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January 2024

2024 Performance Virtual Summit

Overview

The Limitless Performance Virtual Summit is a one-day, fully virtual experience and is comprised of 8 main lessons, a welcome and a closing session. Two sessions will run consecutively and be led by either Stephanie Bogan or Adam Cmejla, with contribution from Liz Hand and Natalie Bergsma. The sessions aim to provide tools and guidance that will support a a more efficient advisor and firm.

Stephanie and Adam get to the heart of what maximizing your performance can do for you both personally and professionally, along with how to make the most of your day at Summit. Strap on your hiking boots–it’s go time!

Master your mindset to master anything. Explore and identify the mental models keeping you from achieving greater levels of success, happiness, wealth and well-being. Glean insights from the latest science on success to master the “7 Mindsets of Success,” delve into what’s holding you back and complete exercises to bust your limiting beliefs.

Creating a better practice begins by getting clear on the outcomes you want to create and why they matter to you. Learn and follow a simple process to clarify your vision, set your goals and create 1 page business plan to drive your focus this year.

Ready to move from setting your vision to managing it with ease and consistency? Uplevel your annual goal-setting, processes, and communications internally to launch as a team.

Learn how to take charge of your time and focus your energy and attention with Coach Adam as he shares Limitless processes and best practices for greater productivity and performance, such as calendaring, surges and team delegation.

You can’t manage what you can’t measure. This session highlights proven practices for managing personal, practice, marketing, and team performance.

Get clear on fine-tuning the behaviors and habits that will support you in achieving your goals. Prepare to launch into your next (and best!) year by getting clear on your action items both professionally and personally.

Discover strategies to lead your team confidently, streamline project workflows, and leverage technology effectively. Gain actionable insights tailored to building a hyper-efficient firm with happy high-performers.

Learn the next-level practices that Limitless Alumni & Coaches use to shift their thinking, boost their productivity, differentiate their firms, deepen their value, and build hyper-efficient practices.

Now that you have your plan, inventory your order of operations and get crystal clear about where to go next.

Program Outline
Clarity & Accountability
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DELIVERING DEEPER VALUE
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2022, Evergreen
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2022, Evergreen
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2022, Evergreen
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2022, Evergreen
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2022, Evergreen
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PRODUCTIVITY
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Growth
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