Steve Sanduski founded Belay Advisor in 2012. Today, the company focuses on delivering coaching, training programs, and Life-Centered Planning technology for financial advisors and business leaders.
Steve is also the CEO and co-founder with Mitch Anthony of ROL Advisor, a Discovery Process Tools platform that augments an advisor’s ability to get their client’s story and create a Life-Centered Plan.
A technology platform that empowers financial advisors to deliver Life-Centered Planning. Using our platform, you can delve much deeper into the discovery process with clients, understand the experiences that shape their financial behavior, and develop a roadmap to help your clients get to where they want to go. Ultimately, your clients will experience a greater Return on Life.
A comprehensive training program that equips financial advisors to be their clients’ retirement coach. You already know how to help clients on the financial side. This arms you with the skills and tools to guide them through the lifestyle aspects of the retirement transition.
Steve Sanduski is available to:
- Deliver keynote presentations
- Participate/facilitate industry panels
- Facilitate company strategy sessions
To learn more, please complete the inquiry form below.
About Steve Sanduski
Steve has over 30 years of business experience growing companies by multiples, including one whose revenue grew 17-fold during his leadership.
In the mid-1990s, he helped launch and build a multi-billion dollar AUM RIA. For 11 years in the 2000s, he was the Managing Partner of Peak Advisor Alliance (now Carson Group Coaching), a financial advisor coaching company, as it grew from 0 to 1,000 financial advisor coaching clients.
And over the past 20 + years in financial services, he’s led countless engagements with top financial advisors and spoken to audiences all over the country through keynotes, breakout sessions, and day-long training programs.
Steve has been a CERTIFIED FINANCIAL PLANNER™ licensee since 1996.
A prolific writer, Steve is a New York Times Bestselling author and the co-author of Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor and Avalanche: The 9 Principles for Uncovering True Wealth. View more of his articles at Financial Advisor Magazine, InvestmentNews by typing Sanduski in the search bar, Financial Planning and MarketWatch.
Steve hosts three terrific podcasts. Please subscribe to all of them!
Steve interviews top leaders at the intersection of business, investing, and life. Guests include visionary leaders such as Tony Robbins, Ric Edelman, Joe Duran, Marty Bicknell, Peter Mallouk, Elliott Weissbluth, Jud Bergman, David Bach, Jon Stein, Steve Lockshin, Carl Richards, Michael Port, Chip Roame, and Scott Hanson.
This is the podcast of CEO Coaching International, the country’s premier coaching firm for CEOs and entrepreneurs. We interview other leading CEOs and entrepreneurs and share their business insights, lessons, and best practices.
Top wealth advisor Bill Keen and Steve discuss timely and relevant topics of importance to consumers in or near retirement.
Inquire About Our Services
Please complete the form to setup an exploratory call. No strings attached; just a secure rope.