Growth-minded Founder of a $1M-$10M firm? Get serious about scaling your success (without sacrificing your life).

Learn about Limitless Leaders

Take your next big leap


Welcome to a mindset-shifting, goal-crushing coaching program designed to help successful advisory firm owners to shift their success into an even higher gear.

Designed for Founders and Leaders of 7-figure firms who are serious about scaling their success without sacrificing their lives, Leaders blends the best of elite Masterminds, expert business consulting and executive coaching into one game-changing experience designed to help owners elevate their work, wealth and well-being.

Leaders coaching will disrupt your thinking, challenge your status quo and offer a proven path to optimize your performance, grow your profits, and address your biggest hurdles – all while gaining back your time and freedom.

You’ll connect and collaborate with Stephanie, other successful leaders who’ve walked your path and outside experts armed with the knowledge and know-how to help you create new levels of success.

Expand your possibilities

Leaders blends the best of elite Masterminds, expert business consulting and executive coaching into one game-changing experience designed to help Founders radically accelerate their success.

Leaders is an intimate, immersive experience designed to fuel your growth in a profoundly positive way.

You’ll sit down with Stephanie and the coolest of outside experts, M&A specialists, personal growth coaches and top growth leaders in and outside of our space to get advice on how to make magic happen across each area of your practice and life.

Along with content tailored to the specific needs and concerns of our Leaders and their key focus, goals, and next steps, we provide extreme accountability support to launch your goals off paper and into the reality of your best vision of a Limitless Life.

What’s included in Limitless Leaders Coaching

Leaders includes full-access to all the benefits of our Lifestyle program, plus:

  • 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 
  • A seat at our Leaders Everest Experience.  This immersive 2-½ day event delivers deep-dives into subjects that move the needle personally and professionally. Delivered in an epic location, this retreat brings best practices, deep 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
  • 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  
  • Monthly 90-minute Leaders Peak Practice Calls with more success strategies, peer shares and guests who move the needle  
  • 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
  • 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
  • See below for Leaders Legacy Program details (3rd-year Leaders eligible)
  • Optional: Want to include another advisor on your team in the Leaders experience? Add a co-member to participate in the Lifestyle program, Retreat Workshops and Leaders monthly calls ($6,000/co-member)

The finer details...

Leaders Coaching is for graduating Lifestyle advisors and owners/leaders of$1-5M firms who have ambitious growth goals and want to create new levels of success that come with the time and freedom to enjoy it. 

Program experience

Leaders is an elite group of founders and advisors who are ready for a guided path, close peer collaboration, and expert coaching and accountability to supercharge their success and launch headlong toward their Limitless goals, all while having the time and freedom to enjoy their epic journey.

Invest in Your Success

By engaging your team and outside resources, you will be able to reduce your time spent on running the shop so you can leverage your time and talents to the utmost, focus on your growth and accelerate massive results.

Tuition: $27,000* year with $3,000 deposit due at enrollment and balance due in equal monthly payments of $2,000
*With partner code, $30,000 without

What you can expect

We’ll bring in the leaders, founders and minds in and outside of our space who’ve ‘been there and done that’ to get the behind the scenes on how to design strategy and solutions that set your growth soaring, while keeping you grounded in living a happy life. 

Your job is to show up with a concrete commitment to creating a new kind of success and to set aside time to apply the lessons you learn.  

You're a good fit for Leaders if...​

You’re an established Founder with a $1M-$7M+ firm, ready to achieve ambitious goals while living a life you love.

You’re eager for collaboration, coaching, and accountability to help deliver massive value to your clients, lead your team, and support your peers.

You’re a firm Founder or in a position to make decisions that determine the course of the practice.

For returning 3rd-year Leaders LEGACY members...


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 continue to enjoy the coaching, courses and community that support your success and well-being, at a reduced price.


$18,000 year, with a $3,000 deposit and balance pain in equal monthly payments of $1,250

  • For members with three or more years of Limitless Leaders coaching
  • Ongoing access to Lifestyle monthly Peak Coaching Calls, Coaching Tribe and Practice Library 
  • 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, or mix-and-match to meet your needs (Stephanie, Executive Coach or Practice Coach)
  • Monthly Leaders Peak Practice calls to keep sharpening 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)
  • Ongoing access to the Limitless Practice Library Priority access to in-person events and specialized courses 10% discount on events and courses

The biggest change in my life has been the mantra, what you focus on expands.

Since Limitless, I have changed firms, become a Partner, focus my time doing work that I love while creating such a pipeline in my business. And I’m showing up as a much stronger leader at work in ways that make me far more present at home. Now I don’t feel like I have to choose between my firm’s financial success and my family. I’m leading a no limits business and life that just keeps getting better."

Curious if Limitless Leaders is right for you?

Answer a few quick questions and we’ll point you in the right direction.

More Limitless Leadership

If you’re ready to lead in ways that create greater success and significance for your firm, we’d love to connect and talk about how we can help you be a more limitless leader. 

Elevate your inbox

Subscribe to our monthly newsletter and receive game changing insights, practice building resources, and a sprinkle of Stephanie’s mindset mojo to move the needle on your success.