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 Client

Podcast 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 Group
• Ahmed Sourour, CPWA®, AIF®, RICP® – How Many People Can We Help (Ep. 60) | Wealth Management Advisor | Reddington Sourour Advisory Group
• Richard Weylman – Demonstrating Empathy For Your Clients (Ep. 41) | Hall of Fame Keynote Speaker | Customer Experience Hall of Fame | Two-Time International Best-Selling Author
• Grant Piller, CFP®, LUCTF - Getting in Front of Clients Every Single Day (Ep. 72) | Financial Planner, Owner | Piller Financial Group

00:00 - Intro

01:01 – Scott Sokolowski | A Love For Helping Others

08:24 – Ahmed Sourour | How Many People Can We Help

16:21 – Richard Weylman | Demonstrating Empathy For Your Clients

26:22 – Grant Piller | Getting in Front of Clients Every Single Day

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.

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 Success

Podcast 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 Group

00:00 - Intro

00:48 – Kenneth DiCairano | Persistent and Consistent

13:32 – Jeff Rice | Consistent Growth in All Aspects of Life

17:05 – Matthew Barrett | Success Starts with Consistency

22:39 – Daniela Gerhard | Discipline, Consistency, and Hard Work

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.

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 Success

Podcast 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 Group



00:00 - Intro

01:14 – Norman Leslie | Put in the Effort Every Day

08:26 – Brian Ward | Approach Every Dat with Tenacity

14:26 – Arthur Gallant | Keep Winning the Day

18:42 – Edward Alferoff | Getting Better Every Single Day

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.

CRN202809-9468962