For The Financial Advisors Who Want It All
How To Build A Highly Profitable, Hyper Efficient Lifestyle Practice

Stop chasing silver bullets sold by self proclaimed experts and instead learn the strategies, tools and techniques that REAL WORLD advisors Micah and Matt used to EACH build $1m+ practices.

We teach advisors to duplicate OUR SUCCESS.
You’ve got questions.
We've got answers
The Backstage Pass Membership holds the key to transforming your practice and your life. When you get the proven roadmap that allows you to implement better systems into your practice, you will be able to spend less time in the office, and get more of your ideal clients. 

And you can start right now.

Does This Sound Familiar?

  • I am putting in 60hrs a week into my business and I feel like we're getting nowhere
  • I want to be a great parent/spouse/partner but my business consumes all my energy (despite not making any money)
  • I’ve tried everything to get new clients and nothing works
  • ​I spent the most time on clients who pay me the least amount in fees
  • ​I don’t have time to Deliver Massive Value because I’m always putting out fires
  • ​I WISH I had systems for making things happen
  • ​6 months of vacation?!? I wish I could enjoy just two weeks
If any of this sounds familiar GREAT NEWS: Micah and Matt once felt the exact same way! 

In the Backstage pass they will teach you the tools and strategies they still use today in their practice to Deliver Massive Value, enjoy $500K+ personal incomes and MONTHS of vacation

It won’t be easy and you’ll still have to do the work, but now you’ll have the map.
Are you ready to have the success that you’ve only dreamed possible?
Are YOU ready to stop banging your head against your desk?
ARE YOU ready to stop listening to ‘experts’ who have never sat in front of a client ?

Do you want the express path to the PERFECT RIA, to profitability north of 50% and spending six months out of the office with your family? 

Continue reading only if your answer is YES.

Take Your Business To The Next Level With The Perfect RIA Backstage Pass Membership

Learn from real advisors, seeing real clients and cashing real checks
Unlock access to exclusive resources, including extended interviews, guided coursework, strategy deep dives, practical workflows, and helpful tools that accompany each episode of the podcast.

Micah, Matt and their respective teams have recorded dozens of hours of training, showing you step by step how to achieve (or even exceed) their levels of success. 

In addition, they’ve provided copies of everything they do and use in their respective offices.

No more guessing.
Support network of peers
We’ve created a forum so that YOU can chat with other Financial Planners who are elevating their practice NOW. 

Share ideas and get your questions answered with hundreds of other advisors, including Micah and Matt, via our online members only forum.
Add $100,000 of new revenue to your practice 
Like the podcast, the Backstage pass is all about TAKING ACTION, specifically adding $100,000 of new revenue to your practice.
 
The Backstage Pass Membership goes beyond theory and dives into practical applications that will make you a better leader, help you deliver massive value to your clients to achieve Perfect RIA status while having more time to spend with your family than ever before.

The Backstage Pass isn’t just a ‘map’ to success. It's a turn by turn, GPS guided system that has been PROVEN by Micah and Matt to work

  • Deliver massive value to clients
The foundation of The Perfect RIA is creating the ultimate client experience that delivers massive value to clients, helps them achieve their goals, and improves their lives
  • Operate at north of a 50% profitability
We believe time is the most valuable resource, and that’s why The Perfect RIA allows you to take off over 6 months a year to spend time with family and travel the world.
  • Take more than six months out of the office to spend with family
By working smart instead of working hard and by implementing highly effective systems and processes, The Perfect RIA allows practices to achieve over 50% profitability ratios.

SO HOW DO YOU DO IT ALL?

This used to be our problem, too. You see, we don't just teach best practices, we actually DO IT for businesses that we ACTUALLY OWN. You cannot lead what you don't live.

We aren't researchers. We aren't coaches. We're business owners running RIA companies. 
In other words: WE ACTUALLY DO THIS STUFF...

...so we know how hard it is to achieve these 3 goals.

And that's why we created the Backstage Pass Membership.

We are guiding dedicated financial advisors through the proven roadmap that made it possible for us, TPR podcast hosts Micah Shilanski and Matthew Jarvis, to take 6+ months out of the year for holiday time while still operating a highly successful RIA.

The world is full of self-proclaimed experts, who love to claim that they’ve discovered the magic ingredients of success, DESPITE NEVER HAVE BEEN AN ADVISOR!

We aren’t experts, we don’t know everything and we have no magic. However, what we do have are PROVEN STRATEGIES that not only transformed our own practices, but that have transformed dozens of other practices. We know what works, because we are doing it right now. 

Lead your business with confidence towards success.

From failure to rockstar

When we were starting out, both of us independently made just about every mistake a business owner can make. 

Thankfully, none of them were fatal or at least we were able to recover from nearly fatal. 

Some mistakes bigger than others. Like that time when Matthew had even invested ten thousand dollars into mailing a postcard to everyone under the sun, expecting clients to flood in and only ending up with crickets.
 
So, back in the early days, our days would start with the worst morning routine you can think of. For years, Matthew would just wake up thinking “Boy, how do I quit? What do I do with all this debt? Where do I move? What would happen to our house? What would my family think?”

We kind of hated our jobs - and apparently our jobs hated us as well. We almost never had prospect meetings and when we did on a rare occasion, the word we pretty much never heard was “yes”. What we were hearing a lot more often is “I don’t totally understand why I would work with you, why I would pay you”.

It would crush us whenever we’d go to conferences, hearing how all the top producers were making million dollars revenue.

We’d think “Boy, I just wanna be like them, I just want to do that”. And then seeing these other guys and meeting them, we’d think “if only I did that”, and would end up having this goal from losing hundred of thousands of dollars a year, to next year making a million dollars practice.

Or maybe even next quarter. “I’m gonna fix everything this quarter and I’m gonna be back up”.

Instead, we would just dig a deeper hole, continuing to fail, throwing money out the door on all wrong things and not achieving our goal.

So what changed? 

Why did we suddenly go from years and years of no growth, of just beating our heads, of not making any money to having a really phenomenal practice?

It took us years to refine the processes behind these four big action items and to get to where we are today - delivering massive value to clients, having profitability north of 50% and spending six months out of the office with our families.
  
This has enabled us to create an amazing lifestyle, make a positive impact in the world, and create a legacy for years and decades to come… We want the same thing for you. This is why the podcast and now the Backstage Pass Membership have been created.

So whether you’re just starting out or looking to scale your existing business, you’re looking at the proven roadmap to success.

Get access to how the pros are doing it

  • Grow your practice to a 50% profit margin, to provide financial security to your family, achieve your financial dreams and protect yourself financially against the next bear markets.
  • To boost your client retention (not an issue in our industry).
  • To get more time out of the office without worry.
  • To learn how to delegate to your team of rockstars, which is the only path to having a TPR.
  • To deliver massive value in every client meeting.
  • To balance work and family.
  • Create a steady stream of ideal clients who are begging you to become a client.
  • To hit your own financial goals and dreams, including having as much time as you want with family.

You can achieve these transformations:

  • You will deliver massive value to your clients thanks to strategy deep dives where Micah & Matthew guide you through the exact processes they use with their clients.
  • ​You will be able to get more of the right clients as Micah & Matthew guide you through creating the right prospect tools to get you in front of the right clients.
  • ​You will become better at prioritizing your workday and focusing on the things that bring in the best results for your clients and business.
  • ​You will discover the art of delegation and be able to balance work and family like a pro, without losing sleep over lost customers, or missed moments with your beloved ones.
  • ​You will become a more confident leader having unlocked the Staff management and leadership resources all the pros are using.

Take Your Business To The Next Level
With The Perfect RIA Backstage Pass Membership

Easy, effective & flexible

We only share proven effective systems and processes in the Backstage Pass Membership to make sure you get better results for your business asap. The same systems we use in our own practices.

 
This is why everything in the membership is built to enable you to have more freedom, work more efficiently and enhance your client acquisition practices.

You have access when and where it’s convenient for you 

Resources in the Backstage Pass Membership are available on our easy to navigate digital platform, allowing you to access the exclusive content and tools whenever you need them.

 
We aim to help you work even more passionately towards your goals and we do not want to waste your time, but to inspire you. It’s a lifestyle after all.

Access strategies that can save you six months of hard work a year & make you more money

Micah and Matthew have so much confidence in the value you will receive out of the membership that they’re willing to share with you, right now, one of their many processes that will allow you to save six months of hard work a year.

Secret #1: How the top financial advisors maximize their time

One of the biggest struggles financial advisors have is finding the best strategy to maximize their time for prospecting, meeting with clients and following-up.

Micah’s go-to strategy is to implement surge meetings. This is the first thing that will allow you to make the massive transition from going to one to two meetings a week and working 50 weeks a year, to seeing maybe 15 to 20 clients a week and working six months a year while increasing the revenue.

Is this possible?
Yes, it is. Both Micah and Matthew are doing it. And they’re sharing the how with the Backstage Pass Membership content.

Could This Be You?

Taking time off from your business, knowing that you are attracting ideal clients, and have the processes that transform your leads into raving fans.

You could wake up in the morning feeling accomplished and loving every bit of your life. 

You’d have made the switch from struggling every day at the office, feeling like a failure to saying, man, I crushed it today. I was great. I offered value. 

I am going to grow this firm. I'm going to grow my business. 

“If you want to achieve success, all you need to do is find a way to model those who have already succeeded.”

Tony Robbins

Your Guides To THE PERFECT RIA Practice And Lifestyle

Micah Shilanski, CFP®
Shilanski & Associates Inc.

Micah Shilanski is a financial planner who achieves the ‘impossible’. While other experts talk about lifestyle practices for financial planners – Micah lives it. He currently takes more than 6 months out of the office a year, yet continues to grow his practice by at least 20% each year.

Matt Jarvis, CFP®
Jarvis Financial Services

Matt and his tight-knit team serve approximately 150 households with a collective $130M in AUM. They’ve been in business for over 25 years and intentionally keep their firm small to ensure that every client receives the very highest level of personalized service.

Here’s what people are saying about us

This stuff works!

“These guys have some radical ideas about life and business that motivate me to act. You can tell they’ve done their own personal work, but they are driven and curious and intense and I love to listen. They keep me up leveling. Jarvis helped me hack my email addiction and ruthlessly delegate to my office manager and I cut my hours in HALF in 2019 - and still grew my business and my income and improved my client’s experience. This stuff works!” - Tanya Nichols via Apple Podcasts · United States of America · 01/10/20

Done chasing squirrels!

“I have been “in the process of starting my business” for two years. I now have a solid track to follow that has allowed me to increase my capacity for serving clients bc I am no longer reinventing any wheels!” - Andie JC via Apple Podcasts · United States of America · 05/07/20

Massive Value!!!!

“Just by listening for a few mins your can tell these guys know what they are talking about! I love their focus on adding ‘Massive Value’ In clients lives. The processes and systems they go through are great. One day I’ll have a Perfect RIA as well!”
Deana Doulgerakis via Apple Podcasts · United States of America · 09/27/19

Best content for lifestyle practice!

“Each and every episode, Micah and Matthew deliver powerful content that can be applied directly to your practice. They challenge the traditional paradigm that success has to be a daily grind, and you have to make a choice between your business vs family, freedom, and contentment. So grateful that another advisor pointed me to their podcast, as it’s had an immediate impact on the process that I make decisions within my practice. Keep up the amazing work guys!”
Loren Sherman via Apple Podcasts · United States of America · 01/03/20

Best advisor podcast I’ve heard

“If you’re in the RIA biz or even any type of client advising role - these guys will add (massive) value to your practice. Keep up the sharing and surely this will bring you both many new clients as well :)”
Marlowbee via Apple Podcasts · United States of America · 08/24/19

Providing Massive Value

“In a world of old-school advisors who show up 40 hours a week and barely provide any value, you guys are such an adrenaline shot! Thank you for making me feel it’s OK to provide massive value outside of the traditional areas of focus." - RBeliveau via Apple Podcasts · United States of America · 04/25/20

Pure gold!

“Practical, straight forward advice on running and growing your financial planning business whilst providing insights into how to deliver an exceptional client experience. Thanks guys - really enjoying this 👍🏻”
firedemon982 via Apple Podcasts · Great Britain · 02/15/19

Must to Listen for Financial Planners

“Excellent podcast. Matt and Micah absolutely understand what it takes out to run a profitable and efficient advisory practice. I've listened to about 30 of their podcast thus far. They have definitely helped accelerate my learning process. Thanks for providing massive value to the financial planning community!”
Casey in Denver via Apple Podcasts · United States of America · 08/29/19

Delivers extraordinary value for advisors and entertaining to boot

“When I first heard Matt and Micah’s separate episodes on the Kitces’ podcast, I mentally earmarked them to go back to because of all the great gems they shared. I’ve listened to each of their episodes at least a few times and have gotten tremendous value out of them. Once I discovered their own podcast, I had to check it out, and now I look forward to listening and learning during my commute every day. Really great content!” - Scott Schwalich via Apple Podcasts · United States of America · 01/15/20

The perfect “best practices” podcast

“Matthew and Michael are incredible resources to the advising profession. I’m so thankful for their insights and look forward to every episode.” - Per Diem via Apple Podcasts · United States of America · 01/30/20

Incredible info

“The info shared in these podcasts is extraordinary. Thank you so much to Matt and Micah for teaming up on this and putting it out there! Can’t say enough good things about how this helps frame my perspectives in operating an RIA.”
John P. CFP via Apple Podcasts · United States of America · 02/22/19

Best business podcast!

“This podcast probably has the best information on how to run an effective RIA that I have ever heard. Just amazing guys, thank you!” -  Lane Matthew via Apple Podcasts · United States of America · 01/10/20

Great content!

“Matt and Micah provide great content that I find helpful in running our RIA. I have participated in Matt’s coaching program and the ideas I’ve implemented have been effective at helping me increase our revenue while also living a high quality lifestyle. Well done!” - $$$@AZ via Apple Podcasts · United States of America · 01/10/20

Changed My Practice

“This is a THE podcast for RIAs (Registered Investment Advisors). If you can implement a third of what Matt and Micah preach you will improve your life and practice dramatically. Looking forward to seeing what these guys do in the future.” - WannaBePerfect via Apple Podcasts · United States of America · 12/11/19

Excellent episodes

“Micah and Michael share honest feedback of best practices in their firms. They get to the point and deliver massive value for each. As a career changer, this has helped with the learning curve and provided plenty of ideas moving forward.” - jmhill202 via Apple Podcasts · United States of America · 12/09/19

A must listen!

“I’ve known Micah for years and after over 20 years in the business I always learn something for him. His ability to add ‘Mass Value’ to clients lives is something to mirror. The podcast in particular you should check out is taxes. Showing how to work with a clients tax return and guide them through tough decisions. This is a must listen!”
Greeny J via Apple Podcasts · United States of America · 08/20/19

Worth a $1,000 an hour!

“Matthew and Micah are masters of efficiency. This podcast provides massive value to me.”
Worrywart Pirate via Apple Podcasts · United States of America · 12/09/19

Immediately applicable practical insanely helpful and ethical advice

“I discovered these guys through Kitces and hardly any other resource has been as helpful as The Perfect RIA in making my practice more efficient and more valuable to my clients. Thanks Micah and Matthew!”
findef via Apple Podcasts · United States of America · 06/03/19

Must Listen For RIAs

“Mathew Jarvis knows his stuff and his interchanges with Micah are fun and informative. If you are an RIA, you will receive tremendous value from this podcast.”
StephPie via Apple Podcasts · United States of America · 12/08/19

OMG - Just Amazing!

“This has to be my new favorite podcast ever! The hosts Micah and Jarvis are full of great ideas. Micah in particular always offers direct actionable items that you can take today and start to improve your practice. What has been the best is learning how to not only take more time off but increase the value to my clients. Just AMAZING!”
Fifth and Smith via Apple Podcasts · United States of America · 08/20/19
We teach advisors to duplicate OUR SUCCESS.
What’s included in the
Backstage Pass Membership
Unlock the support system and proven strategies to the perfect RIA practice and lifestyle. This is the proven roadmap that made it possible for the TPR podcast hosts Micah Shilanski and Matthew Jarvis to take 6+ months out of the year for holiday time while still operating a highly successful RIA.
  • Extended Interviews
  • Guided Coursework
  • Strategy Deep Dives
  • Helpful Tools
  • Practical Workflows
EXCLUSIVE PODCAST INFORMATION

We discuss in depth some of the strategies that we use and mentioned throughout our podcast episode such as tax strategies, relevant estate planning strategies, etc.

We provide you with additional resources after every episode (documents, tools).

Transcripts and the reports summary from every episode .

VIDEO CASTS & TUTORIALS

Access to information that would help you systematize work, train staff, and delegate appropriately, particularly during client 'peak' periods.
TIME MANAGEMENT WORKFLOWS

The strategies and tools Matthew and Micah use with clients and the lifestyle mentality.
COURSE ON HOW TO ACQUIRE NEW CLIENTS & HOW TO RUN SUCCESSFUL MEETINGS

Marketing ideas and best practices when communicating the key concepts directly to clients.

Establishing processes to ensure that client follow up is achieved and that opportunities do not fall through the cracks.

Client retention systems.
WEBINARS & TRAININGS

One-page financial plans.

Building a powerful prospecting system.
 
How to deliver massive value in Q1 client meetings.
BEST STRATEGIES FOR DELEGATION

The practices that allow you to systematize work that you feel like you don't need to do, and delegating that work to well-trained staff.

Staff management and leadership resources .

All Members Get Free Access to Premium Bonuses 
  • Real-world samples from Micah and Matt’s offices with every podcast

  • Live quarterly Q&A calls with Matt and Micah

  • ​Monthly $100K challenge webinar designed to help you bring in an extra six figures to your practice THIS YEAR

  • ​Plus you are able to apply to our 1-on-1 coaching and live events
As we always tell clients, it only makes sense to hire a professional (or in this case subscribe to the Backstage Pass Membership if the VALUE you receive is worth some multiple of the fee. 

So what is the value?

Imagine if it resulted in just ONE new ideal client? ($10,000 annually)
Imagine if it improved your efficiency by just 10%?
Imagine if it allowed you to take just one more week of vacation?

"If you can implement a third of what Matt and Micah preach you will improve your life and practice dramatically"

You're getting the best 
out of all of the above 
for only $891 per quarter
Our Promise.
If you are not satisfied, we are not satisfied either. We offer a full money back guarantee up to 3 months.
Join now.
Get the Backstage Pass Membership if you want the express and proven path to the perfect RIA, to delivering massive value to clients, seeing profitability north of 50% and spending six months out of the office with your family.
Click the Button Below to Join the Backstage Pass Membership with Micah Shilanski and Matthew Jarvis Now.
Here’s everything you get when you join the Backstage Pass Membership today:
  • Exclusive podcast information like transcripts, resources and strategies deep-dives
  • Video casts & tutorials with Micah and Matthew and their teams
  • Course on how to acquire new clients and how to run successful meetings
  • Webinars and trainings to help you deliver massive value to your clients
  • Time management workflows, strategies and tools that Matthew and Micah use with clients and the lifestyle mentality
  • Best practices for delegation to help you become a more efficient leader
  • ​An unconditional 3 months money-back guarantee from the start of the membership
  • ​An excellent customer support whenever you need help, so you know you are always taken care of.
  • Bonus #1: ​Real-world samples from Micah and Matt’s offices with every podcast
  • Bonus #2:  Short list to apply to our 1-on-1 coaching and live events
  • Bonus #3: Access to the Monthly $100K challenge content
  • ​Bonus #4: Real-world samples from Micah and Matt’s offices with every podcast
  • ​Over 60 hours of dedicated training, and we are constantly adding new resources to our membership area
Join Now for $891 per quarter
🔒  For your security, all orders are processed on a secured server.
If you are not satisfied, we are not satisfied either.
We offer a full money back guarantee up to 3 months.

The biggest risk for you? It's doing nothing.

The Backstage Pass Membership is different from any other program. 

Yes, you can find other training that covers similar topics, but the Backstage Pass Membership is unique because it's built and taught by real RIA advisors who actually run and scale their own businesses.
 
Look, we aren't coaches. 

We're in-the-trenches doers who believe that the best way to grow is to learn from someone who has done it before. If that sounds appealing, then welcome

You are joining a Nation of professionals who strive every single day to deliver massive value to their clientele, spend more time away from the office and with their families, and maintain a profitable lifestyle practice.

Your other options?

You could try and figure it out on your own. You are a smart person - you wouldn’t have become a financial advisor otherwise. But are you willing to pull all-nighters, 60 plus working hours per week, and deal with the uncertainty and self doubt for the next decade or so?

You could find another coaching program. Remember though that we practice what we teach: we run profitable RIA businesses, have an ever growing portfolio of ideal clients and we get to enjoy at least 6 months vacation per year.

The Perfect RIA status can be YOURS.

Unlock the support system and proven strategies to the perfect RIA practice and lifestyle. Join our community and be a member of the most exclusive club where all the cool financial planners hang out!
Copyright © 2020 The Perfect RIA
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