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.