Quick Video from Michael Kitces on our Masterclass: “Scale Your 7-Figure Practice into a Business that Unlocks Growth, Profits, Value & Freedom”

Monday was a holiday, and I've been traveling, wrapping up the fall season tour, including a keynote at RIA Activate today on Scaling from Millions to Billions.?

The topic of scaling growth is popular these days, and we've done a lot of work with growth-minded firms to scale their success.? Michael Kitces and I have joined forces to share our strategies for successfully unlocking growth, profits, value and freedom in a Masterclass this Thursday.?

To give you a glimpse of what’s coming, Michael recorded a quick video just for you. Hear from him personally about why we’re excited to share these insights and how this Masterclass can help you level up your practice.

Inside this 75-minute Masterclass, Michael and I will share breakthrough strategies to turn your practice into a business, accelerate growth, optimize profits, and deliver deeper value to clients—without sacrificing your freedom.

Get the formula I used to help Michael 10x his growth, and the framework for using it to turn your 7-figure practice into a “business and life without limits.”

Here’s What We’ll Cover:

1. How to Break the Growth Barriers that Stall 7-Figure Firms Break the bottlenecks limiting your progress and get proven strategies to break through your growth barriers while protecting your margins.
2. The Overlooked Success Levers Kitces Used to Unleash 10x Growth We’ll share the overlooked levers that unlock clarity, time and unlimited growth potential (the same ones Kitces used to grow 10x while working fewer hours).
3. Shift from Advisor to Leader to Professionalize & Optimize your Practice Learn how to get out of the grind of daily operations, lead with clarity, deepen client value and drive growth while sitting in a seat you love!
4. Grow Without Burnout Using Scalable Systems to Drive Value and Growth Build hyper-efficient processes that systematically deliver highly specialized services, deepening client relationships, value, income and freedom.
5. Build a High-Impact Team to Fuel Your Vision and Free Your Time! Get our proven practices for building scalable, self-sufficient teams—so you can delegate confidently and focus on energy creating revenue producing activities that accelerate your growth, deepen your value and give you true freedom.

Grab Your Seat!

If you’re ready to break through your growth obstacles and get a proven roadmap for transforming your 7-figure Practice into a Successful Business that Unlocks Growth, Profits, Value & Freedom — this Masterclass is for you.

Michael is also joining me for our Limitless Leaders cohort next year.? We'll personally coach a group of 36 growth-minded leaders to turn their 7-figure practice into a successful, scalable business that unlocks their potential.??

Hope to see you there!?

No limits,

Steph

P.S. I wanted to share a great newsletter I’ve been following from our friends at Advisor Upside . It’s packed with daily insights on the latest trends and practice-building conversations in our profession. Thought you might find it helpful too!?