CEO, Coach, Podcaster, NYT Bestselling Author
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.
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.
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.
Live from Schwab Impact 2019, Lisa Salvi and Yonhee Gordon discuss the key ways to attract and retain next generation advisors and advisory firm leaders....
Whether your're sending email newsletters, social media posts, physical mailers, or a combination, you have to master the psychology of engagement to turn your prospects into clients and keep your bus...
Matt Brinker discusses the founding and growth of United Capital and the state of the mergers and acquisitions space...
Taylor Schulte discusses why all financial advisors need to be lifelong learners, sources for learning, and marketing ideas...
Dennis Morton and Matt Wilson discuss four key themes from Wealth/Stack 2019...
Dan Oshinsky, one of the country’s leading authorities on email marketing, discusses the kinds of emails and platforms that will grow your audience and turn subscribers into clients...
Lex Sokolin on the sweeping changes in the fintech landscape and what new skills advisors will need to thrive...
Carolyn McClanahan talks about her unique fee structure of pricing based on complexity and how she concluded that 100 families was the optimal size for her practice...
Matt Gulbransen discusses what attracted him to seminars, what works for him, a few things that don't, and the importance of rehearsal...
David Sears talks in-depth about three maxims that guide how Navy SEALs operate. Each maxim can apply to any kind of business – including, of course, financial advisory...
David Dunn on the psychological and service needs of ultra high net worth investors and how to apply that understanding to meet all your client’s needs...
Michael Bapis shares two key lessons he learned from his early mentor Jim Flick that became foundational cornerstones of Vios Advisors...
Steve Woodruff discusses the five questions he believes all business owners need to ask themselves about their branding and messaging...
Dennis Morton and Katie Brown discuss the specific ways they designed their firm from Day 1 to be an enduring business with no regrets and no more “if onlys"...
A master class from Sterling Shea on how to revamp your business and thrive as a world-class financial advisor, taught by someone who literally writes the book on where our industry is going and how t...
