Leaders Executive Program
Take your success to the next level –
without taking on more.
Sound Like You?
Built for leaders ready for their next level
You’ve built a successful firm. But as it’s grown, so have the demands on your time, attention, and leadership.
What Is Leaders Executive Program?
The Advisory Firm Owners Need.
Leaders Executive Program is a three-year business and executive leadership program designed to help successful firm owners become stronger leaders and build stronger businesses.
You’ll work on two tracks at once: developing the strategy, people, systems, and growth capabilities your business needs—while developing the executive leadership capabilities you need to lead it.
With proven frameworks, deep industry expertise, and direct access to Stephanie Bogan, Michael Kitces, and experienced advisor coaches, you’ll get the insight and support to make better decisions, solve bigger challenges, and accelerate results—without spending years figuring it out the hard way.
Build the business. Become the leader. Expand what’s possible.
- You’re the leader, rainmaker,
decision-maker—and often the bottleneck. - You want to spend less time running the business and more time in your best seat.
- Growth requires stronger people, clearer roles, better leadership, and greater accountability.
- You’re ambitious about what’s next, but not interested in adding more hours, stress, or complexity to get there.
Your Upcoming Journey
Build a Business That Grows Beyond You
You’ve built a successful firm. Now the challenge is building one that doesn’t depend so heavily on you.
Leaders Executive Program is a three-year executive development journey designed to help you get out of the day-to-day grind, step into your best seat, and build the leadership, team, systems, and strategy to scale your success with greater ease.
And because building a better business requires becoming a better leader, executive leadership development runs alongside your curriculum throughout all three years. You’ll work on the business and yourself—developing the clarity, confidence, leadership, and executive capabilities to lead what you’re building.
Each year builds intentionally on the last—combining proven frameworks, deep industry experience, expert guidance, and an accomplished peer group to help you make better decisions, avoid years of trial-and-error, and accelerate results.
CLARIFY & ALIGN
Find Relief
BUILD & SCALE
Create Freedom
LEAD & GROW
Drive Growth
Y1: Clarify & Align
Find Relief
Success creates choices, and complexity. Leaders Year 1 helps you get clear on what you’re building, what needs to change, and what matters most. You’ll optimize your time, economics, capacity, and business model so you can get out of the day-to-day, align your business model, create breathing room, and focus your energy for greatest impact.
You’ll work on
Clarifying Vision • Aligning Business Model • Strategy & Positioning • Time & Productivity • Ideal Clients • Pricing & Profitability • Managing Capacity • Strategic Planning • Financial Management • Executive Leadership Development • And more…
CREATE CLARITY
Build with purpose
EXPAND FREEDOM
Grow capacity, margins & joy
FIND RELIEF
Time to think & lead
Y2: Professionalize & Scale
Create Freedom
A bigger firm shouldn’t require more of you. Year 2 helps you professionalize the people, structure, systems, and management of your business so it can perform at a higher level – without everything running through you.
Build the team and organizational leverage that gets you out of the day-to-day and gives you more freedom to lead from your best seat, or step away when you choose.
You’ll work on
Organizational Design • Building & Managing Teams • Hiring, Training & Managing • Compensation & Career Paths • Standardized Advice • Scaling Specialized Service Models • Leading & Managing Change • Executive Leadership Development • And more…
STRONGER TEAMS
Build capability beyond you
REAL LEVERAGE
Lead from your best seat
MORE FREEDOM
Build value, not dependency
Y4: Lead & Grow
Drive Growth
By Year 3, you’ve created clarity, built real leadership muscle, and put the structure and capacity in place to grow beyond yourself. Now it’s time to rethink what’s possible, recast your vision, and lead into what’s next—expanding your success without expanding the time and energy it requires from you.
You’ll work on
Recasting Your Next-Level Vision • Building Your Marketing Vision • Deepening Your Differentiation • Scaling Your Client Experience • Standardizing Your Prospect Process • Mapping Your Next-Level Growth Strategy • Optimizing Systems for Scale • Scaling Teams for Profitable Growth • Professional Business Planning • Growth Budgets & Performance Tracking • Executive Leadership • And more…
LEAD STRONGER
Elevate your impact
GROW SMARTER
Scale profitable growth
STAY FREE
Business leader > Bottleneck
What’s Included?
Everything you need to lead what’s next
Leaders Executive Program Roadmap
Follow a proven three-year path designed around the real challenges of leading, scaling, and growing a successful advisory firm.
Executive Leadership Development
Develop the mindset and executive capabilities to think, decide, communicate, and lead at a higher level.
Expert Coaching & Guidance
Get direct access to Stephanie Bogan, Michael Kitces, and experienced advisor coaches who know what works and how to help you apply it.
Executive Summits & Retreats
Step out of the day-to-day to learn, think strategically, solve challenges, and turn insight into focused action.
Proven Frameworks & Resources
Skip years of trial and error with battle-tested tools, systems, and frameworks you can put to work in your firm.
High-Caliber Peer Community
Learn alongside accomplished firm leaders who challenge your thinking, expand your perspective, and raise the level of the conversation.
Program Details
A Three-Year, MBA-Style Leadership Program
2027 PROGRAM January–December 2027
LEADERS CALLS
- 2x Month • Virtual
- Practice Building + Executive Leadership
LIMITLESS LEARNING SUMMITS
- Quarterly • Virtual
- February 2 • May 4 • August 3 • November 2
LEADERS RETREATS
- 3, 2-day Leaders Retreats
- March 10–11 • June 23–24 • October 6–7
YOUR INVESTMENT
- $33,000*
- *$36,000 w/o promo discount
- *Includes 1 Co-Member
TEAM DEVELOPMENT
- Full Lifestyle Program Access for Your Team
- Learning Summits + Practice-Building Resources
PERSONALIZED COACHING & CONSULTING
- Monthly Consulting Call with Senior Business Consultant
- Personal Executive Leadership Coaching with Stephanie