About the Show
Bridging the gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.
About the guest
Industry influencer, growth mastermind, successful entrepreneur and limitless… these are some of the words I took away from my conversation with Stephanie Bogan. Stephanie has done it all in our industry from building a company that went on to sell to a Fortune 200 company and then helping lead client experience for United Capital. Stephanie has taken the knowledge from her days as a startup to working at influential larger companies to help spark success and growth for other financial advisors across the country. Stephanie’s passion is to help advisors and executives in our industry achieve unlimited success, wealth and happiness and her experiences drive these solutions. And today we are lucky enough to talk through some of this with Stephanie
As an added bonus for listeners of Bridging the Gap, Stephanie is providing a free copy of her ebook, The 5 freedoms of limitless advisors. Download it here: limitlessadviser.stephaniebogan.com/optin30252582
Subscribe, rate, and review Bridging The Gap here