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About Steve2020-03-10T09:47:38-05:00

About Steve

CEO, Coach, Podcaster, NYT Bestselling Author

Steve Sanduski, CFP®

Steve has over 30 years of business experience growing companies by multiples, including one whose revenue grew 17-fold during his leadership.

He is the co-founder and CEO of ROL Advisor, an international software and training company for financial advisors with more than 250 advisory firm clients in 11 countries including the US, Canada, UK, Ireland, Belgium, The Netherlands, South Africa, New Zealand, Bermuda, Trinidad and Tobagao, and Australia.

In the mid-1990s, he helped launch and build a multi-billion dollar AUM RIA. For 11 years in the 2000s, he was the Managing Partner of Peak Advisor Alliance (now Carson Group Coaching), a financial advisor coaching company, as it grew from 0 to 1,000 financial advisor coaching clients.

And for more than 25 years in financial services, he’s led countless engagements with top financial advisors and spoken to audiences all over the country through keynotes, breakout sessions, and day-long training programs.

Steve has been a CERTIFIED FINANCIAL PLANNER™ licensee since 1996.

A prolific writer, Steve is a New York Times Bestselling author and the co-author of Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor and Avalanche: The 9 Principles for Uncovering True Wealth. View more of his articles at Financial Advisor Magazine, InvestmentNews by typing Sanduski in the search bar, Financial Planning and MarketWatch.

Podcasting

Steve hosts three terrific podcasts. Please subscribe to all of them!

Between Now and Success
Steve interviews top leaders at the intersection of business, investing, and life. Guests include visionary leaders such as Tony Robbins, Ric Edelman, Joe Duran, Marty Bicknell, Peter Mallouk, Elliott Weissbluth, Jud Bergman, David Bach, Jon Stein, Steve Lockshin, Rebecca Rothstein, Anthony Scaramucci, Michael Port, Chip Roame, and Scott Hanson.

On Your Mark, Get Set, Grow!
This is the podcast of CEO Coaching International, the country’s premier coaching firm for CEOs and entrepreneurs. We interview other leading CEOs and entrepreneurs and share their business insights, lessons, and best practices.

Keen on Retirement
Top wealth advisor Bill Keen and Steve discuss timely and relevant topics of importance to consumers in or near retirement.

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.

Crisis-Proof Your Practice by Doubling-Down on Your Client Experience

By doubling-down on your client experience you can support clients as they’re feeling vulnerable and underscore your value.

Bonus Episode: Redefining Wealth with Seth Streeter

Mindbody co-founder Blake Beltram talks with Mission Wealth CEO and founder Seth Streeter about redefining wealth for a new generation.

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

Planning for What’s Possible

This exercise will help you prepare your business for the inevitable changes that this coronavirus and the resulting societal and economic impact will bring about.

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.

Bonus Episode: Enhancing Your Discovery Process by Becoming a Better Biographer

On this episode of the Top Advisor Marketing Podcast, host Matt Halloran and guest Mitch Anthony discuss how advisors can use the discovery process to reveal the client's story and understand how significant life experiences have shaped the client's relationship to money

Building a Billion-Dollar Advisory Firm One Relationship at a Time

Laila Pence shares one of the most compelling stories I've ever heard about overcoming early life challenges to become one of the country's most successful and respected financial advisors

Finding Your Voice

These 3 steps will help you zero in on what makes you, you: your unique, personal voice

Steve’s 15 Hidden Gem Podcast Episodes

Hidden gems from the Between Now and Success archive

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.