Executive coach for high-performing financial advisors. Co-founder and CEO at https://xitter.cf/t.co/pJUc9EgG4a. Host of multiple podcasts.
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Joined January 2009
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If you're not learning faster than the world is moving, you're history.
In my weekly letter, I connect the dots at the intersection of business, investing, and life.
Subscribe for free. stevesanduski.com/letter/
What are the top RIA firms doing to generate 12%+ organic growth?
1. Separating Business Development from Advice Delivery
2. Building a Multi-Channel Marketing Engine
3. Match New Clients to Best-Fit Advisors.
New @barronsadvisor podcast.
stevesanduski.com/barrons-al…
#BTC at an all-time high.
Gold pushing all-time high.
Treasury rates rising.
Dollar dropping.
Buckle up!
“No one ever regretted buying the very best, whether it is a premium collector car or a piece of premium real estate. Scared money chases bargains, and smart money chases excellence.” Billionaire David MacNeil in today's WSJ.
Most advisor marketing feels like background noise.
You can easily outsource mediocrity, but the fastest growing advisors roll up their sleeves, do the hard work, and create thoughtful, authentic, and strategic marketing plans that deliver results. stevesanduski.com/barrons-sa…
Fun fact: The price of gold in January 1975 (when it became legal in the US for personal ownership) was about $180/oz. The CPI inflation-adjusted price today is about $1,100.
The current price of gold…$3,250
Hmm, pretty good inflation hedge.
Forget casting a wide net—this RIA built billion-dollar scale by becoming the expert for just one kind of client.
Learn who and how in my latest @barronsadvisor podcast.
stevesanduski.com/barrons-bi…
Man overboard! Man overboard! Man overboard!
It’s the last thing a skipper wants to hear, especially at the start of an intense ocean race, near jagged rocks, and surrounded by other speeding yachts.
My 600-mile yacht race with @_NikkiHenderson. stevesanduski.com/bnas-nikki…
You may be going about “goals-based planning” all wrong.
In my latest @barronsadvisor podcast, @neuranne shared several ideas that challenge traditional goal-setting and she offers practical approaches financial advisors can implement with clients.
stevesanduski.com/barrons-an…
Should every employee in your firm own equity in the company?
The founder of $40 billion RIA @StewardPartners says YES!
Checkout my latest conversation with Jim Gold on the @barronsadvisor podcast for the scoop. stevesanduski.com/barrons-ji…
You are in a business of numbers, but do you know the numbers of your business—particularly marketing?
When it comes to marketing, too many firms skip the numbers and jump into tactics without a clear strategy.
Latest @barronsadvisor pod with @DGNewson. stevesanduski.com/barrons-da…
What if the key to a fulfilling life lies not in choosing a path, but in mastering the balance between opposites?
Why I'm moving from My 3 Words to My 3 Polarities in 2025
stevesanduski.com/my-3-polar…
To niche or not niche follows strategy.
Determine what your business strategy is first, then determine if the “tactic” of niching supports your strategy.
Niching itself is neutral.
What makes it appropriate/inappropriate is whether it supports your strategy.
"Money is not just a tool; it’s a partner with a soul."
That’s a bold statement from @DrPrestonCherry, author of a great new book, Wealth in the Key of Life: Finding Your Financial Harmony.
Details in my new podcast: stevesanduski.com/bnas-prest…
How do you effectively move some clients from you to another advisor at your firm?
How do you do it so clients experience it as an upgrade instead of feeling like they’re getting demoted to the “junior advisor?”
It takes a plan! stevesanduski.com/managing-c…
Nearly 50% of financial advisors who sold or merged their RIA were dissatisfied with the outcome.
How can that be?
What can you do to not be that statistic?
Nikolee Turner from @Schwab4RIAs and I discuss on @barronsadvisor podcast. stevesanduski.com/barrons-ni…
My 3 most recent podcasts...quite stellar lineup. stevesanduski.com/podcast-bl…
Here’s what I’ve learned about life and success from hosting more than 850 podcasts over 10 years. stevesanduski.com/10-insight…
