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.