family Archives – Steve Sanduski

Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients’ Money Flashpoints

Dr. Shay shares her journey into financial therapy and how to open dialogues that will help you and your clients understand the emotional side of money better.

2024-08-01T10:58:43-05:00By Steve Sanduski|Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off

Insights From a TransAmerica Biking Adventure With Terry Foxworth and His Daughter Morgan

Terry Foxworth and his daughter discuss what they learned about themselves and each other on their cross-country bike ride.

2023-03-07T10:42:13-06:00By Steve Sanduski|Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off

How to Design a “Day 1” Advisory Firm That Endures for Decades

Dennis Morton and Katie Brown discuss the specific ways they designed their firm from Day 1 to be an enduring business with no regrets and no more “if onlys"

2020-03-10T07:25:55-05:00By Steve Sanduski|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off