The First Principle of Hiring
Steve Sanduski explains why the first principle of hiring is to build a company that is a great place to be from.
Jan 17, 2025
9:27 am
Jan 2, 2025
10:28 am
Referrals: Is Your Firm Referral-Worthy
In the final video in our series about referrals, Steve Sanduski shares how to test if your firm is referral-worthy by identifying your top 10 clients and writing a testimonial for each.
Dec 19, 2024
1:33 pm
Referrals: Training & Follow-Up
In part four of a five-part video series about referrals, Amy Koenig shares what to do after you get a referral from a client and how to train your clients to introduce you to their friends and family.
Dec 5, 2024
12:04 pm
Referrals: How to Ask
In part three of a five-part video series about referrals, Amy Koenig shares examples of how to ask for introductions to your clients' friends and family.
Nov 21, 2024
1:12 pm
Referrals: When to Ask
In part two of a five-part video series about referrals, Amy Koenig shares when asking for introductions is best received.
Nov 7, 2024
12:40 pm
Referrals: Who to Ask
In part one of a five-part video series about referrals, Amy Koenig shares how to identify which clients you want to replicate.
Oct 24, 2024
11:59 am
3 Coaching Tools to Enhance Your Discovery Process: Add New Questions
In our third and final video on discovery, Steve Sanduski shares three new types of questions to add to your toolkit.
Oct 10, 2024
9:56 am
3 Coaching Tools to Enhance Your Discovery Process: Storyboard Design
In the second of three videos on discovery, Steve Sanduski defines how you can use a client's past and present to inform their future.
Sep 26, 2024
11:26 am
3 Coaching Tools to Enhance Your Discovery Process: Start with Nothing
In the first of three videos on discovery, Steve Sanduski explores what it means to start with nothing to uncover more from your clients.
Sep 12, 2024
12:30 pm
Human-Centric Advising: Understanding and Delivering What Clients Truly Need
Mitch Anthony and Steve Sanduski, CFP® discuss client-centric versus human-centric advice and how to truly meet client needs.