Stephanie Bogan thinks it’s time for a breakthrough and through her experience working with some of the most successful planners, shares tips that will help new planners excel in their careers.
Through Educe Inc., Stephanie works with countless successful advisors on elevating their career, focusing on their personal fulfillment, and changing the way they approach financial planning. Before she was a coach, Stephanie ran a successful startup, sold a Fortune 200 company, and held roles on senior executive boards. Finally, she decided it was time for a change. She pursued her true passion - helping financial planners run their businesses with a virtual coaching practice while moving her life to sunny Costa Rica.
Stephanie helps financial planners through both group and private coaching. As an advisor coach, she’s truly seen it all - and she’s ready to start solving the problems that new financial planners are facing in this profession.
In this episode, we’re talking about how up and coming advisors can find a position with a firm owner - and what they should look for when forming a partnership. We’re talking about work life balance. We’re talking about commitment both to your career, your firm, and this profession.
By the end of this episode you’re going to be ready to tackle your biggest goal as a new advisor. Stephanie has some fantastic insights on getting clarity, and you’ll leave the episode inspired to pursue your purpose as a financial planner.
What You’ll Learn:
- What makes financial planners successful and what you can start doing today to put yourself on that path
- How to approach a founder about a potential partnership or succession plan
- How both founders and new planners can talk to each other and understand one another’s experience and validate emotions
- How young planners can engage with clients in a way that is meaningful right now
- How to know why clients come to you for financial planning services
- The best ways to dig deeper and grow personally as a young planner
- Knowing how to approach clients about money - because it’s not always a happy topic in their household
- How to get clarity