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

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 Expert

Podcast Episode Description: The Hero Effect

Bio: 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 Expert

Bio:

• 2x Bestselling author, The Power of Playing Offense and Better Decisions Faster
• Success Magazine Top Speaker that Gets Results
• Former NFL & NBA Executive and WHY Coach of the 49ers
• Set an all-time Super Bowl revenue record
• Took a Jerry Maguire leap from sports, to graduate from career to calling
• Advisor to Fortune 500’s, Pro Athletes, and High Growth Founders
• Led a $3B leadership development laboratory
• Featured in USA Today, ESPN, NBC, Entrepreneur, and Fox Business
• Clients range from Zoom, Amazon, Johnson & Johnson, and NASA to the Lakers and Cowboys
• Proudest titles: father, husband, son, Trojan, and Wolverine
• Bacon lover, just don’t make it too crispy
• Got 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

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 Advisors

Podcast 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 Planner
• Scott Panza, LUTCF, AIF® | Financial Planner | Financial Services Executive | Investment Advisor Representative
• Joe Bogardus, CFP®, ChFC®, AIF®, CCPS® | Financial Planner | Financial Services Executive | Special Care Planner
• Brian Ward | Financial Planner | Wealth Management Advisor

00:00 - Intro

00:49 - Brooke Hourigan | Finding a Balance in Your Career

07:26 - Scott Panza | Sticking to Your Path

11:18 - Joe Bogardus | This is Not a 9-5 Job

18:23 - Brian Ward | Approach Every Day with Tenacity

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.

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-State

Growing 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 Future

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.

CRN202805-8800556

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.

Podcast Episode Title: Marketing in Financial Services

Podcast Episode Description: On the show, Paul often talks about Barnum being a marketing firm that sells financial products and services. Marketing is one of the most important things to learn and utilize in this business if you want to succeed. Barnum has some of the best people and tools to help advisors in the business. This episode features conversations with marketing professionals:

Elizabeth Hiza | Chief Marketing Officer | Barnum Financial Group

Paul Tyler | Head of Enterprise Marketing and Marketing Innovation | Zinnia

Ian Querze | Director of Advisor Marketing | Barnum Financial Group

00:00 - Intro

00:47 - Elizabeth Hiza | The Present and Future of Marketing

Elizabeth Hiza | The Agency: Marketing for Financial Advisors

13:56 - Paul Tyler | FinTech in Our Field

21:45 - Ian Querze | Building Your Marketing Plan

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.

CRN202804-8678270

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: Building a Healthy Financial Future

Podcast Episode Description: The landscape of financial planning has changed quite a bit over the years and with it has come a bevy of products and services created to give financial advisors the tools to better serve their clients and assist them towards a healthier, sturdier financial future. This episode features conversations with several financial professionals about some of these products and services, including:

• Matthew Teel, CFP®, CLU® | Founder, Managing Principal | Risk and Insurance Associates, LLC
• Myles Lambert | Executive Vice President, Chief Distribution and Marketing Officer | Brighthouse Financial
• Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU® | Vice President, Financial Planning | Barnum Financial Group
• Niko Vamvakas, RCIP® | Vice President, Retirement Planning Solutions | Barnum Financial Group

00:00 - Intro

00:50 - Matthew Teel | Life Insurance Strategies

06:53 - Myles Lambert | The Evolution of the Life Insurance Industry

13:41 - Jeremy Hus | The World of Financial Planning

22:41 - Niko Vamvakas | Annuities and the Retirement Planning Space

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.

CRN202805-8665011

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 Journey of an Advisor

Podcast Episode Description: This episode features conversations with several Barnum Financial Group financial advisors as they each discuss their personal and professional journey as a financial advisor.

This episode features the following financial professionals:

Ben Howarth, CASL®, RICP® | Financial Advisor | Financial Services Executive | Investment Advisor Representative | Special Care Planner

Bryan Rosen, AIF®, CASL® | Financial Planner | Financial Services Executive | Investment Advisor Representative

Jason Bayuk, CFP® | Financial Advisor | Financial Services Executive | Investment Advisor Representative

Norman Leslie, LUTCF, CASL®, ChFC® | Financial Advisor | Financial Services Executive | Investment Advisor Representative

00:00 Intro

00:53 Benjamin Howarth | Being an Advocate for Your Clients

07:07 Bryan Rosen | Hitting the Ground Running

16:10 Jason Bayuk | Striving to Make an Impact

20:38 Norman Leslie | Putting in the Effort Every 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.

CRN202804-8638130