RIA Edge Podcast: It’s a Bull Market for Advice: But is it a Bull Market for Advisors? With Steve Sanduski

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 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.

Resources:

 RIA Edge Podcast

Connect With Mark Bruno:

• WealthManagement.com
• LinkedIn: WealthManagment.com
• LinkedIn: Mark Bruno
• Twitter: Mark Bruno
• LinkedIn: Informa

Connect With Steve Sandusky:

• Steve Sanduski.com 
• LinkedIn: Steve Sanduski 
• Twitter: Steve Sanduski 

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.

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