Info

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.
RSS Feed
Between Now and Success
2024
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
June
May
February
January


2021
December
November
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February
January


2014
December
November
October


All Episodes
Archives
Now displaying: June, 2016
Jun 29, 2016

You could be the smartest, most technically competent financial advisor in the country but without solid leadership and a marketing plan, you’ll be like the lonely Maytag repairman.

Few RIAs have been as successful at building their business through good old fashioned business leadership and sophisticated marketing than Wealth Enhancement Group (WEG). This multi-billion dollar RIA has an impressive management philosophy and marketing machine that is firing on all cylinders.

CEO Jeff Dekko’s early career was spent working for consumer packaged goods companies such as General Mills. In 2003, he joined WEG and has guided the company through tremendous growth.

He’s rather unusual because he did not “grow up” in the financial industry and instead, brought a sophisticated outsider's perspective to building and managing an RIA.

Listen to Wealth Enhancement Group CEO Jeff Dekko as we discuss leadership, marketing, and the future of the RIA business.

 

Jun 13, 2016

Providing great customer service is no longer good enough. Today’s consumers are grading you on the “client experience” you deliver and how your client experience makes them feel.

Customer service is just one aspect of the client experience and if you do not intentionally create a client experience that “wows” your clients, your business will quickly fall behind the national RIAs who are leading the way in creating national brands with consistent experiences.

I recently moderated a panel at the FPA of Massachusetts annual conference and while the topic was ostensibly about Robo Advisors, it was actually about how to use Silicon Valley thinking to deliver an extraordinary client experience.

This podcast is a recording of the session with Eric Roberge, Alex Benke, and Lex Sokolin that was moderated by me. By listening to this podcast, you’ll gain a deep understanding of Robo Advisors, the different ways to use them, and how advisors are using technology to enhance the client experience.

 

Jun 1, 2016

The Envestnet Advisor Summit was packed with an agenda of top speakers and a multitude of sessions to choose from. And they capped it off with a closing keynote from Ohio State football coach Urban Meyer. Meyer’s talk was so good and insightful that I’m now a Buckeye fan—except when they play Wisconsin and Nebraska!

Here are six of my takeaways from the event plus a bonus interview with Vestorly co-founder Justing Wisz. Make sure you listen all the way to the end as I ask Justin what was the most important thing he learned when he worked for mega-RIA Ken Fisher. His answer may surprise you. 

1