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Stop Playing Small
STEP INTO THE PRACTICE YOU KNOW YOU'RE MORE THAN CAPABLE OF RUNNING
JOIN Micah Shilanski, CFP®, AND Matthew Jarvis, CFP®, ChFC,at The Perfect RIA WORKSHOP
You’ve put in the reps. Now it’s time to stop being the bottleneck and start leading with clarity, systems, and a plan that’s built to be executed before another year slips by.
Walk in with ideas, walk out with a business that runs on purpose, not pressure.
But don’t wait, there are limited seats available, and early registrants save $1,000.
Secure your spot now before the price increases and the room fills up.
Walk in with ideas, walk out with a business that runs on purpose, not pressure.
But don’t wait, there are limited seats available, and early registrants save $1,000.
Secure your spot now before the price increases and the room fills up.
7-Figure Business Planning Workshop for Financial Advisors
📅 December 10th - 13th, 2025 | 📍The Joule Hotel, Dallas, TX
The opportunity to save $1,000 expires in...
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Years
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Stop Playing Small
STEP INTO THE PRACTICE YOU KNOW
YOU'RE MORE THAN CAPABLE OF RUNNING
You’ve put in the reps. Now it’s time to stop being the bottleneck and start leading with clarity, systems,
and a plan that’s built to be executed before another year slips by.
Walk in with ideas, walk out with a business that runs on purpose, not pressure.
But don’t wait, there are limited seats available, and early registrants save $1,000.
Secure your spot now before the price increases and the room fills up.
7-Figure Business Planning Workshop for Financial Advisors
📅 December 10th - 13th, 2025 | 📍The Joule Hotel, Dallas, TX
If you’re tired of spinning your wheels, this is your turning point
📅 December 10th - 13th, 2025 | 📍The Joule Hotel, Dallas, TX
You're Almost There
You’ve seen what’s possible and what’s waiting on the other side of a real plan. Now it’s your move. Join a room full of advisors ready to stop winging it and start leading practices that scale with purpose. This isn’t a maybe. It’s your next step forward.
📅 December 10th - 13th, 2025 | 📍The Joule Hotel, Dallas, TX
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Your Path to a 7-Figure Practice
3 Days of Hands-On Business Planning Guided by Advisors Who’ve Built the Blueprint
($10,000 VALUE)
No theory. No fluff. Just real-world, field-tested strategies you’ll implement in the room led by Matthew Jarvis, CFP®, and Micah Shilanski, CFP®. You’ll walk away with a plan designed to scale your practice and your freedom.
The Business Planning Workbook, Your Roadmap to What’s Next
($1,000 VALUE)
This isn’t a fill-in-the-blank handout. It’s a working blueprint for setting revenue targets, optimizing your calendar, and building systems that support both growth and time off long after the event ends.
Extreme Accountability Partnering Because Implementation Beats Inspiration
($2,000 VALUE)
Get paired with another serious advisor who’ll challenge you to follow through; no excuses, no drift. It’s the kind of accountability that drives real change and lasting momentum.
Access to an Elite Network Because Growth Loves Company
(Priceless)
Surround yourself with ambitious advisors who are done with average. The kind who challenge you to think bigger, act faster, and build a business that matches your vision.
Secure Your Spot Now and Get These Immediate Tools to Accelerate Your Growth
BONUS #1: The Prospect Process Masterclass
Start turning conversations into clients before you even walk into the workshop. Learn how to lead discovery meetings, deliver value without overwhelm, and close with integrity. Whether you’re tightening your process or building one from scratch, this bonus gives you the playbook.
($497 VALUE)
BONUS #2: The Estate Planning Masterclass
Add depth and distinction to your client conversations. This masterclass helps you move beyond “who gets what” and start delivering meaningful, long-term estate planning that sticks. Whether you’re new to estate planning or want to sharpen your edge, this course will elevate your value and expand how you serve your clients.
($497 VALUE)
TOTAL VALUE:
$13,994 $1,996!
7-Figure Business Planning Workshop for Financial Advisors
Important: On November 14th, registration jumps to $2,996, and all bonuses expire.
Don’t wait, secure your seat now to save $1,000 and claim your pre-event training tools.
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📅 December 10th - 13th, 2025 | 📍The Joule Hotel, Dallas, TX
For Advisors Who Don’t Do Half-Measures
If you’re the kind of advisor who doesn’t just collect ideas but actually implements, this is your room. We don’t do fluff, filler, or passive learning. This is about putting your business on a track that finally supports the life you’re building. If you’re ready, we’ll meet you there.
📅 December 10th - 13th, 2025 | 📍The Joule Hotel, Dallas, TX
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NOT KIDDING - THIS ISN'T OPEN TO EVERYONE
This isn’t a “maybe someday” event. It’s a decision point.
This workshop is for financial advisors who are done playing office and ready to lead like CEOs. It’s for those who:
- Want their business to stop relying entirely on them and start running with clarity and control.
- Are done wasting time on theory and want real strategies that actually work in the real world.
- Crave extreme accountability and want to be surrounded by peers who will challenge them to do better every step of the way.
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Believe in working on the business, not just in it, and are ready to lead a team that helps them grow.
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Are serious about building a business that supports the life they want not one that constantly competes with it.
If that’s you, this room was built for you.
Your Full Growth Toolkit:
- Full Access to the 3-Day Workshop: Led by Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this isn’t theory. It’s real-world strategy built for real-world advisors. You’ll walk away with a business plan that isn’t just smart on paper, it’s built to be implemented the moment you get back. ($10,000 Value)
- The Business Planning Workbook: This isn’t just fill-in-the-blank. It’s your tactical blueprint, custom-built during the workshop, to finally bring structure to your goals, calendar, and growth strategy. ($1,000 Value)
- Extreme Accountability Partnering: You’ll be paired with an advisor who won’t let you off the hook. Because when the pressure hits, execution wins. ($2,000 Value)
- Exclusive Networking with Growth-Driven Advisors: The room is the value. You’ll build connections with top-tier advisors who are just as committed as you are and willing to share what’s working. (Priceless)
- BONUS #1: The Prospect Process Masterclass - Turn “interested” into “engaged.” From first contact to closing, this masterclass gives you the framework to master every step of your prospect process. ($497 Value)
- BONUS #2: The Estate Planning Masterclass - Deliver massive value with confidence even in an area many advisors avoid. This masterclass equips you to go beyond “who gets what” and create outcomes that truly matter to your clients. ($497 Value)
TOTAL VALUE:
$13,994 $1,996
7-Figure Business Planning Workshop for Financial Advisors
Note: Price increases to $2,996 on November 14th. Reserve your seat now and save $1,000.
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Don’t just take our word for it, hear what past attendees say:
"Just being in a room for a couple of days, getting to bounce ideas off, and getting people to challenge your way of thinking and bring new ideas that is really amazing."
—RYAN KITTREDGE, ClearPath Financial Partners
"Definitely do it. It's a great investment of time to get away from the business and spend time on the business. And not only that, this is a fantastic group of people. They're willing to help, and everybody's really performing at a high standard."
—DAVE ZAEGEL, CWOs For Hire
What’s the investment to attend?
The investment to attend The 7-Figure Business Planning Workshop is $1,996.
Freedom members? This is one of the three masterminds included in your membership.
Will the price increase?
Yes. On November 14th, the price jumps to $2,996. Register now to save $1,000 and claim your bonus training tools before they expire.
How big is the event?
We’re keeping the room intentionally tight, around 100 advisors. This isn’t a giant conference. It’s a curated room of serious professionals who are committed to building the next level of their practice.
Where will this event take place?
The 7-Figure Business Planning Workshop will be held at The Joule Hotel, 1530 Main St, Dallas, TX 75201.
Are travel and accommodations included?
You’ll need to cover your travel and hotel, but once you’re here, we’ve got the rest covered. That includes meals, drinks, high-impact sessions, adventures, and yes… extreme accountability.
When should I plan to head out?
To get the full value (and not miss any game-changing content), book your departure for late evening on December 13th or the next day.
What makes this workshop different from other industry events?
This isn’t a lecture hall or a theory-filled conference. This is a working room where you’ll build a business plan designed for implementation, not inspiration. Every strategy comes from real-world practices run by real advisors who walk the talk.
Who will I be in the room with?
Advisors like you, those who’ve put in the reps, want to scale with intention and are ready to stop being the bottleneck. We’re curating a room of ambitious professionals ready to build systems that support serious growth.
What will I walk away with?
You’ll leave with a custom, actionable business plan, real accountability, a clear calendar strategy, systemization tools, and practical next steps to scale without burning out.
MEET YOUR MENTORS IN-PERSON
Micah Shilanski, CFP®
The Perfect RIA | Shilanski & Associates
Matthew Jarvis, CFP®, ChFC
The Perfect RIA | Jarvis Financial
Matt isn’t just an advisor, he’s a results machine. As co-founder of The Perfect RIA, he’s helped thousands of advisors rethink everything about how they run their practices.
At Jarvis Financial, he manages $175M with a lean team, serving just 150 households, and still takes 250+ days off each year. His secret? Ruthless prioritization, bold fee structures, and systems that don’t rely on him to keep running. Whether it’s raising your fees, reclaiming your time, or building a practice that runs on purpose, Matt’s already done it. And now he’s here to show you how.
📅 December 10th - 13th, 2025 | 📍The Joule Hotel, Dallas, TX
Your Next Level Awaits
You’ve seen how other advisors have transformed their practice and their life - with clarity, structure, and systems that work. Now it’s your turn. The opportunity is here. Don’t let another year pass wondering what could’ve been. Let’s get to work.
📅 December 10th - 13th, 2025 | 📍The Joule Hotel, Dallas, TX
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We have 3 Tenets that each Member of the Nation MUST subscribe to:
1. Deliver Massive Value. 2. Spend More Time Out of the Office with Family. 3. Build a Highly Profitable Practice.
Copyright © 2025 The Perfect RIA