In the Suite
In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly
In the Suite
36. Building a Life and a Business without Limits with Stephanie Bogan, CEO and Founder, Limitless Adviser Coaching
Today’s episode of In The Suite with Stephanie Bogan is all about upleveling your life. She has 27 years of experience working in advisory firms and corporate boardrooms, so she’s seen the evolution in technology, strategy, work culture first-hand.
Stephanie is CEO and Founder of Educe Inc, where she established Limitless Adviser Coaching to help financial advisors and founders create bigger and better futures, and do it on their terms.
“In the middle of our biggest challenges are our greatest teachers,” she says.
Listen to this episode to understand the difference between inspired action and effort in action, why time is your greatest asset, and why focusing on the outcome and experience truly matters most. You won't want to miss Stephanie's genius framework for great decision making with The Four Pillars: Mindset, Methods, Momentum, Mapping.
Join the conversation to hear about:
- Five frogs on a lily pad (02:55)
- 2020 was the year of the squeeze (05:30)
- How Stephanie started her career (07:55)
- The stress of success (10:30)
- Finding yourself and allowing the uplevel in life (15:30)
- Processing your challenges in a healthy way (22:40)
- Why Stephanie started Limitless Adviser Coaching (27:10)
- Studying the science of success and leadership (30:50)
- What is inspired action vs. effort in action? (36:05)
- Fight or flight in a business environment (40:40)
- Reframing your mind and upleveling your story (45:40)
- Creating a safe and open space for your children (49:05)
- Overcoming the crisis of confidence (52:00)
- Who is Limitless Adviser Coaching for? (55:50)
- The Four Pillars: Mindset, Methods, Momentum, Mapping (60:15)
- Stephanie walks us through the Plus Minus Line exercise (67:00)
- Focusing on what matters: the outcome and the experience (73:30)
- Why time us your great asset (76:55)
- What's your big Why? (80:50)
- Changing limiting stories so you can flourish (85:10)
- The Five Freedoms (90:00)
Referenced Materials
- Stephanie Bogan - LinkedIn
- Stephanie Bogan - Twitter
- Limitless Adviser Coaching - Website
- My Thank You Letter to 2020 - by Stephanie Bogan, Article in InvestmentNews
- The Power of Practice Management: Best Practices for Building a Better Advisory Business - Matt Matrisian
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
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📧 Want to get in touch? Email me at tina@growintentionally.com
