Do You Want…
Expert guidance on developing the people, systems, and organizational structure that leads to business excellence.
A BUSINESS PLAN
An executable business plan that leads to consistent double-digit growth.
Extreme clarity on how to position and distinguish your firm in the marketplace to generate ideal clients.
A clear set of metrics and reporting system to track business profitability, efficiency, and service levels.
THE INSIDE STORY
What are the top advisors are doing to succeed and what you should emulate and avoid.
More time to work “on the business” instead of “in the business.”
Why Financial Advisor Coaching With Steve Sanduski, CFP®
Co-created and ran one of the nation’s largest financial advisor coaching companies for 11 years and coached more than 1,000 advisors.
Unique coaching framework covers every aspect of building an excellent business while allowing for complete flexibility to meet your specific needs.
We don’t get paid by custodians, roll up firms, or product manufacturers whose “practice management programs” are merely farm clubs to sell you their deal.