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

Learn about Limitless Lifestyle

Mindset meets methods

The more you elevate your thinking and realize what’s possible in your practice, the more you’re exposed to new and expanded ways to grow a $1 million practice that gives you the time and freedom to enjoy it.

LIMITLESS LIFESTYLE COACHING

Lifestyle is a game-changing coaching program designed to elevate your mindset, disrupt limiting habits, and optimize your practice to build high-performance routines. The ultimate goal? To help you create a wildly successful practice and a life you love—on your own terms.

Joining Lifestyle means becoming part of an exclusive community of growth-oriented advisors who are serious about taking their success to the next level. You’ll be welcomed into a tight-knit circle of peers, all dedicated to raising their bar—and helping you raise yours.

Our program combines industry-leading coaching, proven strategies, and actionable insights, with virtual Learning Summits and growth-focused Peak coaching calls. You’ll gain the tactics, tools, and techniques necessary to achieve your biggest goals.

Lifestyle delivers deep insights, expert business guidance, and personalized coaching, all supported by comprehensive resources and accountability structures.

Your role? Commit to creating a new kind of success and dedicate the time to applying what you learn. When you show up fully, Lifestyle will empower you to redefine what success looks like for you and your practice.

What’s Included in Limitless Lifestyle Coaching

  • Our Lifestyle program offers four one-day virtual Learning Summits to teach you the 9 shifts you need to build a wildly successful practice and life you love. Think of it as a Masters program in building and growing an awesome advisory firm while having time to enjoy the ride
  • Gather live with coaches and the community each Spring and Fall for in-person 2-Day Workshops, roll up your sleeves, and get to work applying what you learn.
  • Monthly Practice-Building Calls (90-min) deliver group coaching, peer shares and practical advice to support your practice-building efforts. 
  • Monthly Exec Coaching Calls (1 hour) help you elevate your thinking, develop your thinking, and operate from a confident mindset to elevate your work, wealth, and well-being
  • Monthly Office Hours Coaching offers more open coaching time for your questions, helping you apply what you learn. 
  • Accountability Check-ins to help you stay clear, focused and on track
  • Coaching Support to help you stay clear, focused and applying what you learn 
  • The Practice Library saves you years of trial-and-error, sharing all our proven practices to customize for yours.  
  • A tight-knit community of growth-minded advisors committed to collaborating and supporting one another’s success.  

The finer details...

Lifestyle is for advisors who are committed to building a $1M+ practice and life that they love.  

Invest in Lifestyle

Lifestyle gives you virtual access to the coaching, courses, and community you need to get clear, get focused and get to work creating new levels of success.

Tuition: $15,000* year, with a $1,500 deposit due at enrollment and balance due in equal monthly installments of $1,125

*With promo code, $18,000 without

Leveling up with Lifestyle Virtual

Lifestyle Virtual gives you everything Lifestyle minus access to the in-person Spring and Fall workshops. Designed for advisors that prefer to avoid travel time. 

Tuition: $12,000* year, with a $1,500 deposit due at enrollment and balance due in equal monthly installments of $875.

*With promo code, $15,000 without

You're a good fit for Lifestyle if...

You’re a solo advisor or small practice over $200,000 ready to build a wildly successful $1M practice and life that you love.

You’re at or near $1M in revenue and are struggling to scale service, are stalled for growth or are looking to simplify your success.

You’re a firm Founder or in a position to make decisions that determine the course of the practice.

For returning 3rd-year Lifestyle LEGACY members...

INVEST IN YOUR SUCCESS

Once you’ve applied the 9 shifts to your practice, you’ll keep learning, growing and expanding on your success.  The Legacy program offers alumni with three or more years of participation in Limitless coaching to continue to enjoy the full Lifestyle program experience at a reduced price.

LIFESTYLE LEGACY TUITION

$3,600 per year, paid in equal monthly payments of $300 (no deposit). 

Workshop add-on: Option to attend Limitless Workshops for $2,000 per attendee (33% discount from $3000).

  • For advisors with three plus years in Limitless Lifestyle coaching
  • Ongoing access to the Limitless Lifestyle program at a reduced price
  • Priority access to in-person events and specialized courses
  • 33% discount on Limitless Workshops

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.

Curious if Limitless Lifestyle is right for you?

Answer a few quick questions and we’ll point you in the right direction.

Your bigger, better future begins here.

If you’re ready to grow your firm, your revenue, and your ability to build a wildly successful practice and life you love, we invite you to take the next best step.

Join Stephanie Bogan in a Live Coaching Session! FREE Webinar 12/11REGISTER NOW

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