Between Now and Success

My key practice management takeaways from the Envestnet Advisor Summit


Listen Later

The Envestnet Advisor Summit was packed with an agenda of top speakers and a multitude of sessions to choose from. And they capped it off with a closing keynote from Ohio State football coach Urban Meyer. Meyer's talk was so good and insightful that I'm now a Buckeye fan—except when they play Wisconsin and Nebraska!

Here are six of my takeaways from the event plus a bonus interview with Vestorly co-founder Justing Wisz. Make sure you listen all the way to the end as I ask Justin what was the most important thing he learned when he worked for mega-RIA Ken Fisher. His answer may surprise you.

...more
View all episodesView all episodes
Download on the App Store

Between Now and SuccessBy Steve Sanduski

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

106 ratings


More shows like Between Now and Success

View all
Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,269 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,727 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

99 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

462 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,167 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,222 Listeners

Retire Today by Jeremy Keil

Retire Today

65 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners