Success Factors Driving Top Advisory Firms

Success Factors Driving Top Advisory Firms
Stephanie Bogan
Quantuvis Consulting
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IMCA - 1 credit

Following the best practices of successful advisors can help you take your firm to the next level.

Stephanie Bogan, founder and president of Quantuvis Consulting, has worked since 1996 to help advisors build great businesses and will share her insights at this webinar.

You’ll learn:

  • Characteristics shared by successful advisors
  • Key growth drivers to focus on
  • How to discover and develop your target market
  • Top mistakes that are holding back your firm's growth

A former director of Marketing & Operations for an estate/wealth planning firm, Bogan brings a diverse background in business strategy, practice management, operations and business development, together with an intimate understanding of the challenges of starting, running, and growing a business.

Founded by Bogan in 1996, Quantuvis Consulting is a national consulting firm that specializes in practice management and marketing for top advisors, custodians, broker dealers, and financial service providers. Following a rebranding of the company, Quantuvis was acquired in 2008 by a Fortune 200 company which shares Bogan's vision, values, and business philosophy.


This webinar is approved for IMCA® CE credit.


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3.1  (44)
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(Updated: February 24, 2011)
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5.0

Stephanie was very generous in her sharing of her knowledge gained over years of excellent research. It is always a sign of a fantastic presenter when they just do not have enough time and could literally just keep going - all with viable and worthwhile content. Andy - you also deserve so much credit for the work behind always offering so many great programs. Great job - both of you!
DIane MacPhee

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(Updated: February 24, 2011)
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5.0

Perfect for where I am with my practice. Great presenter who seems like she "walks her talk".

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(Updated: February 24, 2011)
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5.0

One of the best presentations I have seen on A4A. Surely there was a lot of ground to cover but the explanations were relevant and very well explained for the short time period.

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(Updated: February 24, 2011)
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5.0

I found it to be extremely timely and clear since this is exactly what I'm currently focusing on for my firm.

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(Updated: February 24, 2011)
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5.0

wish the slides on the site of API matched the slides of the presentation

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