Description
Stephanie Bogan, Chief Possibility Officer for Limitless Advisor, makes redefining success upwards - for herself and the advisors, leaders and founders she partners with - look easy. But there's a career's worth of insight, intelligence, method and practice in her coaching. Stephanie gets serious about the inspiration and the hard questions in this episode.
We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master’s degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay’s work focuses on supporting advisors in strengthening their relationships with their clients...
Published 11/18/24
Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth,...
Published 10/24/24