Episode 23 : 02/15/2017

Inside look at the strategies of the most successful advisors

successful-advisors-header

Steve Sanduski, CFP®

President, Belay Advisor

Host:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Inside look at the strategies of the most successful advisors

Our guest in this episode is Steve Sanduski – founder of Belay Advisor, a financial advisor coaching and consulting company. Steve has worked with thousands of leading advisors, conducting interviews to gather best practices and analyzing their successes and failures. He has ultimately distilled this knowledge into four actionable strategies. We’ll talk about people, clarity, systems, and generating business, as well as the obstacles that keep firms from reaching their full potential.

In this episode:

  • How to attract talent to your firm
  • Designing culture
  • How to grow exponentially instead of incrementally
  • The habits and routines of top advisors
  • A repeatable system for generating new business

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