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Get to know the minds behind the methods.

11B73_LA-stephanie-bogan-bio

THE WOMAN BEHIND THE WORK

Stephanie Bogan is a successful entrepreneur, business coach, speaker and author helping Financial Advisors and Founders create wildly successful businesses and lives that they love while she works 25 hours a week from the beaches of Costa Rica and slopes of Park City.  

Guidance Grounded in Experience

Our faculty of thought leaders, experts and advisor coaches all practice what they preach, live what they teach and enjoy a business and life without limits. Each of our programs integrates decades of knowledge and know-how from successful leaders and advisors across the profession.   

Industry-Leading Guest Faculty

Faculty leader

Michael Kitces

Kitces.com

Expert in Almost Everything

 

Advisor Coaches

advisor coach

Jed Levene

Rockwater Wealth Management

advisor coach

Brian Voss

NBT Capital Management

Advisor coach

Neal Albritton

Albritton Financial Services

EXECUTIVE coach

Tara Bansal

Princeton Global

Elevate your inbox

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

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.