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Coaching, Training, and Life-Centered Planning Technology

Steve Sanduski

Coaching for Leaders

One-on-one coaching for leaders looking to excel personally and professionally.

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ROL Advisor

Life-Centered Planning

Discovery process and Life-Centered Planning platform for financial advisors.

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Between Now and Success Podcast

Top Podcast and Blog

Named one of the Top 10 Best Podcasts for Financial Advisors by wealthmanagement.com

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What Clients and Listeners Say

“I listen to your podcast when I jog and I’m like, ‘go Steve’ you asked the question that was the elephant in the room, and I love how you dig into it.”

Seth Streeter, Mission Wealth Management

“You delivered far more value than we ever expected to our Financial Planning Association of Masshachusetts (FPA MA) annual program! Our audience loved your insight, energy and ability to understand the needs of the advisors”

J. Christopher Boyd, Asset Management Resources

“To work with a coach is no better money to spend, to work with a coach that knows our financial industry is priceless. Steve, during coaching sessions, shares his impressive experience and to ride next to him with his unique quest for searching and finding  cross industry perspectives, to work with someone who touches the tops in our financial truly gives me that insight is the best of my time.”

Gabe Burczyk

“From an awesome presentation to facilitating interactive panels, Steve gave our members thought provoking, insightful guidance. Tangible advice, not just 30,000 foot level theory, but specifics on what we can do today to prepare for the massive changes facing our industry.”

Bill Harris, WH Cornerstone Investments

“I must say that I enjoyed your Retirement Coaching course immensely. Excellent.”

Paul Armson, BACK2Y

“I just wanted to let you guys know we have started implementing your retirement coaching program into our advisory practice and so far the feedback has been tremendous. It’s be very rewarding having conversation with clients that go far beyond market performance and the lasting impact for these clients has been obvious.”

Nicholas Rose, Summit Wealth Group

“I have already started to implement the tools that you have made available to us with great success.  Your materials simplify a complex confusing and scary subject for many people.”

Andy Sinsigalli, Merrill Lynch

Podcasts and Blog Posts

Forbes’ #1 Woman Wealth Advisor Rebecca Rothstein on How Curiosity and Tenacity Got Her to the Top

October 22nd, 2018|

What do you need to be a successful financial advisor? An Ivy League degree in finance? A family practice that you can inherit? A group of wealthy connections that you can network? An "in" at

Optimizing Your Performance in High Stakes Situations With Naval Test Pilot James Licata

October 8th, 2018|

If you want to be a better financial advisor, learn how to land a jet plane on an aircraft carrier in the middle of the ocean in the middle of the night. Ok, maybe I’m

Creatively Implementing an Internship Program with David Armstrong

September 24th, 2018|

Building a top-notch intern program doesn't simply mean hiring a few planning interns. Top financial advisor David Armstrong took it much further and hires creative interns too. These are students who major in the creative

Pricing Your Services to Line Up with the Value You Deliver with Matthew Jackson

September 10th, 2018|

The AUM pricing model is prevalent in our industry but in many cases, the pricing is significantly disconnected from the real value being delivered. Depending on your expertise and your client base, you might add

Top Sports Psychology Coach on Achieving Peak Performance in Any Endeavor

August 27th, 2018|

What separates the merely good from the absolute best of the best? Is mastery an end that we can achieve, or is it a lifelong process of continual evaluation and improvement? I've been fascinated by

The Importance of Self-Awareness and Action in Delivering Great Financial Advice with Joe Deitch

August 6th, 2018|

If you don’t “know thyself,” you’ll have difficulty succeeding in a world where technology is making average human advisors obsolete. Self-aware advisors understand that they have blind spots and they seek to shine a light

Every Client Should Have a Different Client Experience

July 30th, 2018|

It's become conventional wisdom that advisors should strive to create a consistent client experience, a "Starbucks experience" if you will, where every client has a similar experience regardless of which advisor or office the client

The Surprising Marketing Strategies That Are Crushing It For Financial Advisors

July 23rd, 2018|

What's working right now in financial advisor marketing? Based on my conversation with marketing pro Abby Salameh, you'll be very surprised. While attending the 2018 In|Vest Conference in New York, I had a chance to

How Top RIA Leaders Allocate Their Time

July 8th, 2018|

RIA leaders are in a tricky position because they have to determine how to allocate their time between being a financial advisor and being the CEO of the firm. Without someone placing a strong emphasis

The Money Stories That Could be Hurting Your Clients

June 18th, 2018|

There are few things more detrimental to our wealth than the negative money stories we pickup in our youth that haunt us as adults. And there are few things more impactful you can do as

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