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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, 2021
Jan 25, 2021

Listen to this episode to learn about the change I'm making to Between Now and Success.

The second announcement is the launch of my new podcast. You can subscribe to it here:

https://stevesanduski.com/dma/ 

Jan 11, 2021

In a Nutshell: The next wave of fintech and wealthtech will offer dramatic efficiency upgrades for advisors. Prepare your team to spend less time shuffling papers and more time having meaningful conversations with clients that will create real value.

Guest: Marty Bicknell, Founder and CEO of the $35 billion AUM behemoth Mariner Wealth Advisors.

My Key Takeaways:

  • We need a true advisor desktop platform. Marty believes the independent space still lacks a unified advisor desktop platform and that miss hurts our productivity. But he says it's coming.
  • Embrace change. Before the pandemic, about 25% of Marty's team was using the company's internal technology platform. During the pandemic, usage jumped to almost 100%. Now 85% of Marty's employees believe their productivity is up too. Those kinds of workflow and efficiency upgrades can be permanent if you build buy-in with your own team.
  • Explore your options. From upgrading your existing systems to affiliating yourself with a larger firm like Mariner, advisors need to evaluate the new pathways to growth that are opening in front of them.

Also Learn:

  • What Marty says is the number one problem in finance that tech can help advisor address.
  • Why Marty believes that the consolidation trend in our industry "isn't going anywhere, it's just getting started."
  • What changes Marty's team made because of the pandemic that will continue to be part of their business post-pandemic.
  • How Marty is leveraging the advantages of WFH while also helping his team work through the downsides, such as feelings of isolation.
Jan 1, 2021

Words have power, especially when you pick three of them at the beginning of the year and use them as a guide for the next 12 months.

Life is filled with distractions and it’s so easy to let the “stuff” of life knock us off the path we planned to follow at the beginning of the year. But an exercise I picked up from Chris Brogan called My 3 Words helps me stay on that path regardless of what life throws at me.

The idea is simple. Pick 3 words that motivate you, remind you, and guide you on your road to making 2021 your best year ever. Then write them down in a place where you’ll see them every day.

My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them multiple times a day.

By being thoughtful when you identify your 3 words and then reviewing them on a daily basis, you’ll have a daily reminder of your key focus for the year and this will help you stay on track and on plan.

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