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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, 2016
Nov 8, 2016

Your business is under assault from Robo Advisors, technology disruption, Vanguard and Schwab’s low-cost call-center programs, the DOL rule, flat markets, and clients who are scrutinizing fees more closely than ever before. Ask yourself…

  1. How will you continue to add value in an industry that faces competitive threats and shrinking margins?
  2. How will you ensure clients don’t fire you if the financial markets experience years of flat to declining returns?

Business as usual will lead to a steady and predictable decline in the value of your business. But there is a way you can add predictable and measurable VALUE that doesn’t depend on the S&P 500 going up.

In today's show, learn how to:

  1. Add overwhelming client value.
  2. Protect your margins.
  3. Get more referrals.
  4. Never lose another client.
  5. Close the 70bps gap in your value.

 

Nov 3, 2016

"If you want to be an entrepreneur, you have to get comfortable with the notion of failing. Once you get completely comfortable with the idea that you're going to fail, what ends up happening is you build this resistance up and you start to think more clearly," says Anthony Scaramucci.

Today's guest, Anthony Scaramucci, is the founder and managing partner of the $12.5 billion alternative investment firm SkyBridge Capital, the host of "Wall Street Week" on Fox Business, and a frequent contributor to major media. His new book, Hopping Over the Rabbit Hole: How Entrepreneurs Turn Failure Into Success, is a primer on how to thrive in an unpredictable business environment.

In our conversation, we discuss the ups and downs of entrepreneurial life, the key lessons learned on his road to success, and we even sneak in some conversation about the DOL Rule and the presidential campaign.

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