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 less hours to do it.

*Note: This is Part II of our two-part conversation. It’s a continuation of Episode 43, so I would strongly encourage listening to that first if you haven’t already.

We discuss:

• The importance of a crystal clear vision for your business and your life
• Three questions to identify and overcome your limiting beliefs
• How to hear “No” from propsective clients and feel good about it
• “Three Strike Rule” – a follow-up process to create urgency and avoid chasing prospects
• The power of the phrase “Would it be okay if…”

And way more!

*For more resources discussed in this episode, check out www.wiredplanning.com/episode44

*For more resources and insights on mastering the human side of money (including our popular “Wisdom Round-Up” email), go to www.wiredplanning.com.

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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 less 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!

*For more resources discussed in this episode, check out www.wiredplanning.com/episode43

*For more resources and insights on mastering the human side of money (including our popular “Wisdom Round-Up” email), go to www.wiredplanning.com.

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS | More