Here’s How You Can Work With Steve
COACHING
Steve coaches high-performing financial advisors on how to build a thriving business with a great quality of life.
PODCASTING
Contact Steve about hosting and producing your podcast and developing your content marketing program.
LIFE-CENTERED PLANNING
Digital tools, training, and marketing support for advisors who want to deliver Life-Centered Planning.
GTK — The Newsletter for Growth Oriented Advisors
Subscribe to GTK, Steve’s email letter that contains his thoughts, tools, and curated list of business and growth-related resources.
Plus, you’ll get occasional behind-the-scenes access to things he doesn’t share publicly.
You pack SO MUCH into one newsletter. Thanks but now I have a lot to think about/read/write about!!!
Another wonderful email to accompany my coffee this morning – thank you!
Thank you for writing these, and I’m not just saying that because I watched the Radical Gratitude video! They always provide me with helpful insights.
This is a beautiful post Steve. Thank you for investing time on your 4th of July to birth it!
Steve Sanduski: If you’re not learning faster than the world is changing, you’re history.
Podcasts and Blog Posts for RIA Leaders, Financial Advisors, Financial Planners, and CEOs
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Financial Advisor Michael Bradley on Starting From Scratch and “Doing Wealth Planning Differently”
Michael Bradley talks about starting his planning firm from scratch and why he made alternatives a core part of his investment strategy.
Overcoming Heartbreak Through CrossFit and Positive Psychology with Jess Bost
Jess Bost discusses her journey of personal and professional self-discovery that brought her to CrossFit and a new sense of self.
How Social Justice Investing Can Empower Clients to Improve The World
Rachel Robasciotti on how social justice investing connects capital, communities, the environment, and equality to redefine wealth.
Advisor Group’s Shannon Larson on Scaling Shared Service and Alternative Investments
Shannon Larson discusses how she and her team manage a shared service model and help advisors navigate alternative investments.
Can You Ever Have Enough?
There's never enough and more is better. Society tells us this but they are two toxic money myths says Lynne Twist.
Alternatives Often Shine When Stocks and Bonds Burn with David Copeland
David Copeland discusses his approach to investing and how alternatives play an important role in his clients’ portfolios.
You Don’t “Conquer” a Mountain
Mountains are not for conquering. We stand in awe and appreciation for them and they teach us lessons.
How to Transform Your Client’s Relationship to Money with Lynne Twist
Lynne Twist discusses how to identify and seize those moments that present us with an opportunity to transform our lives.
Mountain Climbing Adventures with Skip Schweiss and Scott MacKillop
Financial pros Scott MacKillop and Skip Schweiss share stories and wisdom from decades of mountain climbing and adventure living.
Creating Client Communities Is the Next Evolution of Client Experience
Carrie Melissa Jones discusses how she's helped presidential campaigns, nonprofits, and small businesses build communities.
3 Challenges Facing Financial Advisors and What to Do About Them With Ben Harrison
Ben Harrison shares 3 of the biggest challenges and opportunities facing advisors from his unique perch at Pershing.
How to Coach Your Clients Through Their Financial Fears
Sarah Carlson discusses what a near-fatal experience taught her about facing fears and being a better financial advisor.
Ben Jones on His 2,800-Mile Mountain Bike Ride Down the Continental Divide in 43 Days
Ben Jones explores his adventure down The Great Divide Mountain Bike Route and what he learned about planning and perseverance.
CNBC’s Julia Boorstin on What Happens “When Women Lead”
When Women Lead author Julia Boorstin discusses why investing in diversity isn't just a good thing to do, it's good for business.
The Case for Alternative Investments with Matt Brown
Matt Brown makes a strong case for adding alternative investments to your portfolios.
Making the Shift from Entrepreneur to Leader
Your company’s success rises or falls based on your leadership ability. Here’s the playbook for becoming a great leader in a post-pandemic world with Antonia Hock.