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Is it possible to experience exponential growth and still prioritize joy, freedom, and impact?
In this episode, Matt Halloran welcomes Stephanie Bogan – founder of one of the top coaching programs for financial services professionals in North America – to uncover strategies for achieving significant growth in your practice. Stephanie shares her expertise on “scaling growth,” a concept that extends beyond mere revenue generation to encompass enhanced income, profits, and value delivered to clients, while simultaneously prioritizing personal fulfillment for the advisor.
Matt and Stephanie discuss:
- The nine “success shifts,” including mindset and leadership
- Why you should get uncomfortable
- The paramount importance of clarity, confidence, and a willingness to step outside of one’s comfort zone
- The four growth inhibitors
- Why scaling up doesn’t have to mean you water down your services
- Where is the biggest opportunity for advisors to scale their success without a bunch of growth work (hint: right-sizing)?
- And more
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