In this powerful conversation, I sat down with Gary Sinderbrand - veteran financial advisor, nationally recognized coach, and founder of Better Path Training. With over four decades of experience, including 22 years at Merrill Lynch, Gary shares his remarkable journey from a fresh college graduate to a million-dollar producer, mentor, and coach to some of the industry’s top advisors.

He delves deeply into the roles of mindset, purpose, and disciplined focus—revealing how the best financial advisors are not just skilled with numbers but also committed to making a lasting impact on their clients’ lives. Gary also opens up about transforming the traditional approach to advice, why most advisors struggle with clarity and connection, and how the next generation can inherit not just wealth, but wisdom.

Whether you’re an advisor at the start of your journey, a seasoned professional thinking about succession, or simply someone who values purpose-driven work - this episode will inspire you to think bigger, act with intention, and stay true to your vision.

🧠 Topics Covered:

• Gary’s unconventional path into financial services and why vision trumped conformity

• Lessons learned from his father about legacy and service

• Transitioning from a transactional mindset to purpose-led advice

• Why focusing on client outcomes - not products - changes everything

• How to instill “constructive doubt” and educate clients for long-term trust

• The importance of aligning your client book with your values

• How mindset trips up advisors - and how to build a resilient, focused one

• The power of leadership, clarity, and discipline during crises like 2008

• Why senior advisors must rethink how they’re training and empowering successors

• What skiing, muscle memory, and financial coaching have in common

• The biggest lesson life has taught Gary (hint: it’s not about money)

🛠️ Resources & Links:

• Gary’s Website: BetterPathTraining.com

• Connect on LinkedIn

• Gary’s Podcast: If The Public Only Knew – Honest conversations for advisors and clients alike

Connect with Nina Cooke:

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