Ep 024: How Mindset Drives Success And The 7 Freedoms Of Limitless Advisers with Stephanie Bogan
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 13 June 2017
⏱️ 118 minutes
🧾️ Download transcript
Summary
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
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, |
| 0:08.4 | speaker and consultant Michael Kitsis to hear stories of how leading financial advisors |
| 0:13.6 | navigated the inevitable challenges that arise on the path to success and get insight from leading |
| 0:19.2 | industry consultants about how to break through to the |
| 0:22.0 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:29.3 | Welcome to the 24th episode of the Financial Advisor Success Podcast. My guest on today's podcast is |
| 0:35.6 | Stephanie Bogan. Stephanie is a practice management consultant for |
| 0:38.9 | financial advisors who founded her own very successful consulting firm Quantivist at the age of just |
| 0:44.5 | 24 and ultimately sold it a decade later for seven figures to Jenworth Financial back in 2008. |
| 0:51.4 | What's fascinating about Stephanie, though, is the consulting work she's been doing since then. |
| 0:55.7 | Because as with many entrepreneurs who have successfully built and sold businesses, Stephanie soon |
| 1:01.7 | realized that what she'd built and sold hadn't really brought her the life satisfaction that she |
| 1:06.1 | hoped. And that in turn led her into a journey of the neuroscience of success and life satisfaction and |
| 1:12.0 | what helps us find purpose and meaning in our own businesses. In this episode, Stephanie talks |
| 1:17.8 | about that journey she went through in building her own practice as a young 24-year-old woman trying |
| 1:22.8 | to give practice and manage advice to advisors with multi-million dollar firms that were, in many cases, |
| 1:28.9 | more than twice her age. The mindset she had to create for herself to stay optimistic and push |
| 1:34.7 | through the challenges that came up. And the key business areas that she worked on with advisors, |
| 1:39.4 | including business strategy and planning, human capital operations and marketing and growth. |
| 1:44.5 | We also talk at length about how our mindset as a financial advisor and business owner can both drive our success and often limit it without even realizing there's a problem, |
| 1:55.1 | leading to issues like what Stephanie calls the stress of success and why most time management problems for advisors |
| 2:02.1 | are really inability to say no problems. |
... |
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