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

LIMITLESS LEADERS

Take your next big leap

January to December 2025

Tuition: $33,000*
Deposit: $3,000
Monthly payment: $2,500 (12 months)

*$33,000 with partner code | $36,000 without

Expand your possibilities

If you’ve built a 7-figure practice and want to continue to scale growth that’s less dependent on you…

If you’ve succeeded in spite of yourself and need to transition from a great advisor into an effective leader of an enduring advisory firm…

If you’re looking to build value or plan your succession for an exit in the next decade and want the strategies and shortcuts to make the most of your timeline…

Then Limitless LEADERS is for you.

Leaders is a game-changing coaching experience designed to disrupt your thinking, scale your growth, and develop your leadership to transform your practice into a successful business that maximizes value, profits, and joy.

Join Stephanie Bogan, Michael Kitces, and an exclusive group of 36 elite advisors in our Class of 2025 cohort.

You’re a good fit for Limitless LEADERS if you are:

  •  A successful founder or partner of a 7-figure firm
  •  Growth-minded, coachable, and ready to create new levels of success
  •  Ready to optimize your practice, build your team, and scale growth
  •  Want to scale growth while making business less dependent on you

What’s waiting for you inside the
Limitless LEADERS program:

A game-changing coaching experience led by Stephanie Bogan, alongside Michael Kitces designed to help growth-minded leaders of 7+ figure firms accelerate their success and expand their well-being.

Roadmap to Success

A step-by-step roadmap to disrupt your thinking, optimize your practice, scale your growth, and transform your practice into a business that maximizes value, margins, and joy.

Strategy Consulting w. Stephanie

Get expert guidance to help you set strategy, scale growth, and step up your leadership in one-on-one consulting calls (scheduled 2x year, as needed).

Monthly Coaching Calls

Your Practice Coach will provide personalized touchpoints to give you the expertise, guidance, and accountability you need to move forward with confidence.

Proven Practice Resources

Access to the Limitless Practice Library—filled with resources, templates, and strategies that will help you grow and streamline business operations across 9 practice shifts.

Growth-Minded Community

Access to our tight-knit community of growth-minded advisors for peer support, accountability and collaboration.

Limitless LIFESTYLE Program

You and your team get full access to the Limitless LIFESTYLE program, including seats for you + a guest at our 2-Day Coaching Camps. You’ll attend selected camps based on your roadmap. Attendance is optional and will be decided with your Practice Coach.

  • Spring Coaching Camp: March 26-27 (Charlotte, NC)
  • ​Fall Coaching Camp: September 3-4 (Denver, CO)

THREE 2-Day Leaders Retreats (Spring, Summer & Fall)

Led by Stephanie Bogan and Michael Kitces to disrupt your thinking and provide deeper insights and coaching to help you develop new levels of personal and business mastery.

  • Leaders Spring Retreat: March 27-28 (Charlotte, NC)
  • Leaders Summer Retreat: June 26-27 (Park City, UT)
  • Leaders Fall Retreat: September 4-5 (Denver, CO)

FOUR 1-Day Virtual Coaching Summits

Full-day Coaching Summits deliver the no-fluff, high-ROI training you’ll need each quarter to execute the next step of your roadmap.

  • ​Q1 Performance Virtual Summit: January 13
  • Q2 Value Virtual Summit: March 10
  • Q3 Productivity Virtual Summit: June 16
  • Q4 Growth Summit: August 25

Here’s what successful advisors who have used Limitless
to re-shape their practices have to say:

Take your 7-minute Practice Diagnostic!

Take our free Practice Diagnostic to get your personalized practice assessment highlighting areas of opportunity and unlocking actionable insights and resources.

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.