Here’s How You Can Work With Steve
GTK — The Newsletter for Growth Oriented Advisors
Subscribe to GTK, Steve’s email letter that contains his thoughts, tools, and curated list of business and growth-related resources.
Plus, you’ll get occasional behind-the-scenes access to things he doesn’t share publicly.
You pack SO MUCH into one newsletter. Thanks but now I have a lot to think about/read/write about!!!
Another wonderful email to accompany my coffee this morning – thank you!
Thank you for writing these, and I’m not just saying that because I watched the Radical Gratitude video! They always provide me with helpful insights.
This is a beautiful post Steve. Thank you for investing time on your 4th of July to birth it!
Steve Sanduski: If you’re not learning faster than the world is changing, you’re history.
Podcasts and Blog Posts for RIA Leaders, Financial Advisors, Financial Planners, and CEOs
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Brighton Jones’s Carley Dillon on Achieving 15% Annual Organic Growth, Holding Team Members Accountable to Hitting Metrics, and Delivering “Wealth Alignment”
Carley Dillon shares the framework behind Brighton Jones's stunning success, including how they deliver wealth alignment.
Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go?
Mindy Diamond shares the process she uses to help advisors clarify their goals and make the right decision for their careers.
Trust, Team, and Tea: Pete Goss on What His Epic Adventures at Sea Taught Him About Life and Business
Answering a Mayday call deep in the Southern Ocean while solo sailing in a gale changed his life.
The Comprehensive 5-Step Operational Guide to Systematizing Your Financial Advisory Firm
Systematizing your office is essential for efficiency, delivering exceptional client service, and sustaining growth.
Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go
Eric Brotman and I have a wide-ranging conversation that touches on evolving your role over time and how to accelerate organic growth.
Integrating Right Brain/Left Brain to Unleash Your Inner Visionary Leader to Generate a Holistic Impact for All Stakeholders with McKinsey’s Ramesh Srinivasan
Ramesh Srinivasan discusses how leaders can transform themselves and their organizations by evolving through personal growth.
The Step-By-Step YouTube Strategy Dave Zoller Used to Add 72,000 Subscribers and Generate 60 – 100 Qualified Leads a Month
Dave Zoller and I discuss how advisors can get started with YouTube marketing or optimize their existing channels.
How Pure Financial Advisors Built a $7 Billion Organic Marketing Machine That Generated >45,000 Leads in 2024 with CEO Joe Anderson
Joe Anderson explains how he built a corporate marketing machine that consistently generates thousands of high-quality leads.
Building an Authentic Brand Around His Personal Passion of Being an “Everyday Explorer” with Josh Self
Josh Self explains how "Financial life planning for the explorer living out their bucket list" became the organizing principle of his firm.
How a Nearly Billion-Dollar RIA Integrates Tax and Financial Planning for Ultra-High-Net-Worth Clients with Megan Gorman
Megan Gorman discusses how her firm meets the business challenges of serving high-net-worth families, including personalized services.
Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig
Steve and Amy Koenig on how to transition existing clients to another advisor so the clients stay and there's no drop in service.
Heather Robertson Fortner on the Unsexy Realities of Building a Multi-Billion-Dollar RIA
Heather Robertson Fortner discusses how consistent execution and "Net Worthwhile" have fueled her firm's remarkable growth.
Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab’s Lisa Salvi
Lisa Salvi and I discuss Schwab's 2024 Benchmarking Study, paying particular attention to five Guiding Principles for Advisory Firm Success.
Cresset’s Susie Cranston on Aligning Passion, Technology, and Leadership to Scale a Multibillion-Dollar Firm
Susie Cranston shares her insights on the essence of great leadership and navigating the key inflection points firms face as they scale.
How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years
Erin Scannell shares the secrets behind his firm's explosive growth, including their innovative approach to organic marketing.
Beacon Pointe’s Matt Cooper on Using Private Equity to Build a High-Growth RIA Platform
Matt Cooper shares a rare behind-the-scenes look at Beacon Pointe's approach to M&A and discusses taking on a private equity investor.