Small Steps, Big Wins

About Small Steps, Big Wins

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.

Publisher

Paul Blanco

Category

business · business · business

Language

en

Explicit

No

First episode

22 Aug 2023

Latest episode

7 Oct 2025

Latest episodes

3 of 112 episodes have a transcript.

1. 

   7 Oct 2025

   Keeping Your Focus on the Client

   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 (https://www.instagram.com/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

2. 

   30 Sept 2025TRANSCRIPT

   Consistency: A Key Pillar for Success

   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 (https://www.instagram.com/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

3. 

   23 Sept 2025TRANSCRIPT

   Hard Work: The Not-So-Secret Key to Success

   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 (https://www.instagram.com/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

Inside a recent episode

Consistency: A Key Pillar for Success

Published 30 Sept 2025 · Transcript excerpt

[…] Yeah, it's a different skill set. And it's sometimes it takes patience, which we're very, we run really fast in this industry. So being able to tell an advisor to, hey, you need to slow down here in this particular part of the practice to, because we're not dealing with robots, we're dealing with people, you're dealing with people better man and engagement and which is important in order. I forget exactly what the statistic is, but I was being a fact finder by just nature. I enjoy research and statistics on information. Of course, I can't get enough of it. And I was just looking up the difference between motivated, whether it's employees or a part of your team members and against productivity and if they're happy and if they feel connected to their leader, like what the increase in productivity, the increase in happiness, the increase in what that portrays into a client experience. […]

Who has been a guest on Small Steps, Big Wins

Names identified in recent episode analyses. Showing up to five guests.

• Ian Querze
• George Goldman
• Paul Epstein
• Joe Jordan
• Amy Jamrog

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

2,383

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.9 / 5

27 ratings

Spotify

5.0 / 5

20 ratings

Podcast Authority Score: 69 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

64

Social presence

91

YouTube

68

Engagement

71

Contact Small Steps, Big Wins

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Small Steps, Big Wins