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.
Two Podcast Announcements
Since I launched this podcast back in 2014, there have been dozens of new practice management podcasts directly targeting this financial advisor space. And frankly, it’s become very crowded. And so it’s time to move on to what I see as the next big move for financial advisors.
Marty Bicknell Sees a More Efficient Future for Advisors Who Embrace WealthTech
In a Nutshell: The next wave of fintech and wealthtech will offer dramatic efficiency upgrades for advisors. Prepare your team to spend less time shuffling papers and more time having meaningful conversations with clients that will create real value.
Guest: Marty Bicknell, Founder and CEO of the $35 billion AUM behemoth Mariner Wealth Advisors.
My 3 Words for 2021
Words have power, especially when you pick three of them at the beginning of the year and use them as a guide for the next 12 months.
Life is filled with distractions and it’s so easy to let the “stuff” of life knock us off the path we planned to follow at the beginning of the year. But an exercise I picked up from Chris Brogan called My 3 Words helps me stay on that path regardless of what life throws at me.
Barron’s Advisor is the gold standard when it comes to advisor conferences, rankings, education, and practice management. I’ve had a longstanding relationship with them and am thrilled to announce our new collaboration.
Learn all the details in today’s short episode. And be sure to visit: https://stevesanduski.com/barronspodcast/
Understanding Bitcoin and busting myths with Adam Blumberg
In a Nutshell: Learn the basics and dispel the myths around Bitcoin so that you can provide advice that's in your clients' best interests.
Guest: Adam Blumberg, CFP, co-founder of Interaxis, a company that provides research and education to advisors and companies in the cryptocurrency, digital assets, blockchain, and DeFi space.
Marty Bicknell, spooked that clients were getting bitcoin through other outlets, now allocates to it through an SMA
Marty Bicknell, founder of Mariner Wealth Advisors, is making another innovative move: his firm will offer bitcoin to its clients.
Customer ReviewsSee All
Superb RIA advise!
Recent industry changes keep accelerating at an ever faster pace and this podcast is the calm in the storm. I have been in the business for the last 23 years and recent 13 as my own RIA and insurance agent. The information in these podcast are invaluable to staying in the game. Highly highly recommend for any level adviser.
Steve, host of the Between Now and Success podcast, highlight all aspects of business, investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!
One of the top financial planning podcasts
Steve does an amazing job covering cutting-edge industry trends that helps you position yourself as the financial planner who will still be thriving in 10 years. I find myself taking pages of notes with every podcast I listen to. I’m thankful that Steve takes the time and energy to interview guests and share his perspectives to make our industry better.