Kitces to Join 2025 Coaching Roster at Limitless Advisor

The advisor coaching and lifestyle consulting company Limitless Advisor is adding Michael Kitces to its faculty for 2025.

Kitces will work with Limitless Advisor’s founder, Stephanie Bogan, to deliver a year-long leadership development program aimed at helping advisors scale their practices while building work-life balance.

Bogan is a former United Capital executive and practice development consultant with 30 years of experience in the wealth management industry. Her collaboration with Kitces comes after the pair have worked together for five years on the development of Kitces' own companies.

Through the collaboration, Kitces and Bogan will provide consulting and advice during virtual coaching sessions and in-person workshops as part of two year-long coaching programs for 2025.

The first program helps “lifestyle-focused” advisors build what Bogan calls “$1 million and 100 day off lifestyle practices.” The second “leaders coaching” program provides private coaching for growth-oriented leaders of $1 billion firms aiming to scale up their success.

Together with Bogan, Kitces will guide participants through implementing scalable frameworks designed to streamline operations, increase productivity and enhance client value while creating the foundation for long-term growth, according to the announcement.

Through co-led sessions, Bogan and Kitces will also help mentees cultivate a leadership mindset essential for building a high-performing practice. Participating advisors will learn to craft a clear vision, establish accountability, build high-performing teams, develop an owner’s mindset and learn how to lead their business with clarity and confidence.