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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

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

How to Apply Positive Psychology Concepts to the Financial Planning Process

June 4th, 2018|

Are your multi-millionaire clients any happier than your merely millionaire clients? As your clients' net worth increases, have you seen a direct rise in their level of happiness? Have you ever felt frustrated that all

How to Succeed in National Media as a Source, Columnist, or TV Guest with CNBC’s Jim Pavia

May 21st, 2018|

Have you ever seen an advisor on TV or read a quote from an advisor and thought, “They should be talking to me; I’m just as smart as that advisor.” The fact is, that advisor

Using the “Client Experience” to Generate $3 Billion in Organic Growth With Michael Chasnoff

May 7th, 2018|

How are you going to grow your business? You do have a plan, right? Thanks to the nine-year bull market, though, you’re probably pleased with where your business is right now. But, I can assure

Key Insights From the 2018 Barron’s Top Independent Advisors Summit

April 23rd, 2018|

Barron’s recently wrapped up the 2018 edition of the Barron's Top Independent Advisors Summit in Orlando. Whether you were in attendance or are looking to catch up on what you missed, today’s episode will give

What Do the Ironman, Death, and More Than 600 Advisors Have in Common?

April 2nd, 2018|

John Hyland was unhappy. Fresh out of college, the big firm lifestyle of late nights and steak dinners had taken a physical toll. John felt unhealthy and out of shape. At a tailgate party he

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

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