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Steve Sanduski, founder of Belay Advisor, offers coaching and training programs for financial advisors. He’s also the co-founder of ROL Advisor, a company that offers Life-Centered Planning technology and training that helps advisors put their client’s life at the center of the conversation not their money. He has authored two books including his best-seller, Avalanche: The 9 Principles for Uncovering True Wealth.
Takeaway Quote:
“If you’re not treating your employees well, it’s unlikely that they’re going to treat the clients well.”
Show Timeline:
2:06 Overview of Steve’s business and the work he is doing today with advisors
5:10 Eliud Kipchoge’s 5 step process to achieve the sub 2-hour marathon (and how that connects to the work advisors do)
9:33 Ensuring advisors have the right people on their team
13:33 The role and importance of culture in the workplace
21:50 The importance on continuous learning to grow and evolve as an advisor
27:12 The role of technology role in an advisor’s business
34:30 A great idea to help you become more referable
Links:
Website: https://stevesanduski.com/
Twitter: https://twitter.com/SteveSanduski
Blog: https://stevesanduski.com/podcast-blog/
LinkedIn: https://www.linkedin.com/in/stevesanduski/
Want more?
Stephen Wershing: www.TheClientDrivenPractice.com/checklistblog
Julie Littlechild: www.absoluteengagement.com/blog
Episode Transcript:
Julie Littlechild:
Welcome to Becoming Referable, the podcast designed to help you become the advisor people can’t help talking about. I’m Julie Littlechild. Today, Steve and I are thrilled to be speaking to Steve Sanduski. Now if you’re a fan of podcast, you probably already know Steve for the three, count them, three great podcasts he delivers to this industry. Now, it’s fair to say that Steve wears a few hats. He is the co-founder and CEO of ROL Advisor, which is a software and training company for financial advisors. He works directly with many top advisors to help them run a more effective businesses. He’s a speaker, and workshop facilitator.
He also brings these very deep insights from past roles in the mid-1990s, Steve helped launch and build a multi-billion dollar AUM, RIA for 11 years in the 2000s, he was the managing partner of PEAK Advisor Alliance, which is now Carson Group Coaching. So we talked to Steve about what it really takes to excel in this industry. He takes a really interesting journey that focuses at first glance on how the famous runner, Eliud Kipchoge, and you’ll know him for breaking the sub 2-hour marathon barrier, but Steve ties what it took to do that directly back to the lessons that we can learn about doing great things in our businesses.
With that, let’s get straight to the conversation with Steve. Steve, welcome to the podcast. So happy to have you here.
Steve Wershing:
Welcome, Steve.
Steve Sanduski:
Yes. Well, I am excited to be here. It’s great to have a conversation with you two. I’ve known both of you for a number of years now. I’m a big fan of the podcast, so it’s a real thrill for me to be on the show.
Julie Littlechild:
Thank you. I know you’re used to asking the questions, but we’ve got you in the hot seat today, so you’re ours for the next 30 minutes.
Steve Sanduski:
Yeah.
Steve Wershing:
That’s right.
Steve Sanduski:
The tables are turned.
Steve Wershing:
That’s right. You’re on the other side of the microphone today my friend.
Steve Sanduski:
That’s right.
Julie Littlechild:
Hey look, I’ve got a ton of questions to ask you, but can you just start by telling us a little bit about the business and the work that you’re doing with advisors?
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