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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:
- PodRocket Influence Academy (Enroll for FREE)
- Website: Genworth
- Program: Limitless Lifestyle
- Newsletter: Monday Mojo
Connect With Stephanie Bogan:
Connect With ProudMouth:
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- LinkedIn: Matt Halloran
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- 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.
