Between Now and Success artwork

Between Now and Success

347 episodes - English - Latest episode: 16 days ago - ★★★★★ - 104 ratings

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.

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Episodes

How Concierge Wealth Management Services Can Improve Your Clients' Return on Life with Alex Miele

March 12, 2024 18:56 - 58 minutes - 44.6 MB

Guest: Alex Miele, CFP®, a Managing Director and Partner with Hierax Wealth Partners. Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives. Alex prides herself in finding solutions for her clients’ seemingly unsolvable problems, while providing a patient presence throughout each client’s unique journey. In a Nutshell: Mitch Anthony and I started ROL Advisor because we believe the fu...

Using an Outsourced Chief Investment Officer (OCIO) to Deliver Enhanced Investment Services and Free Your Time for Other High-Value Pursuits with Mario Nardone

February 27, 2024 17:15 - 50 minutes - 39.1 MB

Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors. In a Nutshell: The human side of financial planning is, increasingly, where financial planners are delivering the most value to clients. Building those relationships and helping people achieve their life goals can also be incredibly rewarding. But even an expert "people person" still has to ...

Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity

February 13, 2024 18:25 - 52 minutes - 40.9 MB

Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast. In a Nutshell: Many advisors think about tech and marketing in terms of "more": more reach, more productivity, more clients, more AUM. But lately I've been asking myself and my coaching clients: Isn't part of the p...

Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm

January 30, 2024 21:48 - 1 hour - 53 MB

Guest: Matt Reiner, a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. In a Nutshell: Nobody likes to fail, nobody likes to admit they failed, and nobody likes to publicly discuss their failure. That’s why I have huge respect for Matt Reiner. In early 2020, Matt made his first appe...

Welcome to the Jungle: Mark Hurley on Thriving During the Next Evolution of the Wealth Management Industry

January 16, 2024 20:20 - 1 hour - 61.3 MB

Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy & Protection LLC, a cybersecurity company. In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs would fall by the wayside. The first part of Mark's prediction definitely came true. And as we exit the era of cheap money and roaring markets, the ...

My 3 Words for 2024

January 01, 2024 06:07 - 27 minutes - 22.2 MB

For the ninth time, I begin the New year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year yet. It’s the My 3 Words exercise. 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 reviewing them daily, I have an inescapable reminder of my key focus points for the year. These words help me stay on track...

Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience

December 19, 2023 20:09 - 52 minutes - 41.6 MB

Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. In a Nutshell: It's been about seven months since I asked ChatGPT if I could retire without running out of money. Since then, the intersection of financial psychology and technology continues to advance rapidly -- not just in how advisors use AI, but in how they're improving their people skills and learning to meet clients and prospects where they are to deliver the advice that they need. These advancements on both t...

Explosive YouTube Growth Strategy: How James Conole Added $120 Million in AUM From YouTube in Just 12 Months

December 05, 2023 18:35 - 1 hour - 54.1 MB

Guest: James Conole, CFP®, Founder of Root Financial Partners and star of a very successful YouTube channel with over 61,000 subscribers. In a Nutshell: When prospects watch your YouTube videos, read your newsletters, listen to your podcasts, and click on your website, within seconds they should think, "These guys are reading my mind!" Understanding the information your audience wants is key to making content that appeals to both your ideal client and the complex algorithms that determine ...

Marketing Expert John Wernz On Digital Marketing, SEO, Media Efficiency Ratio, and a ChatGPT-4 Marketing Plan

November 21, 2023 16:37 - 1 hour - 56.4 MB

Guest: John Wernz, one of the top marketers on the planet. John was the Chief Marketing Officer of Wealth Enhancement Group (WEG) (listen to my podcast with WEG CEO Jeff Dekko) as that company grew rapidly through some sophisticated organic marketing programs. He’s currently Executive-in-Residence at Great Hill Partners, Executive Director and Board Member at Datalign Advisory, and Board Advisor at Testimonial IQ. In a Nutshell: Before recording this episode, I prompted ChatGPT-4 to “Play ...

Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning

November 08, 2023 20:10 - 48 minutes - 33.9 MB

Guest: Jon Dauphiné, Esq. is the CEO of the Foundation for Financial Planning, the U.S.'s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Dave Mantell, CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. In a Nutshell: In fields like medicine, law, and education, pro bono work is an established part of the professional culture. My guests today are at the forefront of a movement to build an...

Dr. Preston Cherry on Using the "Relationship Quality Index" to Give Clients What They Value Most

October 24, 2023 14:17 - 37 minutes - 24.5 MB

Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., the Founder and President of Concurrent Financial Planning, a comprehensive financial planning firm serving households and business owners across generations. Dr. Cherry is also Head of the Financial Planning Program and Director of the Charles Schwab Center for Personal Financial Planning at the University of Wisconsin–Green Bay. On top of that, he's a co-founder and Chief Evangelist at Practice Intel. In a Nutshell: There's a signific...

Manisha Thakor on Escaping the Cult of "Never Enough" and Finding "MoneyZen"

September 28, 2023 17:35 - 52 minutes - 32.5 MB

Guest: Manisha Thakor, MBA, CFA, CFP®, a national thought leader and personal finance expert with more than 25 years of experience working in the worlds of personal finance and investing. She's also the author of a great new book, MoneyZen: The Secret to Finding Your "Enough." In a Nutshell: Society trains us to believe that the answer to all of our problems is More: more stuff, more clicks, more Likes, and, of course, more money. But financial advisors know that the connection between tru...

Louis Barajas on Transforming Mindsets and Navigating Money's Complexities in the Latino Community

September 13, 2023 18:22 - 1 hour - 43.1 MB

Guest: Louis Barajas, an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors, where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries. Louis also serves as the founder and CEO of Business Management Lab, where he provides comprehensive business management services for iconic Latin artists. In a Nutshell: As a financial advisor, you've proba...

John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

August 22, 2023 13:20 - 58 minutes - 36.8 MB

Guest: John Furey, Founder and Managing Partner of Advisor Growth Strategies. John also created the Alliance for Registered Investment Advisors, a think tank including seven of the most successful firms that are dedicated to improving the RIA industry through a culture of continuous learning and sharing. In a Nutshell: The large RIA firms and the private equity investors that fund them are creating a new financial advisory landscape: a handful of really big firms and thousands of really sm...

How to Become a Masterful Storyteller

August 11, 2023 14:27 - 55 minutes - 38.2 MB

Story is software for the heart.  A great story well told is your greatest tool for influencing behavior. Your listeners can “call up” that story in the future and apply new input specific to the current situation. The story “programs” your listeners to take action based on the emotions the story generates. And this is how a story can continue to influence long after you've told your story. Becoming a masterful storyteller and story receiver will enrich your life, reignite your relatio...

Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual

August 01, 2023 14:15 - 39 minutes - 34 MB

Guest: Tim Gerend, Executive Vice President and Chief Distribution Officer for Northwestern Mutual. In a Nutshell: You can't turn a tanker around in the Panama Canal. Instead, insurance giant Northwestern Mutual is carving a new lane for itself by adding wealth management to the services its 20,000 advisors, leaders, and team members offer nationwide. With this unique combination of advice, products, services,  and technology, Northwestern believes it can compete on client experience while...

Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles

July 11, 2023 18:57 - 59 minutes - 35.8 MB

Guest: Cheryl Strauss Einhorn. Cheryl is the creator of The AREA Method, an evidence-based decision making system that uniquely controls for and counters cognitive bias to expand knowledge while improving judgment. She developed AREA during her two decades as an award-winning investigative journalist, writing for publications including The New York Times, Foreign Policy Magazine, Barron's, and Harvard Business Review. She's also the author of three books, including Problem Solver: Maximizing...

Mark McGrath on Using Twitter to Build His Business and the Impact of His Deeply Personal Tweet That Went Viral

June 27, 2023 14:46 - 48 minutes - 32.9 MB

Guest: Mark McGrath, CFP®, an advisor with Sweeney Bride Strategic Wealth Advisory in Squamish, British Columbia. In a Nutshell: Back in March, I saw a tweet from Mark that had gone viral. In it, he shared a very personal story about the hidden challenges of retirement that really struck a chord. As I write this, Mark's tweet has racked up 3,034 retweets, 900 quotes, 17.6K likes, 5,401 bookmarks, and an incredible 5.2 million views. We talk about that powerful story and how Mark uses socia...

Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice

June 13, 2023 19:49 - 1 hour - 52 MB

Guest: Jason Pereira, Partner & Senior Financial Consultant at Woodgate Financial Inc. in Toronto. Jason is a financial planner, writer, speaker, teacher, and podcast host with 20 years of experience in finance, practice management, and fintech. In a Nutshell: The rise of generative AI like ChatGPT, Bard, Midjourney, and Dall-E is creating a new series of challenges and opportunities for advisors. First-mover advisors, like Jason, are integrating this fast-moving technology into their prac...

Danielle Howard on Dismantling Money Scripts That Impede a Rich and Fulfilling Life

May 30, 2023 19:13 - 49 minutes - 32.1 MB

Guest: Danielle Howard, a Certified Financial Planner and the Founder of Wealth By Design, a boutique wealth services firm that works with individuals and families that value a holistic financial approach to the fall season of life. Danielle is also the author of Your Financial Revolution: Time To Recognize, Revitalize & Release Your Financial Power. In a Nutshell: Living a rich, full life goes well beyond how much money someone has. On this episode, Danielle Howard and I discuss how advis...

ChatGPT and I Recorded a Podcast

May 15, 2023 19:30 - 57 minutes - 49.7 MB

Guest: ChatGPT, a natural language processing tool driven by AI technology that allows you to have human-like conversations and complete a variety of other mind-blowing things. This artificial intelligence (AI) chatbot developed by OpenAI was released in November 2022 and has been upgraded since then. In a Nutshell: With all the excitement and interest around artificial intelligence, particularly ChatGPT, I thought it was time I did an episode on AI. And as I looked around for potential gu...

Dan Haylett on Defining, Building Out, and Delivering Human-Focused Financial Planning

May 02, 2023 15:37 - 53 minutes - 36.1 MB

Guest: Dan Haylett, Director, Head of Growth & Financial Planner at TFP Financial Planning in Essex, England. In a Nutshell: My business partner, Mitch Anthony, calls it "Life-Centered Financial Planning." Dan Haylett's firm uses the term "human-focused financial planning." However you describe the process, the fundamentals are the same: a growing movement of financial advisors putting people first and prioritizing the relationships they build with their clients over time. On today's show,...

Amit Dogra on Using Systems Thinking to Solve the Organic Growth Problem

April 18, 2023 18:11 - 1 hour - 43.2 MB

Guest: Amit Dogra, President and COO of tru Independence. tru offers an open architecture platform that provides a full suite of services that advisors need to manage and grow their business effectively. In a Nutshell: In 2022, I crunched the numbers from Charles Schwab’s 2022 RIA Benchmarking Study and spotted an alarming trend: net organic revenue growth is almost non-existent in our industry. Solving that problem isn’t just a matter of running a better marketing campaign or asking clien...

Leslie Tabor on How Advisors Can Build More Diverse and Inclusive Firms

April 03, 2023 21:15 - 1 hour - 40 MB

Guest: Leslie Y. Tabor, Director of Business Consulting and Education at Charles Schwab Advisor Services. In a Nutshell: Most successful RIA leaders have been very intentional about hiring top talent in this competitive jobs market. But the best of the best are now being just as intentional about diversifying their talent to create a more dynamic culture capable of delivering more value to clients. Leslie Tabor explains how Charles Schwab is helping RIAs build diverse cultures based on f...

Accessing Body Intelligence to Make Wiser Money Decisions with Gayle Colman

March 14, 2023 20:09 - 1 hour - 45.7 MB

Guest: Gayle Colman, Certified Financial Planner®, Master Integral Coach®, and author of the new book The Body of Money. In a Nutshell: Financial decisions are often framed as a tug of war between the head and the heart. But by paying attention to how the whole body expresses feelings around money, advisors can guide clients past their fears and towards a fulfilling sense of sufficiency and inner knowing.

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

March 07, 2023 16:36 - 57 minutes - 35.9 MB

Guest: Terry Foxworth CFP®, CLU, and his daughter, Morgan. Terry is the Managing Partner at Foxworth Advisors in Asheville, NC. Morgan is a student-athlete at Oregon State University where she is a member of the women's rowing team. In a Nutshell: To quote Terry's firm, "Life's an adventure. Plan for it." The TransAmerica biking adventure that Terry and Morgan planned (more or less) for Morgan's last summer before college brought them closer together and taught them just how much they're c...

Mastering a Growth Mindset with Hightower's Scott Holsopple

March 01, 2023 15:32 - 1 hour - 55.8 MB

Guest: Scott Holsopple, the Chief Growth Officer at Hightower, one of the top RIA firms in the country with well over $100 billion in assets under management. In a Nutshell: How do you think about your personal and professional growth?

Building an Interconnected Technology Future with Ainslie Simmonds

February 21, 2023 19:42 - 47 minutes - 29.7 MB

Guest: Ainslie Simmonds, President of Pershing X. In a Nutshell: For decades, technology has promised productivity boosts that would shorten work weeks and increase leisure time. But despite all the computing power at the heart of a modern financial services tech stack, I don't think the typical advisor is working any less than he or she was 10 years ago. Perhaps more importantly, I don't think tech has freed the typical advisor to focus more of their time on building client relationships ...

How People, Processes, Compensation, Culture, Pivots, and Growth Strategies Led Miracle Mile Advisors to $4 Billion + in AUM with Antonia Burchman

February 14, 2023 16:26 - 56 minutes - 38.6 MB

Like Miracle Mile Advisors, the path from where your firm is today to where you want it to be tomorrow is not a straight line up and to the right. You'll face fork-in-the-road moments that will define you and your firm. Antonia Burchman shares how Miracle Mile Advisors responded to their pivot points and paints a path forward for advisory firm leaders who want to grow and deliver a great client experience. Guest: Antonia Burchman, Senior Director of Corporate Development for Miracle Mile...

Working with Ultra-High-Net-Worth Families in a Multi-Family Office Structure with Pam Perskie

February 06, 2023 21:06 - 48 minutes - 39 MB

Pam Perskie is the Founder and CEO of Seven Mile Advisory, a multi-family office that works with clients who have significant financial complexity, including business owners, private equity professionals, real estate investors and operators, professional athletes, and entertainers. Pam and I discussed how a successful multi-family office operates, the profile of clients, how her firm charges for its services, the mindset advisors need to work with wealthy (and oftentimes famous) individual...

Using Theater and Linguistics Techniques to Train, Educate, and Engage an Audience with Andrew Kaye-Skinner

January 30, 2023 17:09 - 30 minutes - 25.9 MB

Andrew Kaye-Skinner is a Senior Product Trainer for Advisor Group, which is one of the country's largest independent broker dealers. Andrew and I discussed how he taps into his theater and linguistics background to deliver effective training to financial advisors. We also touch on some adult learning theory topics that will help you get your message across whether you're training your team of advisors or preparing to speak at an event.

A Guide to Private Equity and Enterprise Software Opportunities with Michael Fosnaugh

January 20, 2023 15:55 - 43 minutes - 29.3 MB

Michael Fosnaugh is a Chicago-based Senior Managing Director and Co-Head of the Flagship Fund at Vista Equity Partners (Vista). Vista has over $95 billion AUM and over 20 years of experience investing exclusively in enterprise software. I talked to Michael about the opportunity in private equity and how he and his team analyze and invest in the B2B software market.

Deconstructing Modern Portfolio Theory to Build Better Investment Portfolios with Miguel Sosa

January 13, 2023 15:29 - 25 minutes - 22.1 MB

Miguel Sosa is a research and product strategist at Bluerock Capital Markets, which has $15 billion in AUM. At the 2022 CAIS Alternative Investment Summit in Beverly Hills, Miguel and I discussed a paper he wrote on Advanced Diversification, where he used modern portfolio theory to deconstruct the three elements of diversification to quantify the benefits of each of those elements. We then discussed how to apply those three elements to build a more efficient portfolio. We get a little tech...

A Guide to Private Credit Alternative Investments with John Christmas

January 09, 2023 16:21 - 22 minutes - 18.1 MB

John Christmas is Co-Head of Business Development and Investor Relations at HPS Investment Partners, a global investment firm with approximately $92 billion in AUM as of September 2022.   John and I talked about how even as interest rates rise, private credit could provide a reasonable ROI with moderate volatility for clients looking beyond the traditional components of the 40 in the 60/40 portfolio.

10 Key Ideas From My Top Podcasts of 2022

January 04, 2023 16:12 - 29 minutes - 24.3 MB

Since 2014, I’ve published 678 podcasts and the vast majority were interview shows. In 2022, I published 45 shows. Here are 10 ideas from my top podcasts of 2022 that particularly resonated with me and my audience (in chronological order). You'll hear ideas from: Lisa Salivi Denise Shull Scott Keller and Vik Malhotra Scott Hanson Julia Boorstin Carrie Melissa Jones Lynne Twist Jess Bost Dr. Preston Cherry Rachel Robasciotti Full show notes: https://stevesanduski.com/top-p...

My 3 Words for 2023

January 01, 2023 07:00 - 21 minutes - 15.3 MB

For the eighth time, I begin the New Year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year yet. It’s called the My 3 Words exercise. 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. These words help me sta...

Financial Advisor Michael Bradley on Starting From Scratch and "Doing Wealth Planning Differently"

December 15, 2022 19:07 - 37 minutes - 25.8 MB

Michael Bradley founded Bradley Wealth in 2002. Today the firm offers high-touch financial planning and alternative investments to high-net-worth clientele. Michael and I have known each other since my days at Peak Advisor Alliance, and I was excited to catch up with him at the 2022 CAIS Alternative Investment Summit in Beverly Hills. We talked about his evolution from being a corporate executive for 15 years to starting his planning firm from scratch at the bottom of the Dotcom bubble. We...

Overcoming Heartbreak Through CrossFit and Positive Psychology with Jess Bost

December 14, 2022 16:44 - 1 hour - 52.9 MB

There's no one predefined path that will lead us through the challenges and heartbreaks that we all face in life. Often times the best that we can do is learn to accept and explore our emotions while remaining open to the opportunities in front of us. That willingness to explore and grow can help us heal, and help us redefine who we are going forward. In today's adventure episode, I talk to Jess Bost, VP – Brand Partnerships at Alpha Architect, a research-intensive asset management firm. J...

Advisor Group's Shannon Larson on Scaling Shared Service and Alternative Investments

December 05, 2022 15:04 - 21 minutes - 14.8 MB

Shannon Larson is the Senior Vice President, Platform Management and Product Development at Advisor Group, the nation's largest network of independent financial advisors.  I spoke with Shannon at the 2022 CAIS Alternative Investment Summit in Beverly Hills about how she and her team manage a shared service model, as well as how alternative investment products are helping their advisors offer more value to a wider variety of clients.

Alternatives Often Shine When Stocks and Bonds Burn with David Copeland

November 25, 2022 16:06 - 30 minutes - 25.3 MB

David Copeland is a principal and co-founder of Strategic Wealth Partners, an RIA firm with approximately $3.7 billion in assets under advisement as of December 31, 2021. He founded Strategic Wealth Partners in 2008 after serving as Senior Managing Director with Mesirow Financial for 21 years. He has also held investment positions with Merrill Lynch and commercial banking positions with Harris Bank. I sat down with David at the 2022 CAIS Alternative Investment Summit in Beverly Hills, CA...

Mountain Climbing Adventures with Skip Schweiss and Scott MacKillop

November 14, 2022 16:24 - 1 hour - 50.4 MB

You don’t reach the summit of 14,000 foot mountains more than 150 times without learning a few things along the way about life, health, and adventure. In today’s adventure episode, I talk to financial pros Skip Schweiss and Scott MacKillop. Between them, they’ve climbed mountains all over the world and lived a life of adventure while building thriving careers as executives in financial services. I’ve had the pleasure of joining them on several trips and can attest to their skill and wisd...

3 Challenges Facing Financial Advisors and What to Do About Them With Ben Harrison

November 07, 2022 17:53 - 41 minutes - 34.2 MB

Ben Harrison is the Co-Head, Wealth Solutions at BNY Mellon | Pershing, one of the industry’s largest custodians. I sat down with Ben at the CAIS Alternative Investment Summit in Beverly Hills, CA and we discussed the biggest challenges and opportunities facing financial advisors as well as his thoughts on what’s happening in the alternative investment space.

Ben Jones on His 2,800-Mile Mountain Bike Ride Down the Continental Divide in 43 Days

October 17, 2022 14:55 - 1 hour - 47.3 MB

In this series of podcasts, I'm going to talk to financial professionals about their lives outside of the office: the passions, hobbies, experiences, challenges, and accomplishments that have influenced who they are and how they think about success and fulfillment. The first episode with Ben Jones explores his trip down The Great Divide Mountain Bike Route, a 2,808 mile adventure from Banff in Alberta, Canada all the way to Antelope Wells, NM at the Mexican border. It's a grueling trip tha...

{Alts} The Case for Alternative Investments with Matt Brown

October 06, 2022 17:34 - 45 minutes - 33.2 MB

Should you allocate to alternative investments? For decades, advisors to the wealthiest strata of investors offered offered access to investments beyond the traditional stocks, bonds, and real estate. And for decades, there were significant barriers to entry in the alternative space that made it difficult for independent advisors to access the best money managers in the alt space. That’s now changed. Firms like CAIS have democratized access to some of the best money managers available an...

2 Exciting Podcast Updates

September 20, 2022 16:27 - 11 minutes - 8.84 MB

Podcasting is a wonderful way to showcase the talents, insights, and creativity of the amazing people that populate our world. In that spirit, I'm thrilled to announce two special series of episodes that I'm launching this fall. The first series of episodes is in partnership with CAIS, the leading alternative investment platform for financial advisors. To explain what we're doing, I asked industry star and CAIS CMO Abby Salameh to join me today to discuss this special series of 10 podcast ...

Best of: Using Your Relationship to Money as a Path to Personal and Professional Growth

September 12, 2022 21:28 - 51 minutes - 46.1 MB

Today's guest is Brent Kessel. Brent is co-founder of Abacus Wealth Partners, which has more than 50 employees and more than $2 billion in assets under management. (Editor's note: as of the date of this repost, September 2022, Abacus has about $3.5 billion in assets under management.) About ten years ago I was reading a Buddhist magazine and did a double-take when I saw an ad for a financial advisory firm on its back cover. Abacus Wealth has been on my radar ever since. "I have been a st...

Best of: Uncovering Your Client’s Values and Motivations to Drive Desired Behavior

August 24, 2022 09:40 - 52 minutes - 49 MB

My guest today, Dr. Eliott Berkman, is a tenured Associate Professor of Psychology at the University of Oregon, where he directs the Social and Effective Neuroscience Laboratory and conducts field-leading, federally-funded research on goals, motivation, and behavior change. He's also the Associate Director of the Center for Translational Neuroscience, and an author who writes about psychology and neuroscience for lay audiences, including in Psychology Today. We talk about the concept of the ...

Values-Based Financial Planning with Natalie Taylor

June 22, 2022 17:26 - 1 hour - 42.1 MB

What is the cornerstone of your financial planning process? Solid money management is table stakes, not a differentiator. What really stands out is when you help clients be thoughtful about "what's the money for" and then align their money to support the life they want to live and be in harmony with their values. Advisors who learn how to help clients make those connections will be providing a valuable service that creates clients for life. Note: This episode is an excerpt from one of th...

A Complete Guide to RIA Succession Planning with Paul Blease

May 31, 2022 17:52 - 48 minutes - 34.1 MB

Your business may not be for sale, but it should always be salable. According to a 2019 study by J.D. Power, the average age of a financial advisor is 55; approximately one-fifth of advisors are 65 and older. If you're within 5 - 7 years of exiting the business, succession planning should be one of your key strategic initiatives. Paul Blease advises that preparing to sell your practice is a process of analysis and optimization that requires a multi-year runway. Without proper planning, you...

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

May 18, 2022 20:21 - 1 hour - 47.2 MB

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.

Guests

David Bach
2 Episodes
Chris Ross
1 Episode

Twitter Mentions

@stevesanduski 1 Episode