About
Stephanie is a business strategist, high-performance business coach, speaker, author, and…
Articles by Stephanie
Contributions
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What are the key elements of a successful customer experience?
Your customer is your North Star. Every aspect of your CX (physical, emotional, intellectual) should be hyper-tailored to their unique set of needs, preferences, pain points and desires. A truly exceptional CX requires we know those needs and re-imagine every facet of the CX through the eyes of the customer.
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What are the key elements of a successful customer experience?
Feedback is your friend. Even when it stings. Especially when it stings. Feedback highlights where your values and culture align with your CX or don't. The gaps represent your roadmap to envision a new and better experience for your clients.
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What do you do if you encounter resistance and skepticism while pursuing a career in motivational speaking?
You’re either speaking your mind or someone else’s. Our insights can truly inform and inspire when infused with our real self. If we hold back, the audience will too. Authenticity means not holding back the you in your message. I used to wear black suits and speak “professionally” to play it safe. Now I ask hair parting questions (with love) and use “shiznit” and “whoop whoop” as catch phrases. Old me would be devastated! It was hard to let go of the image I thought I was supposed to meet but learned the more I trust me the more the audience trusts me. That shift took my talks from average to awesome.
Activity
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WOW!!! Future Proof delivered Thank you Matt Middleton for the opportunity to speak and engage with our amazing wealth community. The breakout…
WOW!!! Future Proof delivered Thank you Matt Middleton for the opportunity to speak and engage with our amazing wealth community. The breakout…
Liked by Stephanie Bogan
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Another phenomenal event Matt Middleton day 3= A million more breakthrough meetings, sunshine, friends, clients on stage, and an incredibly fun…
Another phenomenal event Matt Middleton day 3= A million more breakthrough meetings, sunshine, friends, clients on stage, and an incredibly fun…
Liked by Stephanie Bogan
Experience
Education
Publications
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Author, The Power of Practice Management
Bloomberg Press (publishes July 2012)
Approached by Bloomberg Press to author book on best practices for building a better advisory business, based on position as industry thought leader on building and running effective financial services businesses.
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Why Your Firm Needs Human Capital
Financial Planning Magazine
What does the term ‘human capital’ mean for the way you run your practice? Obviously, it has something to do with getting the most out of the people on your team so that they contribute to a financial advisory practice’s bottom line.
Other authorsSee publication -
Best Practices Study Series: Human Capital 2010
Quantuvus
As much as we believe in the relevance of compensation research, our own experience and research has led us to the inevitable conclusion that compensation is only one component of
a successful human capital program. As such, Best Practices Part 3: Human Capital looks to address the myriad of challenges and opportunities that we have helped advisors face as they hire, manage, compensate and advance team members.Other authors -
Best Practices: Human Capital
Quantuvis Consulting
Extensive industry research on advisory firm strategies for hiring, training, managing and advancing human capital.
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Get in Shape - Make a resolution to measure and monitor your business waistline
Financial Planning
The goal is help advisors get financially fit by benchmarking the their performance. It doesn't need to be a complicated, but can be as simple as developing an Economic Model that shows the relationship between the revenue, expenses, and profit. Combined with financial benchmarking metrics, advisors can monitor performance and get key insights that will help them make broader business decisions.
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Best Practices: Business Development 2010
Quantuvis Consulting
Extensive industry research on best practices for growing and expansion advisory firms conducted across all practice models.
Honors & Awards
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Cover article: Make 2010 Your Best Year Ever
Financial Planning magazine
Article summarizing extensive research on business performance of advisory industry selected for cover article.
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Cover article: Who Will Succeed
Financial Planning magazine
Article highlighting emerging industry trends and impacts on advisory firm owners.
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Named Industry Influential
Financial Planning magazine
Named as on of influential thought leaders in financial services industry.
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