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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

FromFinancial Advisor Success


Ep 096: The 7 Pillars Of Running An Advisory Firm Like A Real Business with Stephanie Bogan

FromFinancial Advisor Success

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)

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.