Podcast appearances and mentions of steve sanduski

Podcast: Between Now and Success (LS 43 · TOP 1.5% what is this?)Episode: Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money FlashpointsPub date: 2024-08-01Guest: Dr. Shaywanna Harris-Pierre, a licensed professional counselor and financial therapist with a rich background in marriage and family therapy. Dr. Shay is also the owner of Shades of You Counseling and Consulting. In a Nutshell: Every family is unique, and no family is perfect. The dynamics, positive and negative, that exist between loved ones create ideas and emotions around money that influence your clients' attitudes about financial planning. Advisors who are willing to engage on this more personal level have an opportunity to transform their relationships with their clients and the quality of service that they deliver. On today's show, Dr. Shay shares her journey into financial therapy and how to open dialogues that will help you and your clients understand the emotional side of money better.The podcast and artwork embedded on this page are from Steve Sanduski, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Breaking down the 4 steps of the "live to 100" strategy as life expectancy increases and conventional retirement wisdom struggles to keep up. Average life expectancy in the United States rises with each generation, and with that trend comes a lengthening of years lived after average retirement. As age 100 becomes more realistic for many people, how can you make sure your finances are set up in a way that takes care of you through your entire lifetime? This discussion was sparked by our recent podcast episode with Steve Sanduski, where we explored how financial planning needs to adapt as people routinely live healthy lives into their 100s. The Retirement Spending Smile One intriguing concept is the "retirement spending smile." This theory suggests that you tend to spend more at the beginning of retirement, less in the middle, and potentially more again later on due to increased healthcare costs. If you stay healthy until 100, your expenses might not follow the traditional downward trajectory and could spike due to medical needs. The AARP Article and Longevity Shortly after our discussion with Steve, I came across an article in the AARP magazine about making your money last until age 100. It got me thinking: if you live to 100, it's crucial to ensure your money does too. With advancements in healthcare, it's becoming more likely that many of us will reach this milestone. Therefore, it's essential to approach both your expenses and income with this long-term perspective. Managing Your Expenses Let's start with managing your expenses if you anticipate a long life. Knowing your biggest costs in retirement is key. From my research, housing, taxes, and healthcare are typically your top three expenses. Housing: According to the Bureau of Labor Statistics, housing costs can be about 35% of your overall expenses, including utilities and maintenance. However, if we strip out the additional costs, the core expense of shelter itself averages around 20%. Consider paying off your mortgage before retirement or downsizing to reduce these costs. But be cautious with downsizing, as it often leads to additional expenses for new furniture and adjustments to your new home. Taxes: Surprisingly, taxes are often overlooked in retirement cost analyses. On average, they constitute about 7% of your expenses. One way to manage this is by diversifying your tax status across various accounts (traditional, savings, Roth, and brokerage accounts). This strategy gives you flexibility to adapt to changing tax laws over the decades. Healthcare: Healthcare costs increase as you age, making it essential to plan ahead. When you turn 65, deciding between a Medicare supplement plan and a Medicare Advantage plan is crucial. While the supplement plan might be more expensive upfront, it could save you significant out-of-pocket costs in the long run. Additionally, consider long-term care insurance to protect against the high costs of assisted living or nursing care, which can be financially devastating if unplanned. Maximizing Your Income Now, let's talk about your income strategy to make it last until 100. Social Security: When making decisions about Social Security, remember its full title: Social Security Old-Age, Survivors, and Disability Insurance. This program is designed to provide support in old age, for survivors, and in case of disability. Delaying Social Security benefits can maximize your lifetime income. Although filing early gives you more money now, waiting could result in higher monthly benefits later, which is crucial for long-term financial stability. Part-Time Work: Consider working part-time in retirement. For instance, would you prefer working full-time from age 60 to 65, or half-time from 62 to 70? Theoretically, the financial outcomes might be similar, but the extended work period can provide a more stable income stream and help stretch your savings. Annuities:

Dasarte recaps a powerful episode with Financial Advisor Coach, Steve Sanduski. In this episode, he recounts his top three takeaways from last week's episode and the one piece of advice that can lead to elevated business practices, mental wellbeing, and growth for your firm. ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Financial Advisor Coach Steve Sanduski shares powerful learnings from his experiences helping grow a corporate RIA from $0 to $1.8 billion and coaching countless advisors in building authentic practices. This episode is packed with a-ha moments around storytelling, content creation, and keys to creating a sustainable practice as an independent advisor.ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts  STAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/   ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/podcasts STAY CONNECTED: Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE: AltruistFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

This week's retirement reading is from Steve Sanduski's blog titled, 2,500 Years of Thinking About “How Much is Enough?” Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/397.  Show Notes: RetireWithPurpose.com/397 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

While the need for financial advice – and the ability to access advice – has never been greater, most advisors still have not been able to capitalize on the growing number of opportunities.  According to Steve Sanduski, advisor coach, CFP, New York Times Best-Selling Author and founder of the Sanduski Advisor Network, suggests that while … Continue reading RIA Edge Podcast: It's a Bull Market for Advice: But is it a Bull Market for Advisors? With Steve Sanduski →

What do you do when reach to edge of your mental capacity?  According to Steve Sanduski, you take one more step.  And then you take one more step after that.  Eventually, your body proves to your brain that there is more left in the tank in pursuit of the summit (literal or metaphorical). Steve has been a very important mentor for me so I really hung on every word to hear what he learned from his experiences.  Steve is an accomplished author, podcaster, entreprenuer and outdoorsman.  He has accomplished much because of his ability to dream, plan, focus and execute on the things that are most important to him.  You will learn at ton from listening to this conversation for your own journey, so pay attention. You can connect with Steve on his website or find his Twitter handle @SteveSanduski.

Many advisors think they are growing their business effectively. The numbers show a different story. Why aren't advisors growing the way they think they are?  In this episode, Matt Ackermann speaks with Steve Sanduski, Co-Founder and CEO of ROL Advisor and NYT Best Selling Author, on the lack of balanced growth within the advisor industry. … Continue reading The Advisors Growth Conundrum With Steve Sanduski (Ep. 42) →

After a two-year hiatus due to the pandemic, we're thrilled to be hosting the 2022 Make BIG Happen Summit from October 20-22 at the Fontainebleau in Miami Beach, Florida. On today's show Heidi Smith, Chief Marketing Officer of CEO Coaching International, previews our signature event, which will be BIGGER than ever with over 500+ CEOs gathering in one place for multiple days of stimulating networking and learning. Previously, the Summit was only open to CEO Coaching International clients; however, this year the firm is welcoming applications for any qualifying CEO interested in attending. Heidi and our podcast host Steve Sanduski, also share some tips for getting the most out of a conference and reminisce about their favorite speakers at past Make BIG Happen Summits. 

Podcast: Between Now and Success (LS 43 · TOP 1.5% what is this?)Episode: Ric Edelman on How to Future Proof Your PracticePub date: 2022-02-04Rapid advances in technology, generational change, Covid, financial upheaval, and distrust in institutions are upending the course of life…and financial planning. In light of all that is changing, how do you future proof your business? In this special live webinar recorded on February 1, 2022, Ric Edelman, the #1 financial advisor of the past 30 years, joins me to discuss the impact of five critical areas on personal finance and how that affects your client work as a financial advisor. 1. Exponential technologies 2. Bitcoin, blockchain, and digital assets 3. Longevity 4. Retirement security 5. Health and wellness Ric Edelman and I discuss: The wide variety of exponential technologies and how they will impact the nature of advice you give. Why Bitcoin, blockchain, and other digital assets are here to stay and why it's incumbent upon financial advisors to learn about them even if you don't recommend them. The impact of lengthening lifespans, what that means for a move toward a multi-stage life, and how to plan for someone who may live to 1oo or longer. The fresh approach for personal financial planning and investment management that's needed as people live many decades in retirement, including:    Generating lifetime income you can't outlive. Tax and estate planning strategies to protect yourself and heirs. Managing your home: where to live, buying second homes, downsizing. How living to 100+ offers your clients the opportunity to enjoy peace and contentment, happiness and joy, and a rich and fulfilling life and how your planning advice needs to adjust to include aspects of self-care such as: Nutrition Sleep Exercise Breathing See the full notes at: https://stevesanduski.com/future-proof-your-advisory-practice-with-ric-edelmanThe podcast and artwork embedded on this page are from Steve Sanduski, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Between Now and Success (LS 41 · TOP 1.5% what is this?)Episode: Ric Edelman on How to Future Proof Your PracticePub date: 2022-02-04Rapid advances in technology, generational change, Covid, financial upheaval, and distrust in institutions are upending the course of life…and financial planning. In light of all that is changing, how do you future proof your business? In this special live webinar recorded on February 1, 2022, Ric Edelman, the #1 financial advisor of the past 30 years, joins me to discuss the impact of five critical areas on personal finance and how that affects your client work as a financial advisor. 1. Exponential technologies 2. Bitcoin, blockchain, and digital assets 3. Longevity 4. Retirement security 5. Health and wellness Ric Edelman and I discuss: The wide variety of exponential technologies and how they will impact the nature of advice you give. Why Bitcoin, blockchain, and other digital assets are here to stay and why it's incumbent upon financial advisors to learn about them even if you don't recommend them. The impact of lengthening lifespans, what that means for a move toward a multi-stage life, and how to plan for someone who may live to 1oo or longer. The fresh approach for personal financial planning and investment management that's needed as people live many decades in retirement, including:    Generating lifetime income you can't outlive. Tax and estate planning strategies to protect yourself and heirs. Managing your home: where to live, buying second homes, downsizing. How living to 100+ offers your clients the opportunity to enjoy peace and contentment, happiness and joy, and a rich and fulfilling life and how your planning advice needs to adjust to include aspects of self-care such as: Nutrition Sleep Exercise Breathing See the full notes at: https://stevesanduski.com/future-proof-your-advisory-practice-with-ric-edelmanThe podcast and artwork embedded on this page are from Steve Sanduski, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Jason talks to Steve Sanduski, Co-founder of ROL Advisor. ROL Advisor is an online platform that helps advisors or helps coach advisors through a process to help clients focus on return on life as opposed to returning on their investments.Episode Highlights:0.54: Steve explains that they decided to create a new legal entity, hired some developers, and created digital tools that they call the ROL advisor, which stands for return on life. And the focus is really on helping financial advisors become life advisors essentially.1.50: Jason says that the returns are one thing, but at the end of the day, one thing matters are getting what you want out of life.2.13: What we are doing here at ROL advisor revolves around the discovery process. We think of discovery not as a one-and-done process but as an ongoing process throughout the life of the relationship, says Steve. 7.06: There is a series of 20 statements in the ROL index. These twenty statements are divided into ten categories, such as whether or not a person is getting a return on his/her schooling, housing, or accomplishments.8.20: The ten aspects are broken down into three categories, and then we give a score on a scale of 1 to 100 for each of those three categories, well-being, progress, and freedom, says Steve. 10.19: When advisors are working with a client not as an asset under management or not as dollar signs but working with them one on one as a human being for whom you can add some value and for someone that you care about, and at the end of the day that is what the client's going to remember, says Steve. 12.07: We have six broad categories of life transitions, and within each of these six categories, we have anywhere from maybe five to ten life transitions related to each of those categories, explains Steve.26.32: Steve wants to have a superpower of taking in all of the information from many different areas and sources so that he can synthesize and reconfigure it and communicate it back out in such a way that many people can understand it and benefit from it. 3 Key PointsOften, financial advisors get a little frustrated when they see the behavior of their client, and they can't understand why the client is doing this thing or why they are not doing something that they know is good for them, says Steve.Technology can augment the conversation like our tools are doing, but ultimately it is about the advisor and the depth of the connection, empathy, and understanding they have with clients, says Steve.Most financial advisors have been successful over the past few years because the markets have been good, so getting them to try and adopt a new way of doing business has been a little bit difficult because they are happy with what they are doing.Tweetable Quotes“So much of our current behavior is influenced and derived from our formative years' experiences.” – Steve“It is just human nature that we want to keep doing what we are doing, particularly if we are successful.” - SteveResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorSteve Sanduski – Linkedin | Website See acast.com/privacy for privacy and opt-out information.

Steve Sanduski shares key insights from Season 1 of The Way Forward: Actionable Intelligence podcast and how you can apply them to your practice.

Steve is a Business Coach, Podcast Host/Producer, NYT Bestselling Author and Co-Founder of ROL Advisor. He talks about his "3 Words for 2021", the $Lifeline digital tool, and the future and evolution of financial advice. Steve Sanduski LinkedIn: https://www.linkedin.com/in/stevesanduski/ Steve Sanduski Website: https://stevesanduski.com/ ROL Advisor Website: https://www.roladvisor.com/ 3 Words for 2021: https://www.linkedin.com/pulse/my-3-words-2021-steve-sanduski-cfp-/ For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/ Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients. Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Guest Steve Sanduski: Digital Asset Conversations with Clients Marc Nichols is joined this week by Steve Sanduski, financial advisor coach. Marc and Steve focus on how advisors can have conversations with clients about digital assets. They review the pre-conversation checklist, discuss how to approach these conversations both proactively and reactively, and hit on themes advisors may not have thought about. They also delve into the broader industry impact of blockchain and digital assets. You can learn more about and connect with Steve by visiting his website https://stevesanduski.com, follow him on Twitter @SteveSanduski, connect with him on linkedin https://www.linkedin.com/in/stevesanduski/. You can also listen to his podcast, Between Now and Succes, https://podcasts.apple.com/us/podcast/between-now-and-success/id955311743?mt=2 or wherever you like to listen. __ Arbor Digital is a team of passionate professionals dedicated to responsibly constructing and managing digital asset portfolios by continually evaluating blockchain projects with potential. Our mission is to be the connection for Registered Investment Advisors and their clients to the world of digital assets and to educate them about the disruptive power of blockchain technology within financial services. to learn more and find out how you can #getoffzero visit https://arbordigital.io/ to book a demo or subscribe to our weekly Digital Asset Roundup. listen, rate, and review us: Apple Podcasts Google Podcasts Spotify Amazon Music Alexa Find out more at https://asset-revolution.pinecast.co Send us your feedback online: https://pinecast.com/feedback/asset-revolution/4df1aed3-38f6-45a1-be90-d4249a4f840d

Podcast: Between Now and Success (LS 43 · TOP 1.5% what is this?)Episode: A Masterclass in Marketing with Patrick Brewer and Stephanie BoganPub date: 2021-07-12Guests: Patrick Brewer, CFA, CPA is the President & CMO at WealthSource, a full service national independent registered investment advisory firm. Prior to that, he was the founder and CEO of SurePath Wealth Management, a financial advisor practice with seven offices across the country. SurePath was acquired by WealthSource Partners in early 2021. He's also the founder of Model FA, which supports financial advisors as they grow sustainable businesses, increase their visibility, and change their clients' lives. Stephanie Bogan has had a long career in financial consulting, including founding her own consulting firm at the age of 24 and selling it 12 years later in a seven-figure deal to a Fortune 200 company, and a stint at United Capital as SVP of Training and Client Experience. Today she runs Limitless Advisor, which is a program for advisors and founders to create bigger, better futures. Insight: Financial advisors have never had more marketing tools at their disposal, more options for how their businesses can operate, or more access to prospects who value real human-to-human guidance. Your use of these mechanisms has to be connected to a clear, overriding strategy that will break down trust barriers between you and your niche, demonstrate your value proposition, and help your business grow.The podcast and artwork embedded on this page are from Steve Sanduski, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Between Now and Success (LS 41 · TOP 1.5% what is this?)Episode: A Masterclass in MarketingPub date: 2021-07-12Guests: Patrick Brewer, CFA, CPA is the President & CMO at WealthSource, a full service national independent registered investment advisory firm. Prior to that, he was the founder and CEO of SurePath Wealth Management, a financial advisor practice with seven offices across the country. SurePath was acquired by WealthSource Partners in early 2021. He's also the founder of Model FA, which supports financial advisors as they grow sustainable businesses, increase their visibility, and change their clients' lives. Stephanie Bogan has had a long career in financial consulting, including founding her own consulting firm at the age of 24 and selling it 12 years later in a seven-figure deal to a Fortune 200 company, and a stint at United Capital as SVP of Training and Client Experience. Today she runs Limitless Advisor, which is a program for advisors and founders to create bigger, better futures. Insight: Financial advisors have never had more marketing tools at their disposal, more options for how their businesses can operate, or more access to prospects who value real human-to-human guidance. Your use of these mechanisms has to be connected to a clear, overriding strategy that will break down trust barriers between you and your niche, demonstrate your value proposition, and help your business grow.The podcast and artwork embedded on this page are from Steve Sanduski, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Most advisors effectively handle the money question. Few are adept at handling the emotion question. In this discussion, retirement expert Mitch Anthony and Steve Sanduski, CFP® show how you can become your client's retirement coach and help them navigate this tricky transition to retirement. For the full presentation, please register for our free webinar on June 29 at 2:00 ET.  To register, visit: https://us02web.zoom.us/webinar/register/WN_bkodSXOASbyT0eTyIBH4wg   This program has been accepted for one hour of CE credit from the CFP Board and for one CE hour toward the CIMA/CIMC/CPWA designations.

Longtime Keen on Retirement listeners might remember a running gag where Matt Wilson and I would joke with our co-host, Steve Sanduski, about all the bitcoin we suspected he was hoarding. At the time, bitcoin had just emerged from one of its periodic freefalls and was starting to seep back into the general public's awareness. And then, in 2018-2019, it dropped again. Today, as the value of one bitcoin hovers in the tens of thousands of dollars, this digital asset is back to making headlines and generating a lot of questions from our listeners. And it turns out that, all kidding aside, our buddy Steve really has been playing very close attention to how Bitcoin and other cryptocurrencies could affect our economy and our monetary system. He's even started a new podcast, The Digital Money Advisor, focused on exploring these very issues. So, on today's show, we decided to put our co-host on the hotseat and ask Steve what he's learned on his deep dive into bitcoin.

In Episode #14 of Mindset Mastery, “Aligning Dreams, Desire and Positive Motivation,” New York Times best-selling author and industry thought leader, Steve Sanduski, talks with Mindset Mastery host Marie Swift about how people make decisions, the art of storytelling and living your dream as a financial planner today. In a nutshell: Steve says that telling stories is the oldest form of influence; stories are a way to connect heart and mind. He talks about “reframing the conversation” and reinventing ourselves on a daily basis and provides one of the first principles of hiring. He also shares a three-step formula for creating an aspirational news release; this exercise will help financial planners determine how referral-worthy they really are. Please lean into this conversation and share this episode with others who might benefit from Steve's wisdom. Check out the tools, books and resources that Steve mentions at www.SteveSanduski.com and www.ROLAdvisor.com. Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org

With over 20 years of coaching experience, 500 podcast episodes, and hundreds of advisors trained, Steve Sanduski knows his way around success. In this episode, Steve and Mike discuss the most common roadblocks for financial advisors on their path to success and what advisors can start doing today to reach their goals. Plus, Steve offers his advice to create a podcast that helps you stand out (hint: you’ve got to accentuate your eccentricities!). For valuable insight from an industry veteran, don’t miss this episode.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.  

Guest Steve Sanduski - author, coach, speaker & podcast host, Steve has had a career on the cutting edge and brought financial advisors along with great insights and counsel through his newsletters, services, and podcasts.  Now he’s set his sights on Digital Money with his new podcast The Digital Money Advisor. Learn about Steve, his past successes, and the future as we discuss Crypto Currency.     Steve Sanduski: LinkedIn: @stevesanduski Twitter: @SteveSanduski YouTube: https://www.youtube.com/channel/UCNzbnkL70J9HsKsQ77O2rnw    Podcasts: The Digital Money Advisor,  Between Now and Success, &  Barron’s Advisor - Actionable Intelligence   Website:  www.SteveSanduski.com  Email:   info@belayadvisor.com  Chris: FB: @Asset-Management-Resources-LLC-127731740611374 LinkedIn: https://www.linkedin.com/in/j-christopher-boyd-cfp®-b932169 https://www.linkedin.com/company/asset-management-resources-llc/ Twitter: @SMoreChrisBoyd, @AssetMgmtRsrcs YouTube: https://www.youtube.com/user/AMRFinancial  https://www.youtube.com/channel/UCp8DurMiG2S8uJUReHRwvhg  Email:  Chris@AMRfinancial.com website:  www.AMRfinancial.com Jeff: FB: @JeffTomanengFinancialPlanner LinkedIn: @jeffreytomaneng Twitter: @TomanengJeff  

Yesterday I talked about what set 2020 up to be a year that accelerated digitation of business, namely for financial services. The topic was inspired by a 2021 expert marketing predictions roundup just published on wealthmanagement.com by my friend Robert Sofia, CEO of Snappy Kraken (an early WealthVoice customer by the way). It was hard to choose only five but here are some of my favorite fellow contributions from Patrick Brewer, Kirk Lowe, Samantha Russell, Penny Phillips, and Steve Sanduski. Want to read my prediction? Here's a direct link to the second slide in the slideshow. (It pays to be a B!) See acast.com/privacy for privacy and opt-out information.

Podcast: Between Now and Success (LS 41 · TOP 1.5% what is this?)Episode: Creating a Remarkable Client Experience Through Personalization, Co-Creation, and Journey MappingPub date: 2020-01-27In a Nutshell: Delivering great service is table stakes. Drive toward extraordinary by creating a unique, emotionally engaging experience for each individual client. Guest: Julie Littlechild. Julie is a leading expert on the drivers of client engagement. She's also the cohost of the Becoming Referable podcast and the author of the book The Pursuit of Absolute Engagement. My Key Takeaway: To create an engaging client experience that becomes a magnet for new ideal clients: Be intentional about designing a discovery and planning process that engages your clients emotions and makes them feel more connected to you. Focus less on a prospect's assets and more on how they view themselves, then deliver an experience that is tailor made for who they are. Draw a distinction between service and hospitality ... and excel at both. Also Learn: 1. Why creating a client journey map should be an essential early step in thinking about your systems and services. 2. How to put your firm and its ideal clients to an "Authenticity Test" that will make you think about what you're really trying to accomplish as an advisor and as a business owner. 3. What it means for advisors and their clients to "co-create" a financial planning experience together.The podcast and artwork embedded on this page are from Steve Sanduski, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Between Now and Success (LS 43 · TOP 1.5% what is this?)Episode: Creating a Remarkable Client Experience Through Personalization, Co-Creation, and Journey Mapping with Julie LittlechildPub date: 2020-01-27In a Nutshell: Delivering great service is table stakes. Drive toward extraordinary by creating a unique, emotionally engaging experience for each individual client. Guest: Julie Littlechild. Julie is a leading expert on the drivers of client engagement. She's also the cohost of the Becoming Referable podcast and the author of the book The Pursuit of Absolute Engagement. My Key Takeaway: To create an engaging client experience that becomes a magnet for new ideal clients: Be intentional about designing a discovery and planning process that engages your clients emotions and makes them feel more connected to you. Focus less on a prospect's assets and more on how they view themselves, then deliver an experience that is tailor made for who they are. Draw a distinction between service and hospitality ... and excel at both. Also Learn: 1. Why creating a client journey map should be an essential early step in thinking about your systems and services. 2. How to put your firm and its ideal clients to an "Authenticity Test" that will make you think about what you're really trying to accomplish as an advisor and as a business owner. 3. What it means for advisors and their clients to "co-create" a financial planning experience together.The podcast and artwork embedded on this page are from Steve Sanduski, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

In this episode of The Ultimate Advisor Podcast, Brittany sits down with co-founder and CEO of ROL Advisor, Steve Sanduski. We go over many practical methodologies and processes that you can implement to differentiate your business, break past ceilings of complexity, and stand out in a forever changing, competitive market. We discuss the importance of being vulnerable, getting to know, and connecting with your prospects and clients, as well as putting the focus on the discovery of your client's wants, needs, and overall journey. Steve shares some of his tangible tools, ideologies, and frameworks to help move beyond the numbers and into defining your story, becoming more relatable, and developing your client relationships even deeper so that you can help them prepare and get the most out of their finances throughout all life stages. So, push PLAY and join us as we dive into adding immense value and differentiation to level up your business! https://www.roladvisor.com/ https://stevesanduski.com/ UltimateAdvisorPodcast.com UltimateAdvisorMastermind.com

A look at how financial advisors can take a giant leap in growth, for example, going from managing assets of $500mm to $5B or more. Financial advisor coach, podcast host and New York Times bestselling author Steve Sanduski joins the show.

As the coronavirus pandemic surges worldwide, we hope you and your loved ones are safe and healthy. In an effort to support your client conversations during these times, we recorded a special episode with Steve Sanduski full of actionable ideas to help both you and your clients thrive during and coming out of this period. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/coaching-clients-through-uncertainty/?utm_source=Vanity%20URL&utm_medium=podcast%20platform

Today, I’m thrilled to share a bonus episode from a conversation with Steve Sanduski from his podcast, Between Now and Success. Steve was kind enough to allow us to replay it here. If you aren’t already subscribed to his show, Steve’s podcast is easily one of my top listens in financial services, so be sure to check it out! A little background for those of you unfamiliar with Steve... He has over 20 years of experience in our industry and has helped launch and build a $1.8 billion RIA, also in partnership with Ron Carson grew Peak Advisor Alliance from 0 to 1,000 coaching clients as a Managing Partner. He’s also the New York Times bestselling co-author of Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor and Avalanche: The 9 Principles for Uncovering True Wealth. As far as his podcast, Steve is a master interviewer and has had past guests on his podcast that include Ric Edelman, Marty Bicknell, David Bach, and other heavy hitters in finance. He was also a guest on an earlier episode of my podcast (Episode 19 if you want to check it out!) and with the Rockstar lineup of past guests Steve’s had on, it was an honor to return the favor and hop on the mic with him. We covered a lot of ground but primarily focused on how financial advisors can take their marketing to the next level and the simple 3-step framework we’ve coached on to help them scale their firms!   FREE OFFER Get the Marketing ROI Calculator for Financial Advisors.    SHOW NOTES To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/68

Steve Sanduski, founder of Belay Advisor, offers coaching and training programs for financial advisors. He’s also the co-founder of ROL Advisor, a company that offers Life-Centered Planning technology and training that helps advisors put their client’s life at the center of the conversation not […] The post Steve Sanduski on Breaking World Records in Your Advisory Business appeared first on Becoming Referable.

This is a presentation I delivered with Mitch Anthony. In it, we: 1. Share 3 new client dialogues that will completely differentiate you from all other advisors. 2. Show you why the current investment-focused planning model is broken and a new model that will replace it. 3. Show you how to future-proof your business from low-cost competitors and encroaching technology. The industry is shifting from an investment-focus to a life-centered planning focus. These 3 dialogues pave the path for you to have meaningful conversations with your clients that go beyond what the market is doing. Ultimately, money is just a tool to help clients live a better life. These dialogues equip you to facilitate that life-centered conversation so your clients can live the best life possible with the money they have. 

Click Here to Get Access to Steve Sanduski's "52 Tips to Grow Your Business NOW" This week on Elite Advisor Blueprint, Steve Sanduski shares his journey as an elite financial advising coach and provides deep insight into where the industry is headed! Steve Sanduski has had over 20 years of experience growing companies by multiples, including one whose revenue grew 17-fold during his leadership. Steve helped launch and build a $1.8 billion RIA and was the Managing Partner of Peak Advisor Alliance as it grew from 0 to 1,000 coaching clients. Steve has led countless speaking engagements with top advisors and has spoken to audiences all over the country through keynotes, breakout sessions, and day-long training programs. He’s a New York Times Bestselling author and the co-author of Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor and Avalanche: The 9 Principles for uncovering True Wealth. Steve also interview’s top leaders at the intersection of business, investing, and life on his podcast Between Now and Success. His guests include visionary leaders such as Tony Robbins, Ric Edelman, Marty Bicknell, Peter Mallouk, Elliot Weissbluth, Jud Bergman, David Bach, Jon Stein, Steve Lockshin, Carl Richards, Michael Port, Michael Schrage, Aaron Klein, Chip Roame, and Scott Hanson and many more! Here’s a quick overview of what we cover in this conversation: We begin with the story of how Steve and Ron Carson originally connected and then later launched PEAK Advisor Alliance from a conversation that began in Ron’s basement From there, we get into what creates an imaginary “glass ceiling” for financial advisors that holds them back from the growth they want to achieve and the secret to building a high performing team Later on, we dig deep on the massive changes in fintech and how Steve sees our industry evolving away from “return of investment” and more to “return on” an idea that is much more impactful to your clients Then we get into the most powerful lessons and takeaways from some of Steve’s former podcast guests like Tony Robbins and Hightower Investment’s Elliot Weissbluth, you won’t want to miss these! We wrap with one of my favorite parts of the conversation... Steve and I discussing the power of “random acts of kindness” and the power they have to change not only your own perspective, but those around you as well SHOW NOTES: [03:50] Steve shares his early days in the financial advising game and how a partnership with Ron Carson led to the launch of Peak Advisor Alliance - An Elite Financial Advisor Coaching business that’s been around since the 90’s. [12:05] Find out how Ron Carson discovered the habits of top achievers, connected with the most successful people in the world, and landed his first billionaire client. [15:15] Why differentiating yourself and clearly defining your target audience is critical if you want to succeed as a financial advisor. [22:40] How to avoid losing business to robo advisors while creating the best possible life for your clients. [00:27:35] Why using technology to increase efficiency should never come at the expense of your clients experience.   [30:34] The unique human attributes that technology can’t compete with and how you can use these to create a sustainable advantage. [34:42] The pros and cons to working with clients remotely. [39:12] Find out why Steve started his podcast Between Now and Success. [44:04] The most memorable moments from Steve’s podcast guests, such as Tony Robbins and Elliot Weissbluth. [53:50] Why the more valuable you are to the business, the less valuable the business is. [54:16] Why the growth of your business relies on your ability to surround yourself with incredible people. [56:02 Steve’s advice on hiring new talent and knowing when to let people go. [01:02:12] Why Steve’s Dad is the first person he thinks of when he hears the word “successful”. [01:05:05] The book that Steve believes all financial advisors should read. [1:06:41] How small acts of kindness can make a big difference in the world. [01:11:28] The one piece of advice Steve would give to any financial advisor that wants to succeed. SELECTED LINKS FROM THE EPISODE Connect with Steve Sanduski Website | Twitter | LinkedIn BelayAdvisor.com Peak Advisor Alliance Coaching Program Securities America Hewlett-Packard Tested in the Trenches by Ron Carson and Steve Sanduski Avalanche by Ron Carson and Steve Sanduski LPL Financial Peak Advisor Alliance Why Should I Choose You?  by Ian Chamandy and Ken Aber The 100-Year Life Union Pacific Western Electric The Quiet Company The Behavior Gap by Carl Richards Orion Advisor Services Mariner Wealth Advisors FiComm Partners High Tower Advisors Only The Paranoid Survive by Andy Grove Amazon Kodak Netflix CNBC The Soul of Money by Lynne Twist The Madonna School PEOPLE MENTIONED IN THE EPISODE Ron Carson - Founder and CEO of Carson Group Holdings Dan Sullivan - Founder and President of The Strategic Coach Inc. Warren Buffett - Chairman and CEO of Berkshire Hathaway Wayne Gretzky - Legendary Hockey Player Tony Robbins - Author of Unshakeable Cole Richards - Author of The Behavior Gap Eric Clark - CEO at Orion Advisor Services Marty Bicknell - CEO at Mariner Holdings Joe Duran - CEO at United Capital Jason Lahita - President and Co-founder of FiComm Partners Elliot Weissbluth - CEO and Founder at High Tower Advisors Gordon Moore - Co-founder of Intel Mark Moses - co-founder at CEO Coaching International Darren Hardy - Success Coach Stu McLaren - Co-founder of Wishlist Member Michael Hyatt -  Author of Platform: Get Noticed in a Noisy World     The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. The guest speaker is not affiliated with or sponsored by Advisors Excel. Results from the use of these concepts are no guarantee of your future success. While client appreciation events may be permitted, such event should be reasonable and customary. All producers and investment advisors should be aware of any gifting limitations imposed by federal regulation, state regulation, insurance carriers, broker-dealers and Registered Investment Advisors, as applicable. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Advisor with which they may be affiliated prior to implementing the concepts or strategies discussed in this interview.  Positioning yourself as a celebrity is not a substitute for professional credibility, nor should it be viewed as a shortcut for obtaining new clients. Rather, it is a system of branding and marketing designed to help reinforce your credibility and value proposition. Credibility is founded in knowledge and experience.

Our guest in this episode is Steve Sanduski – founder of Belay Advisor, a financial advisor coaching and consulting company. Steve has distilled his knowledge from interviewing and working with thousands of leading advisors into 4 actionable strategies. We’ll talk about people, clarity, systems, and generating business, as well as obstacles that keep firms from reaching their full potential. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/inside-look-at-the-strategies-of-the-most-successful-advisors/.

Steve Sanduski has over 20 years of experience growing companies by multiples. He is a New York Times bestselling author, WSJ #1 bestselling author, business coach, host of Between Now and Success podcast, business coach, recreational mountain climber, Certified Financial Planner for 20 years, a former managing partner of a business coaching company that grew revenue 17-fold during his leadership. Steve helped launch and build a $1.8 billion RIA. He was the managing partner of Peak Advisor Alliance as it grew from 0 to 1,000 coaching clients. And over the past 20 + years, Steve led countless engagements with top advisors and spoken to audiences all over the country through keynotes, breakout sessions and day-long training programs. Join us as Steve shares his mindset and a glance at his journey to becoming a Real Estate Rockstar by helping people grow their business. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today’s podcast with Steve Sanduski is all about understanding the concept of exponential technology and how you can incorporate it in your business to accelerate your growth, your profitability, and keep you relevant for years to come. In this episode, you’ll discover: Why your mindset is a more important asset than time. How a deep understanding of the "6 D’s of Exponentials" will prepare you for explosive business success. Why the marginal cost of sales and marketing is heading toward zero and what that means to you. How a simple exercise called “Add a Zero” can completely change your thinking. Why you can’t just redesign your process, you have to reimagine the entire client experience. Why radical pricing transparency is critical to your future success. Get ready for a wild ride as Steve takes you on a tour of the future of financial planning. It's very bright for those who are ready to embrace exponential technology and Steve lays out a roadmap on how to do it. 

Consumers are getting spoiled with services like Uber, Airbnb, Netflix, and the iPhone and they expect the same level of ease and access when working with an advisor. If you don’t deliver it, you’ll lose clients to advisors who will. In today’s podcast, I discuss the conversations I had in New York last week with Betterment founder and CEO Jon Stein, Personal Capital co-founder and CEO Bill Harris, and the on-stage duo of Ric Edelman, chairman and CEO of Edelman Financial Services and Bill Bachrach, founder and CEO of Bachrach & Associates. You’ll learn… How Betterment’s RetireGuide is the latest example of a Robo firm quickly moving up the complexity scale and digitizing what used to be solely done by financial advisors. The one thing both Jon Stein of Betterment and Bill Harris of Personal Capital told me financial advisors should be scared of. What Jon Stein thinks of the traditional 1% AUM fee and his take on Vanguard’s new hybrid advice offering. The metrics behind Personal Capital’s conversion of clients from account aggregation to directly managed assets. Why Ric Edelman firmly believes half of all financial advisors will be gone within the next 10 years and what you can do to NOT be one of them. What Ric Edelman believes the advisor/client relationship will look and feel like in the future. My main reason for visiting New York last week was to attend Singularity University’s Exponential Finance Conference. Today’s podcast is the first of two podcasts that will address some of the things I heard at this event. While some of the things discussed at the event were “way out there,” my role is to connect the dots and translate what I’m hearing and seeing into practical ways for you to grow your business and make it more profitable.