How to Shift From a Financial Advisor to a Financial Coach
02 December, 2019Todd Tresidder on being a financial coach as distinguished from being a financial advisor or a registered representative...
We Coach Financial Advisors on How to Build a Thriving Business With a Great Quality of Life
Grow Revenue + Transform Lives + Build to Last
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.”
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.
Between Now and Success
Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business, investing, and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Belay" as we climb the summit to success together.
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Schwab – TD Ameritrade Merger and What It Means for the Future of Advice
30 November, 2019Schwab’s move is an “exclamation point” marker along an unfolding trajectory of where the money and advice business is heading...
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Using Clear Career Paths and Partnership Opportunities to Attract and Retain Next Generation Advisors
18 November, 2019Live from Schwab Impact 2019, Lisa Salvi and Yonhee Gordon discuss the key ways to attract and retain next generation advisors and advisory firm leaders....
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How to Write Compelling Copy That Engages Your Audience’s Hearts and Minds
04 November, 2019Whether your're sending email newsletters, social media posts, physical mailers, or a combination, you have to master the psychology of engagement to turn your prospects into clients and keep your bus...
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The “Secret Sauce” That Led United Capital from $0 to $24 Billion in AUM
21 October, 2019Matt Brinker discusses the founding and growth of United Capital and the state of the mergers and acquisitions space...
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4 Ways to Learn Faster Than the World is Changing
07 October, 2019Taylor Schulte discusses why all financial advisors need to be lifelong learners, sources for learning, and marketing ideas...
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Wealth/Stack Conference Recap: Should Advisors Be More Like Amazon or More Like Ritz-Carlton? Yes!
23 September, 2019Dennis Morton and Matt Wilson discuss four key themes from Wealth/Stack 2019...
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How to Get Started in Email Marketing to Add New Clients and Deepen Your Relationship with Existing Ones from the Former Director of Newsletters at The New Yorker and at BuzzFeed
09 September, 2019Dan Oshinsky, one of the country’s leading authorities on email marketing, discusses the kinds of emails and platforms that will grow your audience and turn subscribers into clients...
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How to Combine FinTech and Your Humanness to Build a Thriving Advisory Business
26 August, 2019Lex Sokolin on the sweeping changes in the fintech landscape and what new skills advisors will need to thrive...
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What is the Optimal Size to Grow Your Business so it Maximizes Your Profitability and Life Enjoyment
12 August, 2019Carolyn McClanahan talks about her unique fee structure of pricing based on complexity and how she concluded that 100 families was the optimal size for her practice...
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Three Keys to Crafting Seminars That Connect with Audiences and Turn Prospects into Clients
29 July, 2019Matt Gulbransen discusses what attracted him to seminars, what works for him, a few things that don't, and the importance of rehearsal...
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20-Year Navy SEAL Veteran Shares 3 SEAL Maxims That Drive Elite Performance
15 July, 2019David Sears talks in-depth about three maxims that guide how Navy SEALs operate. Each maxim can apply to any kind of business – including, of course, financial advisory...
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Servicing the Financial and Psychological Needs of Ultra-High Net Worth Investors Through a Multi-Family Office
01 July, 2019David Dunn on the psychological and service needs of ultra high net worth investors and how to apply that understanding to meet all your client’s needs...
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What Golf Great Jim Flick Taught Billion-Dollar Advisor Michael Bapis About Winning in Business
17 June, 2019Michael Bapis shares two key lessons he learned from his early mentor Jim Flick that became foundational cornerstones of Vios Advisors...
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Get Clear, Get Heard, and Get Referred
03 June, 2019Steve Woodruff discusses the five questions he believes all business owners need to ask themselves about their branding and messaging...
