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John Kailunas II is a veteran entrepreneur in the financial services sector with a career spanning over three decades. He started at Sun Life of Canada and later achieved national recognition at John Hancock, leading the Grand Rapids team to top industry rankings. As the founder of Regal Holdings, he oversees a diverse portfolio including Regal Investment Advisors and Regulus Financial Group, managing assets exceeding $2.5 billion. Known for strategic leadership, John has been honored as an E&Y Entrepreneurial Finalist and is esteemed for his expertise in building successful distribution platforms.
In this episode of the What Matters Podcast, Mike and Ashley sit down with John Kailunas II to explore the secrets behind Regal Holdings' success. John emphasizes the importance of authenticity, strong leadership, and innovative strategies in the financial services industry. He also shares insights on the future of wealth management, the role of technology, and offers advice for aspiring professionals.
Topics include:
✅ John talks about his background and starting his career with John Hancock
✅ Building and growing Regal Holdings
✅ Focusing on organic growth and development of advisors
✅ John recalls the impact of the 2008 financial crisis on Regal Holdings
✅ John discusses the four filters he uses for business decisions
✅ The importance of explaining the “why” behind decisions
✅ And other topics...
Connect with John:
Website: www.regalfin.com/
LinkedIn: / john-kailunas-ii-966b5a7
More about What Matters Podcast:
KZbin: / @podcastwhatmatters
LinkedIn: / what-matters-podcast
Facebook: / whatmatterspod