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PODCAST · business

Between Now and Success

by Steve Sanduski

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" as we climb the summit to success together.

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Episodes

  1. 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 money management -- it's challenging the very structure of the advisor-client relationship. The client review meeting has always served as our...

  2. 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 before pivoting to wealth management. In a nutshell: As the wealth management industry wrestles with the widespread adoption of artificial...

  3. 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 markets, economic trends, and investment strategy. In a nutshell: Advisor and investor alike have access to more data, research, and real-time...

  4. 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? Annually? But ... how often do their lives change? How often do their feelings about their money shift? How often are they nervously staring at...

  5. 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 a personal finance class at his church. He realized that conventional wisdom about renting versus owning had put his family in a dangerous...

  6. 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 trillion transfer of wealth. Simultaneously, the industry could be facing an unprecedented talent shortage, due in large part to aging boomers...

  7. 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 business of selling records and put a premium on the live concert experience, AI is commoditizing traditional money management and raising the...

  8. 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 about products or services; it was about capturing a specific space in the consumer's mind. Think of Volvo and you immediately think of...

  9. "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 believe to be true. But an "either/or" mentality can lock out important data when we're weighing complex, real-life challenges. And when we...

  10. 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 the reliability of the 60/40 portfolio is in flux, advisors can't just count on long bull runs to keep their bottom lines up and their...

  11. 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 financial service companies. The market is reflecting the reality that the traditional, technical, number-crunching value proposition of a…

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  12. 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 experimental: only about 10% of firms report having fully integrated AI into their core strategy, while 30% say they are still just...

  13. 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 BFG Wealth Partners, manages approximately $15 billion in assets. Andy, now CEO and Managing Partner, describes their early days as...

  14. 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: the difference between owning a business and being owned by your business. If you're a financial advisor wondering whether you've built a...

  15. 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 tension—it's guided by how we hold it. In this podcast, I walk through the three polarities I'm using to guide my life and work in 2026, and reflect...

  16. 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. At the age of 25, over the course of more than 40,000 miles of ocean racing, Nikki led a diverse team of mostly amateur sailors from 16...

  17. 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 polarities—pairs of words that represent the tension and harmony between opposing yet complementary concepts. This shift feels like a natural...

  18. 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 founder of Concurrent Financial Planning. His new book is Wealth in the Key of Life: Finding Your Financial Harmony. In a Nutshell: "Songs in...

  19. 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 roll marketing for some of the biggest names in music (Willie Nelson, Motley Crue, Matchbox Twenty, and more). In a Nutshell: Great copy…

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  20. 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 figured podcasting would be a great way to stay in touch with people in our industry, keep networking, and learn from the best of the best....

  21. 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 the competition for top talent at large firms and the proliferation of smaller lifestyle RIAs, many advisors feel like they need to…

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  22. 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 Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on...

  23. 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 households. In a Nutshell: Digital marketing isn't about trying to strike lighting and "go viral," although that certainly helps! The…

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  24. 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 you? Josh Self decided to do a complete rebrand and design his business around his personal passion of being an everyday explorer. He wanted…

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  25. 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 transition existing clients to another advisor and do it so the clients stay and there's no drop in service. Sometimes there's a...

  26. 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 practice looks like, what would you come up with? Lisa Salvi and her team have developed just such a blueprint for what the most…

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  27. 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 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…

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  28. 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 is also the owner of Shades of You Counseling and Consulting. In a Nutshell: Every family is unique, and no family is perfect. The…

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  29. 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 when I was running Peak Advisor Alliance-now Carson Coaching. She coached advisors, operations leaders, and she developed the entire systems...

  30. 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 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…

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  31. 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 discuss their unique spin on writing about practice management, which examines stories about how famous musicians hone their craft and applies...

  32. 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 leadership roles at J. D. Power and Associates, Brinker Capital, and J. P. Morgan Asset Management. In a Nutshell: Tom and I explore three...

  33. 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 his transformative journey from corporate success to a year of solitude on a mountain, his insights into personal growth, and his approach…

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  34. 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 Professionals Use to Gain More Ideal Clients. In a Nutshell: When it comes to creating and sustaining organic growth, clicks and "likes" are...

  35. 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 focused on advocating for her clients throughout every permutation of their financial lives. Alex prides herself in finding solutions for her...

  36. 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 and relationship-focused financial advisors. In a Nutshell: The human side of financial planning is, increasingly, where financial planners...

  37. 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 company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast. In a Nutshell…

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  38. 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. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. In a Nutshell:...

  39. 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 Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there...

  40. 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 yet. It's the My 3 Words exercise. My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them...

  41. 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 without running out of money. Since then, the intersection of financial psychology and technology continues to advance rapidly -- not just…

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  42. 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 prospects watch your YouTube videos, read your newsletters, listen to your podcasts, and click on your website, within seconds they should...

  43. 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 WEG CEO Jeff Dekko) as that company grew rapidly through some sophisticated organic marketing programs. He's currently…

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  44. 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 financial planning for people in need. Dave Mantell, CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in...

  45. 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 serving households and business owners across generations. Dr. Cherry is also Head of the Financial Planning Program and Director of the…

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  46. 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 personal finance and investing. She's also the author of a great new book, MoneyZen: The Secret to Finding Your "Enough." In a Nutshell:...

  47. 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 influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries. Louis also...

  48. 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 including seven of the most successful firms that are dedicated to improving the RIA industry through a culture of continuous learning and...

  49. 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 and apply new input specific to the current situation. The story "programs" your listeners to take action based on the emotions the story...

  50. 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 Canal. Instead, insurance giant Northwestern Mutual is carving a new lane for itself by adding wealth management to the services its…

    more
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ABOUT THIS SHOW

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" as we climb the summit to success together.

HOSTED BY

Steve Sanduski

CATEGORIES

business marketing

Frequently Asked Questions

How many episodes does Between Now and Success have?

Between Now and Success currently has 305 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Between Now and Success about?

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...

How often does Between Now and Success release new episodes?

Between Now and Success publishes regularly with 305 episodes available. Check the episode list for the typical release schedule.

Where can I listen to Between Now and Success?

You can listen to Between Now and Success on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Between Now and Success?

Between Now and Success is created and hosted by Steve Sanduski.
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