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Actionable Intelligence

with Steve Sanduski ​

In this new series from Barron’s Advisor, host Steve Sanduski interviews the world’s leading thinkers, creatives, and achievers to shine a light on their story and the wisdom they gleaned along their journey through life. 

Each episode will bring to life an insight, a strategy, or a new way to think about or do something. It’s about bringing together a diverse group of people whose experiences won’t simply “fit” with yours, but will “further” yours. It’s about curating and connecting the dots of life from others so you can create your unique masterpiece.

Everything is connected. As Richard Branson said, “I don’t think of work as work and play as play, it’s all living.” Actionable Intelligence is designed to help you drive toward mastery in all you do. 

Featured Guests
​Michael Gervais, sports psychologist, performance coach to the Seattle Seahawks
Annette Simmons, author, expert on storytelling
Trish Hall, author of Writing to Persuade, former NYT Op-Ed page editor
Tim Kight, leadership, culture, behavior, motivation coach to Ohio State football team
Andrew J. Scott, professor London Business School, Co-author of The 100-Year Life and The New Long Life

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

​He is the co-founder and CEO of ROL Advisor, an international software and training company for financial advisors with more than 250 advisory firm clients in 11 countries including the US, Canada, UK, Ireland, Belgium, The Netherlands, South Africa, New Zealand, Bermuda, Trinidad and Tobagao, and Australia.

In the mid-1990s, he helped launch and build a multi-billion dollar AUM RIA. For 11 years in the 2000s, he 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. And for more than 25 years in financial services, he’s led countless engagements with top financial advisors and spoken to audiences all over the country through keynotes, breakout sessions, and day-long training programs. Steve 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. 
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  • Home
  • Summits
    • Teams
    • Australia
    • Independent
    • 100
    • Women
    • Institutional
    • ESG-Impact
    • Regionals
  • Rankings
  • Hall of Fame
  • News