Stephanie Bogan

Stephanie Bogan Email and Phone Number

High-Performance Business Coach to advisors, leaders & founders | Author, Speaker, Entrepreneur @ Limitless Advisor Coaching
Stephanie Bogan's Location
Park City, Utah, United States, United States
Stephanie Bogan's Contact Details

Stephanie Bogan work email

Stephanie Bogan personal email

n/a
About Stephanie Bogan

Stephanie is a business strategist, high-performance business coach, speaker, author, and entrepreneur. She's best known for building a successful multi-million dollar consulting business acquired by a Fortune 200 Company, retiring to the beach in Costa Rica, and then un-retiring to share how she learned to create "high-performance happiness" for herself and her clients. With nearly 30 years working in advisory firms and in the corporate boardrooms that serve them, Stephanie has worked in and deeply understands the wealth management space, has consulted with and coaches leaders of some of the biggest, best and brightest firms, sat in Senior Executive Roles, and designed and scaled practice management, client advice and experience platforms for firms that include Genworth, United Capital and Carson Wealth. Stephanie's known for being a sharp strategist, team builder, idea machine and skilled operator who "gets sh*t done" with a smile. She brings experience in start ups, business strategy, executive management, succession/M&A, P/E and venture capital, scaling growth, business turnarounds, strategic expansion, program adoption, branding, designing and scaling planning, advice and experience programs/offerings, and all aspects of starting, managing and growing an advisory firm and business enterprise.A highly sought-after speaker, Stephanie engages and entertains audiences with her impactful insights on topics from mindset to M&A. She authored The author of The Power of Practice Management (Bloomberg Press), penned a column for Financial Planning, writes The Limitless Adviser column for Investment News and regularly contributes to Kites.com/Nerds Eye View, Advisor Perspectives, FA Magazine, and other industry publications. Stephanie started her first business at 24 and sold it at 36. She's built a business portfolio that generates nearly $20M year in revenue. She retired at 40 and un-retired at 44 to help advisors, founders and leaders create accelerate their success while gaining back their time and build wildly successful businesses and lives that they love. What Stephanie calls, "high-performance happiness."Stephanie works part-time, splitting her time between Costa Rica and Park City, serving as Chief Possibility Officer for Limitless Advisor and as a business strategist and coach to a select group of Founders that lead high-impact, high ambition firms.

Stephanie Bogan's Current Company Details
Limitless Advisor Coaching

Limitless Advisor Coaching

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High-Performance Business Coach to advisors, leaders & founders | Author, Speaker, Entrepreneur
Stephanie Bogan Work Experience Details
  • Limitless Advisor Coaching
    Ceo, Chief Possibility Officer
    Limitless Advisor Coaching Jan 2018 - Present
    Miami, Florida, Us
    Helping finserv advisors and fintech founders build wildly successful businesses and lives that they love through business strategy, growth consulting and executive coaching in ways that produce radical results.
  • Freelance
    Retired To The Beach In Costa Rica To Surf, Sun And Learn Spanish
    Freelance Jan 2014 - Present
    Retired to spend some time in the sun, sand and in search of a more satisfying kind of success. Found it. Unretired to share it with others while working 25 hours a week from Costa Rica and Park City.
  • United Capital Financial Advisers, Llc
    Svp, Client Experience & Training
    United Capital Financial Advisers, Llc Sep 2011 - Jan 2014
    Irving, Texas, Us
    Executive team member responsible for design, build out, launch and training of enterprise office model and client experience for national RIA with 50+ offices.
  • Quantuvis Consulting, Subsidiary Of Genworth Financial
    Ceo, Head Of Strategy & Consulting
    Quantuvis Consulting, Subsidiary Of Genworth Financial 1996 - Apr 2012
    - Founded and propelled growth of consulting practice to fully operational, widely respected and profitable business acquired by Fortune 200 company in 2008. Created a recognized brand, specializing in business strategy and planning, human capital, operations optimization and business development for financial institutions and advisors. Ignited business growth from zero to a multi-million dollar practice, achieving exceptional multiple of earnings due to ability to create value proposition and high quality of business.- Expert at conducting assessments and evaluations of institutions/advisory practices, with ability to review, recommend and re-frame business strategy to develop the plans, people, and processes necessary to improve business performance while managing people and organization through significant change. - Extensive consulting with financial institutions and advisors on comprehensive issues related to business building and management, including start-up strategies, revenue growth, financial management and margin improvement.- Extensive knowledge of advisory landscape including broker/dealer, independent, hybrid, bank & wirehouse model.- Successful track record supporting all phases of advisory business lifecycle including breakaway business, new firm development, growing and maturing firms and all aspects of succession planning and mergers & acquisitions. - Independently conceived, designed and led development of ground breaking scalable IT capability. Execution delivered exceeded expectations, on time and within budget. - Consulted with and designed operational infrastructure for major financial institutions and advisory practices, including sales and marketing, operations, IT infrastructure, financial management and benchmarking, client services, and advisory services.
  • Griepp & Associates
    Director Of Marketing & Operations
    Griepp & Associates 1993 - 1996
    Responsible for business strategy, growth, and management of marketing and operations for high net worth estate planning/wealth practice.

Stephanie Bogan Skills

Business Strategy New Business Development Business Process Improvement Mergers Business Acquisition Strategic Leadership Thought Leadership Margin Minder Growth Strategies Emerging Trends Human Capital Management Consulting Change Management Published Author Business Analysis Impact Assessment Marketing Communications Strategic Communications Business Planning Operations Management Business Transition Planning Large Scale Business Transformation Large Scale Organizational Change Engaging Public Speaker Industry Expert Expert Communicator Investment Advisory Financial Advisory Leading Change Organizational Effectiveness Organizational Needs Analysis Problem Solving Inspiring Leadership New Venture Development Launching Start Ups Managing Start Ups Turn Around Management Growth Management Mergers And Acquisitions Wealth Management Business Development Strategy Financial Services Management Financial Planning Leadership Executive Management Consulting Start Ups Strategic Planning

Stephanie Bogan Education Details

  • Mt. San Antonio College
    Mt. San Antonio College
    Political Science

Frequently Asked Questions about Stephanie Bogan

What company does Stephanie Bogan work for?

Stephanie Bogan works for Limitless Advisor Coaching

What is Stephanie Bogan's role at the current company?

Stephanie Bogan's current role is High-Performance Business Coach to advisors, leaders & founders | Author, Speaker, Entrepreneur.

What is Stephanie Bogan's email address?

Stephanie Bogan's email address is st****@****vis.com

What schools did Stephanie Bogan attend?

Stephanie Bogan attended Mt. San Antonio College.

What skills is Stephanie Bogan known for?

Stephanie Bogan has skills like Business Strategy, New Business Development, Business Process Improvement, Mergers, Business Acquisition, Strategic Leadership, Thought Leadership, Margin Minder, Growth Strategies, Emerging Trends, Human Capital, Management Consulting.

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