Here’s How You Can Work With Steve
COACHING
Steve coaches financial advisors on how to build a thriving business with a great quality of life using his P3D Process™
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.
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Subscribe to GTK, Steve’s weekly email 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.
Checkout Steve’s Educational Content
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Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes
Dr. Preston Cherry discusses engaging with clients on their money-life issues and formative experiences surrounding money.
New Shore or New Eyes?
Using the dual lens of "new shore or new eyes" will help you make better decisions.
Tiger Woods Shoots a 10 on a Par 3
Tiger Woods is arguably the greatest golfer of all time. Yet it’s not just because of how well he hits a golf ball. It’s also because of how he thinks.
Bonus Episode: 5 Tips for Financial Advisors on How to Get From $500mm to $5B
I was a guest on this episode of Mindy Diamond on Independence, discussing how the best advisors grow their leadership skills and their businesses.
Going Down the Rabbit Hole
Bitcoin is on the cusp of another explosion in the public consciousness. Various technological, financial, economic, political, and social factors are coming together in a way that is ideally suited for bitcoin.
Bitcoin, MMT, and the Narratives That Shape Our Behavior
Nathaniel Whittemore discusses how understanding the context behind dominant narratives can help build bridges, stimulate new ideas, and push us all forward.
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.