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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A Guide to Private Equity and Enterprise Software Opportunities with Michael Fosnaugh
Adding private equity dramatically increases your investment opportunity universe and allows you to more finely tune your asset allocation model.
How to Add Making Commitments to Your Goal-Setting Process
Why adding "making commitments" to your goal-setting process is a more effective way to achieve what's most important to you.
Deconstructing Modern Portfolio Theory to Build Better Investment Portfolios with Miguel Sosa
An analysis of the effect of adding private real estate to a diversified portfolio in a modern portfolio theory framework.
A Guide to Private Credit Alternative Investments with John Christmas
John Christmas discusses what private credit is and how it may be a useful addition to your investment toolkit.
10 Key Ideas From My Top Podcasts of 2022
Pick one or two ideas from my top podcasts of 2022 that really resonate with you and then go all in on making them happen this year.
My 3 Words for 2023
For the eighth time, I begin the New Year with My 3 Words, chosen to remind, motivate, and guide me on my road to my best year yet.
How to Master Storytelling and Story Listening With Dr. Preston Cherry
Dr. Preston Cherry on why it's critical to spend more time on hearing your clients' stories and understanding their experiences around money.
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.