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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: December, 2015
Dec 28, 2015

How will you succeed in the years ahead?

Multiple trends are shaping the industry and how advisors respond to those changes today will determine whether they thrive or just barely survive over the next few years.

Will Robos drive down pricing and push mainstream advisors out of business? Will Vanguard, Schwab, Fidelity, and TD Ameritrade grab the lion’s share of the mass affluent market with their hybrid robo offerings? Can lifestyle practices survive?

Those are just a few of the questions I discuss with today’s guest, Chip Roame. Chip is the Managing Partner of Tiburon Strategic Advisors and a leading strategic consultant to CEOs, other senior executives, & boards of directors in the banking, insurance brokerage, & investments markets.

While it’s easy to dismiss “the future” as something you don’t have to worry about today, the reality is, change is happening faster and with more ferocity than most people think. Listen to today’s show to catch up on some of the big trends and learn how to make your business “built to last.”

Dec 25, 2015

What is the most important part of a happy retirement? Here's a hint--it's not financial security.

A recent study from Age Wave said 81% of retirees felt health is the most important part of a happy retirement. That was followed by financial security at 58%, family and friends at 36%, and having a purpose in life at 20%.

In today's show, I discuss the idea of helping your clients take more control over their health situation--not from a diet and exercise standpoint--but by helping them become better consumers of healthcare services. See below for a link to a resource that will help you do that. Given how important health is to a happy retirement, you may want to add this as an agenda item to your next review meeting. 

In addition, I talk about making a shift from focusing on the "destination" in what you do to focusing on the experience for your clients. I also make an offer to review the completed business plan of three advisors who completed the business plan template I discussed last week.

I end the show with a story about a monk meditating by a lake and how that applies to the "basics" of building a business.

Dec 18, 2015

Are you feeling too busy? Not enough hours in the day? The problem may not be your level of productivity. The problem may be you’re doing way too many activities that bear little fruit.

Instead, in today’s show I share one question you can ask yourself that will force you to zero in on the leading activities you need to do to get the results you want.

In addition, I discuss a simple three-step framework you can use to bring about behavior change in you–and in your clients–and I share a key insight from an earlier podcast with Hollie Fagan of Blackrock.

I end the show with a quote from Aristotle and challenge you to put your “real” self out there even if some people disagree with you.

Dec 14, 2015

The unstoppable pace of technology innovation and market competition could put you out of business unless you take steps today to add value far above and beyond traditional investment management.
Robo advisors, Vanguard’s Personal Advisor Services, and Schwab Intelligent Portfolios are just a few of the firms who are transforming the delivery of financial advice. And these firms have bigger brands, huge resources, and offer their services at a fraction of the cost when compared to traditional financial advisors.
So here’s the deal–financial advisors who want to remain relevant for years to come, who want to maintain their profit margins, and who want to offer services that clients are willing to pay dearly for, will need to completely rethink the services and type of advice they offer.
Today’s show with guests Alan Spector and Keith Lawrence discusses retirement coaching as one possible advice area where advisors can add value to fend off competitive attacks.

Dec 10, 2015

Is it a good idea to set stretch goals? Yes. Stretch goals, set and managed properly, could catapult your business 10X.

Stretch goals make you realize you have to change your level of thinking. With stretch goal thinking, you have to ask yourself, “What new strategy or business model could enable me to grow 10 times bigger than I am today?”

Clearly, the answer involves leverage—not financial leverage—but people and technology leverage. This is how the largest RIAs grew to billions in assets under management.

In this episode, I discuss three things: 1) how to set stretch goals, 2) the need to make the shift from just managing money to managing lives, and 3) I share insights from two of my 10 most popular podcasts in 2015.

I end the show with a tribute to adventurist, entrepreneur and deep ecologist Doug Tompkins who passed away this week.

 

Dec 3, 2015

Here’s a short but very powerful exercise. What three words could you come up with that would set the course, give you direction, and totally excite you as you move through 2016? In my financial advisor coaching, we dig deep to get focused on the key things that will make the desired outcomes happen. This three-word exercise is one simple way to help the focusing process.

In this episode, I discuss how to come up with your own three words for 2016 as well as review my three words for 2015 and my assessment of how well (or not so well) I executed on them. Plus, I share one other idea on a one-sentence strategic plan and leave you with a meaningful insight from Roy Disney.

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