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Between Now and Success

Business & Economics Podcasts

Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Belay" as we climb the summit to success together.

Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Belay" as we climb the summit to success together.

Location:

United States

Description:

Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Belay" as we climb the summit to success together.

Language:

English

Episodes

Engaging Clients in the Life-Money Balance Conversation to Improve Planning Outcomes

11/30/2020
In a Nutshell: As our industry evolves beyond money management, engaging with clients on their money-life issues and formative experiences surrounding money will be one of your most valuable services. Guest: Dr. Preston Cherry, the Founder and President of Concurrent Financial Planning, a comprehensive financial planning firm serving households and business owners across generations. Dr. Cherry is also an Assistant Professor of Finance & Personal Financial Planning at the University of...

Duration:02:48:54

Bonus Episode: 5 Tips for Financial Advisors on How to Get From $500mm to $5B

11/16/2020
Mindy Diamond is the President and CEO of Diamond Consultants in Morristown, NJ. Recently, Mindy invited me to be a guest on her podcast, Mindy Diamond on Independence, and I appreciate her allowing me to share our conversation with you here. Some of the topics Mindy and I discussed include: Thanks again to Mindy for having me on and for letting me republish this episode.

Duration:00:44:59

Bitcoin, MMT, and the Narratives That Shape Our Behavior

11/2/2020
In a Nutshell: In this era of "fake news" and deep divisions between people, understanding the context behind dominant narratives can help build bridges, stimulate new ideas, and push us all forward. Guests: Nathaniel Whittemore, a strategy and communications consultant for leading crypto companies as well as the host of The Breakdown, which is my favorite podcast in the crypto world. Nathaniel was also a principle at the venture capital firm Learn Capital and he was on the founding team of...

Duration:02:47:32

How to Grow to $1 Billion in AUM and Beyond

10/19/2020
In a Nutshell: The top 20% of RIAs aren't just the biggest. They're the firms whose best practices lead to sustained growth, high valuation, and an enduring business. Guests: Lisa Salvi, Vice President, Advisor Services, Charles Schwab and Catharine Aguilar, Chief Marketing Officer, CornerCap Wealth Advisors. My Key Takeaway: To prepare your firm to make a big leap in 2021: Also Learn:

Duration:03:19:10

A Holistic Approach to Effective Modern Leadership

10/5/2020
In a Nutshell: Computers are for number crunching. When it comes to managing people, leaders have to nurture the qualitative if they want to drive quantitative results. Guest: Walter Booker, the Chief Operating Officer of MarketCounsel, the premier business and regulatory consulting firm focused exclusively on the RIA sector, along with its affiliate, The Hamburger Law Firm. My Key Takeaway: To take a holistic approach to managing your team: Also Learn:

Duration:03:34:16

Bonus Episode: Leading with Purpose with Dennis Morton

9/28/2020
Dennis Morton, Jr. CFP,® CHFC® is a Founder and Principal at Morton Brown Family Wealth in Allentown, PA. I've known Dennis for several years and he and his co-founder and business partner, Kathryn Brown, have built a really outstanding firm. He also hosts one of my favorite podcasts, "Leading with Purpose." Dennis was kind enough to let me share this outstanding episode on developing versatile leadership. Joining Dennis for this conversation about leadership, blind spots, and adaptability...

Duration:01:02:02

Adapting Your Leadership Style to Meet the Current Times

9/21/2020
Imagine you’ve just given a fantastic presentation to a roomful of executives. You’re pumped because you know all your preparation and rehearsal paid off. And you can tell from the energy in the room that your audience was knocked out too. Then, as you’re shaking hands, one of the execs “compliments” you by saying they were amazed by your intelligence because given your ethnicity, it had predestined you to a life of mediocrity. That’s exactly what happened to today’s podcast guest, Cecile...

Duration:01:10:38

Finding and Growing a Purpose-Fueled Niche

9/8/2020
Is the key to growing your business narrowing your niche? I know that sounds contradictory. And I know many advisors worry about the “Million-Dollar Prospect” who swipes past your firm because she's a pediatrician and you specialize in orthodontists. But if you're one of 10 advisors in town that offer the same services, you have a 10% chance of winning a prospect. If your specialization, your marketing, and your values set you apart, then prospects who are drawn to your firm have a binary...

Duration:02:58:55

The Wild 5,000 Year Ride of Money

8/24/2020
Due to advances in technology and the rise of centralized systems that limit privacy, the very nature of how we think about money and the government’s role in it is evolving. The clearest manifestation of this is the rise of cryptocurrencies, of which bitcoin is the most prominent. In today's conversation, we go back 5,000 years to explore the beginning of money and then trace how the way we think about money and how we distribute money has evolved over time. Along the way, we touch on...

Duration:03:41:17

Is the Road Through Covid-19 Paved with Gold?

8/12/2020
Whenever the market experiences significant volatility you're likely to see "gold bugs" swarming your social media and cable news feeds. Investing in a commodity like gold that we perceive as "stable" sounds appealing when other investments, like stocks, seem unstable. And it's true that the price of gold has risen in 2020 as the economy continues to adjust to Covid-19. But as we discuss on today's podcast, adding gold to your portfolio is not a surefire way to mitigate risk. And folks who...

Duration:01:56:59

Stand Out by Producing Content That’s Authentic, Entertaining, Interesting, and Human

8/10/2020
In a Nutshell: To stand out from all the fake news and clickbait cluttering your audience's inboxes, you have to produce content that's authentic, entertaining, interesting, and above all, human. Guest: Brooke Southall, the founder of RIABiz. Back in 2009, Brooke built his online-only news publication on traditional journalistic values like using multiple sources and editorial analysis. Brooke and his team captured the rise of new models for providing client-first financial advice against...

Duration:03:52:05

Best of: Joe Duran

7/27/2020
Building one advisory firm with billions in AUM is hard enough. Joe Duran has done it twice, most recently selling United Capital to Goldman Sachs and becoming Head of Goldman Sachs Personal Financial Management. We had an insightful conversation about how he did it and what he sees for the future of financial advisors and for the advice they deliver.

Duration:02:35:32

3 Insights and 1 Warning from Peter Mallouk on Driving Growth Under Any Circumstances

7/13/2020
In March 2020, Covid-19 lockdowns were starting, businesses were scrambling, and the markets were in a state of shock. Despite all that, Creative Planning, Inc. had one of its best months ever. According to President and CEO Peter Mallouk, his firm brought in $500 million in net new assets. Instead of panicking and trying to get their money out of the markets, Peter says many of his clients were giving him more money to manage – and sending more referrals as well. The seeds that Peter’s...

Duration:02:49:12

The Mindset Behind Moving from Public Assistance to $2 Billion in AUM

6/29/2020
9 months of job interviews. 27 “No’s” from top advisory firms. 33,000 cold calls. That’s all it took for Erin Scannell to open up his independent office and land his first client back in 1999. Few people would have powered through that long, but as Erin Scannell explains on today’s podcast, he learned some hard lessons in perseverance and resilience growing up that continue to motivate him to this day. Erin is the founder and CEO of Heritage Wealth Advisors in the Seattle area, where he...

Duration:03:15:49

A 5-Step Process to Improve Your Digital Marketing

6/15/2020
The Covid-19 pandemic has forced financial advisors to shift the way you market your services. In person marketing and networking is severely restricted for the near future and if you want to succeed in this new world, you have to adapt to the new virtual reality. Even before the pandemic, our industry was already making a shift towards digital marketing combined with digital events. Things like pay-per-click advertising, newsletters, podcasts, video, and virtual events like webinars,...

Duration:00:59:24

Using Radio, Podcasting, Social Media, and Writing to Build a Media Presence that Leads to New Clients

6/1/2020
In a Nutshell: There's no "silver bullet" marketing strategy that's going to turn your blogs and tweets into clients. But if you identify a niche and develop a consistent media presence that's appealing and engaging, you can reach your ideal clients where they're more likely to see and hear you. Guest: Wes Moss, the chief investment strategist of Capital Investment Advisors, which is a multibillion-dollar RIA in Atlanta. Wes has been ranked as a top 100 independent advisor by Barron's. He's...

Duration:03:32:05

How to Design and Deliver Effective Live and Virtual Events with Barron's Alison Rooney

5/18/2020
In a Nutshell: It's human nature to want to be part of a community. Hosting and participating in live events is essential to maintaining a connection with your client and prospect base and to furthering your own personal development -- even during quarantine. Guest: Alison Rooney, Global Managing Director, Wealth Management, Barron's Group. Alison's team oversees the underwriting, membership, and content development for all of Barron's live events, including over 20 conferences geared...

Duration:03:24:53

Writing Yourself Into Your Client's Next Chapter

5/4/2020
In a Nutshell: Growing your business -- especially during a crisis -- depends less on your ability to manage money that it does on your ability to become an important part of your client's story. Guests: Arthur Ambarik CFP® is the CEO of Perigon Wealth Management, which currently has $1.8 billion in AUM. Rachel Elson has recently transitioned from a career as a personal finance journalist to working as a Financial Planning Associate at Perigon. My Key Takeaway: In order to make you and...

Duration:00:47:54

Bonus Episode: Coaching Clients Through Uncertainty

4/20/2020
Recently I was a guest on the Better Conversations, Better Outcomes podcast presented by BMO Global Asset Management. Host Ben Jones and I discussed my 5-point framework for effective communication with clients during a crisis. I developed this framework based on the mistakes I saw some advisors make back in the Global Financial Crisis (GFC). These advisors got hit with a double whammy of market declines and lost clients as they failed to effectively communicate with their clients as the GFC...

Duration:00:55:38

Shattering the Silicon Valley Entrepreneurial Myth and Uncovering the Soul of an Entrepreneur

4/13/2020
In a Nutshell: Silicon Valley unicorns make the billion-dollar headlines, but the true measure of an entrepreneur's success is how you align your business with your goals, your lifestyle, your values, and the impact you make in people's lives. Guest: Author, journalist, and speaker David Sax. His new book, The Soul of an Entrepreneur: Work and Life Beyond the Startup Myth, approaches entrepreneurship from a broader, more personal, and more realistic perspective. My Key Takeaway: To define...

Duration:00:55:30

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