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. Today's Guest: Paul Tyler Paul is the Chief Marketing Officer with the Nassau Financial Group. He is a major part of the FinTech space, especially in our industry. He’s here to talk about how he started in this business, what he’s currently working on and his thoughts of what the future holds for FinTech in our field. Bio: Strategy, Marketing & Technology | CMO | Nassau Financial Group I'm currently building a retirement brand, reengaging independent agents, building a direct-to-consumer channel, and running an Insurtech incubator. My passions include strategy, finance, insurance, fitness, community, and all things digital. CRN202609-4785666

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. Today's Guest: Jeremy Hus Jeremy joins us to discuss the world of financial planning. From its current state in the industry to where it might be headed in the near future. Bio: Vice President, Financial Planning | Barnum Financial Group Jeremy leads a team that helps Barnum’s senior relationship managers to develop personalized wealth management plans and innovative solutions to meet their current and long-term goals. CRN202609-4761168

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. Today's Guest: Andy Wigzell I asked Andy to be on the show so we could discuss his journey from a young, financial professional to one of Barnum’s top performers. We’ll touch upon his work with various programs and uncover his personal insights about our industry. Bio: Financial Planner | Barnum Financial Group My goal is to structure a relationship that reflects the many ways in which your personal and financial lives interact. My team and I will listen carefully, analyze thoroughly, and assemble your wealth management team - skilled professionals who anticipate challenges and help you address them. Your life is dynamic and evolving. To be effective, your financial strategies must keep pace. My team and I work to align strategies with opportunities while maintaining sight of your situation. The team works together, analyzing information, sharing ideas, to help ensure that each product and service that we present to you is consistent with your overall strategy. I lead the group, providing general services, but emphasizing financial planning and investments. Other members of the team have areas of focus from Charitable Giving to Insurance and Estate Planning. Supporting us are the specialists in our case design group, who have the technical expertise for a broad range of financial disciplines. CRN202609-4761083

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. Today's Guest: Myles Lambert He’s here to talk about how the life insurance industry continues to evolve and the importance of understanding a clients’ always changing needs throughout their lives. Much like everything in this industry, the more adaptable you are to the evolution of the trends, the better prepared you’ll be to help your clients. Let’s get into it. Bio: Executive Vice President | Brighthouse Financial Highly accomplished Wealth Management Professional with proven leadership in financial services and a demonstrated ability in management, business development and sales. Experienced in developing, expanding, and efficiently targeting markets with effective product mixes to surpass goals. Skilled at creating and executing long term strategies customized to meet client needs in a profit-driven, customer-focused environment. Strengths in leadership, advocacy and collaborating with others to successfully accomplish objectives. Steady progression of advancement and increased responsibilities with a professional reputation as one who can exceed expectations and meet deadlines. CRN202607-4702545

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. Today's Guest: Matthew Teel Matt is here today to talk about life insurance and how to bring forth a holistic, plug and play strategic outline of insurance strategies that helps with discovery, design, underwriting, placement, and service for clients and business partners alike. Bio: Founder, Managing Principal of Risk & Associates, LLC Many sell insurance products - we provide comprehensive insurance strategies. I collaborate with Wealth Managers, CPAs, T&E attorneys and more, to help better serve our mutual clients. My team is continuing to drive BFGs capacity and capabilities into an approach that is aimed at delivering world class, congruent wealth protection for our clients, an approach with intelligent risk solutions. We bring forth a holistic, plug and play strategic outline of insurance strategies that helps with discovery, design, underwriting, placement, and service for clients and business partners alike. Our approach operates on an open architecture platform and philosophy, instilling confidence in our clients that we are providing objective and unbiased insurance planning advice that adds and creates value and lasting relationships. CRN202607-4702606

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. Today's Guest: Elizabeth Hiza We’re talking about the world of marketing. Where it was and where it’s going. Elizabeth has a vision about marketing and the future of the Barnum brand, and I can’t wait to share it with you. Bio: Chief Marketing Officer | Barnum Financial Group In her role as chief of staff, Elizabeth Hiza provides all-encompassing support to drive the continued success of the firm. A major focus of her work is driving Barnum’s commitment to be an industry leader in providing financial wellness programs to people at all stages of their lives. She led the charge to launch The Establishment Barnum, a new approach to financial education and literacy focusing on young professionals. She also plays a key leadership role in implementing Barnum’s strategic alliance with MetLife to conduct financial wellness workshops for workforces across the country as well as provide guidance to MetLife customers regarding their group life conversion options through the Transition Solutions program. Elizabeth also serves as Barnum’s Chief Marketing Officer, providing strategic direction to a team dedicated to supporting our advisors and building Barnum’s brand in the marketplace. She has extensive experience collaborating with Barnum’s CEO, business managers, and leadership team members to bring innovative products and programs to market and improve operating results. By leveraging relationships within Barnum and with outside business partners, Elizabeth has led many transformational initiatives and new business endeavors that have delivered impactful results. A noted speaker, Elizabeth has spoken at many firm and industry events and has contributed to national and local publications, providing insights on leadership, marketing, growing a successful financial services firm, and mindset and its effects on personal success. She is a graduate of Bryant College with a degree in business administration and is currently pursuing her MBA at the University of New Haven. Elizabeth lives with her husband Chris and their three children in Milford, Connecticut. You can check out Elizabeth's podcast - Master your Money - on all podcast platforms. Spotify – Apple Podcasts – Google Podcasts – Tune-In CRN202606-4612001

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. Today's Guest: Amy Jamrog Amy joins us to discuss how to create a “Wow” experience with your clients. Amy has helped many of her clients transform their relationship with money into a positive and knowledgeable experience. There are so many lessons in this episode that go beyond the financial industry. Bio: Financial Advisor | Coach | Best Selling Author | Speaker Amy Jamrog is the founding partner and CEO of The Jamrog Group. She is also a coach, a motivational speaker, and the best-selling author of the book Confetti Moments. Amy and her team provide fee-based financial planning services to business owners, corporate executives, pre-retirees, as well as people undergoing significant financial transition (selling a company, receiving an inheritance, getting married, or transitioning to retirement, for example). The mission of The Jamrog Group is to help clients transform their relationship with money. Amy is the author of two best-selling books: Life Savings Conversations and Confetti Moments (both available on Amazon). Her financial planning expertise has been featured in Forbes Magazine’s “Ask the Expert” as well as USA Today and other national publications. Amy has been nationally recognized in the Top 100 Financial Advisors by Shook Research & Forbes Magazine in 2021 & 2022. Her blog Wednesday Wisdom is read by thousands of followers every month. Amy is a board member of Girl Scouts, a former board member of The Women’s Fund of Western Massachusetts, and served as a trustee for The Community Foundation of Western Massachusetts. She and her team also manage endowments for many non-profits. Giving back to the community is a priority for The Jamrog Group. Amy and her team are proud to support the work of The Women’s Fund of Western Massachusetts, The Community Foundation of Western Massachusetts, The Girl Scouts of Western & Central Massachusetts, One Ohana, and Girls on the Run. Amy was awarded the Distinguished Advisor in Philanthropy in 2020, as well as the NCCJ Human Relations Award in 2018 for her social justice advocacy, She has also been the recipient of the prestigious Northwestern Mutual Community Service Award, as well as the MassMutual Community Service Award. CRN202606-4611905

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. Today's Guest: Chris Kampitsis Chris works closely with business owners on their personal and professional planning. He also focuses on educating individuals through financial literacy workshops inside of Fortune 500 institutions and other large corporations We’re going to talk about Chris’s journey from his beginnings as a financial professional to his current success as an entrepreneur and a leader of the next generation of financial planners. If you’re just starting out, this is an episode you cannot miss. Bio: Chris has provided clients with holistic financial planning as a CERTIFIED FINANCIAL PLANNER® professional with Barnum Financial Group since 2010. He proudly co-founded The SKG Team, a team within Barnum Financial Group consisting of eight advisors and fifteen support members. Through utilizing a team approach, Chris is able to efficiently service his clients and guarantee timely response, continuously tailoring a unique and comprehensive financial planning experience for his clients. He has spent the majority of his career focused on educating individuals through financial literacy workshops inside of Fortune 500 institutions and other large corporations. With an entrepreneurial spirit, Chris enjoys working with closely held business owners on their personal and corporate planning. He holds the Certified Exit Planner designation as well as the Certified Family Business Specialist designation which allow him and the team to provide specialized advice to this unique market. Additionally, because he prioritizes financial education Chris has also successfully attained the CFP®, ChFC®, RICP®, and AIF® designations to expand his knowledge of the industry and provide impactful client experiences. Chris is featured in local and national news outlets including Barron's, Forbes, CNBC, US News and World Report, Newsday, Yahoo! News, Money, and more. CRN202605-4458752

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. Today's Guest: Joe LoPresti Joe has helped Barnum create a collaborative culture that nurtures leaders and empowers outstanding performance. He mentors countless financial professionals, members of Barnum’s leadership team and staff to help achieve their personal and professional goals. Today we’re going to discuss what traits can make up a successful financial advisor. Bio: Executive Vice President | Barnum Financial Group - My hands-on, open-door approach at Barnum has helped create a collaborative culture that nurtures leaders and empowers outstanding performance. I’m extremely gratified to have instilled in this firm a “can do” culture of stretch goals and accountability. This has translated double-digit recruiting growth for over a decade as well as stamped Barnum with the distinguished “Best Place to Work in CT” award four times. I love my career at Barnum because I thrive on my interactions with people- and this is a people business. While at MetLife, I was a record-breaking, seven-time recipient of MetLife’s #1 Managing Sales Director Award. I value being the person others call when they need support, motivation, and advice. Whether it’s coaching my leadership team, top advisors, or staff, I continue to help them realize their personal and professional objectives. This has contributed to Barnum’s collective commitment to excellence and made us the visionary firm we continue to be today while helping our clients lead more fulfilling lives through financial education and literacy. Outside the office, my passion for people extends to young people as well. I have long coached youth basketball and softball, enabling me to spend meaningful time with my kids and instill in other children important life lessons in teamwork, integrity, and dedication. I want my legacy to be that I truly loved and cared about people while being their biggest advocate to push forward to be the individual they aspire to be and attain the goals they have set out to accomplish. CRN202605-4458769

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. Today's Guest: Stefano Martini Stefano helps develop and deliver a unique, and impactful technology-based experience for Barnum’s clients, their advisors, employees, and business partners. He’s here to discuss how financial professionals can evolve to become digital. We’re talking about the present and the future of our industry. Bio: Chief Technology Officer | Barnum Financial Group - Stefano’s role as Chief Technology Officer is to provide strategic leadership and hands-on direction to develop, deliver, and evolve an extraordinary, unique, and impactful technology-based experience for our clients, our advisors, our employees, and our business partners. He harnesses the four main elements of technology – automation, security, customer experience, and data – into an integrated approach to driving client and advisor satisfaction and success. Stefano brings his years of experience in transforming businesses, implementing large-scale digital initiatives, achieving operational excellence, and managing purpose-driven, high-performance teams to Barnum’s mission of being a national leader in protection and investment solutions, financial wellness, and life-stage financial planning. His vision is to use all aspects of technology to constantly improve advisors’ abilities to best serve the needs of their clients in the easiest, most efficient manner possible. Prior to joining Barnum, Stefano was the chief information officer for MassMutual Financial Advisors where he led all aspects of technology, supporting over 80 agencies and over 8,000 advisors across the U.S. During his tenure at MassMutual, he also held a number of senior roles, including leadership on acquisitions, technology transformation efforts, and head of procurement. Stefano has a Master of Business Administration degree in finance and management from the University of Pennsylvania Wharton School of Business and an undergraduate degree in information technology from the University of Massachusetts. In addition to a full agenda at work, Stefano has a full house, including his wife, their four children, three dogs, one cat, and some highly productive chickens. He enjoys traveling, cooking, exercising, and constantly thinking about what technology can do to improve the client experience. CRN2020605-4458782

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. Today's Guest: Alan Stein Jr. An experienced keynote speaker, author and performance coach, Alan Stein, has been helping business leaders change their behaviors through customized programs. He's a dynamic storyteller and presenter and I know I've benefited from his lessons. We'll be discussing some of those proven principles on the show today so you can learn how to raise your game. Bio: Alan Stein, Jr. is an experienced keynote speaker and author. At his core, he’s a performance coach with a passion for helping business leaders change behaviors. He spent 15+ years working with the highest performing basketball players on the planet (including NBA superstars Kevin Durant, Steph Curry, and Kobe Bryant). Through his customized programs, he transfers his unique expertise to maximize both individual and organizational performance. Alan is a dynamic storyteller who delivers practical, actionable lessons that can be implemented immediately. He teaches proven principles on how to utilize the same approaches in business that elite athletes use to perform at a world-class level. CRN202604-4274820

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. Today's Guest: Joe Jordan My guest is Joe Jordan, an inspirational speaker, behavioral finance expert and a thought leader in our industry. He's also the author of the award-winning book, Living a Life of Significance. In this book, Joe breaks down his five pillars of financial success and that's what we're going to talk about today. Bio: https://joejordan.com/about-joe-jordan CRN202604-4274738

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. Today's Guest: Michael Lynch Mike joins the show to talk about the business side of personal finance. Bio: Michael is a Financial Planner at Barnum Financial Group. He develops customized planning strategies for individuals, families, and business owners that enable them to build wealth, pay lower taxes, and protect the people who depend on them for support. Michael teaches consumer oriented financial planning courses to employees of corporations, government, and nonprofit organizations. His writings appear in both local and national publications. Mike Lynch is a member of Ed Slott's Master Elite IRA Advisor GroupSM. Click to learn more about this group! Michael is a Financial Planner for people with Special Needs. As the father of a child with special needs, Michael is intimately familiar with the emotional, educational, and financial issues that face special needs families. Michael lives in Stratford, Connecticut with his daughter, Micaela Anne and son Domenic. His hobbies include writing, running, reading and working on his house. He’s written two books: “Keep it Simple. Make it Big: Money Management for a Meaningful Life” (2020) and “It’s All About the income: The Simple System for A Big Retirement” (2022) CRN202604-4247769

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. Today's Guest: Ben Soccodato We'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. 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. Take a listen to why Paul started this podcast and what he hopes you can get out of it from listening to conversations with top performers and industry leaders.