The financial planning landscape is undergoing a great transformation, driven by emerging trends that have accelerated in recent years.
Most advisors – from lifestyle advisors to the leaders of larger firms – have failed to create their desired level of success because they fail to invest in the asset with the greatest return.
The big trends in advisor marketing and client service are differentiation, specialization, and digitalization. In this podcast, Stephanie explains how they sit at the intersection in terms of what’s possible and how advisors operate today.
The idea that growth and success can be achieved at the expense of clients, diluting the value they receive rather than deepen it, is a myth. If you follow the 10 shifts in this article, you will deliver deep value to clients and run an excellent practice that allows you to enjoy the ride and the rewards.
My guest today, Stephanie Bogan, is here to talk about the key trends that will drive growth in the advisor profession over the next several years. We all know that the pandemic has disrupted the ways advice is marketed and delivered, placing a lot more emphasis on technology and competitive differentiation. Stephanie is here to explore those trends and offer steps for advisors seeking to achieve breakthrough growth.
Today I am speaking with one of the advisory profession’s preeminent thought leaders, business strategist and success coach Stephanie Bogan. Stephanie is going to share her perspective on the value of coaching, some of her favorite lessons she has learned along the way as a coach and what it takes to really be Successful…in all aspects of your life, not just as an advisor.
Join me as I interview Industry thought leader, business strategist and success coach Stephanie Bogan. She will share 4 success strategies advisors can use to deliver 2x the value to clients in half the time, while having a life you love in the process.
Shake up a snow globe and the world inside is instantly upheaved, until the flakes settle and a new reality is revealed. This pandemic demands that advisors engage in the same level of strategic upheaval to ensure they thrive in an unsettled world.
Here’s how you can radically accelerate your success, get back your time and freedom and build a wildly successful practice and life that you love.
When I relocated with my family to Costa Rica in April 2014 at the apex of a successful career, I walked away from it all.