This is what inspired me recently

By | 2016-09-15T08:48:47+00:00 August 29th, 2016|

Each morning, I find a quote that speaks to me and then I post it on my prioritized action list for the day. Here are 10 quotes that recently made my list along with what they mean to me. Listen as I Discuss 10 Quotes That Speak to Me 10 Quotes 1. "If

Blockchain: What is it and why should financial advisors care about it?

By | 2017-09-29T08:23:52+00:00 August 21st, 2016|

Blockchain, the technology that underpins bitcoin, is primed to cause serious change to how we do business in the financial services industry. Today’s podcast guest, Alex Tapscott, is the co-author of an important new book called, Blockchain Revolution: How the Technology Behind Bitcoin is Changing Money, Business, and the World. Alex describes blockchain as a

7 traits of CEOs running billion-dollar RIAs

By | 2016-08-14T11:48:13+00:00 August 14th, 2016|

"You know, kid, I don't think you're going to last six months." That’s what one of the co-founders of a then $600 million RIA said to Jeff Dekko when he arrived at the firm in 2003. Today, Mr. Dekko is CEO of that firm and presides over the fast-growing RIA, Wealth Enhancement Group, with about

Billionaire Eli Broad on How Being Unreasonable Led to Founding Two Fortune 500 Companies

By | 2016-07-18T07:44:29+00:00 July 18th, 2016|

Eli Broad is the billionaire founder of two Fortune 500 companies—Kaufman & Broad (now KB Home) and SunAmerica. You don’t reach that level of success by doing things just like everybody else does. Broad said ‘being unreasonable” led him to generate massive results. Listen to Steve Sanduski Discussing Being Unreasonable Eli Broad:

Podcast transcripts for Between Now and Success

By | 2017-01-12T09:08:49+00:00 June 30th, 2016|

Be sure to subscribe to the podcast on iTunes or Soundcloud. One of the best ways to absorb the insights from the podcast is to read the transcript and highlight the points that really resonate with you. Each transcript is available in PDF. To request a transcript, please send an email to [email protected]

Smart marketing & leadeship leads to billions in new AUM for RIA Wealth Enhancement Group

By | 2017-09-29T08:29:35+00:00 June 28th, 2016|

  Jeff Dekko: I told our marketing team that we have to figure out how to lead score every household in America. My marketing team, of course, looked at me like I was nuts. You could be the smartest, most technically competent financial advisor in the country but without solid leadership and a

How to use Robo Advisors and Silicon Valley thinking to deliver an extraordinary client experience

By | 2017-09-29T08:30:39+00:00 June 13th, 2016|

Is the “design” of your client service quite different than the way your clients would like to “experience” it? Providing great customer service is no longer good enough. Today’s consumers are grading you on the “client experience” you deliver and how your client experience makes them feel. Customer service is just one aspect

More key insights from America’s top advisors in part II of our Barron’s Summit roundtable

By | 2016-05-16T13:47:34+00:00 May 16th, 2016|

The top marketing people realize that when it comes to marketing the services of a financial advisor, you'll have better results if you purposely repel a significant segment of the population. Most of us want to be liked by as many people as possible so the thought of gearing our marketing to repel potential clients

America’s top advisors share 6 key ways to reach the peak

By | 2016-05-16T13:49:26+00:00 May 10th, 2016|

America's top advisors gathered in Scottsdale, AZ on March 21 - 23 for the annual Barron’s Top Independent Advisors Summit. I held a roundtable discussion with three top advisors who attended the event and our goal was to pull out the key takeaways from America's top advisors and deliver Actionable Intelligence to you. The roundtable participants were Jack

MIT research fellow has mind-blowing thoughts on the future of advice

By | 2016-05-18T07:44:55+00:00 April 11th, 2016|

Michael Schrage: Michael Schrage: One of the most important things about technology is its ability to help you segment your clients and personalize your service. Does the future of advice look like advisors who will follow a machine learning generated script that is customized and tailored to the client from all the data

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