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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: August, 2018
Aug 27, 2018

What separates the merely good from the absolute best of the best? Is mastery an end that we can achieve, or is it a lifelong process of continual evaluation and improvement?

I've been fascinated by these questions for a long time, particularly as they relate to what drives peak athletic performance and how those concepts might be applicable in other disciplines as well.

Like, say, going from being a competitive long distance runner as a kid to running a successful life-centered planning practice! After all, you and I won't ever stand on an Olympic podium. But we do have to excel in the high-stakes sport that is business so that we can deliver the best results for our clients.

So I googled "top sports psychologists in the US," and it turns out that one of the best in the country was right down the road from me.

Dr. Barbara Meyer is a professor and director of the Laboratory for Sports Psychology and Performance Excellence at the University of Wisconsin - Milwaukee.  Dr. Meyer is not only an academic, she's also a sports psychology coach who works with professional and Olympic athletes on the mental side of the game. In fact, Dr. Meyer has trained athletes at every Winter Olympics since the 2002 Salt Lake City games, where her client won a gold medal.

In this conversation, Dr. Meyer and I discuss how to prepare mentally for a peak performance in any profession, striking a balance between sticking to the process of mastery while still achieving your desired outcomes, and how the concepts of self-regulation and visualization can help you monitor your behavior and alter it based on the demands of the situation you're facing.

If you're serious about personal improvement and growth you're going to love this episode.

Aug 13, 2018

This is a presentation I delivered with Mitch Anthony. In it, we:

1. Share 3 new client dialogues that will completely differentiate you from all other advisors.
2. Show you why the current investment-focused planning model is broken and a new model that will replace it.
3. Show you how to future-proof your business from low-cost competitors and encroaching technology.

The industry is shifting from an investment-focus to a life-centered planning focus. These 3 dialogues pave the path for you to have meaningful conversations with your clients that go beyond what the market is doing. Ultimately, money is just a tool to help clients live a better life. These dialogues equip you to facilitate that life-centered conversation so your clients can live the best life possible with the money they have. 

Aug 6, 2018

If you don’t “know thyself,” you’ll have difficulty succeeding in a world where technology is making average human advisors obsolete.

Self-aware advisors understand that they have blind spots and they seek to shine a light on them, make changes, and turn them into strengths.

Joe Deitch, the founder of Commonwealth Financial Network, joins my podcast today and shares wisdom from his four decades of running a top broker dealer and drops some amazing insights from his new book, "Elevate: An Essential Guide to Life."

In this conversation, we discuss overcoming blind spots, closing the knowing-doing gap, leveraging the multiplier effect, deep listening, meeting people where they are, and much more. By the end of this episode, you’ll have a good understanding of the key skills you’ll need as an advisor to thrive in the years ahead.

For additional notes and quotes, visit https://www.belayadvisor.com/134

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