Learn Our 7-Step Framework for Scaling Your 7-Figure Firm to Unlock Growth, Profits, Value & Freedom
Get Our Proven Framework for Turning Your Practice into a Business, Becoming a Confident Leader, Accelerating Your Success, Optimizing your Time, Capacity and Margins
Learn Our 7-Step Framework for Scaling Your 7-Figure Firm to Unlock Growth, Profits, Value & Freedom
Get Our Proven Framework for Turning Your Practice into a Business, Becoming a Confident Leader, Accelerating Your Success, Optimizing your Time, Capacity and Margins
LIVE Masterclass with Stephanie Bogan & Michael Kitces
December 5, 2024
10:30 AM PT/1:30 PM ET
10:30 AM PT/1:30 PM ET
“Inside this 75-minute Masterclass, Michael and I will share our 7-step system to accelerate your growth by freeing your time for higher use, creating capacity inside your firm, and optimizing your profit margins.
PLUS how we’ll be personally coaching 36 Leaders to implement this framework to break through their own obstacles and turn their 7-figure practices into a business and life without limits.”
We’ll share our proven framework for helping top firms transform their comfortable practices into wildly successful businesses they love:
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How to Break the Growth Barriers that Stall 7-Figure Firms
Break the bottlenecks limiting your progress and get proven strategies to break through your growth barriers while protecting your time, capacity and profits. -
Shift from Advisor to Leader to Professionalize & Optimize your Practice
Learn how to get out of the grind of daily operations, lead with clarity, deepen client value and drive growth while sitting in a seat you love! -
Grow Without Burnout Using Scalable Systems to Drive Value and Growth
Build hyper-efficient processes that systematically deliver highly specialized services, deepening client relationships, value, income and freedom. -
Build a High-Impact Team to Fuel Your Vision and Free Your Time!
It’s time to sit in a seat that energizes you and adds value to the business. Get our proven practices for building scalable, self-sufficient teams—so you can delegate confidently and focus on energy-creating revenue-producing activities that accelerate your growth, deepen your value and give you true freedom. -
The Success Levers You Can Use to Accelerate Your Success
We’ll share the overlooked levers that unlock clarity, time, and unlimited growth potential (the same ones Kitces used to grow 10x while working fewer hours).
If you’re ready for a step-by-step system to identify and break through your personal and professional obstacles and learn how to transform your 7-figure practice into a scalable business that unlocks more growth, profits, value & freedom— this Masterclass is for you.
Who Should Attend:
This exclusive Masterclass is designed for Leaders of 7+ figure firms ready to implement a proven framework to turn their successful practice into a scalable business:
- Advisors running a 7-figure practice who are ready to transition from Advisor/Operator to CEO/Growth Leader.
- Leaders who feel trapped in the day-to-day-grind, ready to reclaim time for energy-creating, revenue-producing activities that energize you.
- Advisors who want to trade management for leadership and build a high-performance team that frees you from the day-to-day.
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Advisors leaving growth and profits on the table who want to leverage deep expertise and proven practices to unlock hidden revenue and increase your EBOC.
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Leaders who want to scale their business sustainably—who are ready to make changes and create new levels of success without sacrificing personal freedom.
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Owners thinking ahead to succession or exit who want a proven roadmap to maximize business value while creating a successful exit or wind down that meets all their goals.
You’ll walk away with:
- A Clear Roadmap to Your Next Development Level – Know exactly where your firm stands today and what you need to fix to unlock growth, enterprise value, and profits.
- Precise Solutions to Break Through Growth Barriers – Identify what’s slowing you down and implement targeted fixes to accelerate results.
- High-Impact Strategies to Leverage Your Time – Discover the systems and frameworks that free you from daily grind, multiply your productivity, and fuel sustainable growth.
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An Owner’s Playbook for Scalable Success – Elevate from advisor to business leader with the mindset, tools, and insights to build a high-performing, future-ready practice
Ready to stop running on the hamster wheel and start leading your business to its next level? Join us for 75 minutes of game-changing insights that can change the way you grow—forever.
Feeling stuck in your business?
We’ll help you break through.
Limitless Leaders isn’t just another advisor coaching program. It’s a game-changing coaching experience for 7-figure leaders who want to break through the mindset, leadership, and structural obstacles standing between where you are now and where you want to go.
In 2025, Stephanie Bogan and Michael Kitces are personally coaching 36 Leaders to implement a 7-step system that disrupts your thinking, delivers deep client value, scales your capacity and margins, and develops your leadership to transform your practice into a successful business that maximizes value, profits, and freedom.
Here’s what joining the Leaders 2025 Program will mean for your business:
- From advisor to leader, with a clear vision and the confidence to take bold, decisive action.
- From a 7-figure practice to a scalable business built on a proven framework for sustainable growth.
- From being stuck in day-to-day operations to a seat that energizes you, unlocking time and freedom.
- From overwhelmed to a practice optimized for time, capacity, margins, and freedom
- From “figuring it out” to scaling with a professionalized team that can drive growth without you.
- From founder-led rainmaking to a reliable growth engine that runs independently.
- From random growth to intentional scaling, maximizing enterprise value and positioning for a future exit.
Don’t take our word for what you can accomplish, see what these Leaders have to say:
10x growth in 5 years
“Coaching helped me challenge my own thinking and create the biggest, most satisfying shifts in my business to date - a great testament to the power of mindset shifts and growing a team.”
Michael Kitces
Kitces.com & Much More
3x growth | 3x time off
30%+ annual growth
30%+ annual growth
“Leaders helped me rethink my vision, get out of the kitchen, empower my team, and massively improve my life balance. In one year I’ve gone from keeping up to being out 12-weeks a year living life while my team operates seamlessly. All while growing 20% YOY. Life is so good!”
From $88M to $2.5B
"Working with Stephanie during each phase of our business, we grew from $88M to $2.5B, almost all organically. We could not have scaled our firm's growth without sacrificing our margins, work/life balance and culture without Stephanie's advice. She expertly guided us to elevate our vision, leadership, teams, operations, and marketing to grow profits, value, and well-being."
Bob Nachman
From 2 Advisors to $2B | With Focus & Freedom
From 2 Advisors to $2B | With Focus & Freedom
5x growth with 8 weeks & Fridays off | Fulfilled her Dream
"The biggest change in my life has been the mantra: What you focus on expands. Since Limitless, I have changed firms, become partner, and focused my time doing work that I love while creating a pipeline in my business. And I’m showing up as a much stronger leader at work in ways that make me far more present at home. Now I don’t feel like I have to choose between my firm’s financial success and my family. I’m leading a no-limits business and life that just keeps getting better."
Tiffany Charles
Destiny Capital
I’m Stephanie. I’m a successful entrepreneur and business coach enjoying a wildly successful 7-figure business working 25 hours a week from the beaches of Costa Rica and the slopes of Park City.
I founded my first consulting firm at the age of 24. At 36, I sold it in a 7-figure deal to a Fortune 200 company, where I joined the Executive Team.
I spent years building, scaling, and optimizing Genworth and United Capital’s advice, client experience, and practice management offerings adopted by thousands of advisors and later sold to Goldman Sachs.
In spite of all my success, something was missing. In 2014, at the apex of my career, I walked away from it all and retired to the beaches of Costa Rica to continue my search for something more satisfying. I spent years studying the science of success to learn how to create success that comes with the time and freedom to enjoy it. What I found blew my mind.
Now, I share my 30-years of practice-building expertise and coaching to teach advisors how to master the mindset, methods, and practical tactics they need to build a wildly successful business and life they love.
I’m Michael Kitces. I’m a lifelong learner with a passion for sharing what I’ve learned with others. I’m a financial “advicer,” speaker, entrepreneur, and writer. I run “The Kitces Report” and “Nerd’s Eye View” blog.
I love to nerd out about trends, marketing, and practice management and I’m dedicated to sharing my knowledge with as many advisors as possible.
I speak at over 50 in-person and virtual events every year and my site brings my latest research and thoughts to over 12,000 advisors; the Nerd’s Eye View blog reaches more than 200,000 unique visitors every month.
I’m Stephanie. I’m a successful entrepreneur and business coach enjoying a wildly successful 7-figure business working 25 hours a week from the beaches of Costa Rica and the slopes of Park City.
I founded my first consulting firm at the age of 24. At 36, I sold it in a 7-figure deal to a Fortune 200 company, where I joined the Executive Team.
I spent years building, scaling, and optimizing Genworth and United Capital’s advice, client experience, and practice management offerings adopted by thousands of advisors and later sold to Goldman Sachs.
In spite of all my success, something was missing. In 2014, at the apex of my career, I walked away from it all and retired to the beaches of Costa Rica to continue my search for something more satisfying. I spent years studying the science of success to learn how to create success that comes with the time and freedom to enjoy it. What I found blew my mind.
Now, I share my 30-years of practice-building expertise and coaching to teach advisors how to master the mindset, methods, and practical tactics they need to build a wildly successful business and life they love.
I’m Michael Kitces. I’m a lifelong learner with a passion for sharing what I’ve learned with others. I’m a financial “advicer,” speaker, entrepreneur, and writer. I run “The Kitces Report” and “Nerd’s Eye View” blog.
I love to nerd out about trends, marketing, and practice management and I’m dedicated to sharing my knowledge with as many advisors as possible.
I speak at over 50 in-person and virtual events every year and my site brings my latest research and thoughts to over 12,000 advisors; the Nerd’s Eye View blog reaches more than 200,000 unique visitors every month.
LIMITLESS ADVISOR COACHING - an Educe, Inc. Program by Stephanie Bogan – ALL RIGHTS RESERVED 2024
