A Must Listen Podcast for Forward-Thinking Advisors
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“Steve’s podcasts (and his newsletter, btw) provide incredibly valuable insights from leaders both in and out of the industry. I really enjoy hearing the perspectives of his guests - they have helped me avoid advisor “group think” and apply lessons from various professions and businesses to our world.”
Mike H. in south Florida via Apple Podcasts ·
United States of America ·
09/25/19
More reviews of Between Now and Success
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“If you’re involved in financial planning, as a sole trader or business owner, these podcasts are invaluable in helping you to learn from others how to improve the value proposition for clients so that you can grow your business and proper accordingly.
As host and chair Steve’s approach is...”Read full review »
Bostonteaparty1773 via Apple Podcasts ·
Great Britain ·
08/23/19
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“Steve does a great job of scanning the horizon for the big threats and opportunities facing clients and their advisors, and then interviews impressive thought leaders to illuminate what those threats and opportunities are and how one might respond to them. Steve is also a very good interviewer,...”Read full review »
Erik Olson, CFP® via Apple Podcasts ·
United States of America ·
02/16/16
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“Amazing interview, very motivational and helpful. Thanks so much!”
Cirabp via Apple Podcasts ·
United States of America ·
09/17/23
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