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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: June, 2019
Jun 17, 2019

You’re not going to reach the top of this profession without having a competitive streak in you. And when you channel that competitiveness into “winning” for your clients and “winning” in the growth of your business, that’s a dynamite combo.

Today’s guest, Michael Bapis, is a competitor who played golf for the University of Utah, then collegiate-level basketball while studying abroad in Greece for two years. After finishing school, he moved to Phoenix and ran Jim Flick's Golf School at Desert Mountain. Once he decided to follow his father into finance, Michael kept learning and achieving at a very high level, first at Morgan Stanley, then at HighTower. In 2018, he opened Vios Advisors under the umbrella of Rockefeller Capital Management, working with high-net worth individuals, pro athletes, and entertainers.

We connected in person at the 2019 SALT Conference and discussed a wide range of topics including two key lessons he learned from his early mentor Jim Flick. These lessons became foundational cornerstones for how he built his advisory firm to more than $1 billion in AUM.

Jun 3, 2019

I'm convinced that one of the keys to success is to have extreme clarity. But clarity can be difficult to define, and even harder to achieve. In our business, many advisors don’t do a thorough enough job defining themselves to an ever-more-crowded marketplace. “We help you achieve your financial goals” might fit well on your website’s masthead. But does a phrase like that really say anything meaningful about who you are as an advisor, what kind of value you bring to the planning process, and who your ideal clients are?

To help us all achieve some … well, clarity on these important issues, I sat down with the “King of Clarity.” My guest today is Steve Woodruff, who is in the business of helping people discover their fit and then craft the words that become their verbal business card. He's also the author of a great book called “Clarity Wins: Get Heard, Get Referred.” In our conversation, Steve discusses the five questions he believes all business owners need to ask themselves about their branding and messaging, especially when it comes to your website.

And make sure you listen to the whole episode, because at the end we hold some advisor websites up to the King’s clarity standards. Steve’s feedback on the good, the bad, and the ugly of clarity will make you look at your own marketing in a whole new way.

(Don’t worry. Names have been disguised to protect the innocent. And the guilty.)

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