Small Steps, Big Wins – Détails, épisodes et analyse

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Small Steps, Big Wins

Paul Blanco

Business & Entrepreneuriat

Fréquence : 1 épisode/7j. Total Éps: 77

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.

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Let's Get Motivated!

Épisode 76

mardi 18 février 2025 • Durée 31:40

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

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Life Lessons with the SKG Team

Épisode 75

mardi 11 février 2025 • Durée 31:17

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:

Elizabeth Hiza: Study of Americans in the Workplace

Épisode 66

mardi 10 décembre 2024 • Durée 33:23

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:

Sten Morgan: Becoming an Elite Advisor

Épisode 65

mardi 3 décembre 2024 • Durée 37:50

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:

Jennee Blanco: The Power of S.M.A.R.T. Goals

Épisode 64

mardi 26 novembre 2024 • Durée 33:56

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:

Franco Piscitelli: Having a Long-Term Vision

Épisode 63

mardi 19 novembre 2024 • Durée 36:14

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:

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.

Paul LaPiana: The Gap Between Demand and Supply of Financial Advice

Épisode 62

mardi 12 novembre 2024 • Durée 42:18

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:

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

Daniela Gerhard: Discipline, Consistency, and Hard Work

Épisode 61

mardi 5 novembre 2024 • Durée 38:26

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

Ahmed Sourour: How Many People Can We Help

Épisode 60

mardi 29 octobre 2024 • Durée 33:20

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.

Michael Leonard: Tricks of the Trade

Épisode 59

mardi 22 octobre 2024 • Durée 34:54

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:

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