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Home2020-06-23T15:03:07-05:00

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.”

MORE ABOUT COACHING

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.

MORE ABOUT COACHING

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.

How to Design and Deliver Effective Live and Virtual Events with Barron’s Alison Rooney

Alison Rooney of Barron's Group discusses how to host and participate in live events to grow your community, even during quarantine.

30 Top Quotes, 5 Keys, and 1 Warning From Warren Buffett at the 2020 Berkshire Hathaway Annual Meeting

It was a somber, subdued event and I felt like I was witnessing the end of Warren Buffett's brilliant and unequaled career.

How to Develop a Point of View that Leads to More Clients and Media Requests

We continue to need leaders at all levels of society to step up and be the light that illuminates the path forward. That includes you as a financial advisor.

Shattering the Silicon Valley Entrepreneurial Myth and Uncovering the Soul of an Entrepreneur

Silicon Valley unicorns make the billion-dollar headlines, but the true measure of an entrepreneur’s success is how you align your business with your goals, your lifestyle, your values, and the impact you make in people's lives.

How This Barron’s Hall of Famer Leveraged Workplace Workshops to Build a 10-Figure AUM Business

Barron's Hall of Famer Scott Tiras explains how to create an experience that makes clients feel like they're your only client

3 Customer Experience Triggers That Drive Growth, Loyalty, and Referrals

Joseph Michelli, Ph.D., shares the customer experience triggers that separate Ritz-Carlton, Starbucks, Zappos, and the best financial advisory firms from the rest of the pack.

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Good To Know

GAIN FREE ACCESS TO STEVE’S PRIVATE WEEKLY INSIGHTS THAT CONTAIN HIS THOUGHTS, TOOLS, AND CURATED LIST OF BUSINESS AND GROWTH-RELATED RESOURCES.