The Truth About Advisory Business Ownership with Steve Sanduski 2

#financialadvisortips #streamlinemypractice #dayinthelifeofacfp
Steve Sanduski has spent over 30 years in financial advice and today he breaks down the important distinction between owning a business and merely having a demanding job.

Interview Highlights:
1) The truth about ownership:
You might legally own your business, but does your business own you? Steve breaks down the 4 levels of practice evolution and where you actually are.

2) The "Get Keep" framework that let a co-founder take a full year off:
When he came back, the business was bigger. Steve reveals the exact 4-person system he used to make it possible (and how smaller firms are doing the same)
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3) Why your next hire might kill your practice:
​Most advisors hire when they're drowning. Steve explains the one question you must answer before bringing anyone on, or you might sabotage yourself unconsciously.

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00:00 Are You an Owner or an Employee?
01:42 The Evolution of an Advisor's Career Path
02:01 4 Levels Levels of Business
05:03 Revenue Targets and C-Suite Considerations
07:07 Setting Goals for NEW Advisors
08:27 The MOST Important Thing
15:56 Balancing Business and Personal Values
17:51 Biggest Roadblocks to Growth
21:26 Making the Shift
21:47 Transitioning to Management
22:45 Creating a Future Vision and Org Chart
23:57 Hiring for Future Growth
24:49 Balancing Work and Personal Life
29:32 Taking a Sabbatical
32:10 Harsh Realities
33:59 The Future of Financial Advise with AI
41:20 Steve's Final Advice

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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good. And those interested in a financial advisor career.

Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, digital marketing for financial advisors, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders.
And this is the place for them to come and grow as an advisor.