About
All my life I've been an avid builder and learner then I synthesize, connect the dots…
Articles by Steve
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Enabling Star Performers to Shine, Not in Isolation, But as Part of a Constellation that Guides Your Firm to New Heights
Enabling Star Performers to Shine, Not in Isolation, But as Part of a Constellation that Guides Your Firm to New Heights
By Steve Sanduski, CFP®
Activity
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If your ideal client is “anyone with $1 million or more of investible assets,” you’re leaving millions on the table. It’s a paradox of being a…
If your ideal client is “anyone with $1 million or more of investible assets,” you’re leaving millions on the table. It’s a paradox of being a…
Shared by Steve Sanduski, CFP®
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I have gotten such an overwhelming response on my post about having two kids with ADHD. I just want to say again I am praying for any family that is…
I have gotten such an overwhelming response on my post about having two kids with ADHD. I just want to say again I am praying for any family that is…
Liked by Steve Sanduski, CFP®
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On this day 11 years ago, my son became an Angel. Not a day passes without me thinking of him and feeling proud to be his father. Even in heaven, he…
On this day 11 years ago, my son became an Angel. Not a day passes without me thinking of him and feeling proud to be his father. Even in heaven, he…
Liked by Steve Sanduski, CFP®
Experience
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Education
Licenses & Certifications
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Certified Financial Planner
Certified Financial Planner Board of Standards
Issued
Publications
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Tested in the Trenches: A 9-Step Plan for Success As A New-Era Advisor
Ron Carson and Steve Sanduski have coached thousands of financial advisors over the years. In Tested in the Trenches, they share in specific detail the steps advisors must take to surge to the top and provide extraordinary results for their clients..
Organized around the authors' proven 9-step plan, advisors will learn the secrets to building a thriving business in this new era of change and uncertainty.Other authors -
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Avalanche: The 9 Principles for Uncovering True Wealth
Kaplan Publishing
Creatively illustrating today's most important lesson--that money can't buy happiness--this profound tale is your field guide for redefining success and creating true wealth in your life and in the lives of the people you love.
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Languages
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English
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More activity by Steve
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Stories have a serendipitous way of giving meaning and shape to the past, as well as form and purpose to the future. This life update is about both…
Stories have a serendipitous way of giving meaning and shape to the past, as well as form and purpose to the future. This life update is about both…
Liked by Steve Sanduski, CFP®
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When you are humbled by the deep expertise and knowledge of your new team. 👇 🙌😳😎 💪 It’s quite a story taking shape, and I’m just one small part…
When you are humbled by the deep expertise and knowledge of your new team. 👇 🙌😳😎 💪 It’s quite a story taking shape, and I’m just one small part…
Liked by Steve Sanduski, CFP®
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Sabbaticals feel risky in a fast-paced world, don’t they? Taking a break and rest from work for one month sounds impossible or impractical to most…
Sabbaticals feel risky in a fast-paced world, don’t they? Taking a break and rest from work for one month sounds impossible or impractical to most…
Liked by Steve Sanduski, CFP®
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Catch Matt Cooper conversing with Steve Sanduski, CFP® discussing all things private equity, M&A, and what drives Beacon Pointe.
Catch Matt Cooper conversing with Steve Sanduski, CFP® discussing all things private equity, M&A, and what drives Beacon Pointe.
Liked by Steve Sanduski, CFP®
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