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About Steve Sanduski

Steve Sanduski, CFP® is the founder of Belay Advisor, the CEO of ROL Advisor, business coach, New York Times bestselling author, and host of the Between Now and Success podcast.

Explosive YouTube Growth Strategy: How James Conole Added $120 Million in AUM From YouTube in Just 12 Months

James Conole explains how he coordinated his YouTube channel, podcast, and website to create a lead-generating machine.

2023-12-05T12:38:54-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Explosive YouTube Growth Strategy: How James Conole Added $120 Million in AUM From YouTube in Just 12 Months

Cresset’s Eric Becker On Serving the Ultra-High-Net-Worth, a 100-Year Multi-Family Office Vision, and Business Execution

Eric Becker discusses Cresset's origin story and explains how he and his co-founder methodically built the firm.

2023-11-21T13:54:13-06:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Podcast|Comments Off on Cresset’s Eric Becker On Serving the Ultra-High-Net-Worth, a 100-Year Multi-Family Office Vision, and Business Execution

Marketing Expert John Wernz On Digital Marketing, SEO, Media Efficiency Ratio, and a ChatGPT-4 Marketing Plan

John Wernz and I use a GPT-4 marketing plan as a springboard to discuss all aspects of the marketing process and identify action steps.

2023-11-21T10:45:45-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Marketing Expert John Wernz On Digital Marketing, SEO, Media Efficiency Ratio, and a ChatGPT-4 Marketing Plan

Why People Plateau

People rise to their level of comfort then often switch from growth mode to maintenance mode.

2023-11-10T06:11:40-06:00By |Blog-Podcast, Coaching, Growing, Managing, Planning, Practice Management|Comments Off on Why People Plateau

Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning

Jon Dauphiné and Dave Mantell explain how FFP connects advisors to the resources they need to deliver pro bono financial planning.

2023-11-08T14:15:49-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning

Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services

Tobias Dengel and I discuss what advisors should be thinking about as they prepare for the voice tech revolution.

2023-11-08T09:10:26-06:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services

Fidelity’s Andrew Brzezinski on Practical AI Applications for Advisors and Prepping for the Future

Andrew Brzezinski on generative AI, overcoming the barriers to adopting AI, key risks and ethical considerations, and the future of AI.

2023-10-24T11:53:58-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Fidelity’s Andrew Brzezinski on Practical AI Applications for Advisors and Prepping for the Future

Dr. Preston Cherry on Using the “Relationship Quality Index” to Give Clients What They Value Most

Dr. Preston Cherry discusses the Relationship Quality Index and how he's helping next-gen advisors prepare to deliver comprehensive planning.

2023-10-24T09:24:21-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Dr. Preston Cherry on Using the “Relationship Quality Index” to Give Clients What They Value Most

Saundra Davis On Money, Meaning, Self-Discovery, and Financial Coaching

Saundra Davis and I discuss how curiosity, learning, mastery, and growing can create more meaningful relationships with your clients.

2023-10-10T11:31:59-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Saundra Davis On Money, Meaning, Self-Discovery, and Financial Coaching

Manisha Thakor on Escaping the Cult of “Never Enough” and Finding “MoneyZen”

Manisha Thakor and I have a wide-ranging conversation about the meaning of money in our life, "enough," and how to find joy in living simply.

2023-09-28T12:37:45-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Manisha Thakor on Escaping the Cult of “Never Enough” and Finding “MoneyZen”