Loading...
Home 2018-06-04T16:14:22+00:00

Coaching, Training, and Life-Centered Planning Technology

Steve Sanduski

Coaching for Leaders

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

Learn more
ROL Advisor

Life-Centered Planning

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

Learn more
Between Now and Success Podcast

Top Podcast and Blog

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

Learn more

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 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

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

VIEW ALL ARTICLES
Wishlist Member WooCommerce Plus - Sell Your Membership Products With WooCommerce The Right Way .