Before you go!

If you’re not sure which Limitless program is the best fit, let’s talk it through. Book a call with a member of our team to gain clarity on the right path forward for you and your firm.

BOOK A CALL

LIMITLESS
LEADERS

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!

Who Limitless LEADERS Is For

This program is built for advisors who are ready to elevate from success to significance. It’s especially for you if:

You’ve built a 7-figure practice and want to keep scaling without being the bottleneck.
You’ve grown through hustle but know it’s time to step into your role as a leader who builds an enduring firm.
You’re planning ahead for succession or exit in the next decade and want strategies to maximize both value and freedom.

Limitless LEADERS isn’t about working harder — it’s about learning how to scale smarter, lead stronger, and build a business that lasts.

And that’s where your coaches, Stephanie and Michael, come in.

Meet Your Coaches: Stephanie + Michael

When you join this program, you’re not learning from theory — you’re guided by two of the most trusted voices in the profession who’ve been in the trenches, built businesses, and shaped the future of advice.

Stephanie Bogan brings 30 years of practice-building expertise, from founding and selling her own firm in a 7-figure deal by age 36, to leading client experience and practice management initiatives at Genworth and United Capital (later acquired by Goldman Sachs). Today, she runs a thriving 7-figure business in just 25 hours a week, coaching advisors on how to create success that doesn’t just look good on paper — it feels good in life.

Michael Kitces is the industry’s go-to source for research-backed insights and actionable strategies. Known for his Nerd’s Eye View blog (read by more than 200,000 advisors each month) and his relentless curiosity, Michael translates complex trends and practice management strategies into practical steps you can actually use to grow.

Together, Stephanie and Michael blend strategic vision, proven systems, and real-world experience. Their shared mission: to help you scale smarter, serve deeper, and create a business that gives you both impact and freedom.

Limitless LEADERS

January to December 2026

Tuition: $33,000*

Deposit: $3,000

Monthly payment: $2,500 (12 months)

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

SIGN ME UP

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 2026 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 25-26
Fall Coaching Camp: October 7-8

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 26-27
Leaders Summer Retreat: May 28-29
Leaders Fall Retreat: October 8-9

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 8
Q2 Value Virtual Summit: March 2
Q3 Productivity Virtual Summit: June 1
Q4 Growth Summit: September 28

Curious what the in-person events look like?

Think high-impact presentations that spark new ideas, small-group conversations where you get personalized insight, and plenty of chances to connect with peers who are on the same journey. And because growth should be energizing, we always mix in memorable activities and fun that make the experience unforgettable.