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Is it possible to experience exponential growth and still prioritize joy, freedom, and impact? 

In this episode, Matt Halloran welcomes Stephanie Bogan – founder of one of the top coaching programs for financial services professionals in North America – to uncover strategies for achieving significant growth in your practice. Stephanie shares her expertise on “scaling growth,” a concept that extends beyond mere revenue generation to encompass enhanced income, profits, and value delivered to clients, while simultaneously prioritizing personal fulfillment for the advisor. 

Matt and Stephanie discuss:

• The nine “success shifts,” including mindset and leadership
• Why you should get uncomfortable
• The paramount importance of clarity, confidence, and a willingness to step outside of one’s comfort zone
• The four growth inhibitors 
• Why scaling up doesn’t have to mean you water down your services
• Where is the biggest opportunity for advisors to scale their success without a bunch of growth work (hint: right-sizing)?
• And more

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Resources: 

• Website: Genworth
• Program: Limitless Lifestyle
• Newsletter: Monday Mojo 

Connect With Stephanie Bogan:

• LinkedIn: Stephanie Bogan
• Website: Limitless
• Twitter/X: @Steph_Bogan

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter/X: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter/X: ProudMouth
• YouTube: ProudMouth

About Our Guest:

In her 25-year career, Stephanie Bogan has consulted and coached top firms, thought leaders, and C-suite leaders to greater success. A regular speaker and writer, Stephanie authored The Power of Practice Management (Bloomberg Press), has written for every major publication, including a past column for Financial Planning magazine, and continues to write the Limitless Adviser column for Investment News. 

She is also a regular contributor to Financial Advisor, Kitces.com, and Advisor Perspectives. Stephanie works 25 hours a week from the beaches of Costa Rica and slopes of Park City.