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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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.
Alex Miele on Adding New Clients Through “Sphere of Influence” Marketing
Alex Miele of The Andriole Group discusses the "sphere of influence" referral program that generates 90% of her firm's new business.
2,500 Years of Thinking About “How Much is Enough?”
What some of history’s big thinkers thought about "enough" and what we can learn from them and apply to today’s world.
Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition
Sammy Azzouz discusses how Heritage Financial has grown to about $2 billion in AUM -- with no acquisitions.
Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual
Tim Gerend and I discuss the five components of Northwestern Mutual's client experience and how the firm recruits and trains advisors.
Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles
Cheryl Strauss Einhorn explains the AREA Method and the five "problem solver profiles" that will help you make big decisions.
Matt Somberg on The Art and Science of Scaling to $2 Billion in AUM
Matt Somberg explains the vision and quality of service that attracts 50 - 100 new clients per year with almost no marketing.
Mark McGrath on Using Twitter to Build His Business and the Impact of His Deeply Personal Tweet That Went Viral
Mark McGrath talks about the powerful story he shared in a viral tweet and how he uses social media to connect and turn clicks into clients.
Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice
Jason Pereira and I discuss how financial advisors can take advantage of AI instead of being taken advantage of by AI.
Kevin Kelly Explores ‘In the Year 2525’, Tech, Longevity, and Advice for Living
Through the timeless narrative of 'In the Year 2525', Kevin Kelly traverses the frontiers of tech and provides unique insights for understanding life in an age of rapid change.
Danielle Howard on Dismantling Money Scripts That Impede a Rich and Fulfilling Life
Danielle Howard and I discuss how advisors who put their clients' lives ahead of their money can help them break free.