Welcome back to the 96th episode of the Financial Advisor Success podcast! Stephanie is a successful practice management consultant who built and sold her first consulting firm and now has gone on to found a new one called the Limitless Adviser Coaching Program. Starting with the key step of planning for what outcome you want to create for your firm, then figuring out how to position the firm to reach the right clientele, and then following through with the packaging, promotion, process, platforms, and people that are needed to implement the vision.
How Stephanie Launched Her Own Consulting Firm At The Age of 24 [3:52]
Resources Featured In This Episode:
It's the invisible force holding us back from the more and better we want to be and achieve in our business and our lives. In your discussion, validate the forces driving the client's discomfort, confirm that you hear what they're saying and explain why the current strategy remains best suited for them. To run a successful practice, advisers also must be great business owners. Here's how to get started. Stephanie Bogan shares examples of three financial advisers who shifted their thinking and client offerings to better reach their goals. Firms should develop a service model to ensure the needs of 'top' clients aren't undercut by the demands of everyone else. A couple sample encounters show advisers how to stick firm to pricing and get the best prospect recommendations.
Like you, business expert, consultant and author Stephanie Bogan has experienced the intense ups-and-downs that come with running a successful business. She has enjoyed all the common definitions of success, and helped others to achieve it. Then at the height of her career, she left it all behind and moved Costa Rica. Here, her avid interest in success habits, leadership principles and behavioral and neuroscience came together with her business background to ignite her message about the possibilities of limitless success and happiness. Is it talent and skill?
Welcome back to the twenty-fourth episode of the Financial Advisor Success podcast! 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. Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. Michael: Welcome everyone.