Steve is a Business Coach, Podcast Host/Producer, NYT Bestselling Author and Co-Founder of ROL Advisor. He talks about his “3 Words for 2021“, the $Lifeline digital tool, and the future and evolution of financial advice.
Steve Sanduski LinkedIn
Steve Sanduski Website
ROL Advisor Website
3 Words for 2021
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn.
Asset-Map. Deliver advice, faster.
Visit Allan Gray to learn how they build long-term wealth for clients.
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast here
-
#100 Andy Hart
To celebrate 100 podcast episodes, Louis is joined by Andy Hart, Founder of Humans Under Management and Maven …
-
#99 Juan Mirfin
Juan is an Investment Specialist. He and Louis discuss his journey into the financial planning world, and the …
-
#98 Dylan Verreynne
Dylan is the Business Development Manager at Wealthbit. He and Louis discuss the development of Wealthbit and changing …
-
#97 Louis van der Merwe
Outside of hosting the Ensombl Advice South Africa Podcast, Louis is a Director and Financial Planner at WealthUp. …
-
#96 Mark Hedderman
Mark is the CEO and a Certified Financial Planner at Hedderman Financial Solutions. He and Louis talk about …
-
#95 Grant Hicks
Grant is a Practice Management Expert and President of Advisor Practice Management. He and Louis talk about building …
-
#94 Ashley Quamme
This week, Louis talks with Ashley Quamme, Family and Financial Therapist. They chat about managing emotional bandwidth and …
-
#93 Kevin Feather
Kevin is the Manager | Distribution Development at Allan Gray. He and Louis discuss the global challenge financial …
-
#92 Lisa Perry
Lisa is an Independent Wealth Advisor and Coach at PWH Wealth Group UK. She joins Louis to chat …
-
#91 Kathi Balasek
Kathi is the Founder of Grief Smart Advisor. She and Louis discuss becoming grief literate to empower planners …
-
AdviceTech Podcast #82 – RetireMap
In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast …
-
#444 Stefan Angelini
Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, …
-
Investment Podcast #10 – Private Credit
With re-entering fixed income markets a key focus for many investors, most of the activity – and knowledge …
-
AdviceTech Podcast #81 – MOAS
This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how …
-
#443 Abigail Gatling
Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such …
-
Impact Investing #1
In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & …
-
Impact Investing #2
Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment …
-
Impact Investing #3
In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They …
-
Impact Investing #4
In this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris …
-
AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …