Small Steps, Big Wins

Paul Blanco
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Small Steps, Big Wins

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

  1. -1 J

    Achieving Sustained Success

    Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.  Podcast Episode Description: Achieving Sustained Success  Podcast Description: Throughout the show, Paul interviewed a lot of great financial professionals who have shared their incredible journeys. He talked with some financial professionals about their struggles and the lessons they’ve learned to become some of the top leaders in this industry.  This week, we’re revisiting Paul’s conversations with the leadership of one of Barnum’s top performing teams. You’re going to hear from Managing Partner Jim Ian, Senior Partner Matt Paulsen, and Partner Franco Piscitelli of the Barnum Capital Management Team as they share their success in the industry and the importance of having a long-term vision.  Enjoy! And thank you for listening to Small Steps, Big Wins.  00:00 Intro  00:48 The Challenges of Getting Started  01:04 Franco Piscitelli  06:44 Jim Ian  07:57 Matt Paulsen  12:19 Jim Ian  15:38 Putting the Team Together and the Benefits of Teaming  15:58 Franco Piscitelli  23:28 Matt Paulsen  26:17 Jim Ian  29:20 The Importance of Personal Growth  29:48 Franco Piscitelli  32:58 Jim Ian  35:20 Matt Paulsen  38:00 Outro  Follow Paul Blanco on Instagram: @paul.f.blanco  Podcast Disclosure: All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.  Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. CRN202802-8163235

    39 min

  2. 18 FÉVR.

    Let's Get Motivated!

    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

    32 min

  3. 11 FÉVR.

    Life Lessons with the SKG Team

    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

    31 min

  4. 4 FÉVR.

    Bill Cates: The Original Referral Coach (replay)

    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

    36 min

  5. 28 JANV.

    Scott Grove: Creating Opportunities for Advisors

    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

    31 min

  6. 21 JANV.

    Grant Piller: Getting in Front of Clients Every Single Day

    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

    34 min

  7. 14 JANV.

    Duncan MacPherson: The Evolution of the Advisor

    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

    33 min

  8. 7 JANV.

    Paul Epstein: Winning Monday

    Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry. Guest: Paul Epstein | Award-Winning Leadership & Sales Speaker | 2x Bestselling Author | Former NFL & NBA Executive | Founder, Win Monday | Growth & Momentum Expert Bio: 2x Bestselling author, The Power of Playing Offense and Better Decisions FasterSuccess Magazine Top Speaker that Gets ResultsFormer NFL & NBA Executive and WHY Coach of the 49ersSet an all-time Super Bowl revenue recordTook a Jerry Maguire leap from sports, to graduate from career to callingAdvisor to Fortune 500’s, Pro Athletes, and High Growth FoundersLed a $3B leadership development laboratoryFeatured in USA Today, ESPN, NBC, Entrepreneur, and Fox BusinessClients range from Zoom, Amazon, Johnson & Johnson, and NASA to the Lakers and CowboysProudest titles: father, husband, son, Trojan, and WolverineBacon lover, just don’t make it too crispyGot married on the field of Levi’s Stadium (her idea, I swear!) Podcast Episode Description: Winning Monday Follow Paul on Instagram: @paul.f.blanco Podcast Disclosure: All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.  Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. CRN202712-7815156

    36 min
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À propos

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.

Informations

  • Création
    Paul Blanco
  • Années d’activité
    2023 - 2025
  • Épisodes
    78
  • Classification
    Tous publics
  • Copyright
    © Copyright 2025 Paul Blanco
  • Site web de l’émission
    Small Steps, Big Wins

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