April 5, 2021

In Episode #14 of Mindset Mastery, “Aligning Dreams, Desire and Positive Motivation,” New York Times best-selling author and industry thought leader, Steve Sanduski, talks with Mindset Mastery host Marie Swift about how people make decisions, the art of storytelling and living your dream as a financial planner today.

In a nutshell: Steve says that telling stories is the oldest form of influence; stories are a way to connect heart and mind. He talks about “reframing the conversation” and reinventing ourselves on a daily basis and provides one of the first principles of hiring. He also shares a three-step formula for creating an aspirational news release; this exercise will help financial planners determine how referral-worthy they really are. Please lean into this conversation and share this episode with others who might benefit from Steve’s wisdom.

Steve Sanduski, CFP®
Steve is the Founder and President of Belay Advisor, a company that works with growth-minded thinkers to accelerate business, investing and life success. He’s also the co-founder and CEO of ROL Advisor, a SaaS provider of discovery process tools for financial advisors that helps advisors put the client’s life at the center of the conversation, not their money.

For more than 30 years, he’s been building businesses and helping professionals become more successful. Prior to Belay Advisor and ROL Advisor, Steve was the Managing Partner of Peak Advisor Alliance, a business coaching and training resources company that grew from 0 to 1,000 coaching clients during his 11 years of managing the company. 

Check out the tools, books and resources that Steve mentions at www.SteveSanduski.com and www.ROLAdvisor.com.