Victoria Bogner's guest appearances

Victoria Bogner

LifeBlood

Growing Your Financial Business...The Woman's Way

Lauryn Williams

Michelle Seiler Tucker

Ron Carson

Jen Hemphill

Tracey Bissett

Clare Cui

Brian Bogert

Crista Grasso

Ben Golden

Michael Brody-Waite

Tom Bouwer

Peter Badger

Aaron Rubin

Joe Sallustio

JJ Wenrich

OwlTail

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.comFor free, one-hour consultation email:victoria@affinityfinancialadvisors.comWebsite: https://www.mcdanielknutson.com/LinkedIn: https://www.linkedin.com/in/victoria-bogner/Twitter: @McDanielKnutsonConnect with Robyn CraneWebsite:   https://robyncrane.com/Facebook: https://www.facebook.com/bizgrowth4women/Twitter: @RobynHCrane Learn more about your ad choices. Visit megaphone.fm/adchoices

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:<ul> <li>Teaching clients about fast and slow brain thinking in relationship to money.</li> <li>Reviewing the definition of wealth.</li> <li>Working with clients in defining goals.</li> <li>Creating investment plans that match clients’ goals.</li> </ul>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:<a href="http://Affinityfinancialadvisors.com" rel="nofollow" target="_blank">Affinityfinancialadvisors.com</a>For free, one-hour consultation email:victoria@affinityfinancialadvisors.comWebsite: <a href="https://www.mcdanielknutson.com/" rel="nofollow" target="_blank">https://www.mcdanielknutson.com/</a>LinkedIn: <a href="https://www.linkedin.com/in/victoria-bogner/" rel="nofollow" target="_blank">https://www.linkedin.com/in/victoria-bogner/</a>Twitter: @McDanielKnutson Connect with Robyn CraneWebsite: <a href="https://robyncrane.com/" rel="nofollow" target="_blank"> </a><a href="https://robyncrane.com/" rel="nofollow" target="_blank">https://robyncrane.com/</a>Facebook:<a href="https://www.facebook.com/bizgrowth4women/" rel="nofollow" target="_blank"> </a><a href="https://www.facebook.com/bizgrowth4women/" rel="nofollow" target="_blank">https://www.facebook.com/bizgrowth4women/</a>Twitter: @RobynHCrane Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

EP 008 How to Get Even More Referrals with Victoria Bogner

On this show, we talked about how volatility, market timing and understanding the difference between needs and wants all play important roles in your overall financial situation with Victoria Bogner, CFP, CFA, AIF and CEO of McDaniel Knutson.  Listen to learn how to avoid common financial mistakes that can derail your budget and long term goals! For the Difference Making Tip, scan ahead to 16:01. You can learn more about Victoria at McDanielKnutson.com, LinkedIn, Facebook, and Twitter. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.

On this show, we talked about how volatility, market timing and understanding the difference between needs and wants all play important roles in your overall financial situation with Victoria Bogner, CFP, CFA, AIF and CEO of McDaniel Knutson.  Listen to learn how to avoid common financial mistakes that can derail your budget and long term goals! For the Difference Making Tip, scan ahead to 16:01. You can learn more about Victoria at <a href="https://www.mcdanielknutson.com/" rel="nofollow" target="_blank">McDanielKnutson.com</a>, <a href="https://www.linkedin.com/in/victoria-bogner/" rel="nofollow" target="_blank">LinkedIn</a>, <a href="https://www.facebook.com/mcdanielknutson" rel="nofollow" target="_blank">Facebook</a>, and <a href="https://twitter.com/mcdanielknutson" rel="nofollow" target="_blank">Twitter</a>. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at <a href="http://georgegrombacher.com/" rel="nofollow" target="_blank">GeorgeGrombacher.com</a>, or contact George by clicking here.

Small Changes Big Results with Victoria Bogner