Best Steve Sanduski Podcasts (2024)

1
Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig 53:08

7d ago53:08

53:08

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 transition existing clients to another advisor and do it so the clients stay and there's no drop in service. Sometimes there's a personality mismatch. Sometimes goals aren't aligned. Sometim…

1
Chris Justice's Proven 5-Step Method to Mastering Complex Business Challenges 28:45

4h ago28:45

28:45

Guest: Chris Justice, a coach at CEO Coaching International. Chris is a former CEO with a proven track record of managing business units from $25 million to $700 million across diverse industries, including retail, lodging, automotive, e-commerce, and casino gaming. Quick Background: Running a business has always been hard. And considering that tod…

1
Reflecting on the Historical and Financial Lessons of 9/11 33:08

1d ago33:08

33:08

On the morning of September 11, 2001, I was driving on Southwest Trafficway, heading to my office on the Country Club Plaza in Kansas City. When I walked inside the world had changed. My colleagues were huddled around TVs watching the horrific, surreal footage from the terrorist attacks in New York. About a month later I was in New York for busines…

1
How "Thinking Bigger" Helped Sarah Dusek Save Her Business and Achieve a Nine-Figure Exit 52:16

9d ago52:16

52:16

Guest: Sarah Dusek, the founder of Under Canvas, the leading upscale outdoor hospitality brand that she grew to a value of over $100 million. Today, Sarah is a venture capitalist, a cofounder of a new hospitality company, and the author of the new book, Thinking Bigger: A Pitch-Deck Formula for Women Who Want to Change the World. Overview: In 2012,…

1
5 Keys to Protecting Your Money and Your Relationships When Lending to Loved Ones 30:02

16d ago30:02

30:02

Most of us try to help our loved ones whenever we can and however we can. But when that "help" is money, our best intentions can turn bad very quickly. As uncomfortable as it may feel, if you don't integrate giving and lending into your overall financial plan, you're not just potentially enabling poor financial habits -- you could be jeopardizing y…

1
AI vs. Human Touch: Finding the Perfect Balance for Exceptional Customer Experience with CEO Sally Hurley 32:51

17d ago32:51

32:51

Guest: Sally Hurley, CEO of VIPdesk, a global leader in remote customer service. Sally is also a client of CEO Coaching International. Overview: Much of the focus on the AI revolution has been on how businesses can streamline operations and execute certain key tasks around the clock. But any AI implementation that isn't improving the efficiency and…

1
Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi 43:20

23d ago43:20

43:20

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 practice looks like, what would you come up with? Lisa Salvi and her team have developed just such a blueprint for what the most successful firms at Charles Schwab are doing to manage and gr…

1
Weighing the Pros and Cons of Taking Social Security at Age 62 35:12

1M ago35:12

35:12

You should delay taking Social Security until you reach age 70. Unless, of course, you shouldn't. Or can't. Yes, my team at Keen Wealth generally advises folks to delay their benefits as long as possible so that those checks will, eventually, be bigger. But, like just about every detail of your comprehensive financial plan, timing your Social Secur…

1
How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years 1:17:43

30d ago1:17:43

1:17:43

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 members, 18 advisors, and about $2 billion in AUM. Four years later, Heritage has doubled to $4 billion in AUM, and Erin is in charge of over 80 team members, including 20 advisors and a robust s…

1
5 Keys to a Compensation Package that Attracts, Retains, and Motivates Top Talent with Jen L'Estrange 45:50

1M ago45:50

45:50

Guest: Jen L'Estrange, Founder & CEO of Red Clover, which offers large-scale, strategic and operational Human Resources support that’s accessible to small businesses. Overview: When it comes to comp, money is rarely enough -- especially for top talent. The best workers need to feel like their efforts are not just rewarded but recognized as integral…

1
Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money Flashpoints 51:52

1M ago51:52

51:52

Guest: Dr. Shaywanna Harris-Pierre, a licensed professional counselor and financial therapist with a rich background in marriage and family therapy. Dr. Shay is also the owner of Shades of You Counseling and Consulting. In a Nutshell: Every family is unique, and no family is perfect. The dynamics, positive and negative, that exist between loved one…

1
Get Tax Smart: Insights on Gold, Mistakes, and IRA Forms 48:19

2M ago48:19

48:19

At Keen Wealth, "tax season" is never really over. Our checklist-driven, comprehensive planning process is constantly taking in new information about the folks we work with and changes to tax law. By staying ahead of tax issues, we believe we can help limit surprises when April does roll around, especially for retired seniors who are living on a fi…

1
Dr. Madan Kandula on Partnering With Private Equity to Drive BIG Business Growth 48:18

2M ago48:18

48:18

Guest: Dr. Madan Kandula, a surgeon, entrepreneur, and the founder/CEO of ADVENT, a leading healthcare company providing solutions for people who have had life-long breathing and sleeping challenges. Dr. Kandula is also a client of CEO Coaching International. Overview: Whether you're running a Silicon Valley tech firm or a nonprofit in your hometow…

1
What Impact Will the 2024 Elections Have on Your Financial Plan? 44:07

2M ago44:07

44:07

How are you feeling about the upcoming elections? Until about a week ago, I think that many folks might have had November on the periphery of their radar, especially if they don't live in a contested swing state. But the tragic events in Pennsylvania and the Republican National Convention in Milwaukee have probably changed that perception for all A…

1
Why PE Firms Should Engage Coaches for Their Portco CEOs with Randy Dewey 31:19

2M ago31:19

31:19

Guest: Randy Dewey, the President and COO of CEO Coaching International. Randy has over 30 years of experience delivering rapid growth and expansion across various industries and countries. Quick Background: In order to Make BIG Happen, private equity firms need the companies they invest in to get BIG too. And, in most cases, the sooner the better.…

1
Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig 46:57

2M ago46:57

46:57

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 when I was running Peak Advisor Alliance-now Carson Coaching. She coached advisors, operations leaders, and she developed the entire systems manual that was a key part of our coaching offering b…

1
How to Successfully Transition to the Second Generation CEO in a Family Owned Company with Shelley Van Etten 30:01

2M ago30:01

30:01

Guest: Shelley Van Etten, the president and CEO of WLT Software, a family-owned company that develops software for adjudicating and processing health and medical claims. Overview: Generational CEOs are inheriting a BIG responsibility when they take over the family business. The new CEO is often filling "big shoes" and has to maintain the best of wh…

1
From Spreadsheets to Yoga Mats: How to Slow Down, Find Inner Peace, and Recharge with Shannon Warwick 50:27

2M ago50:27

50:27

Guest: Shannon Warwick, Certified Personal Trainer, Yoga Teacher, & Sports Nutritionist. In a Nutshell: There's a profound connection between our physical health and the stress that we carry around with us every day. Today's show is a bit different from my usual focus on financial advisor practice management. Shannon and I dive deep into the topic …

1
Customizing Your Estate Plan to Your Family’s Unique Needs 38:56

2M ago38:56

38:56

Like any other part of a comprehensive financial plan, there's no one-size-fits-all blueprint for an estate plan. Every person is different. Every family is different. And, as illustrated in a recent Wall Street Journal article, if you don't work with professionals to preserve your legacy, your way, you could be putting your estate, your loved ones…

1
7-Time CEO Jon Hyman's Roadmap for Creating High-Value, Scalable, and Sellable Businesses 48:09

2M ago48:09

48:09

Guest: Jon Hyman, a coach at CEO Coaching International. Jon is a four-time entrepreneur, a seven-time CEO, and an accomplished business leader with over 30 years of experience across various industries, including consumer products, construction materials, sports and entertainment, investment banking, and manufacturing. Quick Background: So you've …

1
Adobe's Scott Belsky On Balancing "Messy Middle" Execution While Still Fostering BIG Disruptive Ideas 44:53

3M ago44:53

44:53

Guest: Scott Belsky, Adobe's Chief Strategy Officer and Executive Vice President of Design & Emerging Products. Scott cofounded the online creative community Behance, which was acquired by Adobe in 2012. He's also an author whose works include the Implications newsletter and the book The Messy Middle: Finding Your Way Through the Hardest and Most C…

1
A Keen Wealth Advisors Case Study: “Can We Retire With a $3.3 Million Nest Egg?” 40:54

3M ago40:54

40:54

Formulating a one-time, bulletproof financial plan would be incredibly simple if you could supply an advisor with just two pieces of information: exactly how much money you're going to spend every single year in retirement, and your date of death. Absent those two impossible data points, an effective, comprehensive financial plan has to be an ongoi…

1
From Elton John to Taylor Swift: Applying Music Industry Lessons to Financial Advising with Matt Ackermann and Andree Mohr 53:29

3M ago53:29

53:29

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 discuss their unique spin on writing about practice management, which examines stories about how famous musicians hone their craft and applies those lessons to what we do as advisors.…

1
Buying the Company You Work For: How Wendy Mather Risked Everything and Became a First-Time CEO 39:09

3M ago39:09

39:09

Guest: Wendy Mather, CEO of RDP Creative. Wendy and her team "bring creative ideas and stories to life through bespoke merchandise that people want to keep for years." Overview: When you're sitting in the CEO's chair, there's only one step up left in an organization. But opportunities to grab an ownership stake are rare. CEOs who want a BIG piece o…

1
A Comprehensive Financial Plan for Achieving an Early Retirement Goal 38:50

3M ago38:50

38:50

"Robin" is a single mother of two high schoolers. She's 45 and she earns about $350,000 per year. Robin had never worked with a financial advisor before, and one of our clients referred her to Keen Wealth because she was looking for help with streamlining her finances and, hopefully, retiring in nine years. On today's show, we run Robin's case thro…

1
The CEO's Guide to Understanding, Implementing, and Profiting From AI with CEO Coaching's Curt Gooden 40:38

3M ago40:38

40:38

Guest: Curt Gooden, CEO Coaching International's Chief AI Officer. Curt helps CEOs define and realize their AI vision and meaningfully integrate AI into their business strategy and operations by leading CEO AI Roadmap workshops. Quick Background: Mastering AI is not the CEO's job. But learning about the fundamentals and identifying potential implem…

1
Tom Rieman on Accelerating Organic Growth and Elevating the Financial Advice Experience 1:18:50

4M ago1:18:50

1:18:50

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 leadership roles at J. D. Power and Associates, Brinker Capital, and J. P. Morgan Asset Management. In a Nutshell: Tom and I explore three themes that are crucial to all advisors' success: org…

1
Using a Team-Based, Comprehensive Financial Planning Approach to Secure Your Retirement Future 37:33

4M ago37:33

37:33

I couldn't be prouder to have my name above the door at Keen Wealth Advisors. If you've read my book, you know that I have a very personal connection to financial planning, and it's been my lifelong mission to help folks avoid the kinds of hardships that my father and I went through. Every day, Keen Wealth carries out that mission in so many differ…

1
Greg Coticchia: Here's How to Master New Product Development and Build a Culture of Innovation 38:23

4M ago38:23

38:23

Guest: Greg Coticchia, a coach at CEO Coaching International. Greg is a six-time CEO, award-winning entrepreneur, business leader, professor, and author with over 30 years’ experience in tech products and services. Quick Background: Innovation is the lifeblood of a growing company. If you're not continuously improving your products and services and…

1
Three Keys to Scaling High-Growth Companies with Jonathan Seliger 28:22

4M ago28:22

28:22

Guest: Jonathan Seliger, a coach at CEO Coaching International. Jonathan is an accomplished Chief Executive Officer, Senior Advisor, and Investor with over 30 years of experience.Having lived and worked in Asia for the last 30years,Jonathan brings a global perspective to the challenges of scaling a business to BIG. Quick Background: Even if your co…

1
Devin Martin: Integrating Spirituality and Science for a Holistic Approach to Personal Growth 1:21:39

4M ago1:21:39

1:21:39

Guest: Devin Martin, a transformation coach who specializes in helping individuals navigate major life and career transitions. In a Nutshell: Devin discusses his transformative journey from corporate success to a year of solitude on a mountain, his insights into personal growth, and his approach to transformational coaching. The episode explores th…

1
Retirement on the Horizon? Here's What You Need to Know About the Economy in 2024 47:12

4M ago47:12

47:12

Interest rates, inflation forecasts, and long-term market trends were just a few of the topics Matt Wilson, CFP® covered in our recent 2024 Q2 Market Update Webinar, "Gain Insights on the Economy & Markets." The follow-up questions we tackle on today’s show are largely geared toward folks who are approaching the retirement transition with some unde…

1
Implementing Lean Management to Drive Growth and Operational Excellence with Keith Corrigan 29:29

4M ago29:29

29:29

Guest: Keith Corrigan, a coach at CEO Coaching International. Keith has deep expertise in implementing Lean business practices. As a coach he draws on a proven track record of driving growth, managing through crises, and achieving operational excellence in various industries. Quick Background: Lean management is a systematic approach to running an …

1
Weighing the Pros and Cons of Medicare Advantage Plans 39:11

5M ago39:11

39:11

Are Joe Namath and William Shatner giving you the best possible advice about Medicare? During the Medicare Open Enrollment period last fall, you probably saw TV ads for companies selling Medicare Advantage Plans featuring these and other senior celebrities. That's because, under most circumstances, the Open Enrollment period is the one time per yea…

1
Edward Hughes On The Leadership Traits that Build Trust and Make BIG Happen 34:48

5M ago34:48

34:48

Guest: Edward Hughes, a coach at CEO Coaching International. Edward is a seasoned entrepreneur and business leader with two decades of experience as a CEO and three decades in senior leadership across Technology, Consumer Products, and Sporting Goods companies. He's also an Adjunct Professor at the University of California, Irvine, teaching General…

1
The CEO's Guide to How a CXO Can Enhance Your Company's Client Experience and Drive Growth 30:04

5M ago30:04

30:04

Guest: Saari Gardner, the Chief Experience Officer at CEO Coaching International. Saari is responsible for setting the client experience strategy, managing the client journey, and championing client impact. Quick Background: While the title "Chief Experience Officer" is relatively new, the executive-level responsibilities that will fall on the CXO'…

1
How to Feel Confident Living Off Your Assets Rather Than a Monthly Paycheck in Retirement 36:03

5M ago36:03

36:03

Most soon-to-be retirees have a broad understanding of the differences between living off their assets and living off a monthly paycheck. But making that switch and adjusting to new spending habits can be more complicated than you might think, especially if you aren't prepared for the rules around withdrawing from your retirement accounts and how y…

1
Mastering "The Language of Referrals" to Drive Organic Growth with Bill Cates 1:03:44

5M ago1:03:44

1:03:44

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 Professionals Use to Gain More Ideal Clients. In a Nutshell: When it comes to creating and sustaining organic growth, clicks and "likes" are important. But turning your existing clients into superfans…

1
How to Turn AI Hype Into BIG Profits by Executing a CEO AI Roadmap with Randy Koch 21:26

6M ago21:26

21:26

Guest: Randy Koch, a coach at CEO Coaching International. Randy drew on his 11 years of AI and Data experience to build CEO Coaching International’s CEO AI Roadmap Product (AI Strategy for CEOs). He also leads AI Strategy Workshops with our clients and coaches. Quick Background: The hype around AI is so BIG that many CEOs struggle to zero in on two…

1
Stephany Bening Shares Her Remarkable Story of Faith and Forgiveness 53:13

6M ago53:13

53:13

The power of the human spirit. Resilience. Forgiveness. Advocacy. Redemption. Character. Faith. These are just some of the words that came to mind when I reflected on our guest today, Stephany Bening, and the incredible story that she shares on this episode. Stephany and her children suffered a wrenching loss. But, guided by her faith, Stephany was…

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