Our guest in this episode is Steve Sanduski – founder of Belay Advisor, a financial advisor coaching and consulting company. Steve has distilled his knowledge from interviewing and working with thousands of leading advisors into 4 actionable strategies. We’ll talk about people, clarity, systems, and generating business, as well as obstacles that keep firms from reaching their full potential.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/inside-look-at-the-strategies-of-the-most-successful-advisors/.