Asking these 3 questions can transform your practice
Stephanie Bogan
High-Performance Business Coach to advisors, leaders & founders | Author, Speaker, Entrepreneur
It’s already been a wild and crazy fall getting to see all my industry friends and meet new advisors at this year’s events!
From Future Proof, XYPNLive and Sanctuary Wealth to RIA Edge West, Nitrogen and everything in between, I enjoyed so many opportunities to connect with our awesome community. If you’ve attended an industry event this year, drop me a note on LinkedIn and let me know what your most impactful takeaway was — I’d love to hear!
Now, without further ado, let’s get into our Monthly Mojo!
A Better Way to Start Your Business Planning
I’m throwing it back to 2021 (doesn’t it feel like a lifetime ago?) when I wrote about the end-of-year challenges most business owners face. As we reflect on the year, we tend to judge ourselves harshly and focus on what we could and should have done differently, generating a laundry list of tasks to make sure we account for all that is lacking in the new year. There’s a better way. In this article, I share the three critical questions every business owner should ask themselves when preparing for end-of-year business planning.
A Better Way to Build Your $1M/100 Days-Off Practice
On October 18, I’m inviting you to join me for a free 90-minute webinar, where I’ll be sharing the 9 shifts to accelerate your growth, success, and freedom. Whether your goal is building a $1M practice, driving rapid growth by becoming hyper efficient, enhancing the value you bring to clients, spending more time on energy-creating tasks, or however you define “better,” you can’t get there by doing the same things you’ve always done. I’ll be going into more detail on the proven strategies that have moved the needle for so many advisors we’ve coached, including elevating your mindset, defining your model practice, taking agency over your time, and telling your story.
领英推荐
How Are Client Expectations Evolving?
My dear friend, Julie Littlechild , recently shared on her blog the results of a high-net-worth investor study, which her team conducted alongside the Investments & Wealth Institute. This important research highlights the ways core client expectations are evolving, the changes we can expect to see in the future, and what you can do to stay ahead.
9 Shifts to Accelerate Your Growth, Success & Freedom
When I say “Better You,” I mean it in every possible way. No matter what “better” means to you, it’s completely possible to achieve. But first, you need to make some mindset shifts – 9 of them, in fact.
Want to dig into the 9 shifts that will help you accelerate your growth, success, and freedom? My most recent whitepaper is a veritable playbook for applying these shifts to your life and your practice – including inspiring and actionable success stories from advisors just like you who radically transformed their firms.
Cheers to your success!
P.S. I’m holding Office Hours to personally answer your questions about how Limitless can help you create new levels of success in 2024!
You can use this link to join any of our Office Hours sessions: https://limitlessfa.life/office-hours