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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: May, 2018
May 21, 2018

Have you ever seen an advisor on TV or read a quote from an advisor and thought, “They should be talking to me; I’m just as smart as that advisor.”

The fact is, that advisor may not be any smarter than you from a technical standpoint, but they may be more media savvy than you are.

Now more than ever, money is news, twenty-four-seven. Baby boomers are retiring. Millennials have major money issues. Health care costs, Social Security, and Medicare are a constant source of political debate. The pros and cons of the new tax laws are still contentious. Cryptocurrencies could be bigger than the internet…or simply the next pets.com.

And one group of pros uniquely qualified to weigh in on all these hot button issues is…You—a financial advisor.

Recently I visited CNBC Studios in New Jersey and talked with Jim Pavia, award-winning journalist and Money Editor at CNBC Digital, about how advisors can get themselves ready for prime time.

May 7, 2018

Michael Chasnoff discusses how he grew Truepoint Wealth Counsel, his fee-only wealth management firm, to $3 billion in AUM and 750 households without any mergers or acquisitions.

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