Keeping Your Focus on the Client
Tue Oct 07 2025
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 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 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
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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 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 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