Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 4:45pm - 5:45pm
FPA® Educational Breakout Sessions | Block 3a: Crisis of Confidence: how to overcome the mindsets and methods keeping you from delivering massive value, building a $1m+ practice and taking 100+ days off a year.

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For more details, visit the FPA® Full Schedule.

This “tell-it-like-it-is “session will challenge your beliefs about success, reveal how to build a $1M+ practice with 100+ days off per year, and share how “Crisis of Confidence” keeps advisors from successfully telling their story, selling their services, charging for value, working with the clients they enjoy and scaling their success while building a life that they love.

With keen insights from her own success and 20 years coaching top advisors, Stephanie shares the secrets of achieving your own version of high-performance happiness.

Warning: attending this session spark radical shifts, rapid growth, and lead you to greater success and happiness.

Learning Objectives:
  • Recognize key belief systems and business strategies needed to take your practice to the next level.
  • Understand the 7 mindsets holding advisors back from greater professional success, improved client services and personal satisfaction.
  • Identify specific learnings, strategies and scripts for how to how to better tell your story, charge fees, deliver value to clients, identify target clients, and build a $1M practice that allows you to take 100+ days off per year.


Stephanie Bogan

CEO Coach and Business Strategist, Educe, Inc. and Limitless Adviser Coaching Program

Wednesday October 16, 2019 4:45pm - 5:45pm CDT