John Kailunas: Independence, Integrity, and Innovation in Financial AdviceJohn Kailunas: Independence, Integrity, and Innovation in Financial Advice
John Kailunas is a first-generation immigrant and visionary leader in financial services with a career spanning more than three decades. Since starting in 1988, he has built a multi-billion-dollar ecosystem that includes Regal Financial Group, Regal Investment Advisors, Regulus Financial Group, LionShare, and Catalyst for Growth, a professional development platform for advisors.
Under John’s leadership, Regal has received national recognition, including being named a finalist for the EY Entrepreneur of the Year and winning WealthManagement.com’s Outstanding Practice Management Award. He has appeared twice on InvestmentNews’ “Hot List” of top U.S. financial advisors and is widely respected as a coach, mentor, and industry builder.
John’s philosophy centers on independence, integrity, and innovation, along with creating aligned, ethical, and mutually profitable relationships that last.
In this episode, Leonard and John discuss:
- How Regal Financial Group grew into a national multi-entity platform serving independent advisors
- Why independence, integrity, and innovation anchor every decision John makes
- What John learned from a difficult SEC experience and how it reshaped compliance
- Why retirement shouldn’t mean “disengagement,” and how purpose drives longevity
- The importance of alignment, ethics, and relationships in financial leadership
Key Takeaways:
- Values drive growth. Independence, integrity, and innovation aren’t slogans; they shape culture, decisions, and advisor relationships.
- Advisors often struggle most with prospecting early and scaling later; both require clear processes and support systems.
- Regulatory friction is real, but resilience and better systems can turn painful experiences into stronger firms.
- Retirement without purpose leads to disengagement; meaningful mission, relationships, and activity are essential to quality of life.
- Great leadership means building platforms where advisors can thrive without sacrificing independence or ethics.
“If you spend time with five ding dongs, you're going to be the sixth. If you spend five millionaires, you'll be the sixth. You know who you surround yourself with is really important.”
- John Kailunas
Connect with John Kailunas:
Website: https://www.catalyst4growth.org/
LinkedIn: https://www.linkedin.com/in/john-kailunas-ii-966b5a7/
Email: info@catalyst4growth.org
Connect with Leonard Raskin:
Website: https://www.raskinglobal.com/
LinkedIn: https://www.linkedin.com/in/leonardraskin/
Facebook: https://www.facebook.com/RaskinGlobal
Email: lraskin@raskinglobal.com
Show notes by Podcastologist: Francine Poblete
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.