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 Grow to $1 Billion in AUM and Beyond
In a Nutshell: The top 20% of RIAs aren't just [...]
A Holistic Approach to Effective Modern Leadership
Walter Booker, the Chief Operating Officer of MarketCounsel, discusses why leaders have to nurture the qualitative if they want to drive quantitative results.
Bonus Episode: Leading with Purpose with Dennis Morton
On this episode of "Leading with Purpose." Dennis Morton, Jr. discusses developing versatile leadership, seeing blind spots, and building culture.
Adapting Your Leadership Style to Meet the Current Times
Cecile Munoz talks about how her experiences as a Hispanic woman inspired her to create an executive search company that’s redefining leadership.
Finding and Growing a Purpose-Fueled Niche
Samuel Deane zeroed in on a niche within his niche where he could establish a real competitive advantage and make a positive impact.
Timing the Wave
Successful advisors often have great “timing” in “riding a big wave” to massive growth. But nothing is stopping you from finding a wave too!
Make Your Communication Strategy a Loyalty and New Client Driver
Consistent communication imprints the advisor’s message on the brain of the recipient and leads to loyalty among clients and more referrals.
How Big Do You Want to Be?
In a recent poll, I asked financial advisors how big they wanted to grow. The answer surprised me.
The Wild 5,000 Year Ride of Money
A 5,000 year arc that explores the beginning of money, how it has evolved over time, and the role gold, central banking, Modern Monetary Theory and yes, bitcoin, play in it.
Gold and Bitcoin
How you think about gold and bitcoin is a key to avoid getting left in the dust by change and innovation.
Stand Out by Producing Content That’s Authentic, Entertaining, Interesting, and Human
Brooke Southall, the founder of RIABiz, discusses how to avoid clickbait and write compelling content that will appeal to your audience.
Best of: Joe Duran
An insightful conversation with Joe Duran about how he built a firm with billions in AUM -- twice.
Fear of Other People’s Opinions
Fearing other's opinions might be holding you back. Taking the safe route won’t upset anybody, but it also won’t generate a strong emotional reaction.
3 Insights and 1 Warning from Peter Mallouk on Driving Growth Under Any Circumstances
Peter Mallouk on how advisors can develop the kind of five-star experience that underscores your value to existing clients, drives referrals, and protects your business from fee compression.
Lin-Manuel Miranda on Creativity: “Fall in Love for a Living”
The desire for money can drive certain behaviors, but creativity is not one of them. Creative people derive satisfaction from falling in love with ideas.
The Mindset Behind Moving from Public Assistance to $2 Billion in AUM
Erin Scannell explains how some hard lessons in perseverance and resilience continue to motivate him to this day.