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

Leaders is about pushing you to the edge of your comfort zone and giving you the clarity, confidence and coaching you need to make the leaps that will send you soaring. You know how to get things done and deliver by now, but we want to disrupt you enough, and give you the tools powerful enough, to launch you into the future that seems just beyond reach (hint: it isn’t).

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 people like Mark Tibergien, Michael Kitces, Carl Richards, specialized marketing 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 the Lifestyle coaching program:

  • Access to Lifestyle program, including two (2) Live Retreats, two (2) Virtual Retreats & an all access pass to Tribe Talks and Learning Library
  • Quarterly 1:1 coaching session with Stephanie to set strategy and get personal coaching
  • Specialist 1:1 coaching session with topical experts as needed
  • 2x Monthly 90-minute Coaching call with Stephanie, Coaches, and/or Guest Gurus
  • 60-minute Office Hours with Stephanie, Coaches, and/or Guest Gurus alternating between best practices & mastering mindset
  • Two (2) Day and a Half Leaders Retreats (adjacent to Lifestyle Retreats)
  • One (1) Day and a Half “Radical Retreat” delivering elite experiences, expert guests and executive coaching to expand your possibilities (Leaders only, extraordinary locations, guests and adventures await you)
  • Leaders elite Mastermind group with monthly Mastermind sessions
  • Two (2) Mastermind Group check-in & coaching calls with Stephanie during year
  • Three (3) Mastermind Group meet-ups in person per year (adjacent to Retreats)
  • Team membership in Lifestyle-Virtual Program

 

The finer details...

Leaders is for graduating Lifestyle advisors and $1M-$7M+ firms who want to achieve ambitious goals for their business while having 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.

Commitment

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 Costs: $36,000
(before partner discounts)

Alumni/2022 Wait List Tuition: $30,000
(our way of saying thanks for your patience)

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.

What brought me to Limitless was that my practice was “disfunctionally functional.”

On paper it was successful, but the professional quality of life was less-than-desired, which had a direct effect on personal quality of life. My biggest takeaway from Limitless was learning I was the one standing in the way of my success. I've even had time to earn my pilot's license.

Adam Cmejla - Integrated Planning & Wealth Management

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. 

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