174 episodes

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.

Between Now and Success Steve Sanduski

    • Marketing

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.

    Building a Billion-Dollar Advisory Firm One Relationship at a Time

    Building a Billion-Dollar Advisory Firm One Relationship at a Time

    Where does the drive come from for top achievers who keep knocking it out of the park long past the point that many of us would have kicked up our feet and called it a career?

    That question has fascinated me for decades and today's podcast guest, Laila Pence, CFP®, shared with me one of the most compelling stories I've ever heard about overcoming early life challenges to become one of the country's most successful and respected financial advisors.

    • 44 min
    Grow Faster by Solving the Needs of a Niche in a Unique Way

    Grow Faster by Solving the Needs of a Niche in a Unique Way

    All financial advisors deliver services and advice. The ones who are growing their businesses find creative ways to stand out in an increasingly crowded marketplace and attract a niche of clients they can offer the most value to.

    Steve Wershing is the President of The Client Driven Practice and the author of Stop Asking for Referrals. He's also the cohost of a great podcast called Becoming Referable.

    • 51 min
    Creating a Remarkable Client Experience Through Personalization, Co-Creation, and Journey Mapping

    Creating a Remarkable Client Experience Through Personalization, Co-Creation, and Journey Mapping

    In a Nutshell: Delivering great service is table stakes. Drive toward extraordinary by creating a unique, emotionally engaging experience for each individual client.

    Guest: Julie Littlechild is a leading expert on the drivers of client engagement. She's also the cohost of the Becoming Referable podcast and the author of the book The Pursuit of Absolute Engagement.

    • 51 min
    Leveraging AI to Automate 30 - 40% of Your Mundane Tasks

    Leveraging AI to Automate 30 - 40% of Your Mundane Tasks

    In 2020, the most successful advisors have moved past worrying about "competing" with technology. Instead, they're finding ways to automate the 30 - 40% of the mundane tasks that are necessary for relationships but don't enhance them, so that they can focus on the human conversations that create real lasting value -- and more business.

    My guest is Matt Reiner, CFP® CFA®, the cofounder and CEO of Benjamin, "the world’s first A.I. assistant created for advisors by advisors."

    • 52 min
    My 3 Words for 2020

    My 3 Words for 2020

    The premise is simple. Pick 3 words that motivate you, remind you, and guide you on your road to making 2020 your best year ever.

    I encourage all my clients to do this and I encourage you to do this same exercise as it will help you stay focused on the most important outcomes for the year.

    • 24 min
    Building a Wildly Successful Marketing Machine

    Building a Wildly Successful Marketing Machine

    The largest financial advisory firms have developed consistent marketing programs that deliver a predictable stream of ideal clients...and there's just a handful of different ways to do it.

    Brad Johnson is the Vice President of Advisor Development for Advisors Excel. He's also the host of a great podcast for financial advisors called The Elite Advisor Blueprint.

    • 1 hr 15 min

Customer Reviews

longwaves ,

The Advisor Who Gets the Most Stories

Informative podcast presented in an easy to listen to way by two of the preeminent thought leaders in financial services.

Ash.Roy ,

Great Podcast with very actionable content!

Thanks Steve. Excellent podcast with great actionable content. Keep up the awesome work!

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