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Limitless Advisor Coaching, in connection with #XYPNLIVE2024, presents

Limitless Advisor Coaching, 

 in connection with #XYPNLIVE2024, 

How to Run (& Grow) Your Practice Like a Business

#XYPNLive2024 | October 15, 2024 | 8am - 1pm 

$199 Workshop Fee


Skip the learning curve and fast-track your success with this half-day live workshop where we'll show you how to run you practice like a business and:
  • Create a clear blueprint for success
  • Build a roadmap to grow your revenue, income, and profits
  • Design a growth engine that drives steady double-digit growth
Join high-performance business coach Stephanie Bogan and
XYPN advisor Adam Cmejla, CFP® for a game-changing, goal-crushing session
teaching you how to run your practice like a (profitable) business and
create a growth engine that delivers a steady pipeline of new clients to
create new levels of success.

Join us to learn and apply these practices for creating a wildly successful advisory firm:

Join us to learn the proven practices we’ve used to help advisors accelerate their success, drive double-digit growth and grow their income while having the time to enjoy it:
  • Take a Practice Diagnostic to identify areas of strength and opportunity
  • Clarify your Practice Blueprint to provide a strategic roadmap for growth
  • ​Analyze your client base to assess fit, capacity, and profitability across segments
  • ​Identify client base and service model issues hindering performance; create a plan to meet performance targets and create a profitable client base
  • ​Identify the practice metrics and KPI (key performance indicators) relevant to your practice and establish a simple framework for managing performance to your goals
  • ​Create a framework for effectively leveraging your time and talent in ways that energize you and align with your goals
  • ​Create the framework for a growth engine that delivers a steady pipeline of ideal prospects with a 70%+ closing rate
  • ​Draft your 1-page marketing plan to define your growth strategy and drive growth in your practice
  • ​Customize your comprehensive Marketing Performance Tracker to easily capture and rack your marketing data or ongoing analysis
You'll also get Limitless resources and worksheets to help jump-start your practice-building strategies:
  • Practice Diagnostic: identifies areas of practice strength and opportunity to help you assess your practice and focus your practice-building efforts
  • Client Base & Profitability Analysis: analyze client segments, capacity, and profitability to highlight how your client base is performing relative to goals and profitability targets
  • ​Client Segmentation & Fee Analysis: allows you to model changes to segmentation, fee model and fees to assess financial impact of changes
  • KPI Performance report: use to track key metrics to set performance targets, highlight practice performance and areas of misalignment
  • ​Staffing Model report: sets targets for advisor and staffing headcount based on client base, growth rates, and practice goals
  • ​Marketing Activity Tracker: a comprehensive tracking sheet set up to track your marketing data for all your marketing channels

The cost to attend our session is $199.

  • 8:00 – 8:15  |  Welcome & Practice Diagnostic Warm Ups

         • Workshop: Personalized Practice Assessment 
  • 8:15 – 9:15  |  Clarifying your Business Blueprint + Leveraging Time & Team
  •      Workshop: Building Your Business Blueprint
  • 9:15 – 10:15  |  Right-Size Your Client Base:
  •      • Workshop: Client Base & Profitability Analysis, Client Segmentation & Fee Analysis
  • 10:15 – 10:30  |  Break
  • 10:30 – 11:30  |  Manage to the Metrics
         • Workshop: Set up your Practice Scorecard
  • 11:30 – 11:45 | Break
  • 11:45 – 12:45 | Gearing Up your Growth Engine
  •      • Workshop: Create a 1-page Marketing Plan, Customize your Marketing Performance Tracker
  • 12:45 – 1:00  | Closing Q&A
  • 1:00 – 2:30 | Open Coaching Time (optional)

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 2024
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