Stephanie Bogan

Founder, Chief Possibility Officer at Limitless Adviser Coaching

Keynote

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.