About Belay Advisor

Steve Sanduski

Steve Sanduski: If you had no fear, would you be running your business or your life exactly the way you are right now?
Steve Sanduski: If you had no fear, would you be running your business or your life exactly the way you are right now?

When I was a sophomore in high school back in the late 1970s, I had saved $2,000 in a savings account. I turned to my dad, who was a life-long investor, and said, “I want to do something with this money.”

“You should invest it,” he said. “In what?” was my immediate response.

“Standard Oil of Indiana.”

Figuring he knew what he was talking about, I wrote a check for $1,000, mailed it to the registrar, and a few weeks later, I was the proud owner of 12 1/2 shares at 80 7/8.

Yep, I made the cardinal sin of tying up half of my net worth in one stock.

And about the worst thing that could happen, happened. I got beginner’s luck.

Over the next couple years, the stock nearly tripled. This is easy money, I thought, and I became hooked on investing.

Not surprisingly, the stock eventually came back to earth and I sold it on the way down to help pay for college.

After college and grad school, I found my way to the financial services industry and haven’t looked back since.

In 2012, I started Belay Advisor, naming it after one of my favorite hobbies.

People always ask me what does “Belay” mean? Well, it’s a climbing term that describes a technique using a secure rope to help a climber safely ascend or descend a mountain.

As a recreational mountain climber, I’ve been “belayed” and I’ve been a “belayer.” Similarly, Belay is in the business of helping advisors and the firms that serve them safely and quickly reach their goals.

Belay Advisor Services

Belay offers:

FINANCIAL ADVISOR COACHING

I personally coach a select number of financial advisors and RIA leaders who are interested in increasing their profitability, accelerating the pace of new business growth, and enhancing the value they deliver to clients.

SPEAKING

I deliver keynotes and participate/facilitate industry panels and strategy sessions. 

CONSULTING/MEETING FACILITATION

Belay’s consulting focuses on corporate strategy, annual meeting facilitation, media, and business growth.

MARKETING/MEDIA SERVICES

If you’re looking to write a book, start a blog or podcast, or get serious about your digital and content marketing strategy, Belay can advise, organize, and execute your media objectives.

CLICK HERE to send an email to us, add “Content Marketing Package” to the subject line, and we’ll rush you info on our Turnkey Blogging and Social Media marketing package. You won’t find a better value in getting your message out to your target audience.

About Steve Sanduski

So, what’s my background?

I have over 20 years of experience growing companies by multiples, including one whose revenue grew 17-fold during my leadership.

I helped launch and build a $1.8 billion RIA. I was the Managing Partner of Peak Advisor Alliance, a financial advisor coaching company, as it grew from 0 to 1,000 financial advisor coaching clients.

And over the past 20 + years, I’ve led countless engagements with top financial advisors and spoken to audiences all over the country through keynotes, breakout sessions, and day-long training programs.

I’ve been a CERTIFIED FINANCIAL PLANNER licensee since 1996.

Writing is also a passion of mine. I’m 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. For more of my thinking, check out my articles at InvestmentNews by typing Sanduski in the search bar, Financial Planning and MarketWatch.

Podcasting

Be sure to subscribe to my podcast, Between Now and Success (it’s free).

I interview top leaders at the intersection of business, investing, and life. Guests include visionary leaders such as Tony Robbins, Ric Edelman, Joe Duran, Marty Bicknell, Peter Mallouk, Elliott Weissbluth, Jud Bergman, David Bach, Jon Stein, Steve Lockshin, Carl Richards, Michael Port, Chip Roame, and Scott Hanson.

Personally Speaking

On a more personal note, I’ve been married to Linda since 1987  and we have three incredible daughters.

I’m a big fan of college football. I grew up in Nebraska so naturally I’m a Husker fan. But in 2005, we moved to Wisconsin and our daughters ended up going to school at the University of Wisconsin in Madison. Now, what happens when you grow up a Husker, become an adopted Badger, and the Huskers and Badgers play each other? Here’s how I dealt with that situation.

Want to learn more about me? Connect with me on Linkedin.

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Photo: FutUndBeidl

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