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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Suzanne Peterson On How To Be An Admired Leader That Gets Results
Suzanne Peterson explores the behaviors that great leaders consistently demonstrate to earn the respect of their teams.
Explosive YouTube Growth Strategy: How James Conole Added $120 Million in AUM From YouTube in Just 12 Months
James Conole explains how he coordinated his YouTube channel, podcast, and website to create a lead-generating machine.
Cresset’s Eric Becker On Serving the Ultra-High-Net-Worth, a 100-Year Multi-Family Office Vision, and Business Execution
Eric Becker discusses Cresset's origin story and explains how he and his co-founder methodically built the firm.
Marketing Expert John Wernz On Digital Marketing, SEO, Media Efficiency Ratio, and a ChatGPT-4 Marketing Plan
John Wernz and I use a GPT-4 marketing plan as a springboard to discuss all aspects of the marketing process and identify action steps.
Why People Plateau
People rise to their level of comfort then often switch from growth mode to maintenance mode.
Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning
Jon Dauphiné and Dave Mantell explain how FFP connects advisors to the resources they need to deliver pro bono financial planning.
Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services
Tobias Dengel and I discuss what advisors should be thinking about as they prepare for the voice tech revolution.
Fidelity’s Andrew Brzezinski on Practical AI Applications for Advisors and Prepping for the Future
Andrew Brzezinski on generative AI, overcoming the barriers to adopting AI, key risks and ethical considerations, and the future of AI.
Dr. Preston Cherry on Using the “Relationship Quality Index” to Give Clients What They Value Most
Dr. Preston Cherry discusses the Relationship Quality Index and how he's helping next-gen advisors prepare to deliver comprehensive planning.
Saundra Davis On Money, Meaning, Self-Discovery, and Financial Coaching
Saundra Davis and I discuss how curiosity, learning, mastery, and growing can create more meaningful relationships with your clients.
Manisha Thakor on Escaping the Cult of “Never Enough” and Finding “MoneyZen”
Manisha Thakor and I have a wide-ranging conversation about the meaning of money in our life, "enough," and how to find joy in living simply.
Tom Morgan on Curiosity, the Hero’s Journey, and Following Your Bliss
Tom Morgan discusses curiosity, right-hemisphere thinking, and the need for transformation in the world and in financial services.
Louis Barajas on Transforming Mindsets and Navigating Money’s Complexities in the Latino Community
Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services.
Age Wave’s Ken Dychtwald on Radical Curiosity and How Boomers are Reshaping Retirement
Ken Dychtwald and I discuss how the rules of retirement are being rewritten and the implications for financial advisors.
Matt Crow on the RIA M&A Playbook and What’s Really Driving Deals
Matt Crow surveys the state of M&A including how deal structures are evolving and why RIA consolidation might just be getting started.
John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape
John Furey and I discuss how large firms are impacting financial advisory and how advisors and RIA CEOs should prepare for the future.