Info

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.
RSS Feed
Between Now and Success
2024
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
June
May
February
January


2021
December
November
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February
January


2014
December
November
October


All Episodes
Archives
Now displaying: March, 2019
Mar 25, 2019

Seminars work. I’ve had multiple advisors on my podcast in recent months who are all killing it with seminars. In fact, today's podcast guest, Bill Keen, raised $90 million in AUM last year from seminars.

Sure, it seems old school in the age of Facebook, YouTube, and Zoom, but people still value human to human live contact. You can only Google, click, and swipe so much before you just want to hear an actual person give you some good, solid information about how to live the best life possible with your money.

If you’re behind the curve on seminars and you aren’t sure how to start, my guest today, Bill Keen, is going to help you catch up. Bill’s firm, Keen Wealth, has almost half a billion dollars in AUM, and seminars have been pivotal to Bill’s success.

On this episode, Bill details the 5-step process he used to perfect his seminar process and it could help you get on track to raise tens of millions in new AUM. Yes, there’s more to it than just slapping together a good PowerPoint. But if you commit to Bill’s process and throw in some personal touches, you’ll be on your way to grabbing an audience and growing your client base.

Mar 18, 2019

A growing financial advisory firm needs lots of top talent. What are you doing to deepen your roster of advisors? Do your brightest employees see a path for themselves from, say, a business or marketing degree to CFP® certification? And if so, what can both the employee and the employer expect during that process?

Well, confession time: it's been a couple years (actually decades) since I got my CFP®, so I don't think I'm the best person to answer those questions. I decided to go to a better-qualified source.

Andrew Jones is a representative in the high-net-worth area at one of the country's leading investment management firms. Andrew recently completed the CFP® program and will soon meet the work requirements to become, officially, a CFP®.

Andrew told me that one of the reasons he decided to pursue his CFP® rather than an MBA is that he saw himself as more of a people person. Your firm needs to attract and cultivate millennials like Andrew who recognize that there's more to advisory than just managing money. Advisors who are skilled communicators and who are empathetic with an ability to connect with your clients as people are vital to the future of your business.

On today's show, Andrew shares his best advice for studying and passing the CFP® exam. He also talks about the resources his company made available to him and how studying with other aspiring CFP®s created a sense of camaraderie and accountability that was critical to his success. We also hear from a special guest who was particularly instrumental in helping Andrew earn his CFP®.

As you're listening to Andrew discuss this process, ask yourself what your firm could be doing to encourage young employees to pursue CFP® certification and how you could foster a workplace culture that would improve their chances of success.

Mar 11, 2019

David Bach is one of the most well-known names in personal finance and the RIA space. In 2018, AE Wealth Management ranked as the second-fastest-growing RIA in America according to Investment News and Financial Advisor Magazine.

David is also an 11-time best-selling author, including 9 New York Times best-selling books that have sold over 7 million copies and been translated into 19 languages. His latest, “The Latte Factor,” is also a huge hit.

And on top of all that, David’s massively popular “Smart Women, Smart Retirement” seminars are currently being taught coast to coast by his licensed advisors.

On today's show, we do a deep dive on marketing, with a focus on seminars and the kind of storytelling David uses to connect with prospects and grow great businesses.

1