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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

The Advisor Who Gets the Most Client Stories…Wins

March 19th, 2018|

Historically, the financial advisory business has been about a story of numbers. Today, it’s about a number of stories, says Mitch Anthony. Of course, the client-centered advisors always knew that this business was more than

Your Value is in Transforming, Not Informing Your Clients

March 12th, 2018|

If you are in the “inform” business, and not the “transform” business, you won’t be long for this business. Technology services are quickly chipping away at the value-stack financial advisors offer to clients. There may

A Barron’s Top 15 Advisor on His Unorthodox Way to Billions in AUM

February 26th, 2018|

I’ve long said that there are many ways to be successful as a financial advisor. My guest today, Steve Cassaday, founder and CEO of Cassaday and Company, Inc., is a perfect example. His main marketing

How to Ask Better Questions to Uncover Your Client’s Values and Motivations and Drive Desired Behavior

February 12th, 2018|

“What are my clients thinking?" I know I’m not the only advisor who’s asked myself that question over the years in both positive and negative situations. But answering this question has never been more critical

How to Build Your Ideal Tech Stack for Improved Efficiency and Client Experience

January 29th, 2018|

With the accelerating pace of technological change, how can you be sure you are making the right technology choices? What should your tech stack look like? One of the biggest changes in the financial advisory

How This RIA CEO Built His Business To Run Without Him For A Year

January 15th, 2018|

How long could your business survive without you? For financial advisors, I think that’s really two questions in one. Part one is a question of scale. Part two is a question of how you want

Key Insights From My 10 Most Popular Podcasts in 2017

December 28th, 2017|

2017 was another phenomenal year for "Between Now and Success," and I'm very grateful to all of my guests who took time to discuss the financial advisory business, best practices, technology, self-improvement, and a variety

How to Get Your Clients to Change Their Behavior–And Stick With It

December 19th, 2017|

One of your main roles as a financial advisor is to help your clients change their behavior. This could be helping them to save and invest more money, helping them get their spending under control,

Cryptocurrency, Bitcoin, ICOs, Blockchain: What Should Advisors Do?

December 4th, 2017|

Can I interest you in my new cryptocurrency, BelayCoin? You can use BelayCoin to pay for the services of my company, and every transaction is verified and recorded in the Ethereum blockchain. And over time,

Schwab Top Advisor Panel: What Decades of Experience Can Tell Us About Thriving in the Future

November 27th, 2017|

In the last 35 years, we’ve seen the following happen in the financial markets: The beginning of the great bull market in August 1982. The stock market crash on October 19, 1987. The technology bubble

Ross Levin on “I-You” Relationships, Excelling in the “Slow Things,” and Building an Impactful RIA

November 20th, 2017|

Imagine you’re sitting down with a potential new client for the initial discovery meeting. What do you see sitting across from you? Unfortunately, many advisors see a “prospect,” “dollar signs,” or perhaps “a million-dollar account.”

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