Paul Blanco's Small Steps, Big Wins

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.Podcast Episode Title: Keeping Your Focus on the ClientPodcast Episode Description: The world of finance, much like most industries, has one main key to success, above all else. To be a client or customer focused business. While this seems easy enough in practice, there are many tasks or issues that may get in the way, having us lose sight of this most important rule. Throughout the years on the show, Paul has spoken with guests who have amazing insight into keeping your focus on the client at all times.In this episode, we look back on four guests who have discussed this topic. This compilation episodes features:Scott Sokolowski – A Love For Helping Others (Ep. 58) | Senior Vice-President | Barnum Financial GroupAhmed Sourour, CPWA®, AIF®, RICP® – How Many People Can We Help (Ep. 60) | Wealth Management Advisor | Reddington Sourour Advisory GroupRichard Weylman – Demonstrating Empathy For Your Clients (Ep. 41) | Hall of Fame Keynote Speaker | Customer Experience Hall of Fame | Two-Time International Best-Selling AuthorGrant Piller, CFP®, LUCTF - Getting in Front of Clients Every Single Day (Ep. 72) | Financial Planner, Owner | Piller Financial Group00:00 - Intro01:01 – Scott Sokolowski | A Love For Helping Others08:24 – Ahmed Sourour | How Many People Can We Help16:21 – Richard Weylman | Demonstrating Empathy For Your Clients26:22 – Grant Piller | Getting in Front of Clients Every Single DayFollow Paul Blanco on Instagram: @paul.f.blancoPodcast 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.CRN202810-9531880

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: Consistency: A Key Pillar for SuccessPodcast Episode Description: The key pillars of success are spoken about time and time again; many with Paul on this show, but none seem to be more important than consistency. On this episode we’ll look back at just some of the guests; Kenneth DiCairano, Jeff Rice, Matthew Barrett, and Daniela Gerhard, who have given us some great advice on this key pillar of success.This compilation episodes features:·     Kenneth DiCairano, CFP®, CPA, CASL, MBA – Persistent and Consistent (Ep. 55)o  Financial Services Executive, CERTIFIED FINANCIAL PLANNER™ | Barnum Financial Group·     Jeff Rice – Consistent Growth in All Aspects of Life (Ep. 49)o  Financial Planner | Financial Services Executive | Wealth Management Advisor| Barnum Financial Group·     Matthew Barrett – Success Starts with Consistency (Ep. 50)o  Financial Advisor | Financial Services Executive | Investment Advisor Representative | Barnum Financial Group·     Daniela Gerhard, ACC, CELC, CPC – Discipline, Consistency, and Hard Work (Ep 61)o  Director, Training & Business Development | Barnum Financial Group00:00 - Intro00:48 – Kenneth DiCairano | Persistent and Consistent13:32 – Jeff Rice | Consistent Growth in All Aspects of Life17:05 – Matthew Barrett | Success Starts with Consistency22:39 – Daniela Gerhard | Discipline, Consistency, and Hard WorkFollow Paul Blanco on Instagram: @paul.f.blancoPodcast 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.CRN202809-9482834

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: Hard Work: The Not-So-Secret Key to SuccessPodcast Episode Description: Throughout the years on the show, Paul’s guests have given advice on best practices, finding what motivates you, the best way to treat yourselves and your clients, how to use technology to your advantage, and so much more. The one unyielding component inherent in all of Paul’s most successful guests is one that, in theory, sounds incredibly simple, but is anything but, and that is the key to success is to work hard every day.This compilation episodes features:·     Norman Leslie, ChFC®, CASL®, LUTCF – Putting in the Effort Every Day (Ep. 33)o  Financial Advisor, Financial Services Executive, Special Care Planner | Barnum Financial Group·     Brian Ward – Approach Every Day with Tenacity (Ep. 45)o  Financial Planner | Wealth Management Advisor | Barnum Financial Group·     Edward Alferoff, CFP®, RICP®, ChFC®, WMCP® - Getting Better Every Single Day (Ep. 51)o  Co-Founder | Partner | Vital Planning Group·     Arthur Gallant, CFP®, ChFC® – Keep Winning the Day (Ep 52)o  CERTIFIED FINANCIAL PLANNER™ professional | Financial Services Executive | Financial Advisor | Barnum Financial Group00:00 - Intro01:14 – Norman Leslie | Put in the Effort Every Day08:26 – Brian Ward | Approach Every Dat with Tenacity14:26 – Arthur Gallant | Keep Winning the Day18:42 – Edward Alferoff | Getting Better Every Single DayFollow Paul Blanco on Instagram: @paul.f.blancoPodcast 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.CRN202809-9468962

Paul Blanco's 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 GroupPodcast Episode Description: Building Your Marketing PlanBio: 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.Podcast Episode Title: How We Handle Adversity Defines UsGuest: George Goldman | Financial Planner | Financial Services Executive | Investment Advisor RepresentativeGuest Bio: With over 30 years of experience in the financial services industry, George provides objective advice and quality service for individuals and their families, small business owners, and business executives — working with all of them to create a holistic financial plan. As a Financial Planner with Barnum Financial Group, George is committed to his vision of helping his clients build a strong and dependable path to financial freedom.George created a team of highly experienced professionals with specific areas of expertise to best serve the needs of his clients. He developed a team that complements each other well and works together to provide their clients with solutions tailored to their unique situations. As team leader, George ensures all clients receive the very best in all facets of wealth management.Since joining Barnum Financial Group in 2002, George has earned numerous recognitions for his work on behalf of his clients. When Barnum was a part of MetLife, he qualified for MetLife’s prestigious Presidents Conference in 2003-2006, 2008, and also MetLife’s Leaders Conference in 2007 and then 2009-2014. After transitioning to MassMutual, George has been a perennial conference qualifier.George has a strong belief in giving back to those in need of a helping hand. He fully endorses and encourages the team’s efforts towards the highly important organizations in our community. As represented on the ‘Community Involvement’ page, there has been great joy in spending time with local charities and contributing to their causes. Staying involved and active in the local community, George was a founding board member of the Foundation for Life, Inc., a nonprofit organization that strives to improve the quality of life for the people and families it serves through actions that promote change and deepen connections within our communities. He currently resides in Southington with his fiancé. They spend their days enjoying time with their six children, between them, and one golden retriever.Podcast Episode Description: George Goldman created a team of highly experienced professionals with specific areas of expertise to best serve the needs of his clients called The Goldman Wealth Advisory Team. He believes in providing the very best for his clients, giving back to his community, and that what defines us is how we handle adversity.Follow Paul Blanco on Instagram: @paul.f.blancoPodcast 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...

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: Timeless WisdomPodcast Episode Description: Throughout the years on the show, Paul has talked to some amazing guests. Each of them imparting great lessons or advice along the way. Some of it directly about financial advising and the financial service industry and some that is about life and taking better care of your clients as well as yourself. In this episode, we take a listen to four guests who have provided some great advice while appearing on the show.Paul Epstein – Winning Monday (Ep. 70) | Award-Winning Leadership & Sales Speaker | 2x Bestselling Author | Former NFL & NBA Executive | Founder, Win Monday | Growth & Momentum ExpertJoe Jordan – The Five Pillars of Financial Success (Ep. 3) | Financial Services Speaker | Bestselling AuthorAmy Jamrog – Creating a “Wow” Experience for Your Clients (Ep. 8) | Financial Advisor | Coach | Best Selling Author | SpeakerDave Resseguie – Driving Productivity (Ep. 25) | Chief Shepherding Officer, Founder | The Resseguie Group00:00 - Intro01:11 – Paul Epstein | Winning Monday07:07 – Joe Jordan | The Five Pillars of Financial Success15:37 – Amy Jamrog | Creating a “Wow” Experience for Your Clients25:45 – Dave Resseguie | Driving ProductivityFollow Paul Blanco on Instagram: @paul.f.blancoPodcast 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.CRN202808-9355523

Paul Blanco's 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 AdvisorsPodcast Episode Description: WealthFeed - Identifying Money-in-Motion ProspectsFollow Paul on Instagram: @paul.f.blancoPodcast 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.Podcast Episode Title: Play To Your StrengthsGuest: Daniel Solazzo, Financial PlannerGuest Bio: In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.Podcast Episode Description: Daniel Solazzo, a financial planner with Barnum Financial Group, joins the show this week. Daniel helps his clients see the “big picture” and address their entire financial life.  He’s here to share his experience in that field and his 9-year career in the financial services industry as well as talking about playing to your strengths, be confident in your skill-set, and always ask for help.Follow Paul Blanco on Instagram: @paul.f.blancoPodcast 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.CRN202808-9285620

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: Getting Better Every DayGuest: Timothy Loeffler, CFP®Guest Bio: The cornerstone of my service is providing you with the knowledge and insights you need to make informed financial decisions with confidence. We work together to establish your financial goals and objectives in the context of what you want to achieve as well as your time frame and risk and return preferences. From saving more intelligently to investing more strategically to protecting your assets more effectively, I can help you find solutions to meet both your near-term needs and long-term objectives.Podcast Episode Description: We’re talking with Timothy Loeffler this week. Tim is a financial planner who has been with Barnum Financial Group since 2015. He focuses on finding solutions for his clients’ short-term needs and long-term objectives. He’s here to share his story and his 10 years of experience working in this industry and how important it is to work to get better every single day.Follow Paul Blanco on Instagram: @paul.f.blancoPodcast 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.CRN202808-9244950

Paul Blanco's 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.We're celebrating our 100th episode by going back to the beginning and replaying our very first episode. Enjoy how it all started!Today's Guest: Ben SoccodatoEpisode Title: His Road to SuccessWe're going to learn about Ben's ups and downs, the strategies he's employed and the mental fortitude to took to reach his level of success as a financial advisor.Bio: Ben brings more than 15 years of financial planning experience to his role as a Financial Planner with Barnum Financial Group. Having spent the majority of his career educating Fortune 500 institutions and other large corporations in financial literacy, Ben now leads the line for the SKG Team by servicing a personalized experience to his clientele. Ben has received high praise and awards, including recognition by the 2011 Workplace Leaders in Financial Education Award for the program implemented in the New York Stock Exchange.For his efforts, he has also participated in the opening bell in recognition. Being raised by his parents who served long-standing roles in education, Ben has continued their legacy by cultivating and empowering his clients in financial decision making -- a massive passion of his. From this, Ben has successfully attained the CFP®, ChFC®, RICP®, CExP™, ChSNC®, and AIF® designations to expand his knowledge of the industry and provide impactful client experiences.Ben's expertise has been featured in local and national media outlets including Forbes, Barron's CNBC, US News and World Report, Newsday, Yahoo! News, Money, and more.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.CRN202604-4247780

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 GroupBio: 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 OthersFollow Paul on Instagram: @paul.f.blancoPodcast 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.CRN202709-7192152

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: Jennee Blanco, CFP®, RICP® | CERTIFIED FINANCIAL PLANNER™ Professional | Registered Representative | Investment Advisor RepresentativeBio: 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. GoalsFollow Paul on Instagram: @paul.f.blancoPodcast 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.Podcast Episode Title: Delivering On Your PromiseGuest Bio: I work with a variety of professionals in numerous industries, with a particular focus on medical professionals, including Certified Registered Nurse Anesthetists (CRNAs), to develop an integrated long-term plan that works to bring their unique view of their financial future to life. I help them address the unique cash flow, savings, investment and insurance needs they face at each stage of their career. Whether you have just started your career or are planning for retirement I take the time to develop a thorough understanding of who each client is, how they think and what matters most to them.I develop a customized strategy that is aligned with their personal and financial goals. Each strategic plan addresses the core areas of investment planning, risk management, retirement and estate planning, and family financial planning including education funding and elder care.I provide ongoing monitoring and periodic in-person reviews.I am here to adjust each strategy when necessary so it evolves to capitalize on I am the co-chair of one of the largest teams of experienced financial professionals who work hard to provide exceptional service and personalized attention.Podcast Episode Description: This week on the show, we’re joined by Marcello De Pascale, a financial planner with Barnum Financial Group who focuses on medical professionals, helping them with their unique cash flow, investment needs and more. He’s here to share his experiences, his overall career in the financial services industry and the importance of delivering on your promise to your clients.Follow Paul Blanco on Instagram: @paul.f.blancoPodcast 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.CRN202807-901925

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: The Strength in TeamingGuest Bio: I remember as a child my father managing a very successful restaurant in town and then later owning a not so successful restaurant. Knowing what I know now, I wish there would’ve been someone to help my family make better financial decisions in the good times, which then could have provided better opportunities in the down times. That is why I do what I do.I grew up in central Maine (Orono) where everyone played a different sport each season. Baseball in the spring and summer, basketball in the winter (I try to forget about soccer in the fall - I am an awful soccer player). I’d always been part of a team growing up and realized I prefer working as part of a team in my professional life. I’ve partnered with another advisor, Marcello DePascale (an all-state soccer player from North Haven, CT), whose strengths more than cover areas in which I am not so strong in and who is the perfect complement to me on our team. Sara Matschke is the glue that keeps our team together. Sara began working on our team in 2009 and she does such a great job helping our clients that I’m quite certain clients who call in prefer to talk to her rather than me!My wife Michelle and I moved to Oxford, CT in 2005. Our son Alex (2007) and daughter Riley (2009) are involved in numerous activities including swimming, gymnastics, basketball, and softball/ baseball. They certainly keep us busy on the weekends!Podcast Episode Description: Chuck Hite is a financial planner with Barnum Financial Group who found his inspiration to join this industry at an early age but came into it the business from a career change. His path, while not atypical, opened him up to the strength of teaming and how a team can provide great insight when helping clients.Follow Paul Blanco on Instagram: @paul.f.blancoPodcast 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.CRN202807-9018975

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: Getting Into Your Green ZoneGuest Bio: My experience in the practice of equity compensation is unmatched. I have helped many equity compensation employees, primarily in the pharmaceutical world, with questions about company sponsored stock options plans and how to build a diversified portfolio. I understand the proper ways around a vesting schedule to help employees earn the most money, all while continuing employment.The list of what I offer equity compensated employees is robust:Maximize the value and manage the risk of equity compensationsBuild a diversified client investment portfolioScreen out unintended overlap to stock optionsApply tax mitigation strategies on stock option salesManage and maintain a concentrated company stock position for employeesMy approach is a focused approach on managing your wealth, but I also understand the need to take care of your family. I tout a holistic approach to your planning for equity compensation but also promote a positive work-life balance to enjoy your financial gains.Managing your wealth is figuring out how and when to:Sell down some of your shares in a tax-efficient manner.Build a diversified portfolio appropriate for your risk tolerance and your financial goals.Outside of the OfficeWhen I’m not working with my clients, I enjoy spending time with my family. My wife, Daniela and our two daughters, Gabriela and Giada live in Monroe, Connecticut. My two biggest passions include cooking and making homemade wine. Every October, I enjoy a 3-4 weeklong process of making wine from grapes the old-fashioned way. Daniela’s parents are both chefs and they own their own restaurant, so I’ve been able to pick up some great cooking tips from them. Food and good wine are easy conversation starters and have helped me develop great relationships with clients, family, and friends.If you have questions about your tax consequences, the concentration risk of your overall allocation or even about where to get a great bottle of wine, I have years of experience to mine for your financial success and personal enjoyment.Podcast Episode Description: Eric Gerhard joins the show to share his personal journey in this industry. Finding your focus — what works for you and also what doesn’t work for you— is important to shaping your ability to be the best financial planner for your clients. As Eric says, getting yourself into your Green Zone, your optimal mode, balancing work and life and being able to perform at a high level every single day.Follow Paul Blanco on Instagram: @paul.f.blancoPodcast 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: Duncan MacPherson | Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial ProfessionalsBio: 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 AdvisorFollow Paul on Instagram: @paul.f.blancoPodcast 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

Paul Blanco's Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.Guest: Kevin Brown | Motivational Speaker & Bestselling Authoir | Creator of The Hero Effect® | Branding and Culture ExpertPodcast Episode Description: The Hero EffectBio: Kevin’s unconventional path to business and personal success has taught him that winning in business and in life requires anything but conventional thinking. He grew up in Muskegon, Michigan where his blue-collar roots taught him the value of hard work and determination. With a streetwise aptitude and a never quit attitude, he worked his way from the front lines in business to the executive boardroom.Kevin understands what drives organizational excellence and customer loyalty. He knows first-hand how great brands think, feel and act. He is a branding and culture expert with a 30+ year career in franchise development. He spent the last 20 years of his corporate career as part of a leadership team that built a little-known family business into the #1 franchise in their industry with annual revenues exceeding $2 billion dollars. Since 2016, he has traveled the world pursuing a mission to share The HERO Effect® message with as many people and organizations as possible.The HERO Effect® is a simple philosophy that separates world-class organizations and high-performance people from everybody else. Kevin is passionate about helping people expand their vision, develop their potential, and grow their results. And, as the father of a child with autism he knows firsthand how the principles of true success reach beyond the boardroom and into the lives of real people facing the challenges of everyday life.As a highly sought-after keynote speaker, Kevin has had the privilege of speaking to a wide variety of organizations including American Express, Delta Airlines, PayPal, ExxonMobil, Nationwide, H&R Block, Sprint, Ernst & Young, Million Dollar Round Table, Merck, Booz Allen Hamilton, and many more. Kevin is the bestselling author of The Hero Effect® (2017/2019). In his second book, Unleashing Your Hero (Harper Collins Leadership/Nov 2021), Kevin shares how the heroes who transformed his life are people just like you. People who were willing to use their gifts and abilities to serve others at a high level. This book is a guide to help everyday people discover and unleash their hero at work and in life.Kevin has received numerous honors, including being named one of the ‘Top 10 Keynote Speakers of 2021’ by SpeakInc; one of the ‘Top 41 Motivational Speakers Who Can Energize Any Sales Team’ by Resourceful Selling; among the ‘Top Customer Service Speakers’ by Eagles Talent Speakers Bureau; one of the ‘Best Keynote Speakers of 2019’ by NorthStar Meetings Group; and an elite and in-demand ‘Gold Star Speaker’ by GDA Speakers.Kevin entertains, inspires, and challenges people to show up every day and make a positive difference...

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 ExpertBio: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 MondayFollow Paul on Instagram: @paul.f.blancoPodcast 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

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: The Day-to-Day of AdvisorsPodcast Episode Description: An important thing to consider when deciding to become a financial advisor is what your typical, day-to-day truly looks like. This episode looks back on our conversations with financial advisors about their experiences.This episode features the following financial professionals:Brooke Hourigan | Financial PlannerScott Panza, LUTCF, AIF® | Financial Planner | Financial Services Executive | Investment Advisor RepresentativeJoe Bogardus, CFP®, ChFC®, AIF®, CCPS® | Financial Planner | Financial Services Executive | Special Care PlannerBrian Ward | Financial Planner | Wealth Management Advisor00:00 - Intro00:49 - Brooke Hourigan | Finding a Balance in Your Career07:26 - Scott Panza | Sticking to Your Path11:18 - Joe Bogardus | This is Not a 9-5 Job18:23 - Brian Ward | Approach Every Day with TenacityFollow Paul Blanco on Instagram: @paul.f.blancoPodcast 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.CRN202805-8669946

Paul Blanco's 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 Bio – Bellaria Jimenez, CFP®, MBA | President, General Agent | MassMutual Tri-StateGrowing up as an immigrant in New Jersey, I witnessed firsthand many of the mistakes made by people who didn’t fully grasp the financial system in this country. After college, I began my career as an advisor to help people understand why it’s so important to plan financially for the future. Now, as Managing Partner and President of a firm, I coach and educate individuals, businesses and employees on the importance of financial literacy. My hope is to pass along my financial knowledge to the next generation and that includes my son.Working in this industry has empowered me to make my life matter – personally and professionally. I am passionate about helping others succeed in the career. I dedicate time to coaching and mentoring women in the business. The focus on financial literacy for children and college students is my contribution to future generations in educating them on what choices they have when making money decisions and career choices.Industry involvement in AALU, MDRT, GAMA, FPA are very critical to me. I feel that being committed to my career means understanding and supporting the industry and advocating in areas that will help support our field.Podcast Episode Description: Moving the Industry into the FutureFollow Paul on Instagram: @paul.f.blancoPodcast 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.CRN202805-8800556