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Home2020-06-23T15:03:07-05:00

Do You Want…

GUIDANCE

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.

CLARITY

Extreme clarity on how to position and distinguish your firm in the marketplace to generate ideal clients.

METRICS

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.

TIME

More time to work “on the business” instead of “in the business.”

MORE ABOUT COACHING

Why Financial Advisor Coaching With Steve Sanduski, CFP®

Experience

Co-created and ran one of the nation’s largest financial advisor coaching companies for 11 years and coached more than 1,000 advisors.

P3D Framework

Unique coaching framework covers every aspect of building an excellent business while allowing for complete flexibility to meet your specific needs.

Unbiased

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.

MORE ABOUT COACHING

Stand Out by Producing Content That’s Authentic, Entertaining, Interesting, and Human

Brooke Southall, the founder of RIABiz, discusses how to avoid clickbait and write compelling content that will appeal to your audience.

3 Insights and 1 Warning from Peter Mallouk on Driving Growth Under Any Circumstances

Peter Mallouk on how advisors can develop the kind of five-star experience that underscores your value to existing clients, drives referrals, and protects your business from fee compression.

Using Radio, Podcasting, Social Media, and Writing to Build a Media Presence that Leads to New Clients

Wes Moss on developing a consistent media presence that’s appealing and engaging and leads to reaching your ideal clients.

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Good To Know

GAIN FREE ACCESS TO STEVE’S PRIVATE WEEKLY INSIGHTS THAT CONTAIN HIS THOUGHTS, TOOLS, AND CURATED LIST OF BUSINESS AND GROWTH-RELATED RESOURCES.