Between Now and Success Steve Sanduski

What can Elton John, Van Halen, and Taylor Swift teach financial advisors about running a successful firm?

On today's show, Matt Ackermann and Andree Mohr discuss their unique spin on writing about practice management, which examines stories about how famous musicians hone their craft and applies those lessons to what we do as advisors.

Guest: Tom Rieman, the Founding Partner and CEO of Practice Intel, a company dedicated to empowering advisors to deliver truly impactful advice. Tom has held leadership roles at J. D. Power and Associates, Brinker Capital, and J. P. Morgan Asset Management.
In a Nutshell: Tom and I explore three themes that are crucial to all advisors' success: organic growth; bridging the advice-experience gap between what your clients want and what you're delivering; and what an ideal advice experience looks like from the client's perspective. Our conversation is filled with actionable insights that challenge conventional wisdom about client satisfaction and business growth. And Tom's perspective and experience offer a powerful roadmap for you to make a real difference in your clients' lives.

Guest: Devin Martin, a transformation coach who specializes in helping individuals navigate major life and career transitions.
In a Nutshell: Devin discusses his transformative journey from corporate success to a year of solitude on a mountain, his insights into personal growth, and his approach to transformational coaching. The episode explores themes of crisis management, the importance of mindfulness, and the transformative power of self-discovery.

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 connections that digital marketing never will.
On today's show, "The Original Referral Coach" Bill Cates offers actionable specifics on how to set the stage for referrals, how to ask and position for referrals, how to follow up on referrals, and more importantly, how to create the mindset that attracts referrals on a consistent basis. If you're serious about growing your client base, grab a pen and paper and block off an hour or two -- you're going to want to listen to this episode more than once.

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 future of our industry lies in not only improving clients' return on investment, but also in improving their Return on Life. To help folks get more from their money than just more money, advisors need to expand their ideas about what kinds of services we can offer and improve the "soft skills" that can form generational relationships.
On today's show, I'm sharing a conversation about providing world-class, human-to-human service that I had with top advisor Alex Miele during an ROL Advisor Learning Hour session. Alex breaks down what "concierge" service is, how she charges for it, and how her team delivers value that too many advisors don't.

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 deliver on the numbers side as well. Outsourcing your investment management can be one way for advisors to spend more of their time doing what they do best while also ensuring optimal outcomes for clients.
On today's show, Mario Nardone explains what an OCIO is and how they work with advisory firms to enhance their investment offering while freeing up the advisors time for other high-value pursuits.