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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Stephanie Bogan
Founder, Chief Possibility Officer at Limitless Adviser Coaching
Speaker

Profile

Stephanie Bogan is a recognized leader in the financial services industry with 25+ years of experience consulting and coaching top firms, thought leaders, and executives. At 24, she founded a consulting firm, later selling it in a 7-figure deal to a Fortune 200 company, where she joined the Executive Team to scale advisor offerings nationwide.

As SVP at United Capital, she led the development of a national practice model and training center, later acquired by Goldman Sachs. In 2014, she retired to Costa Rica, seeking greater fulfillment—and discovered that mastering mindset is the true path to high performance and happiness.

Now as founder of Limitless, Stephanie helps growth-minded advisors build wildly successful businesses and lives they love. She’s the author of The Power of Practice Management (Bloomberg Press), a regular contributor to leading industry outlets, and a sought-after speaker known for blending strategic insight with empowering inspiration.

Agenda Sessions

  • Billion-Dollar Breakthrough

    3:45pm