64 min listen
44: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part II)
44: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part II)
ratings:
Length:
87 minutes
Released:
Feb 16, 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. *Note: This is Part II of our two-part conversation. It's a continuation of Episode 43, so I would strongly encourage listening to that first if you haven't already. We discuss: The importance of a crystal clear vision for your business and your life Three questions to identify and overcome your limiting beliefs How to hear "No" from propsective clients and feel good about it "Three Strike Rule" - a follow-up process to create urgency and avoid chasing prospects The power of the phrase "Would it be okay if..." And way more! *For more resources discussed in this episode, check out www.wiredplanning.com/episode44 *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 16, 2022
Format:
Podcast episode
Titles in the series (100)
11: Evan Beach | An Evidence-Based Approach to Winning Prospects and Influencing Clients (Part One): Evan Beach () is the Director of Wealth Advisory for Campbell Wealth Management, an RIA firm in Alexandria, VA that oversees around $800 million AUM almost exclusively for clients over the age of 55. He writes for Kiplinger and the Journal of... by The Human Side of Money