LIMITLESSLIFESTYLE
BUILD YOURWILDLY
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
January to December 2026
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)
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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.
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
Virtual Coaching Summits (Quarterly)
Quarterly, full-day Coaching Summits deliver the no-fluff, mindset-shifting, practice-building training you need to execute your roadmap.
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Q1 Performance Virtual Summit: January 8
- Q2 Value Virtual Summit: March 2
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Q3 Productivity Virtual Summit: June 1
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Q4 Growth Summit: September 28
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 25-26
- Fall Coaching Camp: October 7-8
Game-Changing Coaching Calls (Monthly)
Every month 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
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Office Hours (60 mins): Share challenges, ask questions, and get personal feedback to help you keep moving forward.
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Advisor Spotlight (60 mins): Get behind-the-scenes looks at how advisors have successfully applied Limitless strategies (and how you can too).
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 4+ wanting to stay connected to coaching and community
LIMITLESS ADVISOR COACHING - an Educe, Inc. Program - ALL RIGHTS RESERVED 2025