019: Steve Sanduski on Why Robo Advisors Aren’t The Problem, the Birth of the Peak Advisor Alliance, and How Financial Advisors Can Build a Better Team

019: Steve Sanduski on Why Robo Advisors Aren’t The Problem, the Birth of the Peak Advisor Alliance, and How Financial Advisors Can Build a Better Team

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This week on Elite Advisor Blueprint, Steve Sanduski shares his journey as an elite financial advising coach and provides deep insight into where the industry is headed!

Steve Sanduski has had over 20 years of experience growing companies by multiples, including one whose revenue grew 17-fold during his leadership. Steve helped launch and build a $1.8 billion RIA and was the Managing Partner of Peak Advisor Alliance as it grew from 0 to 1,000 coaching clients.

Steve has led countless speaking engagements with top advisors and has spoken to audiences all over the country through keynotes, breakout sessions, and day-long training programs.

He’s 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.

Steve also interview’s top leaders at the intersection of business, investing, and life on his podcast Between Now and Success. His guests include visionary leaders such as Tony Robbins, Ric Edelman, Marty Bicknell, Peter Mallouk, Elliot Weissbluth, Jud Bergman, David Bach, Jon Stein, Steve Lockshin, Carl Richards, Michael Port, Michael Schrage, Aaron Klein, Chip Roame, and Scott Hanson and many more!

Here’s a quick overview of what we cover in this conversation:

  • We begin with the story of how Steve and Ron Carson originally connected and then later launched PEAK Advisor Alliance from a conversation that began in Ron’s basement
  • From there, we get into what creates an imaginary “glass ceiling” for financial advisors that holds them back from the growth they want to achieve and the secret to building a high performing team
  • Later on, we dig deep on the massive changes in fintech and how Steve sees our industry evolving away from “return of investment” and more to “return on” an idea that is much more impactful to your clients
  • Then we get into the most powerful lessons and takeaways from some of Steve’s former podcast guests like Tony Robbins and Hightower Investment’s Elliot Weissbluth, you won’t want to miss these!
  • We wrap with one of my favorite parts of the conversation… Steve and I discussing the power of “random acts of kindness” and the power they have to change not only your own perspective, but those around you as well

Already heard it once or twice? Please leave a short review here, and tell me which guests I should have on!




  • [03:50] Steve shares his early days in the financial advising game and how a partnership with Ron Carson led to the launch of Peak Advisor Alliance – An Elite Financial Advisor Coaching business that’s been around since the 90’s.
  • [12:05] Find out how Ron Carson discovered the habits of top achievers, connected with the most successful people in the world, and landed his first billionaire client.
  • [15:15] Why differentiating yourself and clearly defining your target audience is critical if you want to succeed as a financial advisor.
  • [22:40] How to avoid losing business to robo advisors while creating the best possible life for your clients.
  • [00:27:35] Why using technology to increase efficiency should never come at the expense of your clients experience.  
  • [30:34] The unique human attributes that technology can’t compete with and how you can use these to create a sustainable advantage.
  • [34:42] The pros and cons to working with clients remotely.
  • [39:12] Find out why Steve started his podcast Between Now and Success.
  • [44:04] The most memorable moments from Steve’s podcast guests, such as Tony Robbins and Elliot Weissbluth.
  • [53:50] Why the more valuable you are to the business, the less valuable the business is.
  • [54:16] Why the growth of your business relies on your ability to surround yourself with incredible people.
  • [56:02 Steve’s advice on hiring new talent and knowing when to let people go.
  • [01:02:12] Why Steve’s Dad is the first person he thinks of when he hears the word “successful”.
  • [01:05:05] The book that Steve believes all financial advisors should read.
  • [1:06:41] How small acts of kindness can make a big difference in the world.
  • [01:11:28] The one piece of advice Steve would give to any financial advisor that wants to succeed.


  • Connect with Steve Sanduski

Website | TwitterLinkedIn



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The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. The guest speaker is not affiliated with or sponsored by Advisors Excel. Results from the use of these concepts are no guarantee of your future success.

While client appreciation events may be permitted, such event should be reasonable and customary. All producers and investment advisors should be aware of any gifting limitations imposed by federal regulation, state regulation, insurance carriers, broker-dealers and Registered Investment Advisors, as applicable. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Advisor with which they may be affiliated prior to implementing the concepts or strategies discussed in this interview. 

Positioning yourself as a celebrity is not a substitute for professional credibility, nor should it be viewed as a shortcut for obtaining new clients. Rather, it is a system of branding and marketing designed to help reinforce your credibility and value proposition. Credibility is founded in knowledge and experience.

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