The Next Frontier in Advisor Marketing and Client Service

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About This Episode

The big trends in advisor marketing and client service are differentiation, specialization, and digitalization. In this podcast, Stephanie explains how they sit at the intersection in terms of what’s possible and how advisors operate today.

About Our Guests

In her 25+ year career, Stephanie Bogan has authored The Power of Practice Management (Bloomberg Press), written columns for Investment News and Financial Planning magazine as well as frequent articles for Kitces.com, FA Magazine and Advisor Perspectives, has been named an Industry Influential, spoken at nearly every major conference and remains a highly sought-after speaker, business strategist and executive coach. She is also the founder and chief possibility officer of Limitless Advisor Coaching, now in its fifth successful year of teaching advisors to build wildly successful practices and live the lives they love. In addition to her coaching work, she is a recognized industry thought leader and consults to various corporations, boards and private equity firms on trends and opportunities in the industry.

Show Notes

Here is a link to Stephanie’s firm, Limitless Advisor Coaching.

If you'd like to learn more about Stephanie's strategies and Limitless Advisor Coaching, please visit https://limitlessfa.life. Stephanie will be hosting an introductory webinar on September 27th, where she and other Limitless coaches will share tried and true strategies for building a wildly successful business and life you love. You can register for that at https://limitlessfa.life/ap-09-27. Limitless is offering Advisor Perspectives members a $1500 discount on any Lifestyle Program or a $3000 discount on their Leaders Program. Simply use the promo code AP23 when enrolling.

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