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The Cornerstone Way emphasizes authenticity and needs based solutions - With Robert Belcuore - Episode 20

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Content provided by John Kailunas II. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Kailunas II or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of the Catalyst for Growth podcast, host John Kailunas II interviews Rob Belcuore, discussing his journey in the financial advising industry, the importance of authenticity, and the need for a structured process in client relationships. Rob shares insights on serving middle America, simplifying complex financial concepts, and the role of education in advising. The conversation also touches on the impact of faith and purpose in Rob's work, the transition from focusing on income to making a meaningful impact, and the generational differences in work ethic and emotional intelligence. In this conversation, John Kailunas II discusses the importance of onboarding processes, the influence of family on business decisions, and the need to live in the present. He emphasizes the significance of celebrating moments rather than victories, the challenges of maintaining work-life balance, and the necessity of scheduling to ensure success. The discussion also touches on authenticity in client relationships, the importance of a structured calendar, and the vision for growth through coaching and client control.

  continue reading

56 episodes

Artwork
iconShare
 
Manage episode 460043648 series 3605064
Content provided by John Kailunas II. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Kailunas II or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of the Catalyst for Growth podcast, host John Kailunas II interviews Rob Belcuore, discussing his journey in the financial advising industry, the importance of authenticity, and the need for a structured process in client relationships. Rob shares insights on serving middle America, simplifying complex financial concepts, and the role of education in advising. The conversation also touches on the impact of faith and purpose in Rob's work, the transition from focusing on income to making a meaningful impact, and the generational differences in work ethic and emotional intelligence. In this conversation, John Kailunas II discusses the importance of onboarding processes, the influence of family on business decisions, and the need to live in the present. He emphasizes the significance of celebrating moments rather than victories, the challenges of maintaining work-life balance, and the necessity of scheduling to ensure success. The discussion also touches on authenticity in client relationships, the importance of a structured calendar, and the vision for growth through coaching and client control.

  continue reading

56 episodes

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