Stephanie Bogan

  • Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow

    By Editorial Staff  |  April 30, 2013

    The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.

  • The Advisor as Inspirer

    By Ellen Uzelac  |  April 29, 2013

    How do you lead your employees, your clients, your life? Do you want to do a better job of it? Here are tips from top experts.

  • New Hire Roundup: Wells Fargo Advisors Names 3 to Key Roles

    By Marlene Y. Satter, AdvisorOne  |  September 20, 2012

    This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.

  • The Advisor Retirement Crisis

    By Ellen Uzelac  |  March 1, 2011

  • Getting to Know You

    By Ellen Uzelac  |  July 1, 2010

    During the financial meltdown, many advisors went on red alert -- rushing out communications to frightened clients. Webinars, town halls, even therapy sessions were all...

  • What's Your Advice Worth

    By Ellen Uzelac  |  May 1, 2010

    With the advisory role expanding and profit margins shrinking, industry chatter has turned to a touchy topic: the advisor's price tag. As Dennis Gallant, president of...

  • Crisis Coaching

    By Ellen Uzelac  |  August 1, 2009

    Nearly a year into the current economic crisis, many in the advisory profession continue to grapple with plunging incomes, unsettled clients and poor credibility. Worse yet,...

  • Got Marketing?

    By Ellen Uzelac  |  September 1, 2008

    When staffers at Quantuvis Consulting answer the telephone, callers are routinely greeted with this cheerful refrain: "How can I make your day great?" Engaging. Pro-active. Supportive. Exactly...

  • How to Have a High-Revenue Firm

    By Ellen Uzelac  |  January 1, 2007

    It's no secret that compliance and staffing costs are digging into profitability -- your profitability. In fact, the chatter about it has been deafening. The...

  • Raising the Bar

    By Ellen Uzelac  |  November 1, 2006

    Are you managing growth or is it managing you? It's an issue that's top of mind for successful advisors, no matter the stage in your...

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