Lifestyle Advisor
Build a wildly successful $1M practice – and create success that comes with the time to enjoy it.
Sound Like You?
Built for solo advisors & small practices with $200K+ in revenue
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.
What Is Limitless Lifestyle?
Lifestyle is a game-changing coaching program designed to elevate your thinking, accelerate your growth, and optimize your practice.
Lifestyle coaching will put you on the proven path to $1M in low-stress revenue, 50%+ EBOC, and 100 days off a year.
- Not sure what to fix (or what even comes next)
- Wish you had a steady pipeline of high-quality prospects
- Done doing too much for too many clients for too little fees for too long
- Struggling to keep up with the demands on your time
Your Upcoming Journey
Get a sneak peak at what Stephanie Bogan, Michael Kitces, and our advisor coaches have in store
Q1:Performance
Q1 is about elevating your personal and business performance. We start with the foundations of greater success: getting clear on what you want, elevating your thinking, and taking back your time. Then we put it all to work building a practice that delivers deep value to clients, operates hyper-efficiently, creates greater capacity, accelerates growth, and doesn’t require more of your time to succeed.
You’ll work on
Science of Success • Vision for Success • Taking Back Your Time • High-Performance Happiness • Running Your Practice Like a Business • Practice Benchmarking • Strategic Planning • Creating & Managing Change • And more…
DRIVE GROWTH
Grow with greater ease
GROW PROFITS
Earn more. Keep more.
GET TIME BACK
Time to enjoy it
Q2: Value
Q2 is about creating greater value—for your clients and your business. We’ll help you get clear on who you serve and what makes you different, analyze and optimize your client base, elevate your service and client experience, and deliver it all hyper-efficiently – building a practice that delivers deeper client value while balancing growth, capacity, and margins.
You’ll work on
Defining & Packaging Your Value • Ideal Client Profile • Right-Sizing • Telling Your Story • Five-Star Service Models • Client Surges & Model Meetings • Prospect Process • Client Engagement • Fee Models & Fee Raises • Client Value Adds • And more…
DEEPER VALUE
Deliver more to the right clients
INCREASED CAPACITY
Deeper value with less complexity
BETTER MARGINS
Capture more of the value you create
Q3: Productivity
Q3 is about building a hyper-efficient practice that gets more done with less effort. We’ll help you optimize your positions, people, processes, and platforms so work gets done better and faster, you create greater capacity, and your practice can deliver deeper value and continue to grow without requiring more of your time.
You’ll work on
Taming Your Tech Stack • Standardizing Your Systems • CRM Workflows • Hiring & Training • Delegation & Accountability • Compensation & Career Paths • Client Onboarding • Client Surges & Model Meetings • Delivering Deeper Value with Tech • Optimizing Operations • And more…
GREATER CAPACITY
More room to serve and grow
DEEPER LEVERAGE
Get more done without doing it all
ALIGNED FOCUS
Get out of the day-to-day
Q4 : Growth
Q4 is about turning your increased capacity into accelerated growth. We’ll help you build a focused growth strategy around the clients you want to attract, identify the channels and strategies that work best for you, and create a more consistent pipeline of high-quality prospects to drive reliable growth.
You’ll work on
Mapping Your Marketing Plan • Building a Breakout Brand • Ramping Up Referrals • Cultivating COIs • Curating Killer Content • Websites That Wow • Choosing Your Channels • Marketing Funnels • Online Lead Generation • Amazing First Meetings • Prospect Process • High-Net-Worth Prospecting • And more…
IDEAL CLIENTS
Attract the right ones
STEADY PIPELINE
Build consistency
ACCELERATED GROWTH
Grow with confidence
How We Deliver
A proven path. Personal guidance. The support to follow through.
Real change takes more than knowing what to do. Lifestyle combines a clear roadmap with expert coaching, proven resources,
meaningful accountability, and a community of growth-minded advisors to help you turn what you want into what you actually achieve.
Roadmap to Success
Stop guessing your way forward. Follow our proven, step-by-step roadmap to build a wildly successful practice you love—without losing years to trial and error.
Accountability Check-ins
Big goals disappear without consistent execution. Personal check-ins keep your priorities visible, your commitments moving, and your goals from becoming something you’ll get to “someday.”
Personal Coaching
Gain access to expertise most advisors wish they’d had years earlier. Your 1:1 practice consulting and mindset coaching calls are here to help you overcome obstacles and maintain momentum.
Proven Frameworks
Why build from scratch? Our deep library of proven tools, templates, and real-advisor examples cuts questions, time, and frustration—then we help you tailor what works to your practice.
Growth-Minded Community
The right room changes everything. Surround yourself with ambitious advisors who understand the journey, challenge your thinking, share what’s working, and won’t let you settle for business as usual.
Next Level Events
Step away from the background noise at virtual summits and intensive coaching camps. Roll up your sleeves and get hands-on guidance from our expert team to turn your roadmap into results.
Program Details
A Year of Transformation
2027 PROGRAM January–December 2027
VIRTUAL SUMMITS 4 1-day Learning Summits: Quarterly • Virtual
INTENSIVE COACHING
- 2x month, Practice Building Calls (90 minutes)
- Weekly Accountability Check-Ins
- 1:1 Personal Coaching Calls
YOUR INVESTMENT
- $15,000*
- $18,000 without promo discount
COACHING CAMPS 2, 2-day • Virtual
- Spring: March 24–25
- Fall: September 22–23