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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: June, 2017
Jun 21, 2017

The resurgence of analog products in our digital advisor world has profound implications for both consumers and businesses, which author David Sax details in his new book, “The Revenge of Analog: Real Things and Why They Matter.”

As financial advisors get caught up in trying to “digital advisor everything,” it’s important to remember that there are many times when human to human contact is the best strategy to please the client and deliver the best client experience.

On today’s podcast, David and I discuss how digital advisor and analog technologies can both complement and disrupt one another, and how striking the right balance between digital and analog experiences is key to your future success as a financial advisor.

Jun 7, 2017

If you're still stuffing mailers, making cold calls, and tweeting the occasional Warren Buffet interview to a handful of followers, it's time to upgrade your marketing strategy and let data driven content drive some foot traffic through your front door.

On today's show, Justin Wisz, the co-founder and CEO of Vestorly, talks about how automated content and advanced AI can provide "delightful digital experiences" that will engage your client base beyond their balance sheets and, potentially, streamline your entire practice.

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