About Belay Advisor
Belay Advisor focuses on delivering coaching, training programs, and Life-Centered Planning technology to financial advisors and the companies that serve them. Our clients come from 9 countries and they share a desire to:
- Keep learning
- Keep growing
- Always do what is in their clients’ best interests
Steve Sanduski, CFP® founded Belay Advisor in 2012.
Steve is also the CEO and co-founder with Mitch Anthony of ROL Advisor, a Discovery Process Tools platform that equips and trains financial advisors to shift toward a Return on Life practice that puts the client’s life at the center of the conversation, not their money.
Steve Sanduski, CFP® offers one-on-one coaching for a select number of high-achieving financial advisors and business leaders who thrive on challenges and want a mentor, a guide, who can help them bust through barriers and transform their business. To learn more, CLICK HERE.
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 clien-ts, 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, CFP® is available to:
- Deliver keynote presentations
- Participate/facilitate industry panels
- Facilitate company strategy sessions
To learn more, please complete the form below.
About Steve Sanduski, CFP®
Steve has over 30 years of business experience growing companies by multiples, including one whose revenue grew 17-fold during his leadership.
In addition to his work with Belay Advisor, he is the co-founder and CEO of ROL Advisor, an international software and training company for financial advisors with more than 200 advisory firm clients in 9 countries including the US, Canada, UK, Ireland, Belgium, The Netherlands, South Africa, New Zealand, and Australia.
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.
The Intertwined Roots That Guide Us
California Redwoods are the tallest trees on earth and among the longest living. These majestic trees thrive and stay upright by growing close together. Their root systems can extend out 100 feet and intertwine with and even fuse with many other Redwoods. Likewise, as we work with our clients and partners, it comes from a place of mutual trust, connection, and alignment. We default to assuming people are good and want to do the right thing. We strive to be and work with people who want to…
LEARN something new everyday
Be a beacon of INTEGRITY
Seek TRANSFORMATION in themselves and others
Be USEFUL to all
Follow their CURIOSITY
Embrace DISCIPLINE as a path to freedom
What Are Your Values?
Please download my free Values Clarification Toolkit and use it to revisit, clarify, or develop the values that will guide you. CLICK HERE.
Inquire About Our Services
Please complete the form to setup an exploratory call. No strings attached; just a secure rope.