EP 008 How to Get Even More Referrals with Victoria Bogner

I have great respect and admiration for my guest today, Victoria Bogner, Chief Investment Officer, partner and the CEO of McDaniel Knutson. Victoria impressed me so much in this interview that I hired her as MY financial advisor!  Victoria works with high net worth clients that range from university presidents to Hollywood celebrities (and now...li’l ol’ me). She is an Accredited Investment Fiduciary® and a Certified Financial Planner®, and a Chartered Financial Analyst Charterholder. Victoria is also a 2018 40 under 40 Honoree by Investment News, the leading news source for financial advisers. Victoria has an amazing system of working with clients and making the best out of referrals. In our conversation we discuss: Teaching clients about fast and slow brain thinking in relationship to money. Reviewing the definition of wealth. Working with clients in defining goals. Creating investment plans that match clients’ goals. Victoria is also offering a free, one-hour consultation to share some of her tips and tricks in working with clients and their portfolio allocations. Be sure to take advantage (I did!). Enjoy the show! Connect with Victoria Bogner: Affinityfinancialadvisors.com For free, one-hour consultation email: victoria@affinityfinancialadvisors.com Website: https://www.mcdanielknutson.com/ LinkedIn: https://www.linkedin.com/in/victoria-bogner/ Twitter: @McDanielKnutson Connect with Robyn Crane Website:   https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women/ Twitter: @RobynHCrane Learn more about your ad choices. Visit megaphone.fm/adchoices