Steve Sanduski, MBA, CFP® – One of the country’s leading experts on business practice management for financial advisors. For the last 14 years, he has been helping financial professionals enhance their lives and improve their businesses.
• Managing Partner of PEAK, one of the country’s premiere financial advisor coaching, software, and training companies
• Former Vice President of Business Development for one of the country’s largest independent broker dealers
• Created products and services and implemented business development activities which resulted in the broker dealer’s assets under management growing from $0 to $2 billion
• Former President of startup broker dealer, insurance agency, and SEC investment advisory firm. Significant management and employee development experience
• Frequent speaker at national conferences on topics such as business development, marketing, and productivity enhancement
• Published author on practice management issues, industry trends, and advanced investment topics [+]
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