How many times have you created a goal and vision for your advisory business only to fall short? You came up with the plan to make it happen, but you miss your growth goals while still working too many hours to fully enjoy your life outside of the business.

That’s because most people focus first on the plan (the strategy and tactics) instead of their mindset.

Stephanie Bogan works with advisors to master their mindset, think differently about what’s even possible, and accelerate your business to a whole new level while working fewer hours to do it.

We discuss:

Why 80% of success is based on mindset
The most common mindset traps advisors fall into (Ex: agreeing to reduce fees)
The three tenets of a great client and how to make sure you aren’t wasting your time chasing prospective clients
“Conversations of Integrity” – giving clients the clarity they need rather than the advice you think they need
And more!

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43: Pursuing Limitless Growth By Focusing On Mindset Over Methods with Stephanie Bogan (Part I)