Press Coverage

In the News

Practice Management Gurus’ Advice for Tough Times: Target Your Ideal Client - November 29, 2011
From Registered Rep magazine
During bad times advisors usually pay more attention to practice management gurus. And with gyrating global markets wreaking havoc on investors’ portfolios and confidence, wealth managers need all the help they can get.

Use Exponential Difference Makers to Grow Your Business
From the August 2011 Issue of Investment Advisor
As a child, we learned that any number multiplied by itself several times in a row will generate a much bigger number: for example, 2 x 2 x 2 x 2 x 2 = 32. We can also express that as 25 and we call that an exponential expression. Applying this mathematical concept to your business can help you double or possibly even triple or quadruple it.

When they need help, advisers call: 'Coach!' - August 21, 2011
From Investment News
While on the way to building a successful advisory firm, David Frisch, like many advisers, hit a speed bump.

The Compliance Conundrum: Advisors Weigh Social Media's Risks, Rewards - June 1, 2011
From Financial Planning magazine
Despite the fact that social media is critical for marketing and growth of financial advisory practices, a significant number of advisors are still concerned about using social media for compliance reasons, according to a Peak Advisor Alliance survey released on Wednesday.

Also available at OnWallStreet and Bank Investment Consultant magazines.

Advisors Reveal Their Biggest Marketing Challenges - June 2, 2011
From WealthBriefing
Some 55 per cent of advisors think their biggest marketing challenge is differentiating their practice and generating new business, and a vast majority of advisors think they are not doing enough to market their business, according to a survey of around 200 advisors polled by Peak Advisor Alliance. Meanwhile, many advisors are unclear how to make social media work for them. A total of 89 per cent of advisors said they weren’t doing enough, and 66 per cent aren’t engaged in any form of social media for promotion. 

News from the Fall 2011 Excell Meeting

Advisor TV

A Wealth Management Minute
Ron Carson of Carson Wealth Management launched Peak Advisor Alliance as a way to help advisors. Ron works with Steve Sanduski, a managing partner at Peak Advisor Alliance, to teach advisors about ways to grow their business. Advisor TV sat down with both men to discuss the venture, opportunities in this market, and opportunities for advisors to bolster their book of business.

The Prosperous Advisor by Steve Sanduski

Stuck in a Rut? Five Ways Advisors Can Their Groove Back - February 9, 2012
Steve Sanduski, The Prosperous Advisor, says too many advisors are stuck in a pattern that’s keeping them from making new connections and reaching their full potential. Here are five tips to help break that cycle.

Tips For CEOs Who Want to Take Their Advisory Firms to the Next Level - January 18, 2012
Steve Sanduski, The Prosperous Advisor, offers up advice for fast-growing firms experiencing “big company” issues that can either derail their practices or, if handled properly, start them on a new growth curve.

Do You Have the Right 'Why?' - January 5, 2012
Steve Sanduski, The Prosperous Advisor, says it’s important for financial advisors who want to succeed to understand the “why” behind each of their goals and ask themselves if they’re setting these goals for the right reasons and whether or not they’re in the best interests of their clients.

Are You Galloping Toward Greatness or Standing Still? - November 10, 2011
Typically, it takes a storm to disengage the autopilot and force advisors into making positive changes in their life. But Steve Sanduski, the Prosperous Advisor, says it’s important for financial advisors to be proactive about improving their lives and their practice before it’s too late.

Simple Power Phrases That Turn Prospects Into Clients – October 11, 2011
Steve Sanduski, the Prosperous Advisor, says advisors should use the English language in inspirational ways to motivate prospects and get them off the fence to become a client. He’s not talking about slick manipulation but about choosing your words carefully so you succinctly impart your message and create a positive feeling and mental picture in your prospect’s mind.

China’s Impact on the World Stage -- Part III – September 22, 2011
From the 1960s to the 1980s, Japan was on a roll. They had one of the highest economic growth rates in the world. Their manufacturing prowess grew to be the envy of the world. Their stock market soared 373 percent between 1980 and its peak in 1989. And, like China today, there were predictions that Japan would overtake the United States as the largest economy in the world. But, as The Prosperous Advisor Steve Sanduski points out, times sure have changed.

China’s Impact on the World Stage -- Part II - September 1, 2011
In Part Two of this series on China, I’ll look at the massive build out within China and see if this fixed investment boom is sustainable. If the building boom ends, it could cause a worldwide economic slowdown.

China’s Impact on the World Stage -- Part I – August 4, 2011
I’d like to share with you some personal observations about what’s happening in China based on my recent visit to Beijing, Xi’an, Shanghai and Hong Kong. While there as a tourist, I made a point of talking to the locals and keeping my eyes and ears open for anything that would help me figure out whether this Chinese growth story will save the world economy or whether it’s a bubble ready to burst.

Are You Doing the Most Productive Thing at Every Given Moment? - June 23, 2011
You might think that doing the most productive thing at every given moment means that you should always be working or always doing something tangible that moves you closer to your goals. In reality, top achievers realize that there are numerous “things” they can do, that on the surface may not appear to move them closer to their goals, but in fact actually do.

3 Ways to Grow Your Practice by Excelling at What is “Scarce” and “Useful” – June 14, 2011
As an advisor, are you the equivalent of an “economic good” or a “free good?” Advisors who want to succeed in the future must make sure they are an “economic good” type of advisor and not a “free good” advisor.

Turn Your Knowing Into Doing and Get Results Part 2 - May 12, 2011
The key is turning that overriding motivation into actual results in the real world.

Turn Your Knowing Into Doing and Get Results - May 5, 2011
Here’s a sad truth—you can spend your days absorbing knowledge and becoming very intelligent, but if you don’t do anything with that knowledge, you’re no better off than somebody else who sat around eating popcorn and watching reruns of Fantasy Island.

Is Success as Simple as Copying What Other Successful People Do? - April 21, 2011
Forget reinventing the wheel. Just copy what other top producers are doing. Better yet, hire a coach who has already identified those “best practices” and then pay them a fee to share the ideas and hold you accountable for implementing them. Is that really the key to success as an advisor?

How NOT to Treat Your Staff – April 7, 2011
If you want to get the most out of your staff and in turn increase the growth trajectory of your business, you would be wise to view them as essential to your success.