Shows / Between Now and Success
Between Now and Success
Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Belay"…
Episodes
- Between Now and Success
Dr. Preston Cherry: Can AI Fake What Makes a Great Advisor?
In a nutshell: The business of financial advice has always been built on a foundation of trust. But AI's ability to synthesize complex ideas into…
- Between Now and Success
Brendan Frazier on What AI Can and Can't Do to Improve Client Reviews and Close the Knowing-Doing Gap
Guest: Brendan Frazier, former Chief Behavioral Officer at RFG Advisory and host of The Human Side of Money podcast. In a nutshell: AI isn't just changing…
- Between Now and Success
The Punk Rock Advisor: Matt Zeigler on AI, "Scenes," and Selling Out
Guest: Matt Zeigler, Managing Director and Wealth Advisor at Sunpointe Investments. Matt is a musician who toured in bands and worked as a music producer…
- Between Now and Success
Chris Galipeau: Two Variables Drive the Stock Market. Everything Else is Noise
Guest: Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, where he serves as one of the firm's foremost voices on global capital…
- Between Now and Success
Sean Wing on Delivering Continuous, Proactive, Hyper-Personalized Fiduciary Advice at Scale
Guest: Sean Wing, the Founder and CEO of Wing. In a nutshell: How often do you provide high-value financial advice to your clients? Monthly? Quarterly?…
- Between Now and Success
Joseph Moore: Why Timeless Financial Advice Eventually Breaks
Sometimes you have to write the book you want to read. As the 2008 financial crisis was beginning to drag millions of homeowners underwater, Joseph Moore took…
- Between Now and Success
John Bowen on A Strategic Blueprint to Achieve 100x Growth
Financial advisors are standing at the intersection of several historic, tectonic shifts. Over the next decade, we are poised to witness a staggering $124…
- Between Now and Success
Duncan MacPherson on How Advisors Can Thrive in the AI Era
To borrow a phrase from recent podcast guest Alan Smith, financial advisors are facing "a Spotify moment." Just as streaming upended the traditional music…
- Between Now and Success
John Scianna on Building an Authentic Enterprise-Grade RIA Brand
In the early 1980s, Al Ries and Jack Trout published the seminal marketing book Positioning: The Battle For Your Mind. They argued that marketing wasn't simply…
- Between Now and Success
"Both/And" Thinking: Kelly Lewis on Navigating Polarities to Deepen Client Conversations
Are you sure? And, perhaps more importantly, are your clients? In an increasingly polarized world, folks are becoming more and more dug-in about what they…
- Between Now and Success
Jamie Hopkins on Exit Planning, Training New Advisors, and "Your Retirement Sketchbook"
Organic growth has been stalling for years. AI is compressing basic money management into a commodity. And in this uncertain economic environment, where even…
- Between Now and Success
Dan Haylett and Alan Smith: AI Is Compressing Technical Advice to Zero
The launch of advanced AI models capable of writing code and executing complex tasks has coincided with a sharp drop in the share prices of some large…
- Between Now and Success
Lisa Salvi: Why AI Is Forcing Advisors to Redefine Their Value
According to a recent study from Schwab Advisor Services, 63% of advisors are now using AI in some capacity. However, the RIA AI landscape remains highly…
- Between Now and Success
Zoo-Fed Bears Don't Get Equity. Andy Schwartz on Building a Performance Culture That Wins
In 1984, Andy Schwartz and his twin brother Scott joined a startup Northwestern Mutual district agency in New Jersey. Four decades later, their firm, OnePoint…
- Between Now and Success
From Advisor to Owner to Investor: How Firms Really Scale
I recently had the pleasure of joining Dave Zoller on his YouTube channel, Streamline My Practice, to discuss something I've been thinking deeply about lately…
- Between Now and Success
My 3 Polarities for 2026
Most people spend their lives trying to eliminate tension: Work or rest. Control or flow. Clarity or creativity. But a well-lived life isn't free of…
- Between Now and Success
Lessons on Leadership and Life from My 600-Mile Caribbean Yacht Race with Skipper Nikki Henderson
Guest: Nikki Henderson, a world-class professional sailor. In 2018, Nikki became the youngest skipper to lead a team in the Clipper Round the World Yacht Race…
- Between Now and Success
My 3 Polarities for 2025
I discuss how well I executed on my 3 words from 2024 and then reveal why and how I'm changing the exercise for 2025. For 2025, I'm going to explore…
- Between Now and Success
Helping Clients Thrive: Wealth-Building 'Permission to Prosper' Strategies With Dr. Preston Cherry
Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., an entrepreneur, coach and speaker. Dr. Cherry is the creator of the Life Money Balance™ approach and…
- Between Now and Success
Kendra Wright on "Finding" Great Copy and Revamping Your Website to Attract More Ideal Clients
Guest: Kendra Wright, owner of Rebel Media Agency, a marketing company specializing in financial professionals. In her prior life, Kendra worked in rock 'n…
- Between Now and Success
10 Insights From 10 Years of Podcasting
After I left Peak Advisor Alliance (now Carson Coaching), I settled on the idea of starting my Between Now and Success podcast as part of my next chapter. I…
- Between Now and Success
Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go?
Guest: Mindy Diamond, the founder and CEO of Diamond Consultants and the author of a fantastic new book called Should I Stay or Should I Go? In a Nutshell…
- Between Now and Success
Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go
Guest: Eric Brotman, CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in…
- Between Now and Success
The Step-By-Step YouTube Strategy Dave Zoller Used to Add 72,000 Subscribers and Generate 60 - 100 Qualified Leads a Month
Guest: Dave Zoller, CFP®, owner of Streamline Financial Services in Warrenville, IL. Streamline currently manages over $450 million in assets for 250 client…
- Between Now and Success
Building an Authentic Brand Around His Personal Passion of Being an "Everyday Explorer" with Josh Self
Guest: Josh Self, CLU, ChFC, CFP®, Managing Partner of Ridgeline Wealth Advisors in Raleigh, NC. In a Nutshell: Do you serve your business or does it serve…
- Between Now and Success
Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig
In a Nutshell: Steve and Amy Koenig, a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, how do you…
- Between Now and Success
Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi
Guest: Lisa Salvi, Managing Director, Advisor Services at Charles Schwab. In a Nutshell: If you could start from scratch and sketch out what the ideal advisory…
- Between Now and Success
How Focused Marketing and Top-Tier Advice Doubled Erin Scannell's AUM to $4B in Just 4 Years
Guest: Erin Scannell, Chief Executive Officer of Heritage Wealth Advisors. In a Nutshell: When I talked to Erin Scannell in 2020, he was directing 50 team…
- Between Now and Success
Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money Flashpoints
Guest: Dr. Shaywanna Harris-Pierre, a licensed professional counselor and financial therapist with a rich background in marriage and family therapy. Dr. Shay…
- Between Now and Success
Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig
Guest: Amy Koenig, a financial advisor coach and the Chief of Operations at ROL Advisor. In a Nutshell: Amy Koenig was the first coach I hired back in 2004…
- Between Now and Success
From Spreadsheets to Yoga Mats: How to Slow Down, Find Inner Peace, and Recharge with Shannon Warwick
Guest: Shannon Warwick, Certified Personal Trainer, Yoga Teacher, & Sports Nutritionist. In a Nutshell: There's a profound connection between our physical…
- Between Now and Success
From Elton John to Taylor Swift: Applying Music Industry Lessons to Financial Advising with Matt Ackermann and Andree Mohr
What can Elton John, Van Halen, and Taylor Swift teach financial advisors about running a successful firm? On today's show, Matt Ackermann and Andree Mohr…
- Between Now and Success
Tom Rieman on Accelerating Organic Growth and Elevating the Financial Advice Experience
Guest: Tom Rieman, the Founding Partner and CEO of Practice Intel, a company dedicated to empowering advisors to deliver truly impactful advice. Tom has held…
- Between Now and Success
Devin Martin: Integrating Spirituality and Science for a Holistic Approach to Personal Growth
Guest: Devin Martin, a transformation coach who specializes in helping individuals navigate major life and career transitions. In a Nutshell: Devin discusses…
- Between Now and Success
Mastering "The Language of Referrals" to Drive Organic Growth with Bill Cates
Guest: Bill Cates, a Hall of Fame speaker, author, and referral coach. Bill's latest book is The Language of Referrals: The Words & Scripts Financial…
- Between Now and Success
How Concierge Wealth Management Services Can Improve Your Clients' Return on Life with Alex Miele
Guest: Alex Miele, CFP®, a Managing Director and Partner with Hierax Wealth Partners. Alex's fifteen years of service in the wealth management industry has…
- Between Now and Success
Using an Outsourced Chief Investment Officer (OCIO) to Deliver Enhanced Investment Services and Free Your Time for Other High-Value Pursuits with Mario Nardone
Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning…
- Between Now and Success
Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity
Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning…
- Between Now and Success
Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm
Guest: Matt Reiner, a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B RIA in Atlanta, Georgia…
- Between Now and Success
Welcome to the Jungle: Mark Hurley on Thriving During the Next Evolution of the Wealth Management Industry
Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy & Protection LLC, a cybersecurity company. In a Nutshell: Back in 1999, Mark…
- Between Now and Success
My 3 Words for 2024
For the ninth time, I begin the New year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year…
- Between Now and Success
Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience
Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. In a Nutshell: It's been about seven months since I asked ChatGPT if I could retire…
- Between Now and Success
Explosive YouTube Growth Strategy: How James Conole Added $120 Million in AUM From YouTube in Just 12 Months
Guest: James Conole, CFP®, Founder of Root Financial Partners and star of a very successful YouTube channel with over 61,000 subscribers. In a Nutshell: When…
- Between Now and Success
Marketing Expert John Wernz On Digital Marketing, SEO, Media Efficiency Ratio, and a ChatGPT-4 Marketing Plan
Guest: John Wernz, one of the top marketers on the planet. John was the Chief Marketing Officer of Wealth Enhancement Group (WEG) (listen to my podcast with…
- Between Now and Success
Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning
Guest: Jon Dauphiné, Esq. is the CEO of the Foundation for Financial Planning, the U.S.'s leading 501(c)(3) charity devoted to expanding access to pro bono…
- Between Now and Success
Dr. Preston Cherry on Using the "Relationship Quality Index" to Give Clients What They Value Most
Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., the Founder and President of Concurrent Financial Planning, a comprehensive financial planning firm…
- Between Now and Success
Manisha Thakor on Escaping the Cult of "Never Enough" and Finding "MoneyZen"
Guest: Manisha Thakor, MBA, CFA, CFP®, a national thought leader and personal finance expert with more than 25 years of experience working in the worlds of…
- Between Now and Success
Louis Barajas on Transforming Mindsets and Navigating Money's Complexities in the Latino Community
Guest: Louis Barajas, an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors, where he serves as a wealth manager for…
- Between Now and Success
John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape
Guest: John Furey, Founder and Managing Partner of Advisor Growth Strategies. John also created the Alliance for Registered Investment Advisors, a think tank…
- Between Now and Success
How to Become a Masterful Storyteller
Story is software for the heart. A great story well told is your greatest tool for influencing behavior. Your listeners can "call up" that story in the future…
- Between Now and Success
Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual
Guest: Tim Gerend, Executive Vice President and Chief Distribution Officer for Northwestern Mutual. In a Nutshell: You can't turn a tanker around in the Panama…
- Between Now and Success
Cheryl Strauss Einhorn on Making Complex, High-Stakes Decisions Using the AREA Method and Problem Solver Profiles
Guest: Cheryl Strauss Einhorn. Cheryl is the creator of The AREA Method, an evidence-based decision making system that uniquely controls for and counters…
- Between Now and Success
Mark McGrath on Using Twitter to Build His Business and the Impact of His Deeply Personal Tweet That Went Viral
Guest: Mark McGrath, CFP®, an advisor with Sweeney Bride Strategic Wealth Advisory in Squamish, British Columbia. In a Nutshell: Back in March, I saw a tweet…
- Between Now and Success
Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice
Guest: Jason Pereira, Partner & Senior Financial Consultant at Woodgate Financial Inc. in Toronto. Jason is a financial planner, writer, speaker, teacher, and…
- Between Now and Success
Danielle Howard on Dismantling Money Scripts That Impede a Rich and Fulfilling Life
Guest: Danielle Howard, a Certified Financial Planner and the Founder of Wealth By Design, a boutique wealth services firm that works with individuals and…
- Between Now and Success
ChatGPT and I Recorded a Podcast
Guest: ChatGPT, a natural language processing tool driven by AI technology that allows you to have human-like conversations and complete a variety of other…
- Between Now and Success
Dan Haylett on Defining, Building Out, and Delivering Human-Focused Financial Planning
Guest: Dan Haylett, Director, Head of Growth & Financial Planner at TFP Financial Planning in Essex, England. In a Nutshell: My business partner, Mitch…
- Between Now and Success
Amit Dogra on Using Systems Thinking to Solve the Organic Growth Problem
Guest: Amit Dogra, President and COO of tru Independence. tru offers an open architecture platform that provides a full suite of services that advisors need to…
- Between Now and Success
Leslie Tabor on How Advisors Can Build More Diverse and Inclusive Firms
Guest: Leslie Y. Tabor, Director of Business Consulting and Education at Charles Schwab Advisor Services. In a Nutshell: Most successful RIA leaders have been…
- Between Now and Success
Accessing Body Intelligence to Make Wiser Money Decisions with Gayle Colman
Guest: Gayle Colman, Certified Financial Planner®, Master Integral Coach®, and author of the new book The Body of Money. In a Nutshell: Financial decisions are…