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

Genres:

Business & Economics Podcasts

Description:

Language:

English

Website:

http://www.belayadvisor.com/

Email:

info@belayadvisor.com

Episodes

How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease

5/18/2022

In a Nutshell: Paul Blease's 40 years of experience in financial services covers everything from the big wirehouses to the largest independent RIAs. In the first of two conversations, Paul and I focus on the synergistic team model, which he believes is the best way for advisor CEOs to attract, retain, and maximize top talent, while also providing "white glove" service to all clients. Guest: Paul Blease, Co-Head of Invesco Global Consulting at Invesco U.S.

Duration:00:44:17

Ric Edelman on How to Future Proof Your Practice

2/4/2022

Rapid advances in technology, generational change, Covid, financial upheaval, and distrust in institutions are upending the course of life…and financial planning. In light of all that is changing, how do you future proof your business? In this special live webinar recorded on February 1, 2022, Ric Edelman, the #1 financial advisor of the past 30 years, joins me to discuss the impact of five critical areas on personal finance and how that affects your client work as a financial advisor. 1....

Duration:00:58:58

The Complete Guide to Webinar Marketing with Chris Ross

1/31/2022

In a Nutshell: Webinar marketing and digital communication is here to stay. In today's show, I talk to Eight Digit Media founder Chris Ross and we discuss a detailed, step-by-step strategy for generating tens of millions of new AUM each year from webinar marketing. And I'm not talking marketing fluff here. I have coaching clients who work with Chris and I've seen firsthand the results his team helps my clients deliver. Let's be honest, most advisors are not natural marketers. We'd rather...

Duration:01:12:55

My 3 Words Review and My 4 Filters for 2022

1/1/2022

For seven years, I’ve started each year with 3 words that I’ve carefully chosen to motivate me, remind me, and guide me on my road to making the New Year my best year ever. My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them multiple times a day. By being thoughtful when I identify my 3 words and then reviewing them on a daily basis, I have a daily reminder of my key focus for the year and this will (ideally) help me stay on track and on...

Duration:00:19:06

Best of: Doug Lennick

12/14/2021

What is the “real value” that financial advisors deliver and that clients are willing to pay for? The value delivered by financial advisors has morphed over time. Decades ago, it was picking stocks and facilitating transactions. Then asset allocation and money management came into vogue. In the past 15 years, financial planning has become popular in parallel with the rise of financial planning software such as MoneyGuidePro, eMoney, and NaviPlan. Underlying this has been the accelerating...

Duration:01:03:58

Planning For Your Goals, Dreams, and Aspirations

11/24/2021

Guest: Ashley S. Murphy, CFP® AIF® CEPA™, Founder and Executive Director at Global Financial Planning Institute and Founder and Principle at Arete Wealth Strategists. Insight: Where do you want to be at the end of next year? Most of us can see the top-line goals we want to achieve. What's harder is identifying the smaller steps you have to take every day to get to that destination. And what's harder still is having the discipline to keep taking those steps, even on the days when you're just...

Duration:01:04:42

Lessons on Leadership Honed Through Decades of Experience with Securities America’s Janine Wertheim

9/21/2021

Guest: Janine Wertheim, who recently retired from Securities America after spending 37 years with the company. Janine started shortly after the company was founded and served in a variety of leadership roles. Most recently, Janine was President of Securities America Advisors, which is the $75 billion RIA firm she and a small team founded back in 1994. Insight: I started my financial services career working for Janine back in 1993. Under her leadership, we built Securities America Advisors,...

Duration:00:40:30

Best of: Erin Scannell

8/19/2021

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 Masterclass in Marketing

7/12/2021

Guests: Patrick Brewer, CFA, CPA is the President & CMO at WealthSource, a full service national independent registered investment advisory firm. Prior to that, he was the founder and CEO of SurePath Wealth Management, a financial advisor practice with seven offices across the country. SurePath was acquired by WealthSource Partners in early 2021. He’s also the founder of Model FA, which supports financial advisors as they grow sustainable businesses, increase their visibility, and change...

Duration:00:51:43

A 4-Part Framework to Work with Families Who Desire Early Financial Independence

7/1/2021

Jim Crider, CFP® and CEO of Intentional Living FP discusses how his desire to guide people through the personal stress that money can create led him to a career in financial services and, ultimately, founding his own firm.

Duration:00:15:45

Becoming an Intentionally Human Financial Advisor

6/22/2021

In a Nutshell: Technology is going to absorb most of the technical aspects of our work, so we have to become experts at what it means to be human. And advisors who embrace and further develop their "human" side of advising will thrive no matter how technology evolves. Guest: Clare Ciervo, CFP®, Advisor & Financial Planner at Balanced Rock Investment Advisors.

Duration:00:30:35

How to Become Your Client's Retirement Coach

6/16/2021

Most advisors effectively handle the money question. Few are adept at handling the emotion question. In this discussion, retirement expert Mitch Anthony and Steve Sanduski, CFP® show how you can become your client’s retirement coach and help them navigate this tricky transition to retirement. For the full presentation, please register for our free webinar on June 29 at 2:00 ET. To register, visit: https://us02web.zoom.us/webinar/register/WN_bkodSXOASbyT0eTyIBH4wg This program has been...

Duration:00:28:03

Best of: Rebecca Rothstein

6/11/2021

What do you need to be a successful financial advisor? An Ivy League degree in finance? A family practice that you can inherit? A group of wealthy connections that you can network? An "in" at one of the major firms? Well, Rebecca Rothstein doesn't check off any of those boxes, and she's currently managing over $4.5 billion in AUM. Without even a high school degree, Rebecca left home at age 17. She bounced through a series of odd jobs -- including walking racehorses after they'd...

Duration:01:00:22

The Digital Money Advisor: Bitcoin Discussion for Skeptical Financial Advisors

5/25/2021

Episode: Joining me for this panel discussion on Bitcoin are: Meg Bartelt, CFP®, MSFP of Flow Financial Planning Ronnie Colvin, CFP®, of ColeFP Wealth Management Adam Blumberg, CFP® of Interaxis Academy Insight: Bitcoin can lead you down some very twisty rabbit holes. But as an advisor, learning the basics will allow you to answer the most common questions you’re going to get from clients: What is this? Should I invest in it?

Duration:00:33:38

How to Attract and Compensate A+ Team Members

5/10/2021

In a Nutshell: Top-performing financial advisory firms create an employee value proposition that goes well beyond what you pay them. The firms that are attracting and retaining top talent have developed multi-faceted strategies that address team members' financial desires as well as their innate desire to connect with something bigger that inspires them to do their best work. Guest: Anand Sekhar, Vice President, Practice Management & Consulting at Fidelity Investments.

Duration:03:03:08

What You Should Know Before Hiring a PR Firm with Jason Lahita and Jimmy Moock

4/19/2021

Ready to take your marketing up a notch? Working with a PR firm can really accelerate both your media presence and your potential for growth. But PR isn't something an advisor can just outsource and forget about; you have to be prepared to invest both your time and your money to get the most out of this relationship. Guest: Jason Lahita and Jimmy Moock of StreetCred Communications, a public relations company specializing in the financial services sector.

Duration:00:59:04

Bitcoin: Financial Advisors Must Respond to It

3/30/2021

Episode: Recently I was a guest on the Wicked Pissah Podcast, where I talked to hosts Chris Boyd, CFP® and Jeff Tomaneng, CFP® about how my lifelong interest in finance and tech led me to investigate bitcoin's potential as digital money and a store of value. Today's episode is a rebroadcast of that show. Insight: I believe that our global financial systems are at an inflection point. You don't have to agree with me about the role that Bitcoin might play in this transition. But you do need...

Duration:00:37:13

Creating a Repeatable Marketing System That Generates Quality Leads

2/22/2021

In a Nutshell: If you want to grow your business, you need to build out a systematic, repeatable action plan that will reach your ideal prospects and motivate them to make some positive changes in their lives — including working with you. Guest: Jeremy Keil is a CFP, CFA, CIMA, and founder of Keil Financial Partners in New Berlin, WI. My Key Takeaways: Also Learn:

Duration:03:22:08

Two Podcast Announcements

1/25/2021

Listen to this episode to learn about the change I'm making to Between Now and Success. The second announcement is the launch of my new podcast. You can subscribe to it here: https://stevesanduski.com/dma/

Duration:00:04:45

Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace Wealthtech

1/11/2021

In a Nutshell: The next wave of fintech and wealthtech will offer dramatic efficiency upgrades for advisors. Prepare your team to spend less time shuffling papers and more time having meaningful conversations with clients that will create real value. Guest: Marty Bicknell, Founder and CEO of the $35 billion AUM behemoth Mariner Wealth Advisors. My Key Takeaways: Also Learn:

Duration:00:18:26