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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Surrender
Brute force may temporarily solve a problem or help you reach a goal. But surrender, in its purest form, is more enduring.
RIA Net Organic Growth is Practically Non-Existent
Net organic growth of RIA firms is quite low (even negative!) when you, by definition, exclude market movement. Here's what the data shows.
How Employee Experience + Customer Experience Drives Faster Growth with Tiffani Bova
Salesforce's Tiffani Bova explains why the absolute best firms focus on connecting the employee experience and customer experience.
How to Build a High-Performing Website with Andy Crestodina
Andy Crestodina gets strategic, practical, and tactical in showing you how to build a high-performing website and online presence.
Building a Culture That Will Win the Battle for Talent With Brian Kropp
Brian Kropp, Distinguished VP, Research at Gartner, discusses how to create a culture by design, not by default, that the brightest and the best want to be a part of.
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.