.

CRN202711-7623254

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: Jennee Blanco, CFP®, RICP® | CERTIFIED FINANCIAL PLANNER™ Professional | Registered Representative | Investment Advisor Representative

Bio

After graduating from Elon University with a degree in Finance, Jennee began her role as a financial advisor with Barnum Financial Group. In 2020, she joined the Barnum Financial Group SKG Team, a team consisting of eight advisors and fifteen support members. With a large support team, she guarantees an efficient, comprehensive client experience. Jennee works effortlessly to provide people with the knowledge and information they need to make informed financial decisions with confidence.

Jennee assists with important, time-sensitive decisions regarding their coverage options. In addition, she provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. Jennee specializes in working with families and individuals who are going through a financial transition and are seeking guidance.

Jennee is focused on working with her clients to build a relationship that provides them with confidence that they are connected and in control of their financial life with a clear roadmap for the future.

Podcast Episode Description: The Power of S.M.A.R.T. Goals

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.

CRN202711-7575476

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: Franco Piscitelli, ChFC, CFP®, AIF® | Partner | Wealth Management Advisor | Barnum Capital Management

Bio: Since joining Barnum in 2005, Franco has been helping his clients plan for retirement with asset allocation strategies and various risk assessment tools. One of his specialties is protection planning for families and small businesses. Along with his partners, Franco educates thousands of employees every year in some of the biggest companies all over the country on financial literacy and planning.

Outside of the office, Franco enjoys coaching his son’s travel soccer team. He currently lives in Killingworth with his wife, Elysia, son, Marcello, and their 2 dogs.

Podcast Episode Description: Having a Long-Term Vision

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.

CRN202709-7539617

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 LaPiana, CFP® | Head of MassMutual Brand, Product & Affiliated Distribution

Bio

I am proud to be the head of MassMutual Brand, Product & Affiliated Distribution, which includes our network of affiliated financial professionals, portfolio of wealth management and protection products and solutions as well as brand and marketing strategy.

Podcast Episode Description: The Gap Between Demand and Supply of Financial Advice

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.

CRN202710-7453694

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: Daniela Gerhard, ACC, CELC, CPC | Director, Training & Business Development | Barnum Financial Group

Bio

I am a mentor, coach, and resource to over 300 financial professionals and their supporting members. Being in the industry since 2005, guiding our financial professionals and teams to explore their unlimited potential is my driving force and am able to accomplish this through group and individual coaching. I am a Certified Professional Coach and have earned the ACC certification through the International Coaching Federation (ICF). I organize and deliver relevant and timely training and development programs to optimize performance. With experience in both infrastructure and advisory roles it’s become one of my greatest passions to guide our teams on building and sustaining a premier practice, increasing happiness and wellbeing, performance, and enriching client experiences.

When I was younger, my parents showed me the value of a growth mindset. They built a successful business where they taught me early on about the importance of effort and determination. Their example helped me set standards for the work I do. I enjoy traveling, cooking, and spending quality time with family and friends. I have a loving husband Eric, two inspiring daughters Gabriela and Giada, and a playful dog Frankee. I became a Certified Professional Coach through World Coach Institute. To further my credentials and to uphold a high level of coaching standards, I aligned and am a current member of ICF, International Coaching Federation. I earned my Bachelor of Science degree in Finance from Quinnipiac University and a Master of Arts in Leadership from Albertus Magnus College.

Podcast Episode Description: Discipline, Consistency, and Hard Work

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.

CRN202711-7453454

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: Ahmed Sourour, CPWA®, AIF®, RCIP® | Wealth Management Advisor | Reddington Sourour Advisory Group

Bio: We make the complex-simple.

We partner with families, executives, and business owners to develop long-term wealth and investment management strategies. We help our clients pursue their wealth management goals through careful advice, astute investment management and access to our firms’ resources. We have the knowledge and experience to help meet our client’s priorities and goals. My personal goal is to become a lifetime resource for each and every client.

We take a comprehensive approach with our clients and develop strategic wealth planning strategies. Personalized attentive service is the professional approach that we extend to all of our clients.

We believe in understanding every client’s individual situation before making any recommendations to them, as well as, keeping our clients abreast of today’s market conditions by informing them of the latest financial and insurance information.

By building long-term relationships and providing personal council, we can develop the strategies that help assure our clients’ financial security.

Specialties: Investment management, Retirement Strategies, Risk management, Business Succession, Estate Planning, Executive Benefit Strategies.

Podcast Episode Description: How Many People Can We Help

Follow Paul on Instagram: @paul.f.blanco

MetLife Disclosure:

PlanSmart is a product of MetLife Consumer Services, Inc. (MCS). MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract. 

Any content information provided as part of the PlanSmart program is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendation or advice.

Third-party financial professionals provide 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. MMLIS is not affiliated with MCS or any of its affiliates.

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...

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: Michael Leonard | Financial Planner | Financial Advisor | Barnum Financial Group

Bio

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I am licensed to sell insurance and securities products in SC

• Retirement Strategies
• Group Benefits
• Personal Insurance
• Business Succession
• Asset Allocation Strategies
• Estate Conservation Strategies
• Executive Benefit Strategies

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies. I am a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Branch Office: 40 Calhoun Street, Suite 310, Charleston, SC 29401.

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Podcast Episode Description: Tricks of the Trade

Follow Paul on Instagram: @paul.f.blanco

MetLife Disclosure:

PlanSmart is a product of MetLife Consumer Services, Inc. (MCS). MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract. 

Any content information provided as part of the PlanSmart program is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendation or advice.

Third-party financial professionals provide 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. MMLIS is not affiliated with MCS or any of its affiliates.

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

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 Sokolowski | Senior Vice-President | Barnum Financial Group

Bio: Scott Sokolowski is an industry leading Talent Acquisition expert focusing on identifying, recruiting, and transitioning experienced Financial Advisors, Wealth Managers and Insurance Agents. Scott has over 20 years of experience in this specialized field. He founded one of the top national recruiting firms in the country.

Scott works with each Financial Services professional on an individual basis to customize and identify unique business opportunities. His expertise in identifying business growth opportunities for experienced Advisors has led to substantial revenue increases. He has a track record of working with the most elite financial advisors in the business.

Scott has been awarded a number of industry honors including Fairfield County Business Journal’s 2012 Top 40 Under 40, and well as being featured on the cover of GAMA International Journal for his success in the Talent Acquisition sector. In addition, he co-authored an article in the 2011 GAMA International Journal titled “Attracting Top Talent” showcasing Scott’s strategy around the Talent Acquisition process.

In 2010 Scott founded a nonprofit organization, Save A Suit, which provides veterans and college graduates with professional business attire to enter the work force. In the 3 years since its inception, Save A Suit has become a nationally organization and has provided thousands of suits to veterans so they can interview for a civilian job. He has been a guest speaker on ABC, CBS, Fox, and NBC news.

Prior to the start of his Talent Acquisition career, Scott served honorably as a Staff Sergeant in the United States Air Force/Air National Guard. During his time in the Air Force, Scott also earned a Bachelor of Science degree in the field of Sports Medicine from the University of Connecticut.

Podcast Episode Description: A Love For Helping Others

Follow Paul on Instagram: @paul.f.blanco

CRN202709-7192152

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 Martin, CFP®, CIMA®, ChFC®, CLU® | Financial Planner | Barnum Financial Group

Bio

When Scott was in grade school, his dad Roger would bring him to seminars that he taught on commercial real estate and taxes. He once introduced Scott as his “favorite tax deduction” (don’t tell Scott’s three older sisters). Scott inherited that love of learning and teaching, and a passion for helping people save on taxes.

Scott is one of only 70 instructors in the country selected to present the MetLife Retirewise financial education and wellness program. He presents seminars on retirement income planning, investment strategies, tax planning, and estate planning. He has earned the professional designations of CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management Analyst®, Chartered Financial Consultant®, and Chartered Life Underwriter®. He enjoys keeping his knowledge current and expanding it with continuing education and additional certifications.

One of Scott’s greatest skills is his ability to actively listen and deliver individualized client-centric solutions. Clients see their specific financial plan and cash flow in one place and watch how various changes help them reach their goals faster. Clients sometimes begin their first meeting with Scott feeling uncertain and worried about the future. Watching them become confident and knowledgeable fuels Scott’s passion for his work.

This work often involves resolving complex financial scenarios that can accompany owning properties in different states, running or selling a business, and participating in multi-generational planning. Through his understanding of these complexities, Scott delivers not just a plan, but a strategy to maximize and retain his clients’ wealth.

Scott is atypical because of his background. Prior to becoming a financial planner, he worked first in the banking and loan industry, then in the insurance industry, and finally as a real estate economist. He also owned a tax planning business for five years. He has deep comprehension in each of these areas and applies his knowledge with his financial planning experience.

Scott earned a Bachelor of Arts degree in business economics from the University of California, Santa Barbara. In his down time, he enjoys playing Scrabble with his wife Alisa and skiing (water and snow), mountain biking, and hiking. His family (and their Portuguese Water Dog, Mochi) split their time between Seattle, Santa Barbara, and Cave Creek, Arizona.

Podcast Episode Description: Life Experience Shapes Your Career

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,...

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: BillCates@ReferralCoach.com

◾ 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: Bonnie Godsman, CPBC | President, Finseca | CEO, GAMA Global

Theme: Stackable Progress

Bio

In our increasingly complex digital age, a great deal of business comes down to strong relationship building. That’s especially true when you are the former CEO of an international membership association, GAMA International, that made the decision to merge with another organization, AALU, to unify the profession and create Finseca in September 2020.

As the President of Finseca, focused on the United States, and GAMA Global, focused on international business, I am intensely focused on building relationships and helping professionals stay relevant in the rapidly changing world of insurance, investment, and financial services.

I gravitated toward the financial security profession because I got caught up in the one-of-a-kind challenges our industry faces. And I was inspired by the stories we share about how insurance and financial planning helps families, businesses, and communities.

As President of Finseca and GAMA Global, I get so many opportunities to work with and learn from smart, influential people. I’m constantly learning from others, and try to model my own approach to leadership through:

• being forward-thinking and unafraid to change what doesn’t work
• welcoming challenges and going after the most important objectives, no matter how difficult
• building genuine connections with our Finseca and GAMA Global associates and members around the world

In my down time, I like to decompress outside the Beltway by spending time at my farmhouse in Pennsylvania. While I'll always be a political junkie at heart (I especially love presidential history—my dog is named Lincoln), I gain a sense of calm each time I head back home to spend time with family.

Specialties include: strategic leadership | long-range planning | team building | leadership development

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.

CRN202709-7121068

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: Kenneth DiCairano, CFP®, CPA, CASL, MBA | Financial Services Executive, CERTIFIED FINANCIAL PLANNER™ | Barnum Financial Group

Theme: Persistent and Consistent

Bio

A life-long resident of New York, Ken enjoys travel and golf. He is an avid runner and has participated several times in the New York City Marathon.

Ken transitioned from his early career as a CPA to offering financial advisory services through Ameriprise Financial for 10 years. He then joined MetLife as part of Barnum Financial Group over a decade ago, focusing his practice on wealth planning, investment management, and financial literacy. Today, Ken is part of Barnum Premier Client Group where he continues his commitment to helping clients achieve financial security and peace of mind.

At Barnum Premier Client Group, Ken is supported by a network of internal consultants that are experienced and trained in individual and business planning strategies. They use advanced analytical tools and provide comprehensive case consultations that help deliver sophisticated strategies and timely ideas.

Ken is a Certified Financial Planner™ professional, the recognized standard of excellence for competent and ethical personal financial planning. He also holds Chartered Advisor for Senior Living® designation, which prepares financial advisors to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. He shares his knowledge and insights as a senior presenter of PlanSmart®, a financial education program he offers through a relationship with MetLife. To date, he has led sessions and facilitated discussions that have helped educate employees at companies across the greater New York area on the subject of retirement and financial planning.

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.

CRN202709-7121382

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: Judah Piano, CFP® | CERTIFIED FINANCIAL PLANNER™ | Barnum Financial Group

Theme: Be Comfortable with Failure

Bio

Growing up, Judah had the motto “ask every question, question every answer”. Although that made parenting difficult at times, it created the foundation for his love to investigate, analyze, and communicate his discoveries. He also had a thirst for education which continued through college where he applied his communication skills to translate complex concepts (like finance) into simple yet functional steps for his colleagues to understand. Once Judah realized he could build a career around this same process, it was destiny.

Empowering others to focus on what brings them joy and prosperity is Judah’s primary goal. Finances are often a stressful topic that many people avoid, and he understands the trust it takes for clients to share personal details about their lives. To help create enjoyable conversations that are also productive, he brings a refreshing sense of levity and humor whenever possible.

Judah believes that every dollar should have a purpose and does not use a “cookie cutter” approach to financial planning. As a client, you will feel his team’s passion for their work and a dedication to act in their clients’ best interest.

Many of Judah’s professional relationships start during transition periods, such as:

• Job changes
• Family planning
• Real estate transactions
• Income planning for retirement
• Tax consequences of a business sale/purchase
• Inheritance and estate planning

Judah graduated from Western Washington University with degrees in finance, economics, and international business. Since he began his career in 2012, Judah has proudly earned the CERTIFIED FINANCIAL PLANNER™ professional designation and been nationally recognized for his leadership and client impact.

Judah is a Seattle native, currently residing in the Queen Anne neighborhood with his wife, Katie, and their Golden Retriever, Hendrix. He is tirelessly energetic and enjoys running, cooking, and playing tennis. In the winter months, they escape to California and split their time between La Quinta and Santa Barbara.

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.

CRN202709-7120942

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: Justin Williamson, CFP®, ChFC® | Financial Planner | Investment Advisor Representative | Barnum Financial Group

Bio

• Earned the CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
• Earned designation for Chartered Financial Consultant (ChFC®)
• Licensed to offer Securities Products
• Licensed to offer Life, Health, Property, and Casualty Insurance
• Former MetLife Leaders Conference Qualifier 2008, 2011, and 2014
• Former MetLife Presidents Conference Qualifier 2016
• Former MetLife Chairman of Group Advisory Counsel from 2014-2016
• MassMutual Leaders Conference Qualifier 2018, 2019, 2020, 2022, 2023
• 5 Star Wealth Manager Award Recipient (2018-2024)*
• Graduated Montclair State University with a Bachelor of Arts in Business
• Community activities include sponsorship with Morristown Soup Kitchen & Outreach Center and March of Dimes
• Hobbies include traveling, cooking, and sports

Podcast Episode Description: Discover What Motivates Your Clients

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.

CRN202709-7075793

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: Arthur Gallant, CFP®, ChFC® | CERTIFIED FINANCIAL PLANNER™ professional | Financial Services Executive | Financial Advisor | Barnum Financial Group

Bio: Arthur R. Gallant graduated with his bachelor's in 2005 from Southern Connecticut State University in New Haven, Connecticut. Post-graduation, Art wanted to pursue a career in financial services because he enjoys fast-paced work environments, problem-solving, and helping other people- especially when it comes to their goals in life. Art began his career in finance in 2007 with the Barnum Financial Group. Since then, he has expanded his credentials by obtaining the Certified Financial Planner as well as Chartered Financial Consultant designations from the American College of Financial Services.

At Barnum, Art assists clients and their families and teaches financial workshops. As a financial planner, his methodology is to first coach his clients. When he coaches, Art is helping clients form a fundamental understanding of the intricate workings of their finances. As Art establishes a rapport with clients, he transitions from a coach to a teammate that supports them along the way to achieving their goals. Relationship building is a key part of Art’s job. With many of his clients, he is friendly and familiar, knowing about their families and friends. This relationship drives Art to work hard and provide exceptional service by listening to their wants and providing solutions.

Podcast Episode Description: Keep Winning the 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.

CRN202709-7044036

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: Edward Alferoff, CFP®, RICP®, ChFC®, WMCP® | Co-Founder | Partner | Vital Planning Group

Bio: Edward Alferoff, CFP® is a Senior Partner of Vital Planning Group (VPG). With over 10 years of experience in the business, Edward is dedicated to helping individuals clarify their wealth accumulation and risk management goals as he helps them develop an effective plan. He is always available and willing to aid in implementing and reviewing that plan. As a valued member of the VPG team, Edward serves a diverse group of medical professionals, business owners and highly compensated, self-employed individuals throughout many states. Edward’s clients include medical residents and fellows, private practice and hospital-based attending physicians, locum tenens physicians, realtors, and professional consultants.

Edward has achieved the designation of CERTIFIED FINANCIAL PLANNER™ professional. Additionally, he holds multiple industry Series registrations and various insurance licenses and is a multiple qualifier for the Million Dollar Round Table, one of the financial services industry’s top distinctions.

Edward received his Master of Science in Communications Degree from Brooklyn College. Outside of his normal business activities, Edward works closely with medical and health related non-profit organizations, associations, educational institutions and hospitals to host workshops and seminars that educate medical professionals on financial literacy and financial planning.

Edward and his family currently reside in Weehawken, NJ.

Podcast Episode Description: Getting Better 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.

CRN202709-7044087

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

Bio: Through my practice, I offer a full range of services for individuals and families including retirement planning, investment management, estate conservation strategies and asset protection strategies. I have been with Barnum Financial Group for 22 years and consider myself a life-long learner with a strong commitment to continuing my education on the most up-to-date knowledge required to help you navigate today’s complicated financial landscape.

I've gained a number of important industry designations throughout my career including the CERTIFIED FINANCIAL PLANNER™ certificate, Chartered Financial Consultant® designation, Chartered Life Underwriter® designation, and Chartered Advisor for Senior Living® designation. A strong work ethic and commitment to my clients have helped me earn a number of awards and recognitions in my tenure.

I'm a graduate of the University of Connecticut, a resident of Fairfield, Connecticut and a very proud father of my two children, Madelyn and Carter. In my spare time, I'm an avid runner and have run several marathons. My favorite of which is the NYC marathon that I run in as a guide to my friend Joe who has autism.

Podcast Episode Description: Success Starts with Consistency

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.

CRN202709-7035671

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: Jeffrey Rice | Financial Planner | Financial Services Executive | Wealth Management Advisor| Barnum Financial Group

Bio: I am a Financial Planner, Financial Services Executive, and Wealth Management Advisor at Barnum Financial Group with more than twelve years in the financial services industry helping clients achieve their personal and financial goals. Focusing on asset management and retirement income strategies, I joined Barnum so I can offer my clients the widest array of financial products combined with first class customer service.

Backed by the extensive resources at Barnum, I am able to provide my clients with the solutions they need in order to meet their goals. My mission is to guide my clients to financial independence while providing them with the personal attention they deserve. My ultimate goal is to help make my client’s financial future more secure. The leader of a dedicated team of financial services representatives, I take a team approach when working with our clients. I am a Platinum Conference qualifier which recognizes the firm’s top achievers for their work on behalf of their clients.

Podcast Episode Description: Consistent Growth in All Aspects of Life

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.

CRN202708-6995836

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: Marwan Khoury | Director of Business Intelligence | Barnum Financial Group

Bio: As the director of software development at Barnum Financial Group, I help implement software solutions that increase productivity, strengthen relationships and build engagement opportunities for our advisors and infrastructure. With over 10 years of technology driven experience, I manage Barnum’s Salesforce organization and in-house .Net applications developed using C# and TSQL. I collaborate daily with over 450 users, over 8 departments to ensure that innovative data is at the forefront of our client centric business model.

I use big data to uncover opportunity and unleash our Firm’s potential, a job that becomes more challenging, exciting and rewarding every day.

Podcast Episode Description: Solving the Data Needs of 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.

CRN202709-6948498

Thank you to all our Small Steps, Big Wins listeners. We're taking a three-week break, but we'll be ready to go the first week of August 2024! Until then, catch up on some episodes you might've missed.

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: Hiatus Message from Paul Blanco

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.

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: Vincent Cucuzza, CFP®, CAP®, ChFC® | Certified Financial Planner | Author | Barnum Financial Group

Bio: I have built my wealth management practice on a foundation of holistic financial planning. A Certified Financial Planner™ professional, I have over a decade of experience helping individuals, families and business owners protect, preserve and grow their wealth.

A cornerstone of my practice is my commitment to financial literacy and lifelong learning. Believing that knowledge gives people the power to make important financial decisions with confidence, I teach consumer-oriented financial planning courses to Physicians across the greater New York metropolitan area, and throughout the country via webinars. I am also an author/contributor for PhysicianFinancialStrategies.com, MedicalEconomics.com, PhysiciansPractice.com and CT Society of CPAs.

A key focus of my practice is helping Physicians build wealth and live their best life. I do this by integrating core financial strategies and life coaching with sophisticated legal and tax planning. My experience as trusted advisor on a family office team provides me with unique insights and perspective, to give Physicians an edge that ultra-high-net-worth families have had for 300+ years.

Podcast Episode Description: Learn From Your Peers

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.

CRN202707-6795247

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: Brian Ward | Financial Planner | Wealth Management Advisor | Barnum Financial Group

Bio: Prior to joining Barnum, Brian worked at Bear Stearns/JP Morgan and Northwestern Mutual. He has a degree in finance from the University of Rhode Island. Brian and his wife Nancy live in Middlebury, Connecticut with their children Asher and Violet.

Podcast Episode Description: Approach Every Day with Tenacity

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.

CRN202709-6757103

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.

Guest: Dan Allison | Managing Partner | Brokers Clearing House

Podcast Episode Description: Having a Positive Impact on the Industry

Bio: When most financial advisors and RIAs are being honest, there are two big gaps in their current business. First, they struggle to get their clients to refer as much new business as they would like. Most advisors don’t want to use cheesy one liners and harm relationships but know that doing nothing is not effective.

For 17 years through my work with the Feedback Marketing Group I’ve been able to help countless advisors around the world solve this problem in a way that is professional but effective.

The other challenge most advisors and RIA’s have involves insurance planning. While they use words like “fiduciary” and “holistic”, many are actually much more comfortable with accumulation conversations and strategies. They admit they don’t want to be “the insurance person” or aren’t current on insurance planning strategies.

I bought an insurance firm along with a partner called BCH to serve as the insurance planning partner to advisors and RIA’s who know some of their clients need planning, but either don’t want to do it themselves or are not comfortable with their knowledge level. We take a fiduciary approach to what can normally be a very biased industry so advisors get the perfect solution for their clients with full transparency.

If you are an advisor or own an RIA and struggle with earning referrals or doing quality insurance planning for your clients, connect with me and see how we can help!

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.

CRN202705-6673537

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.

Guest: Richard Weylman | Hall of Fame Keynote Speaker | Customer Experience Hall of Fame | Two-Time International Best-Selling Author

Podcast Episode Description: Demonstrating Empathy for Your Clients

Bio: Richard Weylman is an award-winning business consultant, Hall of Fame keynote speaker, Customer Experience Hall of Fame inductee, and two-time international best-selling author who delivers personalized prescriptive strategies and tactics to audiences around the world – regardless of their role - to create delighted brand advocates!

Richard Weylman is globally engaged by associations and Fortune 500 Companies for his insights and tactics to acquire and keep clients for life. He has a unique ability to see things from the client’s perspective and interpret their needs to put you on a proven path for permanent business growth.

He demonstrates exactly how to:

• Uncover what people want in a relationship right now
• Use empathy as a connection tool that moves prospects to action
• Build deeper emotional engagement at each stage of the client life cycle
• Set yourself apart by doing things that are meaningful and memorable
• Keep your clients from moving to a competitor

• 100 Proven Ways to Acquire and Keep Clients for Life: The Path to Permanent Business Success (March 2024)
• The Power of Why: Breaking Out in a Competitive Marketplace (April 2013)
• Opening Closed Doors: Keys to Reaching Hard-to-Reach People (March 1994)

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.

CRN202705-6540618

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: Joseph Bogardus, CFP®, ChFC®, AIF®, CCPS® | Financial Planner | Financial Services Executive | Special Care Planner | Barnum Financial Group

Podcast Episode Description: This is Not a 9-5 Job

Bio: Joseph Bogardus is a Financial Services Executive and Financial Planner with Barnum Financial Group. Joseph brings to BFG his experience with top financial companies: Working internships with Morgan Stanley in the Equity Operations department and Credit Suisse in the Financial Accounting New Business area.

At BFG, we know our clients turn to us because of our longevity, the service we provide and the experience that has made us the strong and stable company we are today. We offer a full line of protection and investment products, as well as a line of diverse financial services, including

• Asset Allocation
• Estate Conservation Strategies
• College Funding/529 Plans
• Insurance Products
• Investment Products
• Long-Term Care Insurance
• Retirement Planning
• Tax Saving Strategies

Joseph holds the Series 7 & 66 securities registrations and is licensed to sell Life & Health and Auto & Homeowners’ Insurance in CT. He graduated with a bachelor’s in finance and management from the University of Richmond. He gained extensive experience during his time studying abroad in Madrid, Spain and Argentina.

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.

CRN202705-6540594

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: Elizabeth Hiza | Chief Marketing Officer | Barnum Financial Group

Podcast Episode Description: The Agency - Marketing for Financial Advisors

Bio: Seasoned Operations professional focused on client service and mentorship. Adjunct professor of Career Planning and Professional Success.

As a marketing executive in the dynamic digital marketing space, I use data science and new technologies to develop innovative brand-building strategies. Recognized as a business partner by my colleagues, I work across functions to collaborate and execute these strategies to drive revenue. I listen to feedback to review and refine strategies that adapt to the changing environment. In leading people, I take a coaching approach. As a matter of fact, I became an Associate Certified Coach & Business Coach with International Coaching Federation to enhance my knowledge and skills. Additionally, I provide clear vision and transparent feedback while employing high emotional intelligence which has led to high-performing teams.

I believe in constantly improving my skills and regularly engaging in programs to continue my learning and development. This has been an example to those around me and I encourage others to pursue their own growth through professional development.

I am a member of the National Speakers Association and have delivered Keynote speeches focused on the power of a growth mindset. I was recently recognized as a Woman to Watch by Investment News.

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.

CRN202705-6524945

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: Amelia Nathanson | Vice-President, Operations | Barnum Financial Group

Podcast Episode Description: Promoting Advisor Efficiency

Bio: Seasoned Operations professional focused on client service and mentorship. Adjunct professor of Career Planning and Professional Success.

KOLBE Certified Consultant - Know Your M.O. Mine is 8 7 2 3.

I have served in a variety of roles since joining Barnum Financial Group in 2010 including being an active member of the firm’s Training and Development team responsible for AdvisorPro(SM), Barnum’s innovative new advisor development program, as well as conducting sales development programs for advisors at all levels of experience. These highly effective programs include Client Engagement Model, Consultative Sales Approach and Sandler Sell More. I also managed the Task Force that created the firm’s two summer internship programs, AdvisorScholar(SM) and AdvisorApprentice(SM), which help identify candidates who demonstrate the potential to become successful financial advisors. I am a Kolbe Certified Consultant and co-led the rollout of the Kolbe System™ throughout Barnum to help the organization better select and maximize talent and build and manage more effective teams. Through group work and one-on-one training, I instruct people on how to use the knowledge and insights from their Kolbe Index to identify their natural talents and use them most productively.

I am also noted resource on professional development and maximizing employee talent and have been featured in HR Magazine and GAMA Journal.

Most recently, I have taken on the role of Vice President, Operations. In this role, I am responsible for the overall success and accountability of the Barnum Operations team and the efficient processing and tracking of new business applications for all lines of business.

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.

CRN202705-6490345

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: Anthony Maiuolo, CFP®, ChFC®, AIF® | Financial Services Executive | Barnum Financial Group

Podcast Episode Description: Pushing to Reach the Next Level

Bio: Anthony has spent the majority of his career on Wall Street dealing primarily with the equity markets. In 2016, he partnered with the Barnum Financial Group SKG Team, a team consisting of eight advisors and eighteen support members. His wealth of investment knowledge is complementary to the skill sets of the advisory group and allows him to provide a more comprehensive client experience.

Anthony is also a Transition Solutions Specialist* within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, Anthony assists with important, time-sensitive decisions regarding their coverage options. In addition, he provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. Anthony specializes in working with families and individuals who are going through a financial transition and are seeking guidance.

Anthony’s dedication to his clients is delineated through his active pursuit to further his education and gain additional expertise to best service his clients. He consequently attained the AIF® designation in 2019, the CFP® designation in 2020, and the ChFC® designation in 2021.

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.

CRN202705-6462833

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: Greg Wachter | Vice President, Risk Management | Barnum Financial Group

Podcast Episode Description:

Bio: Greg specializes in estate maximization, providing strategies that leverage insurance for wealth preservation, wealth accumulation, wealth transfer planning and access to liquidity. He has a broad and deep understanding of the various insurance products available and works to find the best solution for each situation. Greg leverages his 14 years of experience to support the consulting and sales efforts of over 350 financial planners and advisors serving the protection and risk management needs of clients in all fifty states. As a member of the Finseca Ambassador Program, Greg meets with local congresspeople about the many facets of legislation surrounding the industry. He also spends considerable time educating both advisors and clients on the complex offerings in the marketplace. Greg earned a bachelor’s degree from Quinnipiac University.

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.

CRN202705-6415096

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: Justin Podbielski, CFP®, CLU®, CASL®, LUTCF | Financial Planner | Barnum Financial Group

Podcast Episode Description: Working to Get Better Every Day

Bio: If your goal is to achieve financial freedom, I will help you pursue it. Because financial freedom means different things to different people, I’ll take the time to understand what it means to you. No matter what stage of life or financial state, having a financial strategy is an important part of everyone’s future. My goal is to give you the appropriate tools to help you understand your financial possibilities.

Prior to joining Barnum, I was an Economics Department Teaching Assistant at the University of Connecticut. I was nominated by UConn to apply for the Rhodes Scholar award. I was the Founder and Executive Director of non-profit organization, Many Efforts, One Goal, Inc. As a philanthropist, I spent 12 months in Latin America establishing my charity work.

A resident of Higganum, CT, I enjoy traveling the world and have visited 35 countries and 45 states.

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.

CRN202704-6361051

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: Shaun McDuffee, AEP, CLU, ChFC®, CEPA | Senior Vice-President | North Star Resource Group - Founder | President | Twin Oaks Advisors

Podcast Episode Description: Getting Out Of Your Comfort Zone

Bio: I have been assisting physicians and their families since 1990 and I am proud to say that through my guidance I have been blessed to help thousands of physicians overcome the financial challenges that are unique to their career. Being a Senior Vice President with North Star Resource Group has allowed me the exciting opportunity to help shape the company’s direction. Through our unique leadership strategy North Star has become one of the largest independent financial services firms in the world.

Hired right out of college by North Star, after finishing undergraduate work at the University of Wisconsin. Right after graduation I moved to Minneapolis, MN to begin my career with North Star Resource Group and never looked back. In the more than quarter of a century that I have belonged to the North Star family, I found and married my partner in crime, Kristen and together we are raising 3 beautiful daughters in Austin Texas.

Many Universities and teaching hospitals have invited me to speak about these topics and more. Helping physicians protect their families and keep more of their hard-earned money is what I am passionate about.

In 2006 my wife, Kristen, and I founded the McDuffee Family Foundation to aid children's causes in the communities where we have lived and I gratefully sit on the board of the Scott Richards North Star Charitable Foundation. In 2013 I founded an organization called Stop Alzheimer’s Now. There is no cure for Alzheimer’s and finding one is very personal to me.

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.

CRN202704-6332128

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: Norman Leslie, Financial Advisor, Financial Services Executive, Special Care Planner | Barnum Financial Group

Podcast Episode Description: Putting in the Effort Every Day

Bio: My practice is built on a foundation of providing objective, honest, and precise strategies. The work I accomplish with my clients is based solely on providing tools to help them attain their financial goals and aspirations, while offering the highest level of personal service and ongoing education.

My ability to deliver comprehensive financial consulting has been enhanced through my affiliation with Barnum Financial Group. Barnum provides a full range of investment and risk management products and services to over 230,000 clients including individuals and their families as well as small businesses, corporations, government entities, and not-for-profit organizations and their 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.

CRN202703-6169517

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 Panza, Financial Planner | Financial Service Executive | Investment Advisor Representative

Podcast Episode Description: Sticking To Your Path

Bio: Scott has been in the Financial Services industry since 2009. During his career, he has achieved the Life Underwriters Training Council Fellow (LUTCF), a designation that combines essential product knowledge and skills for financial professionals.

Since joining Barnum, Scott has earned a number of professional recognitions including qualifying for Leaders Conference from 2012-2018 while at MetLife, an honor achieved by a select group of advisors in the organization. Scott has also made Leader’s Conference Qualifier every year since joining MassMutual. He has also received the Five Star Wealth Management award* in 2014-2020, an award nominated to those who provide quality service to their clients.*

Outside of work, Scott dedicates time to volunteer with St. Jude Children’s Hospital. He also volunteers to teach a finance class at Sacred Heart University, teaching young students about insights of the financial business — something he wished he had as a student.

Scott graduated from Sacred Heart University with a Bachelor of Science degree in Finance and Economics. He resides in Milford, CT.

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.

CRN202702-6012636

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: BillCates@ReferralCoach.com

◾ 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: Natalie DeMeis, Vice President, Business Development | Barnum Financial Group

Podcast Episode Description: Untitled

Bio: With extensive experience in employee benefits, Natalie offers comprehensive benefits consulting for organizations ranging from sole proprietors to those employing over 100,000 employees. She also has a deep understanding of the Medicare rules and provisions and is a noted speaker and consultant on that topic.

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.

CRN202703-6020371

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: 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: 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

CRN202612-5510292

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.

CRN202609-5291666

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.

CRN202609-5291635