Between Now and Success
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.
Episodes
Guest: Bill Cates, a Hall of Fame speaker, author, and referral coach. Bill's latest book is The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients.
In a Nutshell: When it comes to creating and sustaining organic growth, clicks and "likes" are important. But turning your existing clients into superfans who generate a steady stream of referrals creates strong, person-to-person connectio...
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 ...
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 ...
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...
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 f...
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 ...
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 foc...
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 deli...
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 y...
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: Be...
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 ...
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 Evan...
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. ...
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 a...
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 landscap...
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 an...
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, Nort...
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 th...
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...
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, ...
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