Description

You could be leaving hundreds of thousands of dollars on the table and not even know it.

And you wouldn’t be alone.

Many advisors are wasting valuable hours of their day on activities that don’t generate revenue.

And that’s why  Stephanie Bogan joins us in this episode - to uncover the activities that separate high-performing financial advisors from the under-performers.

Stephanie is a business coach to top-performing advisors, leaders and founders. She started her first business at 24 and sold it at 36 after scaling it to 8 figures, and now helps others build wildly successful (and fulfilling) firms.

This is about performance, yes, but it’s also about building a business that doesn’t burn you out more as it grows. 

Stephanie brings an electric, motivating energy as she provides an essential playbook for financial advisors that want to take their business to the next level.

Covered in this episode:

• What successful financial advisors are doing that unsuccessful ones aren’t.
• Where you're likely wasting 30-50% of your time that is costing you money.
• How to generate an extra $400k in revenue without adding more stress.
• Why “no”s can be more valuable than “yes”’.
• Understanding your real revenue-generating activities.
• The specific numbers every advisor needs to know to grow.
• A powerful shift to help you scale without burning out.
• And much more…

Be sure to subscribe to the High Performance Financial Advisor podcast on your favorite podcast platform, so you never miss an episode.

LEARN MORE

Radium Search - https://radiumsearch.com/

Limitless Advisor Coaching - https://limitlessfa.life/ 

CONNECT

Tony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/ 

Stephanie Bogan on LinkedIn - https://www.linkedin.com/in/sbogan/ 

LISTEN

Spotify - https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d 

Apple Podcasts - https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674 

YouTube - https://www.youtube.com/@RadiumSearchUS