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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: July, 2016
Jul 30, 2016

What's it like to climb Mt. Shasta with a hard-charging group of financial industry executives? What goes on behind the scenes to prepare for the climb and who made it to the top? And how do you deal with a major accident before the climb even starts?

In today’s episode, I take you behind the scenes in the Skip and Chip Excellent Adventure 5.0. Skip Schweiss of TD Ameritrade and Chip Roame of Tiburon Strategic Advisors organize an adventure trip each year and this year's destination was Mt. Shasta in northern California.

I participated last year and completed the 27-mile, 15-hour hike through four 12,500-foot high passes in the Rocky Mountains near Aspen, Colorado. This year, well, you'll have to listen to the story...

Jul 23, 2016

If you want to succeed in digital marketing, you can’t use yesterday’s strategies. Today’s most successful digital marketers take full advantage of the major digital networks and are creating content that is relevant, engaging, and share worthy.

In today’s episode, I chat with Mitch Joel. Mitch is President of Mirum - a global digital marketing agency with over 2000 employees. Marketing Magazine dubbed him the "Rock Star of Digital Marketing" and called him, "one of North America's leading digital visionaries." He is also an author, blogger, podcaster, and passionate speaker who shares his innovation insights on digital marketing and business transformation to audiences around the world.

Mitch and I discuss the strategies used by the country's most successful digital marketers.

 

Jul 18, 2016

Note: This episode originally ran on July 18, 2016

Eli Broad is the billionaire founder of two Fortune 500 companies—Kaufman & Broad (now KB Home) and SunAmerica. You don’t reach that level of success by doing things just like everybody else does. Broad said ‘being unreasonable” led him to generate massive results.

Listen to the podcast to learn 7 key business insights from his autobiography, The Art of Being Unreasonable, that illustrate how you can apply “being unreasonable” to jumpstart your success. Here's the first one.

1. In order to innovate, be unreasonable enough to ask fundamental questions about unexamined assumptions.
Start by looking at the most fundamental operating principles of your business., what most people would call the basics. They represent the strongest, stickiest, and most unexamined kind of conventional wisdom. Broad said this conventional wisdom has often gone so long without scrutiny that they’re accepted as gospel. That's what makes these core assumptions the best place to look for opportunities to innovate.

Charging a fee for assets under management certainly qualifies as conventional wisdom and we are starting to see advisors innovate in this area. Podcast guest James Osborne now charges a flat annual fee of $4,500 for money management and planning services regardless of account size. Brittney Castro charges a planning fee and a monthly subscription fee. And Scott MacKillop, founder of TAMP First Ascent, is capping his asset management fee at $1,500 regardless of asset size.

If you want to quickly gain visibility and new business, find a piece of conventional wisdom and be unreasonable enough to shake it up and find a new angle that appeals to a certain segment of your target audience.

Jul 18, 2016

Eli Broad is the billionaire founder of two Fortune 500 companies—Kaufman & Broad (now KB Home) and SunAmerica. You don’t reach that level of success by doing things just like everybody else does. Broad said ‘being unreasonable” led him to generate massive results.

Listen to the podcast to learn 7 key business insights from his autobiography, The Art of Being Unreasonable, that illustrate how you can apply “being unreasonable” to jumpstart your success. Here's the first one.

1. In order to innovate, be unreasonable enough to ask fundamental questions about unexamined assumptions. 

Start by looking at the most fundamental operating principles of your business., what most people would call the basics. They represent the strongest, stickiest, and most unexamined kind of conventional wisdom. Broad said this conventional wisdom has often gone so long without scrutiny that they’re accepted as gospel. That's what makes these core assumptions the best place to look for opportunities to innovate.

Charging a fee for assets under management certainly qualifies as conventional wisdom and we are starting to see advisors innovate in this area. Podcast guest James Osborne now charges a flat annual fee of $4,500 for money management and planning services regardless of account size. Brittney Castro charges a planning fee and a monthly subscription fee. And Scott MacKillop, founder of TAMP First Ascent, is capping his asset management fee at $1,500 regardless of asset size.

If you want to quickly gain visibility and new business, find a piece of conventional wisdom and be unreasonable enough to shake it up and find a new angle that appeals to a certain segment of your target audience.

 

 

Jul 9, 2016

When your clients sell their business, are you frustrated that you don't always add the resulting windfall to your AUM? There's a simple way to insert yourself in the sales process, add more value to your clients, and ensure you get your fair share of the proceeds to manage.

One of the objectives of my podcast is to help advisors figure out ways to add more value to their client relationships that goes beyond money management.

Today, we'll discuss how you can add tremendous value to your clients by helping them get top dollar for their company by selling to strategic investors.

My guest is Rob Follows, Founding Chairman and CEO of STS Capital Partners.

Rob is one of the world's leading mergers and acquisitions experts and his firm specializes in helping mid-market private businesses get maximum value for their companies by selling their business to a strategic--as opposed to financial--investor.

If you have clients who own a successful private business, you'll want to listen to this podcast and read the show notes.

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