36. Building a Life and a Business without Limits with Stephanie Bogan, CEO and Founder, Limitless Adviser Coaching

In the Suite

Today’s episode of In The Suite with Stephanie Bogan is all about upleveling your life. She has 27 years of experience working in advisory firms and corporate boardrooms, so she’s seen the evolution in technology, strategy, work culture first-hand.

Stephanie is CEO and Founder of Educe Inc, where she established Limitless Adviser Coaching to help financial advisors and founders create bigger and better futures, and do it on their terms.

“In the middle of our biggest challenges are our greatest teachers,” she says.

Listen to this episode to understand the difference between inspired action and effort in action, why time is your greatest asset, and why focusing on the outcome and experience truly matters most. You won't want to miss Stephanie's genius framework for great decision making with The Four Pillars: Mindset, Methods, Momentum, Mapping.

Join the conversation to hear about:

• Five frogs on a lily pad (02:55)
• 2020 was the year of the squeeze (05:30)
• How Stephanie started her career (07:55)
• The stress of success (10:30)
• Finding yourself and allowing the uplevel in life (15:30)
• Processing your challenges in a healthy way (22:40)
• Why Stephanie started Limitless Adviser Coaching (27:10)
• Studying the science of success and leadership (30:50)
• What is inspired action vs. effort in action? (36:05)
• Fight or flight in a business environment (40:40)
• Reframing your mind and upleveling your story (45:40)
• Creating a safe and open space for your children (49:05)
• Overcoming the crisis of confidence (52:00)
• Who is Limitless Adviser Coaching for? (55:50)
• The Four Pillars: Mindset, Methods, Momentum, Mapping (60:15)
• Stephanie walks us through the Plus Minus Line exercise (67:00)
• Focusing on what matters: the outcome and the experience (73:30)
• Why time us your great asset (76:55)
• What's your big Why? (80:50)
• Changing limiting stories so you can flourish (85:10)
• The Five Freedoms (90:00)

Referenced Materials

• Stephanie Bogan - LinkedIn
• Stephanie Bogan - Twitter
• Limitless Adviser Coaching - Website
• My Thank You Letter to 2020 - by Stephanie Bogan, Article in InvestmentNews
• The Power of Practice Management: Best Practices for Building a Better Advisory Business - Matt Matrisian

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