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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: January, 2018
Jan 29, 2018

With the accelerating pace of technological change, how can you be sure you are making the right technology choices? What should your tech stack look like?

One of the biggest changes in the financial advisory business over the past 10 years or so has been the rise of technology. Now, of course, technology has always been a part of the business -- as anyone who, like me, struggled with Advent Access performance reports in the 1990s can attest. But the accelerated rate of technology change in the last 10 years has been amazing. Unfortunately, for many financial advisors, the rate of change, and the number of choices available, has also been overwhelming.

My guest today, Matt Sonnen, is the founder and CEO of PFI Advisors. Matt's firm works with billion-dollar breakaway advisors who are looking to set up their own firms. In our conversation, Matt and I sorted through the tech stack that advisors need to run a top-notch firm and compete in today's marketplace. We "name names" to help you figure out which companies and products will offer the best solutions for your practice.

Jan 15, 2018

How long could your business survive without you?

For financial advisors, I think that’s really two questions in one. Part one is a question of scale. Part two is a question of how you want to connect with your clients, build a sense of community, and run a modern advisory practice.

Brighton Jones is one of the top fee-only wealth management companies in the country, and one of Washington’s 100 Best Companies to Work For seven years in a row. Brighton Jones also placed on Barron’s List of the Top 100 Independent Financial Advisors, and Forbes’ List of the Top 50 Wealth Advisors.

And they racked up these accolades, in part, while the CEO was on a year-long jaunt with his family that covered 35 countries.

My guest today, Jon Jones, is the CEO of Brighton Jones. We talked about how he prepared his company to run without him for a year, why financial advisors should put more focus on revenue and less on AUM, and how his firm divides up responsibilities between business development and advising clients to achieve scale without sacrificing the Life-Centered Planning experience.

Jan 1, 2018

If you could come up with 3 words for this year, that would drive your actions and keep you on track to make this your best year ever, what would those 3 words be?

For several years now, I’ve begun the year by identifying 3 words that will set the course, give me direction, and totally excite me as I move through the year. I write these words at the top of my Daily Focus sheet and look at them daily throughout the year.

The premise is simple. Pick 3 words that motivate you, remind you, and guide you on your road to making 2018 your best year ever.

I encourage all of my clients and I encourage all of you to do this same exercise as it will help you stay focused on the most important outcomes for the year.

In today’s post and podcast, I discuss my 3 words for 2018 as well as review my 3 words for 2017 and discuss how well I executed on them.

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