Between Now and Success

Publicly listed emails

info@belayadvisor.com

ssanduski@belayadvisor.com

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Dr. Preston Cherry: Can AI Fake What Makes a Great Advisor?

October 29, 2026

In a nutshell: The business of financial advice has always been built on a foundation of trust. But AI's ability to synthesize complex ideas into easily-digestible soundbites and talking points has created a tempting shortcut for investors and advisors alike. Why go through the work of building a relationship with a client if AI can optimize a portfolio in a couple clicks? And how can everyday investors tell the difference between a trustworthy decision partner who's going to guide them throu...

Brendan Frazier on What AI Can and Can't Do to Improve Client Reviews and Close the Knowing-Doing Gap

October 15, 2026

Guest: Brendan Frazier, former Chief Behavioral Officer at RFG Advisory and host of The Human Side of Money podcast. In a nutshell: AI isn't just changing money management -- it's challenging the very structure of the advisor-client relationship. The client review meeting has always served as our central point of contact. But what happens to the review meeting when AI agents can continuously monitor a client's financial life, present a real-time dashboard, and proactively answer complex budge...

The Punk Rock Advisor: Matt Zeigler on AI, "Scenes," and Selling Out

September 29, 2026

Guest: Matt Zeigler, Managing Director and Wealth Advisor at Sunpointe Investments. Matt is a musician who toured in bands and worked as a music producer before pivoting to wealth management. In a nutshell: As the wealth management industry wrestles with the widespread adoption of artificial intelligence, many fear that the role of the financial advisor will become increasingly commoditized. If AI can build a financial plan, optimize tax strategies, and rebalance a portfolio instantly, what i...

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How do I get in touch with Between Now and Success?

Between Now and Success is hosted by Steve Sanduski. Its publicly listed emails are info@belayadvisor.com and ssanduski@belayadvisor.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Between Now and Success?

The publicly listed emails for Between Now and Success: info@belayadvisor.com and ssanduski@belayadvisor.com.

How many listeners does Between Now and Success have?

Podseeker estimates Between Now and Success reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Between Now and Success?

Between Now and Success typically books industry leaders. Typical guest background: Senior executives and founders in financial services, wealth management, financial technology, or advisory firms; recognized investment and market experts; and published authors with substantive expertise in personal finance or business growth. Common among recent guests: Executive leadership of a financial-services, wealth-management, or financial-technology organization; Published books on personal finance, business growth, or advisory practice; Established expertise in capital markets, investment strategy, or the future of financial advice. Recent guests include Chris Galipeau, Sean Wing, and Joseph Moore.

How hard is it to get booked on Between Now and Success?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Between Now and Success cover?

Recent episodes cover Business, Financial Planning, Wealth Management, Financial Advice, and Artificial Intelligence. Pitch an idea tied to one of these topics and mention a recent episode.

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I host Between Now and Success. How do I correct this page?

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