Between Now and Success

Steve Sanduski interviews top achievers and visionary voices at the intersection of business and life.

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

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.

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

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.

Tom Morgan discusses curiosity, right-hemisphere thinking, and the need for transformation in the world and in financial services.

Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services.

Ken Dychtwald and I discuss how the rules of retirement are being rewritten and the implications for financial advisors.

Matt Crow surveys the state of M&A including how deal structures are evolving and why RIA consolidation might just be getting started.

John Furey and I discuss how large firms are impacting financial advisory and how advisors and RIA CEOs should prepare for the future.

Alex Miele of The Andriole Group discusses the "sphere of influence" referral program that generates 90% of her firm's new business.