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He’s coached thousands of financialservice professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.
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He’s coached thousands of financialservice professionals on how to identify and serve more ideal clients. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of my personal heroes and mentors. Guess what?
Their mainstay financialservices practice, which was banking and equities, fell off a cliff. And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with riskmanagement, with the investment process. So why rock the boat?
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