How Becoming Limitless Led to 25% Growth & 70 Days Off A Year

Neal M. Albritton was doing just fine before he found the Limitless lifestyle program. He purchased his father’s firm which had been growing organically (but not intentionally) from close centers-of-influence relationships and referrals.?

Neal, who had participated in CEG Worldwide and Carson Group programs, was looking for a place to learn and grow as he took his firm to the next level.? What he didn’t expect was just how radically different and results-driven Limitless coaching would be.??

“The thing that stands out to me [...] is Stephanie and Limitless helped us get really clear and extremely intentional about what we wanted to build, who we wanted to work with, what services and value we wanted to deliver, what we needed to charge, how we wanted to run, how to build our team, how to grow, and how to determine what results we were committed to achieving with all those actions,” Neal explained in a recent Bob Veres article about how Limitless rapidly and radically transformed the business and lives of four advisors (including Neal) for the better.??

In his first year, Neal:?

• Set up Mondays as CEO days dedicated to thinking exclusively about what he wanted to accomplish at his firm, engage in Limitless coaching and lead his team.??
• Implemented time models, model meetings, client meeting surges, client service models, fee increases, and staffing changes, and launched a new growth strategy.
• Held more personalized and present client conversations, deepening his role as a Trusted Advisor.
• Deepened his relationships with Centers of Influence.

The result? Neal drove 25% revenue growth that first year, while making major changes, taking Fridays off and spending 70 days out of the office living his life more fully. And he just keeps growing, but now without all the stress…

Neal graduated from our Lifestyle program (for advisors who want to build a $1M/100 day off practice, or whatever your version of success is) into our Leaders elite mastermind coaching group in 2023 and has had another incredible year! In 2023, he’s going for a ‘triple-double’ – he wants to double the value delivered to clients, double revenue, and double time off for himself and his staff over the next 3-5 years.?

What’s your Limitless practice and life look like?? Are you a lifestyle practice that wants to succeed with more time and freedom (we have Lifestyle advisors up to $2M in revenue) or are you the leader of a 7-8 figure firm that wants to pursue the next level of growth while creating success that comes with the time and freedom to enjoy it????

Let’s figure out how to crush your next level together.? Join me live tomorrow at 9 am PT for actionable advice about the 7-shifts that Neal and others have used to build wildly successful practices and lives that they love.??

Sign up now for Crush Your Climb: Build a Wildly Successful Practice You Love!

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Where I’ll be next…

There’s nothing I love more than having the chance to connect with motivated advisors like you in person. That’s why I wanted to invite you to Join me on November 16th at the InvestmentNews Women Adviser Summit!

I’ll be delivering the keynote on how to build a high-growth, high-profit, high-happiness advisory firm. In addition to my session, we’ll hear from industry thought leaders and advisers on topics including:

• Working with diverse clients
• M&A journey for women-led firms
• Structured mentorship
• And more!

?Register now

Use code LIMITLESS for 50% off of your registration.

I look forward to seeing you there!