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43: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part I)

43: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part I)

FromThe Human Side of Money


43: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part I)

FromThe Human Side of Money

ratings:
Length:
84 minutes
Released:
Feb 2, 2022
Format:
Podcast episode

Description

How many times have you created a goal and vision for your advisory business only to fall short? You came up with the plan to make it happen, but you miss your growth goals while still working too many hours to fully enjoy your life outside of the business. That's because most people focus first on the plan (the strategy and tactics) instead of their mindset. Stephanie Bogan works with advisors to master their mindset, think differently about what's even possible and accelerate your business to a whole new level while working less hours to do it. We discuss: Why 80% of success is based on mindset The most common mindset traps advisors fall into (Ex: agreeing to reduce fees) The three tenets of a great client and how to make sure you aren't wasting your time chasing prospective clients "Conversations of Integrity" - giving clients the clarity they need rather than the advice you think they need And more! *For more resources discussed in this episode, check out www.wiredplanning.com/episode43 *For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.
Released:
Feb 2, 2022
Format:
Podcast episode

Titles in the series (100)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!