Stephanie Bogan
Stephanie Bogan is the founder, CEO, and Chief Possibility Officer of Limitless Advisor Coaching, a high-impact consulting and executive coaching firm dedicated to financial advisors and wealth-management leaders. A successful entrepreneur and coach, she built and sold her first consulting business, Quantuvis, in a seven-figure acquisition to a Fortune 200 company before joining its executive team to scale advisor programs nationwide. Later, as SVP at United Capital, she developed and led national practice models and client experience initiatives. In 2014, she redefined her focus—and industry impact—around mindset, combining neuroscience with business strategy to empower advisors to build thriving, fulfilling practices
Today, Stephanie runs a thriving coaching practice that enables advisors to engineer high-performance businesses and lives they love while working less. With nearly 30 years of experience, she has consulted with top firms, authored The Power of Practice Management, and writes regularly for InvestmentNews, Financial Planning, Advisor Perspectives, and Kitces.com.
