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Coaching, Training, and Life-Centered Planning Technology

ROL Advisor Program

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

Discovery and transition planning platform, training, marketing content, and a community empowering you to deliver Life-Centered Planning.

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Retirement Coaching

Tools and training that equip you to become your client's retirement coach.

A self-paced program with tools and training to equip you to become your clients’ retirement coach and add meaningful value to their lives.

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Podcast and Blog

Named one of The Top 10 Best Podcasts for Financial Advisors by WealthManagement.com

Gain insight from Steve Sanduski’s Between Now and Success podcast as he interviews leaders at the intersection of business, investing, and life.

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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

Seth Streeter on His Evolution From Managing Money to Redefining Wealth for Himself, Clients, and Staff

November 6th, 2017|

Financial advisors have a unique opportunity to make a real, immediate impact on people's lives -- if they're willing to break away from the old model that's only interested in improving return on investments. On

Former LPL CEO Mark Casady Shares Lessons From the C-Suite

October 23rd, 2017|

Mark Casady had a front row seat on the massive changes hitting our industry over the past 15 years of his tenure at LPL. Now that he's "retired," we discuss his career and the lessons

Advising Clients on How Their Money Integrates With Their Life

October 16th, 2017|

"Compassionate" isn't necessarily the first word that springs to mind when you think about the traditional financial planning model. But that's just another way that the old model is outdated. The shift in our industry

3-Time Olympic Medalist Lauryn Williams on “Winning” in Business, Life and Financial Planning

October 1st, 2017|

You can get the mechanics of a financial plan right, but if you miss the "life" part, you're shortchanging your clients. A financial plan is a tool to help your clients live a happier, more

Essential Success Tips for Young Advisors From “40 Under 40” Honoree Hannah Moore

September 18th, 2017|

Curiosity. The best advisors have it. Hannah Moore's curiosity has led her down many roads and in today's podcast, she shares what she's learned about structuring the client meeting process, creating client personas, blogging to

Use Sten Morgan’s “7 Mindsets” to Accelerate Your Firm’s Growth

September 3rd, 2017|

How do you go from a struggling, cash-strapped RIA to running a fast-growing, profitable top firm? Adopt Sten Morgan's 7 Mindsets and you'll be on your way. As the founder of Legacy Investment Planning, Sten

Here’s How Multibillion-Dollar RIA Firm Advice Period is Reinventing Wealth Management

August 20th, 2017|

By rethinking every aspect of how to price and deliver wealth management, AdvicePeriod has gone from a startup just a few years ago, to more than $6 billion in assets under advisement. We go under

Surprising Insights From Schwab’s RIA Benchmarking Study With Guest Jon Beatty

August 6th, 2017|

The latest RIA Benchmarking Study from Charles Schwab contains surprising insights and contradicts some common industry beliefs. I always look forward to Schwab's annual Benchmarking Study because it's full of data that I enjoy digging

How to Gather Your Client’s “Emotional Data” and Beat the Competition

August 1st, 2017|

The traditional discovery process as practiced by financial advisors is in dire need of upgrading. Unfortunately, the technology trend toward treating clients as hard data to be parsed and plugged into a financial planning software

Former United Capital CMO Gail Graham on Today’s Best Marketing Strategies

July 23rd, 2017|

Gail Graham is one of those rare people who have worked in the top echelon of two major companies--Fidelity Investments and United Capital--and helped shaped their strategies that led to massive growth and industry accolades.

How to Identify the Wealth-Building Habits of the New “Millionaires Next Door”

July 9th, 2017|

The science of wealth is in Sarah Fallaw’s DNA. Her father, the late Dr. Thomas Stanley, literally wrote THE book on how and why affluent people accumulate wealth, “The Millionaire Next Door” (1996). Today, Sarah

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