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Between Now and Success

We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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Now displaying: November, 2015
Nov 27, 2015

Do you know where your new revenue will come from in 2016? When I coach financial advisors, I often find they have a goal to generate a certain amount of new assets under management. What's frequently missing, though, is a detailed breakdown of where those new assets will come from and a specific plan on how they will be generated.

In this episode, I discuss how to specifically identify where your new revenue will come from and how to ensure you achieve your new AUM goal. Plus, I share two other ideas and leave you with a key insight from Jim Rohn.

Nov 23, 2015

In addition to volatility in the financial markets, financial advisors have to worry about other threats to their business including regulations coming out of Washington and cyber attacks. Today’s guest, Skip Schweiss, keeps a close eye on all these non-market related issues and we go through the list and discuss simple steps you can take to mitigate the risks.

Skip is responsible for TD Ameritrade Institutional’s Retirement Plan Services platform. He is also the Managing Director of Advisor Advocacy & Industry Affairs.

And as I’ve witnessed firsthand (more in the podcast), Skip is a skilled and avid outdoorsman. In his spare time, he climbed all 54 of Colorado’s 14,000-foot mountains.

 

Nov 20, 2015

Four tips today about a bucket list, not settling for average, starting anew, and thinking much bigger about the impact you can make. I close with an inspirational quote that has been very meaningful to me.

Nov 13, 2015

Hey, welcome to my first Friday Podcast. Today, I share five ideas and tools that will help you plan better, market better, and get more profitable results from your seminars and events. 

For free access to the tools and links I mention in today's show, visit www.belayadvisor.com/fridaypodcast 

 

Nov 8, 2015

Have you planned as effectively for the transfer of your business as you have for the financial lives of your clients? In part II in our series on succession planning, (see part I here with Tim Kochis), my guest Jay Hummel continues the conversation and we discuss the operational and financial details of making a smooth transition.

Jay, along with Tim Kochis and Eric Hehman, is the co-author of a new book on succession planning titled, Success and Succession: Unlocking Value, Power, and Potential in the Professional Services and Advisory Space.

As a senior VP in the corporate strategy group at Envestnet, (see podcast with Envestnet founder Jud Bergman), Jay works closely with the firms largest RIA's. Prior to Envestnet, he was president of a large RIA.

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