Success Factors Driving Top Advisory Firms

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.

Friday, February 25 at 4 p.m. EST

To register, visit:

You’ll learn:

• Characteristics of 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.