With Stephanie Bogan – Founder, Limitless Advisor

Overview

Stephanie Bogan, founder of Limitless Advisor, offers a glimpse into the advice and perspective she shares with advisors and business leaders in the wealth management world, focusing on mindset and methods, and their relationship to achieving one’s best business life.

Listen in…

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

Watch…

About this episode…

In the wealth management world, growth is typically measured in hard numbers, such as assets, revenue, and headcount. Yet, the most successful advisors are those who define growth more holistically, designing their businesses around the lives they want to live, rather than the other way around.

Yet there’s a certain reality that many advisors are experiencing, such as burnout, blurred boundaries, and growth that doesn’t always feel fulfilling—and the struggle between building a business and living a balanced life has become much more common.

Stephanie Bogan, the founder of Limitless Advisor and one of the most respected voices in advisor coaching, joins the show to address all that and more.

At 24, Stephanie built a consulting firm and sold it a dozen years later for seven figures. She joined the firm’s executive leadership team, playing a pivotal role in scaling their offerings to thousands of advisors. Then she left for the SVP role of Training and Client Experience at United Capital.

And if all that wasn’t enough, Stephanie made one of the most dramatic life shifts of all: She moved to Costa Rica to design the lifestyle she once only coached others to pursue.

Today, Stephanie works with advisors across the industry—helping them grow with greater freedom, clarity, intention, and purpose. She founded her successful practice on the belief that the key to greater success and happiness lies in mastering mindset and methods.

(And Stephanie’s impact in the wealth management world extends to clients like Michael Kitces and Louis Diamond!)

In this episode with Louis, Stephanie breaks down her philosophies, offering anecdotal evidence around each, including:

• The power of mindset—and how making one shift can transform how you work, lead, and live.
• Reframing negativity—and how certain strategies can help you transform adversity into positive paths.
• Avoiding burnout—and how to build a business that scales smartly without sacrificing your sanity.
• Plus, Stephanie reflects on her own journey, including the personal pivots that provided her with a clearer path forward—and how those lessons now shape her work with advisors.

Whether you’re considering a new path or looking at ways to refine your current trajectory, this conversation offers a powerful reminder that growth isn’t just about doing more—it’s about being more intentional with what you build.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Related Resources

Leveraging the Power of Mindset to Enhance Your Wealth Management Business
Without the right mindset, it’s impossible to determine if where and how you practice is indeed best for you, your business, and your clients.

Self-Assessment for Advisors
Our 7-Step Guided Process helps advisors navigate uncertainty with confidence. At its core is our trademarked Self-Assessment—a powerful tool to define your goals and start smart due diligence. Download a preview and take the first step toward your best business life.

The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update
A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth.

Stephanie Bogan
Founder

Stephanie Bogan is a recognized leader in the financial services industry with over 25 years of experience consulting and coaching top firms, thought leaders, and C-suite executives. At just 24, she founded her first consulting firm, which she sold 12 years later in a 7-figure deal to a Fortune 200 company. Joining their Executive Team, Stephanie played a pivotal role in integrating and scaling offerings across thousands of advisors.

Later, as SVP of Training and Client Experience at United Capital, she spearheaded the development of the national practice model, training center, and client experience, which were adopted by thousands of advisors and ultimately acquired by Goldman Sachs.

In 2014, despite her financial success, Stephanie retired to Costa Rica to explore a more fulfilling path. Her search led to profound insights about the science of behavior and mindset, shaping her belief that the key to greater success and happiness lies in mastering mindset plus methods.

As the founder of Limitless, Stephanie now empowers financial advisors and founders to create bigger, better futures on their terms. She is the author of The Power of Practice Management (Bloomberg Press), a regular contributor to leading publications such as Investment News, Financial Advisor, Kitces.com, and Advisor Perspectives, and a sought-after speaker in the industry.

Also available on your favorite podcast app and other media sites