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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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.
2 Exciting Podcast Updates
Steve Sanduski shares the launch of 2 new series of episodes. One series is about investing, the other, about "adventure and achievement."
4 Tools to Leverage Perception to Achieve Your Goals
Emily Balcetis discusses four tools that can help us improve our perception of our goals and the plans we make to achieve them.
What Makes a Great Leader?
Great leaders are not superhuman. They're not "born." They cultivate the aspects of great leadership over their lifetime.
How to Start a Financial Advisor Podcast
Three seasoned podcasters join Steve for a roundtable on starting a financial advisor podcast and improving your marketing.
Why Strong Leaders Embrace Empathy as a Core Value
Maria Ross explains why empathy gives leaders a big advantage when it comes to attracting and retaining top talent and sticky customers.
Surrender
Brute force may temporarily solve a problem or help you reach a goal. But surrender, in its purest form, is more enduring.
RIA Organic Growth is Practically Non-Existent
Net organic growth of RIA firms is quite low (even negative!) when you, by definition, exclude market movement. Here's what the data shows.