Do you know your value as an advisor?
Do you have the confidence to live into that value?
On this week’s episode we speak with Stephanie Bogan. She is the founder of Limitless, a company that helps advisors to build a successful business on their own terms, while enjoying a more fulfilled and happy life. Our conversation focuses on helping advisors define their value and have the confidence to deliver a great experience.
Our conversation includes:
- The power of high-performance happiness
- The three types of value advisors deliver
- How a clear vision makes for easier decisions
- How fear gets in the way of asking for referrals
- The AM-PM rule to follow when it comes to Centers of Influence
Stephanie explains how advisors can be authentic and confident, and achieve success and deliver meaningful value to clients. She reflects on the advocacy role advisors must have to gain trust and how to present that value when prospecting. We discuss the ways a crisis of confidence can impact decisions and referrals. Finally, we examine the 5-step referral process advisors must follow to be successful.
It is an inspiring conversation that will make you reflect on your mindset and how it’s possible to achieve success without compromise.
Click here to listen; we welcome your feedback, as always.
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