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.
Checkout Steve’s Educational Content
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Values-Based Financial Planning with Natalie Taylor
Natalie Taylor discusses how to help clients figure out what money is for and align their money to support the life they want to live.
Behavior Change is in Your Head and Your History with Dr. Joy Lere
Dr. Joy Lere, a licensed clinical psychologist and behavioral finance consultant, on how advisors can facilitate positive behavior change.
Paul McCartney at 80 and the Passing of Time
Paul McCartney is a shining example of living a full life.
Take Charge of You Through Self-Coaching with David Novak
Former Yum! Brands CEO David Novak on self-coaching and practical “dynasty drivers” that led to double-digit growth for 13 consecutive years.
Best Books for Financial Advisors to Deepen Your Self-Awareness
This first set of best books for financial advisors focuses on deepening self-awareness, mastery, and personal transformation. The more you know you, the more you can know your clients.
The Rule of 40% for Financial Advisors
Use The Rule of 40% as a guide in determining the optimal mix between growth and profitability of your business.
A Complete Guide to RIA Succession Planning with Paul Blease
Paul Blease advises that effective succession planning is a process of analysis and optimization that requires a multi-year runway.
Love, Mastery, and High Job Performance with Marcus Buckingham
Work and leadership expert Marcus Buckingham says it's time to bring love back into our lives, work, teams, and classrooms.
How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease
Paul Blease and I discuss the synergistic team model, which he believes is the best way for advisor CEOs to maximize top talent.
A 3-Step Plan to Make Difficult Decisions
As a leader, you are called to make difficult decisions. Unfortunately, the right decision to you could be anathema to other stakeholders.
Making Difficult Decisions in a Polarized, Politicized, and Culture-War World with Eric Pliner
Eric Pliner discusses the framework he uses to help some of the world's leading CEOs make difficult decisions.
Where’s Your Next Growth Spurt Going to Come From?
What got you here won't get you there. Big decisions arrive at pivot points.
On Being an Excellent CEO
A comprehensive 4-part series on being an excellent CEO featuring leading CEOs and consultants.
CEO Excellence: Seth Streeter on Leaving the CEO Role to Increase His Impact
Seth Streeter discusses why he voluntarily left the CEO role at Mission Wealth for a role that better suits this stage of his life.
CEO Excellence: Growing to $15 Billion in AUM Over a 30-Year Career with Scott Hanson
Scott Hanson explains how he adapted his skill set and vision to grow along with his company over a 30-year career.
How Much Impact Do You Want to Make?
Mary Beth Storjohann had to decide whether she wanted to continue being successful at building an income or make a bigger impact.