Ep 84: How to Serve More Clients Without Sacrificing Quality or Time

Episode 84: How to Serve More Clients Without Sacrificing Quality or Time
Guest: Stephanie Bogan

Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

Today’s guest is Stephanie Bogan, a renowned advisor consultant, coach, speaker, and author with 30 years of experience in growing and scaling wealth management practices. After selling her firm to a Fortune 200 company and retiring to Costa Rica, Stephanie returned to help other advisors achieve “high-performance happiness” by building more profitable and fulfilling firms.

Key Takeaways:
✅ Scale with Intent – Optimize your client base, staffing, and operations before expanding. Sustainable scaling starts with foundational clarity.

✅ Adopt a P&L Mindset – Move from a “personal productivity” mindset to a strategic one. Leverage people, systems, and technology to grow your firm profitably.

✅ Segment to Succeed – Use client segmentation to tailor service models, improve profitability, and elevate client experience across tiers.

✅ Service Over Fee Compression – Don’t compete on price. Deliver specialized, high-value services that justify and support premium fees.

✅ Align Growth with Fulfillment – Build a business model that aligns with your values and desired lifestyle while maintaining quality service and a balanced life.

Connect with Stephanie Bogan
🌐 Website: LimitlessFA.life
🔗 LinkedIn: Stephanie Bogan

Connect with Catherine Tindall
🔗 LinkedIn
📅 Book a Coffee Chat
📧 Email: admin@dominiones.com
🌐 Dominion Enterprise Services

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