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.
Adapting Your Leadership Style to Meet the Current Times
Cecile Munoz talks about how her experiences as a Hispanic woman inspired her to create an executive search company that’s redefining leadership.
Finding and Growing a Purpose-Fueled Niche
Samuel Deane zeroed in on a niche within his niche where he could establish a real competitive advantage and make a positive impact.
Timing the Wave
Successful advisors often have great “timing” in “riding a big wave” to massive growth. But nothing is stopping you from finding a wave too!
Make Your Communication Strategy a Loyalty and New Client Driver
Consistent communication imprints the advisor’s message on the brain of the recipient and leads to loyalty among clients and more referrals.
How Big Do You Want to Be?
In a recent poll, I asked financial advisors how big they wanted to grow. The answer surprised me.
The Wild 5,000 Year Ride of Money
A 5,000 year arc that explores the beginning of money, how it has evolved over time, and the role gold, central banking, Modern Monetary Theory and yes, bitcoin, play in it.
Gold and Bitcoin
How you think about gold and bitcoin is a key to avoid getting left in the dust by change and innovation.
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.
Best of: Joe Duran
An insightful conversation with Joe Duran about how he built a firm with billions in AUM -- twice.
Fear of Other People’s Opinions
Fearing other's opinions might be holding you back. Taking the safe route won’t upset anybody, but it also won’t generate a strong emotional reaction.
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.
Lin-Manuel Miranda on Creativity: “Fall in Love for a Living”
The desire for money can drive certain behaviors, but creativity is not one of them. Creative people derive satisfaction from falling in love with ideas.
The Mindset Behind Moving from Public Assistance to $2 Billion in AUM
Erin Scannell explains how some hard lessons in perseverance and resilience continue to motivate him to this day.
A 5-Step Process to Improve Your Digital Marketing
The most successful firms have jumped on the virtual marketing trend and are crushing those firms who haven't. This virtual panel will help you keep pace.
Listening Well Is Hard
Becoming a better listener so you can cultivate deeper insights and connections with your clients is an ongoing practice with many layers.
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Using Radio, Podcasting, Social Media, and Writing to Build a Media Presence that Leads to New Clients GalleryUsing Radio, Podcasting, Social Media, and Writing to Build a Media Presence that Leads to New Clients
Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management
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.