BUILD YOUR
WILDLY
SUCCESSFUL
PRACTICE

BUILD YOUR
WILDLY
SUCCESSFUL
PRACTICE

We’re in the business of breakthroughs.
Are you ready for yours?

Designed for financial advisors and growing firms, our game-changing coaching programs hand you the proven roadmap to elevate your thinking, accelerate your growth, and create success that comes with the time and freedom to enjoy it!

Limitless
Lifestyle

For advisors ready to build a $1M/100 days off practice with 50%+ EBOC

Limitless
Leaders

For growth-minded leaders of 7-figure firms ready to scale success without sacrificing their lifestyle

Limitless
Legacy

For Limitless alumni in year 3+ wanting to stay connected to coaching and community

Here’s what makes Limitless unlike any other coaching program:

  • Advisor-Specific Coaching & Expertise
    No generic advice or theory here. Our programs are field-tested and proven to work by advisors just like you Your roadmap and our expertise gives you everything you need to succeed. 
  • ​Proven Systems & Processes
    No more trial-and-error. Whether you need to take back your time, define service models, optimize operations, manage teams, or drive growth, we’ll teach you how to build a hyper-efficient practice that optimizes margins and joy.  
  • ​Practical, Actionable Advice
    No more wasting time. We’ll hand you the proven shortcuts and practice-building strategies you need to succeed – and be there with the coaching and accountability you need to apply them.
  • ​Mindset & Personal Growth
    No more getting in your own way. We’ll teach you the mindset shifts to overcome your personal boundaries and unlock your potential so you can grow with confidence.
  • Personal Coaching & Peer Collaboration
    No more going at it alone. You’ll get personal coaching and peer collaboration within a community of growth-minded advisors committed to elevating their success and yours.

Here’s what successful advisors who have used Limitless to re-shape their practices have to say:

The Limitless Works Guarantee

When you invest in Limitless, we’re as committed to your success as you are. We’re so confident that Limitless works if you do, we’ll refund your tuition minus your enrollment deposit if you don’t see measurable results. Learn more about the Limitless Works Guarantee here. 
*Valid for Lifestyle members only. 

Which Limitless Coaching program is right to help you accelerate your success?

Limitless
Lifestyle

For advisors ready to build a $1M/100 days off practice with 50%+ EBOC

Limitless
Leaders

For growth-minded leaders of 7-figure firms ready to scale success without sacrificing their lifestyle

Limitless
Legacy

For Limitless alumni in year 3+ wanting to stay connected to coaching and community

Your Limitless 2025 coaches have ‘been there and done that’ 
with the proven track records and industry expertise to help 
you build a wildly successful practice you love.

Stephanie Bogan

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.  

Michael Kitces

Hi, 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.
2025 Alumni Ambassadors

Limitless LIFESTYLE 

    January to December 2025    

Tuition: $15,000*
Deposit: $1,500
Monthly payment: $1,125 (12 months)

*$15,000 with partner code | $18,000 without partner code

If you're a growth-minded advisor who is tired of being trapped on a treadmill and wants a proven path to growth without sacrificing your time, Limitless LIFESTYLE is for you.

Lifestyle is a game-changing coaching program designed to elevate your thinking, accelerate your growth, and optimize your practice.

You’ll get coaching from trusted experts and alumni, a proven playbook of strategies and plug-and-play practice resources, plus the coaching support you need to accelerate your success.

Lifestyle coaching will put you on the proven path to $1M in low-stress revenue, 50%+ EBOC, and 100 days off a year.

You’re a good fit for Limitless LIFESTYLE if you are:

  • A solo advisor or small practice with $200,000+ in revenue 
  • ​Growth-minded, coachable, and ready to commit to change
  • ​Motivated to achieve $1M/100 days off (or whatever your version of success is)​
  • ​Want proven shortcuts and a roadmap to growth, efficiency, time, and freedom
  • Able to commit 2-4 hours per week for coaching and implementation

What’s waiting for you inside the Limitless LIFESTYLE program:

A game-changing coaching program led by Stephanie Bogan, alongside Michael Kitces and alumni coaches who have successfully built a 1M/100 days off practice using the Limitless roadmap:

  Roadmap to Success

A step-by-step roadmap for building your wildly successful $1M practice with 50%+ EBOC and 100 days off per year.

  Accountability Check-ins

Personal accountability check-ins to help you stay focused and on track.

  Personal Coaching Support

Personalized coaching support helps you apply what you learn and maintain momentum.

  Proven Practice Resources

Access to the Limitless Practice Library—filled with resources, templates, and strategies that will help you grow and streamline business operations across 9 practice shifts.

  Growth-Minded Community

Access to our tight-knit community of growth-minded advisors for peer support, accountability and collaboration.  

  Virtual Coaching Summits (Quarterly)

Quarterly, full-day Coaching Summits deliver the no-fluff, mindset-shifting, practice-building training you need to execute your roadmap.
  • ​Q1 Performance Virtual Summit: January 13
  • ​Q2 Value Virtual Summit: March 10
  • ​Q3 Productivity Virtual Summit: June 16 
  • ​Q4 Growth Summit: August 25

  2-Day Coaching Camps (Spring & Fall)

Gather live with coaches and the community each Spring and Fall to remove distractions, roll up your sleeves, and get to work applying what you learn.
  • Spring Coaching Camp: March 26-27 (Charlotte, NC)
  • ​Fall Coaching Camp: September 3-4 (Denver, CO)

  Game-Changing Coaching Calls (Weekly)

Every Monday offers a unique coaching experience to accelerate your success and expand your well-being:
  • Practice-Building Call (90 mins): Group coaching delivering actionable insights and practice-building strategies.
  • ​Mindset Coaching Call (60 mins): Elevate your thinking, overcome your internal obstacles, and tackle mindset challenges to accelerate your success
  • ​​Office Hours (60 mins): Share challenges, ask questions, and get personal feedback to help you keep moving forward. 
  • ​​​Advisor Spotlight (60 mins): Get behind-the-scenes looks at how advisors have successfully applied Limitless strategies (and how you can too).

  Introducing the Limitless VIRTUAL Program

  January to December 2025    

Tuition: $12,000*
Deposit: $1,500
Monthly payment: $875 (12 months)

*$12,000 with partner code | $15,000 without partner code

For those who want the benefits of Limitless LIFESTYLE but prefer a virtual format, Limitless VIRTUAL offers the core program with group coaching and virtual-only access. 

VIRTUAL members do not attend the 2-Day Coaching Camps in the Spring and Fall, preferring to work on their own.

You’re a good fit for Limitless VIRTUAL if you:

  • Have a conservative budget
  • Prefer to avoid travel time
  • ​Are able to lock in and make progress on your own

Limitless LEADERS

  January to December 2025    

Tuition: $33,000*
Deposit: $3,000
Monthly payment: $2,500 (12 months)

*$33,000 with partner code | $36,000 without partner code

If you've built a 7-figure practice and want to continue to scale growth that’s less dependent on you… 

If you’ve succeeded in spite of yourself and need to transition from a great advisor into an effective leader of an enduring advisory firm…

If you’re looking to build value or plan your succession for an exit in the next decade and want the strategies and shortcuts to make the most of your timeline…

Then Limitless LEADERS is for you.  

Leaders is a game-changing coaching experience designed to disrupt your thinking, scale your growth, and develop your leadership to transform your practice into a successful business that maximizes value, profits, and joy.  

Join Stephanie Bogan, Michael Kitces, and an exclusive group of 36 elite advisors in our Class of 2025 cohort. 

You’re a good fit for Limitless LEADERS if you are:

  • A successful founder or partner of a 7-figure firm
  • ​Growth-minded, coachable, and ready to create new levels of success
  • ​Ready to optimize your practice, build your team, and scale your growth 
  • ​Want to scale growth while making business less dependent on you
  • Able to commit 2-4 hours per week for coaching and implementation

What’s waiting for you inside the Limitless LEADERS program:

A game-changing coaching experience led by Stephanie Bogan, alongside Michael Kitces designed to help growth-minded leaders of 7+ figure firms accelerate their success and expand their well-being:

  Roadmap to Success

A step-by-step roadmap to disrupt your thinking, optimize your practice, scale your growth, and transform your practice into a business that maximizes value, margins, and joy.

  Strategy Consulting w/ Stephanie

Get expert guidance to help you set strategy, scale growth, and step up your leadership in one-on-one consulting calls (scheduled 2x year, as needed).

  Monthly Coaching Calls

Your Practice Coach will provide personalized touchpoints to give you the expertise, guidance, and accountability you need to move forward with confidence.

  Proven Practice Resources

Access to the Limitless Practice Library - filled with proven resources and shortcuts to help you run, grow, and optimize your practice.

  Growth Minded Community

Join a tight-knit community of growth-minded peers for sharing, collaboration, and accountability.

  Limitless LIFESTYLE Program

You and your team get full access to the Limitless LIFESTYLE program, including seats for you + a guest at our 2-Day Coaching Camps. You’ll attend selected camps based on your roadmap. Attendance is optional and will be decided with your Practice Coach.
  • Spring Coaching Camp: March 26-27 (Charlotte, NC)
  • ​Fall Coaching Camp: September 3-4 (Denver, CO)

  THREE 2-Day Leaders Retreats (Spring, Summer & Fall)

Led by Stephanie Bogan and Michael Kitces to disrupt your thinking and provide deeper insights and coaching to help you develop new levels of personal and business mastery.  
  • Leaders Spring Retreat: March 27-28 (Charlotte, NC) 
  • Leaders Summer Retreat: June 26-27
  • ​Leaders Fall Retreat: September 4-5 (Denver, CO)

  FOUR 1-Day Virtual Coaching Summits

Full-day Coaching Summits deliver the no-fluff, high-ROI training you’ll need each quarter to execute the next step of your roadmap.
  • ​Q1 Performance Virtual Summit: January 13 
  • ​Q2 Value Virtual Summit: March 10
  • ​Q3 Productivity Virtual Summit: June 16 
  • ​Q4 Growth Summit: August 25

Limitless LEGACY

  January to December 2025    

Tuition: $3,600
Deposit: $0
Monthly payment: $300 (12 months)

If you’re a Limitless alum in year 3+ of our coaching program who wants to stay connected to coaching and a growth-minded community of peers, Limitless LEGACY is for you.

Limitless LEGACY gives you the access to group coaching, accountability, and practice management tools you count on to continue to execute on your personal roadmap.

What’s waiting for you inside the Limitless LEGACY program:

  Roadmap to Success

A step-by-step roadmap to disrupt your thinking, optimize your practice, scale your growth, and transform your practice into a business that maximizes value, margins, and joy.

  Proven Practice Resources

Access to the Limitless Practice Library - filled with proven resources and shortcuts to help you run, grow, and optimize your practice.

  Good Vibes Tribe

Ongoing access to our online member community for ongoing coaching, collaboration, and accountability.

    Limitless VIRTUAL Program

You and your team get full access to the Limitless VIRTUAL program, including seats for you + a guest at our quarterly Coaching Summits. We'll deliver the no-fluff training you’ll need to implement strategic changes with confidence.
  • ​Q1 Performance Virtual Summit: January 13 
  • ​Q2 Value Virtual Summit: March 10
  • ​Q3 Productivity Virtual Summit: June 16 
  • ​Q4 Growth Summit: August 25

  Exclusive MASTERS CIRCLE Calls

We’ll hold 2-4 Legacy & Leaders only MASTERS CIRCLE calls with me, Michael Kitces, and other industry gurus to give you a front-row seat to talk with leading experts, get their latest thinking, and stay ahead of the latest trends and tactics for elevating your work, wealth and well-being.

   OPTIONAL ADD-ON: 2-Day Coaching Camps (Spring & Fall)

Gather live with coaches and the community each Spring and Fall to remove distractions, roll up your sleeves, and get to work applying what you learn.
  • Spring Coaching Camp: March 26-27 (Charlotte, NC)
  • ​Fall Coaching Camp: September 3-4 (Denver, CO)
LIMITLESS ADVISOR  COACHING - an Educe, Inc. Program - ALL RIGHTS RESERVED 2024