3-Step Business Planning Process To

Grow 20% Or More This Year

Includes our proprietary Business Planning Process, 1-on-1 Coaching with Steve Sanduski, CFP®, and 9 Training Videos

Methodically Make This

Your Best Year Ever

Learn from legendary business coach Steve Sanduski, CFP® who has built 3 multi-million dollar businesses and has helped thousands of other financial advisors build 6- and 7-figure businesses over the past 25 years.

Steve Sanduski, CFP®: The future isn’t a point, it’s a spectrum of possibilities you have the ability to create.

In this program, he’ll share:

• The formula for developing your Guiding Philosophy that permeates everything you do

• The specific business plan template process he uses with his coaching clients to grow their million-dollar plus businesses

• How to develop and execute your three most important objectives that virtually guarantees you’ll hit your goals

• How to make it repeatable so you crush your plans year after year

• Plus, you get a 45-minute 1-on-1 coaching call with Steve Sanduski, CFP® to review your plan and get you set to make this your best year ever.

Your 3 Outcomes From This Program

1. Extreme Clarity: You’ll uncover your driving force that animates how you “do” and “think” about business and life. It’s not “mission and vision statements,” rather, it’s an overarching philosophy that encompasses what you’ve come to believe over your lifetime of experiences.

2. Executable Business Plan Template: A step-by-step plan that spells out specifically what you and your team are going to do this year to make it your best year ever. This is a living, breathing tool that guides you and your team throughout the year.

3. Best Year Ever: With your Guiding Philosophy and Execution Plan in place, you’ll have the unshakeable confidence necessary to go all in and do the work this your best year ever.

In a world filled with irrelevant noise, extreme clarity is power.

The Business Planning Program combines a Guiding Philosophy framework and an Execution Plan template to create an unbeatable service that will make this your best year ever.

Steve Sanduski, CFP®: The path to creating your Execution Plan has been paved. You just need to get on it.

1) Your Guiding Philosophy 

• Your Guiding Philosophy is your framework for living.

• It’s a way to define yourself, your conduct, your decision-making, your way of being, and how you show up in the world.

• It’s your unique combination of thoughts, beliefs, values, instincts, actions, purpose, and experiences that shape how you go about living your daily life.

• It underpins and drives what, when, why, and how you do what you do.

2) Your Execution Plan

• Your Execution Plan is your recipe for success. It’s your step-by-step plan for what you want, when you want it, and exactly how you’re going to get it.

• It’s a living, breathing tool that guides you and your team throughout the year.

• It’s your clear, definitive, and specific roadmap for making this your best year ever.

Our program methodically walks you through building an Execution Plan that is distinctly yours and leverages your unique combination of skills, interests, and resources.

You get the template and training to create your own Guiding Philosophy and your unique Execution Plan, plus…

Pricing

It’s very simple: Just a one-time payment of $695. (Includes your 1-on-1 coaching call with Steve Sanduski, CFP®.)

And it comes with a guarantee.

SPECIAL: Use coupon code SAVE100 when checking out to save $100 on your order.

About Your Coach Steve Sanduski, CFP®

Steve has over 30 years of business experience growing companies by multiples, including one whose revenue grew 17-fold during his leadership.

Steve Sanduski, CFP®: “If you do what other people won’t, you can achieve what other people can’t.”

In addition to his work with Belay Advisor, Steve:

• Co-founded and is the CEO of ROL Advisor, an international software and training company for financial advisors with more than 250 advisory firm clients in 9 countries including the US, Canada, UK, Ireland, Belgium, The Netherlands, South Africa, New Zealand, and Australia.
• For 11 years in the 2000s, was the Managing Partner of Peak Advisor Alliance (now Carson Group Coaching), a financial advisor coaching company, as it grew from 0 to 1,000 financial advisor coaching clients.
• Helped launch and build a multi-billion dollar AUM RIA in the 1990s.
• Has led countless engagements with top financial advisors and spoken to audiences all over the country through keynotes, breakout sessions, and day-long training programs.
• Has been a CERTIFIED FINANCIAL PLANNER™ licensee since 1996.

A prolific writer, Steve is a New York Times Bestselling author and the co-author of Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor and Avalanche: The 9 Principles for Uncovering True Wealth. View more of his articles at Financial Advisor Magazine, InvestmentNews, Financial Planning and MarketWatch.

He hosts three terrific podcasts including the financial advisor focused Between Now and Success.

In the podcast, Steve interviews top leaders at the intersection of business, investing, and life. Guests include visionary leaders such as Tony Robbins, Ric Edelman, Joe Duran, Marty Bicknell, Peter Mallouk, Elliott Weissbluth, Jud Bergman, David Bach, Jon Stein, Steve Lockshin, Carl Richards, Michael Port, Chip Roame, and Scott Hanson.

Here’s What Clients Say About Steve Sanduski, CFP®

Questions?

If you have any questions, please let us know via the form below. Or, send us an email ssanduski@belayadvisor.com. Thank you!