Here’s How You Can Work With Steve
COACHING
Steve coaches high-performing financial advisors on how to build a thriving business with a great quality of life.
PODCASTING
Contact Steve about hosting and producing your podcast and developing your content marketing program.
LIFE-CENTERED PLANNING
Digital tools, training, and marketing support for advisors who want to deliver Life-Centered Planning.
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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To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not
You can't out AI, AI. So embrace it 100% then quadruple down on what AI cannot be.
ChatGPT and I Recorded a Podcast
I connected ChatGPT to a text to speech AI from ElevenLabs named Rachel. She graciously answered my questions to showcase some of AI's capabilities.
Kenton Cool: 16-Time Everest Summiteer on Life, Death, Leadership, and High-Performance
Kenton Cool discusses the mental, physical, and logistical challenges elite climbers have to prepare for and solve.
Dan Haylett on Defining, Building Out, and Delivering Human-Focused Financial Planning
Dan Haylett and I discuss human-focused financial planning and what a high level of personalized service looks like.
3 Ways to Cultivate an Organic Growth Culture
It's about cultivating the soil that allows organic growth to thrive.
Amit Dogra on Using Systems Thinking to Solve the Organic Growth Problem
There's much more to organic growth than "let's do more marketing and get more referrals."
Adding More “Right Hemisphere” Thinking to the Retirement Planning Process
What’s missing from retirement planning is the value, nuance, and context that right-hemisphere thinking brings to the table.
Kate Murphy On Turning Listening Into a Whole-Body Experience
Kate Murphy discusses how to master the art and science of listening so that you can hear what your clients are really saying.
Leslie Tabor on How Advisors Can Build More Diverse and Inclusive Firms
Leslie Tabor discusses the four pillars that Charles Schwab is using to help RIAs build more diverse cultures.
Accessing Body Intelligence to Make Wiser Money Decisions with Gayle Colman
Gayle Colman explains why advisors should pay attention to how the whole body expresses feelings around money.
Perfecting the Discovery Meeting Process with Bill Keen and Matt Wilson
The discovery meeting process starts well before your first meeting with a prospective client.
Insights From a TransAmerica Biking Adventure With Terry Foxworth and His Daughter Morgan
Terry Foxworth and his daughter discuss what they learned about themselves and each other on their cross-country bike ride.
Mastering a Growth Mindset with Hightower’s Scott Holsopple
Scott Holsopple, the Chief Growth Officer at Hightower, discusses how advisors should be thinking about personal and professional growth.
Building an Interconnected Technology Future with Ainslie Simmonds
Ainslie Simmonds on building an interconnected suite of financial applications that will give advisors more time to focus on clients.
How People, Processes, Compensation, Culture, Pivots, and Growth Strategies Led Miracle Mile Advisors to $4 Billion + in AUM with Antonia Burchman
Antonia Burchman shares how Miracle Mile Advisors responded to their pivot points and paints a path forward for advisory firm leaders.
Working with Ultra-High-Net-Worth Families in a Multi-Family Office Structure with Pam Perskie
Pam Perskie discusses how a successful multi-family office operates and the mindset advisors need to work with high-net-worth individuals.