Welcome back to the twenty-fourth episode of the Financial Advisor Success podcast!
This week’s guest is Stephanie Bogan. Stephanie is a practice management consultant for financial advisors, who founded her own very successful consulting firm, Quantivus, at the age of just 24, and ultimately sold it a decade later for 7 figures to Genworth Financial, back in 2008.
What’s fascinating about Stephanie, though, is the consulting work she’s been doing since then. Because – as with many entrepreneurs who have successfully built and sold a business, Stephanie soon realized that what she’d built and sold hadn’t really brought her the life satisfaction that she had hoped. And that in turn led her into a journey into the neuroscience of success, life satisfaction, and what helps us find purpose and meaning in our own businesses.
In this episode, Stephanie talks about the journey she went through in building her consulting practice – as a young 24-year-old women trying to give practice management advice to advisors with multi-million-dollar firms that were more than twice her age, the mindset she had to create for herself to stay optimistic through the challenges, and key practice management areas that she consulting on with advisors, including Business Strategy and Planning, Human Capital, Operations, and Marketing & Growth.
We also talk at length about how our mindset as a financial advisor and business owner can both drive our success, and often limit it without even realizing there’s a problem, leading to problems like the “Stress of Success”, why most time management problems are really an “inability to say ‘no'” problem, and what Stephanie calls the “7 freedoms of being a limitless adviser”, to free yourself from a mindset of limiting beliefs that may be holding you back.
And be certain to listen to the end, where Stephanie talks about how she helped one advisory firm overcome the all-too-common problem of saying “yes” to too many accommodation clients, and not being able to draw the line between “investment-only” clients and full financial planning clients, but creating a simple one-page visual that broke the firm’s services into 3 categories, set prices for each, and let the CLIENTS choose which tier they wanted.
So whether you’re simply looking for practice management advice and ideas from one of the industry’s leading experts, or perhaps need some help getting over a mental mindset of limiting beliefs that may be limiting your own success (without even realizing it, until now!?), I hope you enjoy this latest episode of the Financial Advisor Success podcast!
source https://www.kitces.com/blog/stephanie-bogan-limitless-adviser-podcast-educe-mindset-drives-success-7-freedoms/?utm_source=rss&utm_medium=rss&utm_campaign=stephanie-bogan-limitless-adviser-podcast-educe-mindset-drives-success-7-freedoms
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