Model FA Podcast

Model FA Episode 03: Stephanie Bogan


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My guest today is Stephanie Bogan. Stephanie she is the CEO and Founder of Educe Inc. and Limitless Advisor, an organization that helps advisors create wildly successful businesses — and a life they love. 

In Stephanie’s typical manner, the conversation gets deep quickly as we jump into the big questions. What does the future look like for the Fiduciary Advisor? What does Artificial Intelligence mean for this industry — and how might it expose the importance of human connection?

Stephanie also shares what she has learned about success through the lens of scientific research, and why understanding your mindset and belief systems will increase your lifestyle gains, positively impact your client relationships, and boost your success.

Don’t miss one of our favorite moments, when Stephanie talks about the importance of reframing, and how this powerful practice can take your view of sales from “smarmy” to being of service to others. We hope you will find some practical ideas to try — and walk away inspired.

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Model FA PodcastBy David DeCelle

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