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Belay Advisor Actionable Intelligence
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Economy

Belay Advisor Actionable Intelligence - Economy

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Belay Advisor Actionable Intelligence

16.07.2025

Edward Fishman on Chokepoints, Weaponizing Finance, and What It Means for Portfolios – Steve Sanduski

Edward Fishman discusses key financial chokepoints, including sanctions, export controls, tech wars, and digital currencies.

Belay Advisor Actionable Intelligence

02.07.2025

Robert D. Kaplan on Understanding the Geopolitical Context to Be a Successful Investor – Steve Sanduski

Robert D. Kaplan explains how advisors can gain the geopolitical perspective they need to build durable portfolios and client narratives.

Belay Advisor Actionable Intelligence

19.06.2025

Dr. Daniel Crosby on Why Facts Don't Change Investor Behavior and Finding "The Soul of Wealth" – Steve Sanduski

Daniel Crosby explores persuasion and decision-making and how advisors can help clients feel more positive about their financial plans.

Belay Advisor Actionable Intelligence

04.06.2025

David DeVoe on the State of RIA M&A and How to Maximize Your Firm’s Valuation – Steve Sanduski

David DeVoe shares why the RIA M&A wave is still going strong and could continue for another five-to-seven years.

Belay Advisor Actionable Intelligence

21.05.2025

Peter Wilken: How to Uncover Your Brand DNA and Own the Client’s Mind – Steve Sanduski

Peter Wilken explains how to uncover and articulate your brand DNA and draw a clear roadmap for owning a fertile mental territory.

Belay Advisor Actionable Intelligence

07.05.2025

Samantha Russell on Building a Modern Marketing Machine and Optimizing for AI Search – Steve Sanduski

Samantha Russell shares what's working right now in advisor marketing, including how answer engine optimization is replacing traditional SEO.

Belay Advisor Actionable Intelligence

23.04.2025

Rachel Elson on Her Journey From Intern to Lead Advisor in

Rachel Elson discusses transitioning from personal finance journalism to second-seat advisor to lead advisor managing a full book of clients.

Belay Advisor Actionable Intelligence

09.04.2025

Bill Keen and Matt Wilson On How a Hyper-Local Niche Built a $1B RIA Organically – Steve Sanduski

Bill Keen and Matt Wilson explain how they went deep and narrow into their niche to create a sustainable organic growth plan.

Belay Advisor Actionable Intelligence

04.04.2025

Lessons on Leadership and Life from My 600-Mile Caribbean Yacht Race with Skipper Nikki Henderson – Steve Sanduski

Nikki Henderson on life transitions, paradoxes and polarities in leadership, and decision-making under pressure and uncertainty.

Belay Advisor Actionable Intelligence

27.03.2025

Growing a Firm Towards a Billion-Dollar BHAG with Dennis Morton and Katie Brown – Steve Sanduski

Dennis Morton and Katie Brown share their intentional approach to starting, building, and managing their firm.

Belay Advisor Actionable Intelligence

12.03.2025

How "Tiny Experiments" Can Lead to Better Goals and Happier Living with Anne-Laure Le Cunff – Steve Sanduski

Anne-Laure Le Cunff challenges conventional wisdom around goal-setting and encourages us to discover our purpose.

Belay Advisor Actionable Intelligence

19.02.2025

Incorporating Collectibles into High-Net-Worth Financial Planning with Tom Ruggie – Steve Sanduski

Tom Ruggie discusses how he blended his passion for collecting with his financial expertise to deliver value for high-net-worth clients.

Belay Advisor Actionable Intelligence

19.02.2025

Fun, Fair, and Flexible: The Leadership Philosophy that Drives a $40-Billion Firm with Jim Gold – Steve Sanduski

Jim Gold shares the story behind the founding of Steward Partners and discusses the firm's unique approach to equity ownership and culture.

Belay Advisor Actionable Intelligence

23.01.2025

Scaling an RIA Through Strategic Acquisitions and Organic Growth with Gary Roth and Mike Capelle of Modern Wealth Management – Steve Sanduski

Gary Roth and Mike Capelle share their vision for Modern Wealth Management and why they believe our industry is just hitting its stride.

Belay Advisor Actionable Intelligence

08.01.2025

How a Billion-Dollar Firm Can Achieve 15-20% Annual Organic Growth: A Case Study with David Newson – Steve Sanduski

David Newson and I break down how a hypothetical "billion-dollar firm" should coordinate tactics into a growth strategy.

Belay Advisor Actionable Intelligence

02.01.2025

My 3 Polarities for 2025 – Steve Sanduski

For the 11th time, I begin the New Year with a “word” exercise. "My 3 Polarities" are designed to make the New Year my best year yet.

Belay Advisor Actionable Intelligence

20.12.2024

Helping Clients Thrive: Wealth-Building 'Permission to Prosper' Strategies With Dr. Preston Cherry – Steve Sanduski

Dr. Preston Cherry on his new book, Wealth in the Key of Life, and how to bring a little bit of rhythm to your financial planning process.

Belay Advisor Actionable Intelligence

12.12.2024

The Complete Guide to Transitioning Clients From One Financial Advisor to Another Advisor – Steve Sanduski

Having a well-defined system in place to manage client transitions ensures that clients are well-served and your firm operates efficiently.

Belay Advisor Actionable Intelligence

11.12.2024

Mastering the M&A Game for Buyers and Sellers with Charles Schwab's Nikolee Turner – Steve Sanduski

Nikolee Turner explains the three-phase approach to M&A that Charles Schwab believes can help firms avoid unhappy marriages.

Belay Advisor Actionable Intelligence

11.12.2024

Kendra Wright on "Finding" Great Copy and Revamping Your Website to Attract More Ideal Clients – Steve Sanduski

Kendra Wright and I do a deep dive on finding and communicating great copy and put several financial advisor websites under the microscope.

Belay Advisor Actionable Intelligence

27.11.2024

Melinda Bremley on How Effective Leaders Assess Talent, Solve Problems, and Navigate Complex Conversations – Steve Sanduski

Melinda Bremley and I discuss the traits that differentiate top leaders, including how to use assessments and conduct performance reviews.

Belay Advisor Actionable Intelligence

22.11.2024

10 Insights From 10 Years of Podcasting – Steve Sanduski

While I could easily list dozens of unique and actionable ideas I've learned from a decade of podcasting, these 10 insights stand out.

Belay Advisor Actionable Intelligence

13.11.2024

Brighton Jones's Carley Dillon on Achieving 15% Annual Organic Growth, Holding Team Members Accountable to Hitting Metrics, and Delivering "Wealth Alignment" – Steve Sanduski

Carley Dillon shares the framework behind Brighton Jones's stunning success, including how they deliver wealth alignment.

Belay Advisor Actionable Intelligence

07.11.2024

Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go? – Steve Sanduski

Mindy Diamond shares the process she uses to help advisors clarify their goals and make the right decision for their careers.

Belay Advisor Actionable Intelligence

31.10.2024

Trust, Team, and Tea: Pete Goss on What His Epic Adventures at Sea Taught Him About Life and Business – Steve Sanduski

Pete Goss shares his extraordinary experience in the 1996/7 Vendee Globe, a non-stop, single-handed, unassisted around-the-world yacht race.

Belay Advisor Actionable Intelligence

28.10.2024

The Comprehensive 5-Step Operational Guide to Systematizing Your Financial Advisory Firm – Steve Sanduski

Systematizing your office is essential for efficiency, delivering exceptional client service, and sustaining growth.

Belay Advisor Actionable Intelligence

24.10.2024

Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go – Steve Sanduski

Eric Brotman and I have a wide-ranging conversation that touches on evolving your role over time and how to accelerate organic growth.

Belay Advisor Actionable Intelligence

18.10.2024

Integrating Right Brain/Left Brain to Unleash Your Inner Visionary Leader to Generate a Holistic Impact for All Stakeholders with McKinsey's Ramesh Srinivasan – Steve Sanduski

Ramesh Srinivasan discusses how leaders can transform themselves and their organizations by evolving through personal growth.

Belay Advisor Actionable Intelligence

11.10.2024

The Step-By-Step YouTube Strategy Dave Zoller Used to Add 72,000 Subscribers and Generate 60 - 100 Qualified Leads a Month – Steve Sanduski

Dave Zoller and I discuss how advisors can get started with YouTube marketing or optimize their existing channels.

Belay Advisor Actionable Intelligence

02.10.2024

How Pure Financial Advisors Built a $7 Billion Organic Marketing Machine That Generated >45,000 Leads in 2024 with CEO Joe Anderson – Steve Sanduski

Joe Anderson explains how he built a corporate marketing machine that consistently generates thousands of high-quality leads.

Belay Advisor Actionable Intelligence

25.09.2024

Building an Authentic Brand Around His Personal Passion of Being an "Everyday Explorer" with Josh Self – Steve Sanduski

Josh Self explains how "Financial life planning for the explorer living out their bucket list" became the organizing principle of his firm.

Belay Advisor Actionable Intelligence

18.09.2024

How a Nearly Billion-Dollar RIA Integrates Tax and Financial Planning for Ultra-High-Net-Worth Clients with Megan Gorman – Steve Sanduski

Megan Gorman discusses how her firm meets the business challenges of serving high-net-worth families, including personalized services.

Belay Advisor Actionable Intelligence

11.09.2024

Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig – Steve Sanduski

Steve and Amy Koenig on how to transition existing clients to another advisor so the clients stay and there's no drop in service.

Belay Advisor Actionable Intelligence

05.09.2024

Heather Robertson Fortner on the Unsexy Realities of Building a Multi-Billion-Dollar RIA – Steve Sanduski

Heather Robertson Fortner discusses how consistent execution and "Net Worthwhile" have fueled her firm's remarkable growth.

Belay Advisor Actionable Intelligence

28.08.2024

Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi – Steve Sanduski

Lisa Salvi and I discuss Schwab's 2024 Benchmarking Study, paying particular attention to five Guiding Principles for Advisory Firm Success.

Belay Advisor Actionable Intelligence

22.08.2024

Cresset's Susie Cranston on Aligning Passion, Technology, and Leadership to Scale a Multibillion-Dollar Firm – Steve Sanduski

Susie Cranston shares her insights on the essence of great leadership and navigating the key inflection points firms face as they scale.

Belay Advisor Actionable Intelligence

15.08.2024

How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years – Steve Sanduski

Erin Scannell shares the secrets behind his firm's explosive growth, including their innovative approach to organic marketing.

Belay Advisor Actionable Intelligence

07.08.2024

Beacon Pointe's Matt Cooper on Using Private Equity to Build a High-Growth RIA Platform – Steve Sanduski

Matt Cooper shares a rare behind-the-scenes look at Beacon Pointe's approach to M&A and discusses taking on a private equity investor.

Belay Advisor Actionable Intelligence

02.08.2024

Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money Flashpoints – Steve Sanduski

Dr. Shaywanna Harris-Pierre shares her journey into financial therapy and how to help clients understand the emotional side of money better.

Belay Advisor Actionable Intelligence

25.07.2024

Scott Hanson and Pat McClain on Secrets to 30 Years of Partnership and Growing Allworth Financial to $20 Billion in AUM – Steve Sanduski

Scott Hanson and Pat McClain explain how they leveraged their complementary skillsets and shared business objectives to grow their firm.

home›Belay Advisor Actionable Intelligence›Economy

Belay Advisor Actionable Intelligence - Economy

Edward Fishman on Chokepoints, Weaponizing Finance, and What It Means for Portfolios – Steve Sanduski

Robert D. Kaplan on Understanding the Geopolitical Context to Be a Successful Investor – Steve Sanduski

Dr. Daniel Crosby on Why Facts Don't Change Investor Behavior and Finding "The Soul of Wealth" – Steve Sanduski

David DeVoe on the State of RIA M&A and How to Maximize Your Firm’s Valuation – Steve Sanduski

Peter Wilken: How to Uncover Your Brand DNA and Own the Client’s Mind – Steve Sanduski

Samantha Russell on Building a Modern Marketing Machine and Optimizing for AI Search – Steve Sanduski

Rachel Elson on Her Journey From Intern to Lead Advisor in

Bill Keen and Matt Wilson On How a Hyper-Local Niche Built a $1B RIA Organically – Steve Sanduski

Lessons on Leadership and Life from My 600-Mile Caribbean Yacht Race with Skipper Nikki Henderson – Steve Sanduski

Growing a Firm Towards a Billion-Dollar BHAG with Dennis Morton and Katie Brown – Steve Sanduski

How "Tiny Experiments" Can Lead to Better Goals and Happier Living with Anne-Laure Le Cunff – Steve Sanduski

Incorporating Collectibles into High-Net-Worth Financial Planning with Tom Ruggie – Steve Sanduski

Fun, Fair, and Flexible: The Leadership Philosophy that Drives a $40-Billion Firm with Jim Gold – Steve Sanduski

Scaling an RIA Through Strategic Acquisitions and Organic Growth with Gary Roth and Mike Capelle of Modern Wealth Management – Steve Sanduski

How a Billion-Dollar Firm Can Achieve 15-20% Annual Organic Growth: A Case Study with David Newson – Steve Sanduski

My 3 Polarities for 2025 – Steve Sanduski

Helping Clients Thrive: Wealth-Building 'Permission to Prosper' Strategies With Dr. Preston Cherry – Steve Sanduski

The Complete Guide to Transitioning Clients From One Financial Advisor to Another Advisor – Steve Sanduski

Mastering the M&A Game for Buyers and Sellers with Charles Schwab's Nikolee Turner – Steve Sanduski

Kendra Wright on "Finding" Great Copy and Revamping Your Website to Attract More Ideal Clients – Steve Sanduski

Melinda Bremley on How Effective Leaders Assess Talent, Solve Problems, and Navigate Complex Conversations – Steve Sanduski

10 Insights From 10 Years of Podcasting – Steve Sanduski

Brighton Jones's Carley Dillon on Achieving 15% Annual Organic Growth, Holding Team Members Accountable to Hitting Metrics, and Delivering "Wealth Alignment" – Steve Sanduski

Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go? – Steve Sanduski

Trust, Team, and Tea: Pete Goss on What His Epic Adventures at Sea Taught Him About Life and Business – Steve Sanduski

The Comprehensive 5-Step Operational Guide to Systematizing Your Financial Advisory Firm – Steve Sanduski

Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go – Steve Sanduski

Integrating Right Brain/Left Brain to Unleash Your Inner Visionary Leader to Generate a Holistic Impact for All Stakeholders with McKinsey's Ramesh Srinivasan – Steve Sanduski

The Step-By-Step YouTube Strategy Dave Zoller Used to Add 72,000 Subscribers and Generate 60 - 100 Qualified Leads a Month – Steve Sanduski

How Pure Financial Advisors Built a $7 Billion Organic Marketing Machine That Generated >45,000 Leads in 2024 with CEO Joe Anderson – Steve Sanduski

Building an Authentic Brand Around His Personal Passion of Being an "Everyday Explorer" with Josh Self – Steve Sanduski

How a Nearly Billion-Dollar RIA Integrates Tax and Financial Planning for Ultra-High-Net-Worth Clients with Megan Gorman – Steve Sanduski

Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig – Steve Sanduski

Heather Robertson Fortner on the Unsexy Realities of Building a Multi-Billion-Dollar RIA – Steve Sanduski

Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi – Steve Sanduski

Cresset's Susie Cranston on Aligning Passion, Technology, and Leadership to Scale a Multibillion-Dollar Firm – Steve Sanduski

How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years – Steve Sanduski

Beacon Pointe's Matt Cooper on Using Private Equity to Build a High-Growth RIA Platform – Steve Sanduski

Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money Flashpoints – Steve Sanduski

Scott Hanson and Pat McClain on Secrets to 30 Years of Partnership and Growing Allworth Financial to $20 Billion in AUM – Steve Sanduski

home
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Belay Advisor Actionable Intelligence
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Economy