About This Episode

Join me as I interview Industry thought leader, business strategist and success coach Stephanie Bogan. She will share 4 success strategies advisors can use to deliver 2x the value to clients in half the time, while having a life you love in the process.

About Our Guest

At age 24, Stephanie Bogan founded Quantuvis Consulting, a top industry consulting firm, which she sold to Genworth Financial in 2008. In 2012 she joined the executive team of United Capital Wealth Advisors as senior vice president of client experience & enterprise development, helping deepen and scale the firm’s offering nationally. In 2014 she left the firm to move to Costa Rica with her family. She went on to found Educe, whose primary goal is to help advisors create a wildly successful business and life that you love.About our guest

Show Notes

Here is a link to the Educe web site. Here is a link to Stephanie’s article on our site, The Bold Shakeup This Crisis Demands. Here is a link to the Association of African American Financial Advisors, which was mentioned in the podcast.