While the need for financial advice – and the ability to access advice – has never been greater, most advisors still have not been able to capitalize on the growing number of opportunities.
According to Steve Sanduski, advisor coach, CFP, New York Times best-selling author and founder of the Sanduski Advisor Network, suggests that while it’s a bull market for advice, it has not been a bull market for financial advisors. In this episode of the RIA Edge podcast, Steve and Mark Bruno, managing director of Wealth Management for Informa Connect, discuss how advisors can accelerate the growth of their businesses, specifically:
- How advisors can adopt the right mindset and framework for thinking about growth
- How advisors can kickstart true organic growth strategies
- How AI, generational change and other factors will force advisors to revamp their business models/strategies to be competitive as we complete the waning years of the last baby boomers turning 65.
Connect With Mark Bruno:
- LinkedIn: WealthManagment.com
- LinkedIn: Mark Bruno
- Twitter: Mark Bruno
- LinkedIn: Informa
Connect With Steve Sandusky:
About Our Guest:
Steve Sanduski has 35-plus years of business experience includes:
- Working in Silicon Valley for Hewlett-Packard pre-internet days.
- Helping start a RIA that grew from $0 to $1.8 billion in AUM during my six years at the firm.
- Running Peak Advisor Alliance (now Carson Group Coaching) for 11 years as the Managing Partner as it grew from 0 to 1,000 financial advisor coaching clients.
- The co-founder and CEO of ROL Advisor, a digital tools and training company that serves hundreds of financial advisors in 11 countries.
On top of that, he’s been A CERTIFIED FINANCIAL PLANNER™ licensee since 1996, a New York Times Bestselling author, and currently hosts four popular podcasts with more than 700 published episodes.
Over the decades he has realized that his flow state is really a “Flow Wheel.” It’s the virtuous cycle of Learning, Translating, and Inspiring people to live a meaningful and financially sufficient life.
In practice, that means he’s a curious, voracious learner and doer who translates what he learns so he can inspire others through coaching, group training and tools, and his podcasts, books, and blogs.