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Limitless Advisor Coaching, in connection with #XYPNLIVE2023, presents

Limitless Advisor Coaching, 

 in connection with #XYPNLIVE2023, 

How to Build a $1M/100 Day Off Practice

(And Life You Love)

XYPNLive Pre-Conference | September 18, 2023 

We know what it takes to build a $1M / 100 day off practice. 

Now, you can too.

Join practice expert and high-performance coach Stephanie Bogan and XYPN Advisor Adam Cmejla, CFP®, for a mindset-shifting, game-changing, goal-crushing day teaching you how they built 7-figure, successful practices and gained back the time and freedom to enjoy it - and how you can too. 

Elevate Your Thinking | Accelerate Your Success | Enjoy Your Freedom

Leave with the success strategies, proven processes, and mindset make-overs field tested by advisors just like you (and some of the biggest, best & brightest firms) to attract “just right” clients, deliver deeper value, build a hyper-efficient practice & spend your time doing energy creating work you love (if you’re into that sort of thing). 

As part of this pre-conference session, you will receive our exclusive one-pager plan to help you re-imagine what’s possible for your growth and access to a private Office Hours Check-In Call with Stephanie after the event.
Be Brilliant at the Basics
Learn how to put your growth into high gear – while spending your time doing energy-creating 
work you love. 
Create New Levels of Success
Radically accelerate their success, you’ll up your game, put pen to paper, practice with your peers, and walk away with actionable insights.

The cost to attend our session is $349 and all proceeds will be donated to Savvy Ladies,
which provides financial guidance to women in need. 

Limitless Advisor Pre-Con 2023

How to Build a $1 Million/100 Day Practice
8:30 a.m. – 5:00 p.m.

This one-day workshop will teach you how to be ‘brilliant at the basics’ and give you the proven practices and actionable insights you need to get clear, get focused and get to work building a wildly successful practice and life you love.
  • 8:30 – 9:30  |  The Freedom Formula® for Building a $1M/100 days off Practice
    Learn the formula for creating success that comes with the income, time and freedom to enjoy it.  
         • Being Brilliant at the Basics
         • 9 Success Shifts to Accelerate your Success
         • Workshop: Personalized Practice Assessment 
  • 9:30 – 11:30  |  The Performance Formula: How to Be a Happy, High Performing Advisor 
    Learn how to shift your personal performance into high gear and productivity strategies that will elevate your work, wealth & well-being.
         • Mindset: Applying the Science of Success
         • Mapping your Model Practice Blueprint
         • Taking Back your Time 
         • Workshop: Finding your Freedom Formula
  • 11:30 – 12:30  |  Lunch on Your Own 
  • 12:30 – 2:30  |  The Growth Formula: Finding the Right Clients & Growing your Ideal Client Base
    Unlock the secrets, strategies, and systems to attract and retain ideal clients and grow 2-3x faster.  
         • Nailing Your Niche, Specialty or Differentiator
         • Telling your Story with Total Confidence
         • Nailing the No Stress Prospect Process 
         • Growth Strategy for Generating Leads 
         • Workshop: Staging Your Sales System 
  • 2:30 – 2:45  |  Break
  • 2:45 – 4:15  |  The Service Formula: Delivering Deeper Value with Specialized Service Systems
         • Deliver Specialized Services Efficiently and Profitably 
         • Setting up a Scalable Service System 
         • Planning, Communicating & Managing Changes 
         • Workshop: Your Service Model Strategy
  • 4:15 – 5:00  |  Ask Us Anything

About the Speakers

Stephanie Bogan
Stephanie Bogan is known for helping growth-minded advisors and leaders build wildly successful practices and work with greater ease and joy. With three decades consulting, coaching and working in some of the biggest, best and brightest firms, Stephanie brings proven experience keen and insights on starting, running, growing and exit strategies for advisory firms. Stephanie sold her first firm to a Fortune 200 company in 2008, retired to the beach in Costa Rica in 2012 and un-retired to start Limitless Advisor in 2018, growing another 7-figure firm in 2 years while working 25 hours a week.
Adam Cmejla, CFP®
Adam Cmejla, CFP® is an XY member who grew 4x in 4 years to $1M revenue, working 30 hours a week, and taking Fridays plus 8 weeks off, earning his Pilot's license and ultimately buying a plane to fulfill his childhood dream. His practice is growing at 40% YOY with a steady stream of highly qualified prospects. Adam joined the Limitless coaching faculty in 2020 to share what he learned about how to build a wildly successful practice with other advisors who are ready to create new levels of success.
About Limitless Advisor Coaching
Limitless Coaching helps Financial Advisers accelerate their success while giving them the time and freedom to enjoy it. We elevate your thinking, guide and coach as you up-level your performance, and empower you to deliver deeper value to clients with greater ease and efficiency all while generating greater revenue in less time.

Limitless Adviser’s coaching programs are built on a foundation of time-tested experience, from a deep bench of thought leaders, experts and coaches committed to helping advisors and founders accelerate their success in simpler and more satisfying ways. Every Limitless program is designed with success in mind, and each meets you at a different place in your practice life cycle, giving you better ways to get where you want to go.

LIMITLESS ADVISOR COACHING - an Educe, Inc. Program by Stephanie Bogan - ALL RIGHTS RESERVED 2023
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