Tackling the mental health and wellbeing issues of today’s advisor.
The Healthy Advisor: Overcoming Insecurities and Self-Doubt With Stephanie BoganThe Healthy Advisor: Overcoming Insecurities and Self-Doubt With Stephanie Bogan
Advisor coach Stephanie Bogan’s childhood shaped her insecurities and drove her to prove herself in the industry. But she realized her success was not bringing meaning to her life.
A lot of people in the industry know Stephanie Bogan; she’s a sought-after business and practice management coach and speaker. Before starting Limitless Advisor, her current coaching firm, she founded a consulting firm at the age of 24 and sold it in a seven-figure deal to a Fortune 200 company. She then joined Joe Duran’s executive team at United Capital, which was eventually acquired by Goldman Sachs.
But less known is her personal journey. She dealt with a tough childhood, with a father who was in the military and moved the family around a lot, and a mother with a mental illness. At age 17, she moved out on her own, only to experience more struggles. That upbringing shaped a desire to be constantly proving herself, protecting and hiding.
Her insecurities, perhaps, drove her to build a successful name for herself in the industry. But she eventually realized that this success was not giving her life the meaning she was hoping for.
In this episode, Diana Britton, managing editor at WealthManagement.com, speaks with Stephanie Bogan, founder and CEO of Limitless Advisor, on finding her path to happiness, well-being and healing in her own life.
Stephanie Bogan
Stephanie discusses:
What her relationships with her parents were like, and how those shaped her insecurities;
What drove her to leave home at 17;
Why she made the move to Costa Rica and how her career changed after that;
How deep, unmet needs can influence your behavior and actions; and
Her battle against stress, anxiety, insecurity and crippling self-doubt.
Resources:
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About Our Guest:
In her 25-year career, Stephanie Bogan has consulted and coached top firms, thought leaders and C-suite leaders to greater success. A regular speaker and writer, Stephanie authored The Power of Practice Management (Bloomberg Press); has written for every major publication. She is also a regular contributor to Financial Advisor, Kitces.com and Advisor Perspectives.
If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at [email protected].
The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found.
