Limitless Lifestyle - Limitless Advisor

Build a wildly successful $1M practice and make a life that you love.

LIMITLESS LIFESTYLE

January to December 2025

Tuition: $15,000*
Deposit: $1,500
Monthly payment: $1,125 (12 months)

*$15,000 with partner code | $18,000 without

Expand your possibilities

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.

Lifestyle is a game-changing coaching program designed to elevate your thinking, accelerate your growth, and optimize your practice.

You’ll get coaching from trusted experts and alumni, a proven playbook of strategies and plug-and-play practice resources, plus the coaching support you need to accelerate your success.

Lifestyle coaching will put you on the proven path to $1M in low-stress revenue, 50%+ EBOC, and 100 days off a year.

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

A solo advisor or small practice with $200,000+ in revenue
Growth-minded, coachable, and ready to create new levels of success
Motivated to achieve $1M/100 days off (or whatever your version of success is)
Want proven shortcuts and a roadmap to growth, efficiency, time, and freedom
Able to commit 2-4 hours per week for coaching and implementation

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

A game-changing coaching program led by Stephanie Bogan, alongside Michael Kitces and alumni coaches who have successfully built a 1M/100 days off practice using the Limitless roadmap:

Roadmap to Success

A step-by-step roadmap for building your wildly successful $1M practice with 50%+ EBOC and 100 days off per year.

Accountability Check-ins

Personal accountability check-ins to help you stay focused and on track.

Personal Coaching Support

Personalized coaching support helps you apply what you learn and maintain momentum.

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.

Virtual Coaching Summits (Quarterly)

Quarterly, full-day Coaching Summits deliver the no-fluff, mindset-shifting, practice-building training you need to execute 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

2-Day Coaching Camps (Spring & Fall)

Gather live with coaches and the community each Spring and Fall to remove distractions, roll up your sleeves, and get to work applying what you learn.

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

Game-Changing Coaching Calls (Weekly)

Every Monday offers a unique coaching experience to accelerate your success and expand your well-being:

Practice-Building Call (90 mins): Group coaching delivering actionable insights and practice-building strategies.
Mindset Coaching Call (60 mins): Elevate your thinking, overcome your internal obstacles, and tackle mindset challenges to accelerate your success.
Office Hours (60 mins): Share challenges, ask questions, and get personal feedback to help you keep moving forward.
Advisor Spotlight (60 mins): Get behind-the-scenes looks at how advisors have successfully applied Limitless strategies (and how you can too).

Introducing the Limitless VIRTUAL Program

January to December 2025

Tuition: $12,000*
Deposit: $1,500
Monthly payment: $875 (12 months)

*$12,000 with partner code | $15,000 without

For those who want the benefits of Limitless LIFESTYLE but prefer a virtual format, Limitless VIRTUAL offers the core program with group coaching and virtual-only access.

VIRTUAL members do not attend the 2-Day Coaching Camps in the Spring and Fall, preferring to work on their own.

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

Have a conservative budget
Prefer to avoid travel time
Are able to lock in and make progress on your own

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.

Expand your possibilities

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

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

Introducing the Limitless VIRTUAL Program

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

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

Take your 7-minute Practice Diagnostic!

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

Elevate your inbox

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

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

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

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

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