WORK WITH GREATER SUCCESS. LIVE WITH GREATER FREEDOM.
Coaching that elevates your thinking, accelerates your success, and gives you time to enjoy it.
WORK WITH GREATER SUCCESS. LIVE WITH GREATER FREEDOM.
Coaching that elevates your thinking, accelerates your success, and gives you time to enjoy it.
Lifestyle Coaching
$9,000*
Deposit $1,500 | $625 Month
*w/Promo code-$10,000 without
**REFERRAL BONUS: Help us spread the word and earn a $1,000 discount for every new member you refer that joins.
Lifestyle Bundle
$12,500*
Deposit $1,500 | $916.67 Month
*reduced from $15,000
LIMITLESS Lifestyle Coaching
$1M/100 days off Practice
Lifestyle is a game-changing coaching program designed to elevate your thinking, disrupt your conditioned behavior, optimize your practice and build high-performance habits with the goal of helping you build a wildly successful million dollar practice and life you love - whatever that means to you.
Industry-leading coaching, proven practices and actionable insights combined with growth-minded coaching calls and virtual learning summits to deliver the tactics, tools and techniques you need to succeed, faster than you thought possible.
You’ll get potent insights, proven best practices and a deep bench of advice from thought leaders, experts and advisors with the knowledge and know-how to accelerate your success.
Industry-leading coaching, proven practices and actionable insights combined with growth-minded coaching calls and virtual learning summits to deliver the tactics, tools and techniques you need to succeed, faster than you thought possible.
- Our Lifestyle program offers four, one-day virtual ‘Learning Summits’ that teach you the 9 shifts you need to build a wildly successful practice and life you love. Think of it as a Masters program in running an excellent advisory firm while learning to enjoy the ride
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Monthly, 90-minute Peak Practice calls deliver more success strategies, peer shares and guests who move the needle
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Monthly, 60-minute Personal Peak calls to help you to own your mind, elevate your thinking and operate from a confident, empowered state to elevate your work, wealth and well-being
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Monthly, 60-minute Coach Office Hours calls create space for practical questions, peer collaboration and personal accountability
- Quarterly, Accountability Check-ins to help you stay clear, focused and on track
- Our extensive Practice Resources library provides a wealth of proven practices and actionable resources to seriously reduce your time from idea to implementation
- Connect and collaborate with your peers inside a tight-knit, growth-minded community forum that provides peer and coach support to help you stay clear, focused and moving forward
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Optional: In addition to the Virtual Summits, twice per year we offer 2-day Retreat Workshops (Spring and Fall) that deliver deeper coaching and personal support. With in-person, hands-on workshop time, you'll be focused on rolling up your sleeves and building solutions that put what you’ve learned into practice (Cost: $3,000 per event)
- Optional: Monthly Coaching Cohort with Advisor Coach Adam Cmejla will unlock even more practical insights to help you nail your implementation. Benefit from a small group monthly call, personalized coach support and an exclusive space, supported by Adam, in our online community (Cost: $3,600 annually)
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Optional: Personal Coaching Pass includes quarterly coach check-ins and four (4) coaching calls with our Executive or Practice Coaches to get tailored support (Cost: $3,600 annually)
Lifestyle Bundle includes the Lifestyle program and both Retreats (valued at $3,000 each) for a reduced price.
Retreat Workshops: Want to add deeper coaching and support to your Lifestyle program? Purchase the Lifestyle Bundle which adds two Retreat Workshops to your Lifestyle program. Our Retreats help you roll up your sleeves and build solutions that put what you are learning to work in your practice. They are two-day (in-person only!) learning deep-dives offered in the spring and fall. This is where the rubber meets the road.
Retreat Dates & Locations
$3,000 Retreat (retail), $2,700 Members/Alumni
Lifestyle: Spring Retreat Workshop
March 20-21, 2024 | Charlotte, NC
Lifestyle: Fall Retreat Workshop
Sept. 11-12, 2024 | Denver, CO
LIMITLESS Lifestyle Coaching
$1M/100 Days Off Practice
Lifestyle is a game-changing coaching program designed to elevate your thinking, disrupt your conditioned behavior, optimize your practice and build high-performance habits with the goal of helping you build a wildly successful million dollar practice and life you love - whatever that means to you.
Industry-leading coaching, proven practices and actionable insights combined with growth-minded coaching calls and virtual learning summits to deliver the tactics, tools and techniques you need to succeed, faster than you thought possible.
You’ll get potent insights, proven best practices and a deep bench of advice from thought leaders, experts and advisors with the knowledge and know-how to accelerate your success.
Industry-leading coaching, proven practices and actionable insights combined with growth-minded coaching calls and virtual learning summits to deliver the tactics, tools and techniques you need to succeed, faster than you thought possible.
Lifestyle Bundle includes the Lifestyle program and both Retreats (valued at $3,000 each) for a reduced price.
Retreat Workshops: Want to add deeper coaching and support to your Lifestyle program? Purchase the Lifestyle Bundle which adds two Retreat Workshops to your Lifestyle program. Our Retreats help you roll up your sleeves and build solutions that put what you are learning to work in your practice. They are two-day (in-person only!) learning deep-dives offered in the spring and fall. This is where the rubber meets the road.
Retreat Dates & Locations
$3,000 Retreat (retail), $2,700 Members/Alumni
Lifestyle: Spring Retreat Workshop
March 20-21, 2024 | Charlotte, NC
Lifestyle: Fall Retreat Workshop
September 11-12, 2024 | Denver, CO
Retreat Workshops: Want to add deeper coaching and support to your Lifestyle program? Purchase the Lifestyle Bundle which adds two Retreat Workshops to your Lifestyle program. Our Retreats help you roll up your sleeves and build solutions that put what you are learning to work in your practice. They are two-day (in-person only!) learning deep-dives offered in the spring and fall. This is where the rubber meets the road.
Retreat Dates & Locations
$3,000 Retreat (retail), $2,700 Members/Alumni
Lifestyle: Spring Retreat Workshop
March 20-21, 2024 | Charlotte, NC
Lifestyle: Fall Retreat Workshop
September 11-12, 2024 | Denver, CO
Lifestyle Coaching
$9,000*
Deposit $1,500 | $625 Month
*w/alumni code-$10,000 without
**REFERRAL BONUS: Help us spread the word and earn a $1,000 discount for every member you refer that joins.
Lifestyle Bundle
$12,500*
Deposit $1,500 | $833.33 Month
*reduced from $15,000
LIMITLESS LEADERS COACHING
For 7-figure Firm Owners
Retreat Dates & Locations
Spring Leaders Summit (following Lifestyle Retreat)
March 20-21, 2024 | Charlotte, NC
Leaders Everest Event
May 22-24, 2024 | Epic Location: TBD
Fall Leaders Summit (following Lifestyle Retreat)
Sept 12-13, 2024 | Denver, CO
Leaders Coaching
$27,000*
Deposit $3,000 | $2,000 Month
*w/alumni code-$30,000 without
**REFERRAL BONUS: Help us spread the word and earn a $1,000 discount for every new member you refer that joins Lifestyle, and a $3,000 discount for every new member you refer that joins Leaders.
LIMITLESS LEGACY COACHING
For Limitless Alumni
Once you’ve applied the 9 shifts to your practice, you’ll keep learning, growing and expanding on your success. The Legacy program offers alumni with three or more years of participation in Limitless Coaching to enjoy the coaching, courses and community to continue to support your success and well-being, at a reduced price.
Lifestyle Legacy benefits:
- For advisors with three plus years in Limitless Lifestyle coaching
- Access to the Limitless Lifestyle program at a reduced price
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Priority access to in-person events and specialized courses
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10% discount on events and courses
Leaders Legacy benefits:
- For members with three or more years of Limitless Leaders coaching
- Ongoing access to the Limitless Practice Library and monthly coaching calls (Retreats not included)
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Attendance at Spring and Fall 1-½ day Leaders Retreat for continued coaching, collaboration and community to continue building on your success
- Keep expanding with the 2-½ day Leaders Everest Experience to continue to stay on track while moving the the needle personally and professionally
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Three (3) consulting or coaching calls with the Coach of your choice (Stephanie, Executive Coach or Practice Coach)
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Monthly Leaders Peak Practice calls to continue to sharpen the saw, benefit from peer shares and expert guests
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Monthly Leaders Cohort offers additional time for practical questions and peer collaboration
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Continued participation in Leaders Mastermind (if enrolled, optional)
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Priority access to in-person events and specialized courses
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10% discount on events and courses
Lifestyle Legacy Coaching
$3,600Deposit $300 | $275 Month
*w/alumni code-$3,600 without
**REFERRAL BONUS: Help us spread the word and earn a $1,000 discount for every member you refer that joins.
Leaders Legacy Coaching
$18,000
Deposit $3,000 | $1,250 Month
PROGRAM ADDITIONS
Elevate your Experience
Advisor Cohort
$3,600$300 Month
Coaching Pass
$3,600$300 Month
Retreat Workshops
Retreat Dates & Locations:
$3,000 Retreat (retail), $2,700 Members/Alumni
Lifestyle: Spring Retreat Workshop
March 20-21, 2024 | Charlotte, NC
Lifestyle: Fall Retreat Workshop
September 11-12, 2024 | Denver, CO
LIMITLESS LEADERS COACHING
For 7-figure Firm Owners
- Attendance at both Spring and Fall Retreat Workshops (2-days) for you and a guest
- Two, 1-½ day Leaders Retreats (following Lifestyle Retreats) to keep you clear, focused, and accountable
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A seat at our Leaders Everest Experience. This immersive 2-½ day event delivers a deep-dive into subjects that move the needle personally and professionally. Delivered in an epic location, this retreat brings best practices, peer collaboration and the coolest of outside experts to deliver insights that inspire the change you need
- Three (3) consulting sessions with Stephanie (60 minutes) to get clarity and design strategy and priorities for the year, a mid-year check in to integrate Everest Experience learning and a Fall session to clarify vision, planning and strategies for the coming year. During these calls, Stephanie will help you develop a clear plan and determine how to best leverage your Executive Coaching and Practice Consulting calls to support your goals
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Three (3) practice consulting sessions with our Practice Coach (50 minutes) to get practical advice and actionable insights on how to best apply what you learn in your firm
- Three (3) executive coaching sessions with our Mindset Coach (50 minutes) to elevate your thinking and help you be a clearer, more confident leader
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Monthly 90-minute Leaders Peak Practice Calls with more success strategies, peer shares and guests who move the needle
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Monthly 90-minute Leaders Mastermind Cohort Calls to share successes and troubleshoot sticking points
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Get answers and advice, learn what’s working for others and get accountable in a monthly Leaders Cohort with like-minded peers committed to elevating their success, and yours
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Connect and collaborate with your peers inside a tight-knit, growth-minded Leaders community forum that provides peer and coach support to help you stay clear, focused and moving forward
Retreat Dates & Locations
Spring Leaders Summit (following Lifestyle Retreat)
March 21-22, 2024 | Charlotte, NC
Leaders Everest Event
May 22-24, 2024 I Epic Location: TBD
Fall Leaders Summit (following Lifestyle Retreat)
Sept 12-13, 2024 | Denver, CO
Leaders Coaching
$27,000*
Deposit $3,000 | $2,000 Month
*w/Promo code-$30,000 without
**REFERRAL BONUS: Help us spread the word and earn a $1,000 discount for every new member you refer that joins Lifestyle,
and a $3,000 discount for every new member you refer that joins Leaders.
Lifestyle Legacy Coaching
$3,600
Deposit $300 | $275 Month
Leaders Legacy Coaching
$18,000
Deposit $3,000 | $1,250 Month
LIMITLESS LEGACY COACHING
For Limitless Alumni
Once you’ve applied the 9 shifts to your practice, you’ll keep learning, growing and expanding on your success. The Legacy program offers alumni with three or more years of participation in Limitless Coaching to enjoy the coaching, courses and community to continue to support your success and well-being, at a reduced price.
Lifestyle Legacy benefits:
- For advisors with three plus years in Limitless Lifestyle coaching
- Access to the Limitless Lifestyle program at a reduced price
-
Priority access to in-person events and specialized courses
-
10% discount on events and courses
Leaders Legacy benefits:
- For members with three or more years of Limitless Leaders coaching
- Ongoing access to the Limitless Practice Library and monthly coaching calls (Retreats not included)
-
Attendance at Spring and Fall 1-½ day Leaders Retreat for continued coaching, collaboration and community to continue building on your success
- Keep expanding with the 2-½ day Leaders Everest Experience to continue to stay on track while moving the the needle personally and professionally
-
Three (3) consulting or coaching calls with the Coach of your choice (Stephanie, Executive Coach or Practice Coach)
-
Monthly Leaders Peak Practice calls to continue to sharpen the saw, benefit from peer shares and expert guests
-
Monthly Leaders Cohort offers additional time for practical questions and peer collaboration
-
Continued participation in Leaders Mastermind (if enrolled, optional)
-
Priority access to in-person events and specialized courses
-
10% discount on events and courses
Program Additions
Elevate your Experience
Advisor Coach Cohort:
Our Advisor Cohort Program with Coach Adam allows for deeper insights and implementation advice through a monthly accountability group capped at 36 members. Receive additional coach accountability support and personalized feedback as well.
Personal Coaching Pass:
Get personal support with quarterly 1:1 coach calls. These four (4) 50-minute coaching calls offer personalized guidance and accountability with either our executive (mindset) coach or practice coach.
1.5-day Retreat Workshops (Spring and Fall):
In addition to the Virtual Summits, twice per year we offer 1.5-day Retreat Workshops (Spring and Fall) that deliver deeper coaching and personal support. With in-person, hands-on workshop time, you'll be focused on rolling up your sleeves and building solutions that put what you’ve learned into practice (Cost: $3,000 per event)
You will have the option to reserve your spot for Program Additions during your enrollment process.
Reserving your space for Retreat Workshop saves you a seat (attendance is limited). You will not be billed until you confirm your attendance at each Retreat.
Advisor Cohort
$3,600 ($300 Month)
Coaching Pass
$3,600 ($300 Month)
Retreat Workshops
Dates & Locations
$3,000 Retreat (retail), $2,700 Members/Alumni
Lifestyle: Spring Retreat Workshop
March 20-21, 2024 | Charlotte, NC
Lifestyle: Fall Retreat Workshop
Sept. 11-12, 2024 | Denver, CO
Dates & Locations
Lifestyle: Spring Retreat Workshop
March 20-21, 2024 | Charlotte, NC
Lifestyle: Fall Retreat Workshop
Sept. 11-12, 2024 | Denver, CO
LIMITLESS ADVISOR COACHING - an Educe, Inc. Program - ALL RIGHTS RESERVED 2023