Steve Saenz (aka, Chief Instigator)

For the past 26 years, Steve has been helping financial advisors evolve to higher value business models. He has trained and coached some of the top advisors in the US and Canada. He has developed a number training programs including:

He has also developed a number of business development programs / tools including:

Dynamic Wealth Optimization^TM [contact Steve for more info]
Optimize Your Business^TM
Practical Business Plan^TM
Referral Builder System^TM
Complete Collection of Steve's Creative Works

Listen to Steve's presentation at 2009 Practice Mgmt Summit ::
[click here to download slides]

Watch Steve's video on his Referral Builder Coaching Program

Listen to an interview w/ Steve about the state of the industry and his vision for the Copernicus Institute

Steve began his investment career in 1984 as an account executive with Merrill Lynch. He formed one of the first horizontal teams at ML in 1987 and participated in focus groups that led to ML's first financial planning service.

In 1989, Steve became a regional manager for Merrill Lynch Business Financial Services where he trained financial consultants in the areas of investment management consulting and qualified retirement plans. He was instrumental in the initial growth phase of the ML Consults Program.

In 1991, Steve joined Harris Bretall Sullivan and Smith as managing director for the Southeastern US raising over $300 million mostly in SMA assets.

In 1994, Steve formed Paragon Resources. By 1995 he had developed The Paragon System, one of the industry's first practice management coaching programs.

In 2004, Steve formed Copernicus Partners. During this time he worked on several enterprise-scale projects including the design-build of an internal practice management consulting department at a major financial services company.

In 2009, Steve formed the Advisor Solutions Network to meet the complex needs of the 21st Century Wealth Advisor.

In 2011, Steve launched Copernicus Village a new business and social community for creative thinkers and visionary leaders.

In 2011, Steve formed Fusion Impact Marketing, a digitalmedia consultancy that provides affordable, leading-edge video communication solutions.

Steve hails from Cocounut Grove, FL and graduated from Florida State University with a BS in Finance. He received his CIMA designation in 1991 and successfully completed Level I of the CFA program in 1994. Steve's personal interests include art, cooking, wine, music, travel and social community building. He is an avid volunteer who works on a variety of community projects such as increasing adult literacy, mentoring foster kids and stopping violence against women.

Connect with Steve