Podcast: Financial Advisor Success (LS 56 · TOP 0.5% what is this?)
Episode: Ep 024: How Mindset Drives Success And The 7 Freedoms Of Limitless Advisers with Stephanie Bogan
Pub date: 2017-06-13

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Stephanie Bogan has achieved the level of success that most financial advisors aspire to reach. She sold her practice, Quantuvis Consulting, to Genworth Financial and now lives in Costa Rica, coaching other advisors. In this episode, she shares her perspective on growing a serious consulting business.

Stephanie attributes the rapid growth of her firm to a focus on helping other firms transform their own growth rates. She's worked with clients on business strategy, human capital, operations management, and marketing techniques, and she's developed a top reputation for coming up with valuable, tangible solutions.

Get the full show notes and transcript for this episode at: www.kitces.com/24

The podcast and artwork embedded on this page are from Michael Kitces, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Ep 024: How Mindset Drives Success And The 7 Freedoms Of Limitless Advisers with Stephanie Bogan 01:58:30 Share

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Ep 024: How Mindset Drives Success And The 7 Freedoms Of Limitless Advisers with Stephanie Bogan