Scale Your Practice and Reclaim Your Life With Stephanie Bogan (Ep. 474)

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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Connect With Stephanie Bogan:

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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,, and Advisor Perspectives. Stephanie works 25 hours a week from the beaches of Costa Rica and slopes of Park City. 

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