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.
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.
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30 Top Quotes, 5 Keys, and 1 Warning From Warren Buffett at the 2020 Berkshire Hathaway Annual Meeting Gallery30 Top Quotes, 5 Keys, and 1 Warning From Warren Buffett at the 2020 Berkshire Hathaway Annual Meeting
Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management
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.
Writing Yourself Into Your Client’s Next Chapter
Live from the 2020 Barron's Teams Summit, I talk to Arthur Ambarik CFP® and Rachel Elson about becoming an important part of your client's story.
Bonus Episode: Coaching Clients Through Uncertainty
Discussing my 5-point framework for effective communication with clients during a crisis with BMO's Ben Jones.
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.
Fire Up the Leader Within
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.
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Shattering the Silicon Valley Entrepreneurial Myth and Uncovering the Soul of an Entrepreneur GalleryShattering the Silicon Valley Entrepreneurial Myth and Uncovering the Soul of an Entrepreneur
Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management
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.
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.
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How This Barron’s Hall of Famer Leveraged Workplace Workshops to Build a 10-Figure AUM Business GalleryHow This Barron’s Hall of Famer Leveraged Workplace Workshops to Build a 10-Figure AUM Business
Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management
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.