79 min listen
Ep 096: The 7 Pillars Of Running An Advisory Firm Like A Real Business with Stephanie Bogan
Ep 096: The 7 Pillars Of Running An Advisory Firm Like A Real Business with Stephanie Bogan
ratings:
Length:
107 minutes
Released:
Oct 30, 2018
Format:
Podcast episode
Description
Stephanie Bogan is a successful practice management consultant who teaches advisors how to run an advisory business as a business. After building and selling her first consulting firm, Stephanie has gone on to found a new one called the Limitless Adviser Coaching Program, not because she needed to do so, but as a way to have a greater positive impact on the advisor community. In this episode, Stephanie shares what she calls the seven pillars of building and running a successful advisory firm, as well as the important mindset shift that really creates business breakthroughs. Listen in to learn the common mental constructs that hold too many advisors back, the key to success and satisfaction with your advisory business, and how to execute your vision to turn it into reality. For show notes and more visit: https://www.kitces.com/96
Released:
Oct 30, 2018
Format:
Podcast episode
Titles in the series (100)
Ep 003: How to Become a More Referable Advisor with Julie Littlechild: Today we’re changing it up a little bit - rather than speaking with a financial advisor, we’re speaking with Julie Littlechild, who’s dedicated much of her career to researching how advisors can better understand their clients’ needs, and thus pro by Financial Advisor Success