"GIVE ME THE TOOLS"
TO DOUBLE MY SUCCESS
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.
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What Is The BackStage Pass?
This is a self-guided Membership where you will have access to the Member Only
advisory forums and powerful Value Adds to replicate in your practices.
Easy, Effective & Flexible Systems
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 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.
Who Is It For?
BackStage Pass Membership is best suited for Advisors who are really good at taking an example of what works and duplicating it for use in their own practice.
This is our self-guided membership where you will have access to all of the tools and resources you need to Deliver Massive Value to your clients, increase your profitability, and spend more time outside of the office.
What's Included?
- Implement Surge, Start Sending Value Adds and Deliver Massive Value to Clients by leveraging templates, samples, scripts, processes and systems used by Matt & Micah in their own practices, with new and timely materials added regularly.
- Live Trainings where Matt & Micah bring you topics and materials designed to DOUBLE your practice.
- Quarterly Masterclasses on a variety of topics to help your practice grow (access for 1 quarter).
- Members Forum where you can network and strategize with Advisors like you, committed to success.
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Spot coaching with the TPR team via email.
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BONUS: Retirement Tax Services resources - Annual Tax Reference Guide + 37 Questions To Ask On Every Tax Return.
If you are ready to get serious about transforming not only your Financial Advisory practice but your entire LIFE, It's time you decide which path you want to go down.
About The ROCKSTARS!
Micah Shilanski, CFP® and Matthew Jarvis, CFP® have made every mistake when it comes to prospecting, marketing, delivering massive value, running a team, playing office and anything else you could do to sabotage success.
Long before they met each other via www.Kitces.com/7 & www.Kitces.com/110 they were each deep in debt, hiding under their respective desks, desperately trying to avoid ANOTHER ‘NO!’ from what few prospects they had!
Today they are recognized around the world as two of the best ‘lifestyle’ advisors, who in addition to their own successes with Shilanski and Associates (SAAI) and Jarvis Financial (JFS), have coached hundreds of advisors to similar levels of success.
How You Will Double Your Success
2x MY Effectiveness
Recognize and stop "playing office." Learn how to ensure the work that you are doing is intentional and focused. Determine your hourly rate (we will help you define that!) and ask yourself if every task you do is worth your rate? Become hyper-focused on being effective in all aspects of your life.
2x Your Value to Clients
Deliver Value Adds each quarter that reinforce and solidify your relationship with them. Become immune to "fee compression" because the Value you provide clients with is so exceptional they know you are worth the premium fee.
2x Your Prospecting
Increase your revenue and onboard clients you want to work with. Graduate (fire!) clients you know are not a good fit and make room for the people you know you can and want to help.
2x Profitability
We will walk you through how to calculate your Earnings Before Owner Compensation (EBOC) so you can finally know how profitable you are. Then, walk through what you need to do to 2x your Profitability.
Here's What Others Are Saying...
Thanks for the great content and message. I’m striving for the point where I never check my email, but rather someone else on my team is monitoring my inbox and notifying me when I need to take action on something.
- Charlie E.
I transferred from 1 RIA to my existing RIA 4 years ago. I had 1 account when I transferred and for the first year had no direction. I found Matt and Micah's podcast which led me to being a BackStage Pass member. I credit them for currently having 50 million in AUM. The value adds have changed my business dramatically!
- Danny B.
I am only 5 years into the industry, but TPR has freed up so much time by creating my processes that I grew my financial advising practice by 30%
- Brian M.
Ready to Build Your Ideal Financial Planning Practice?
We Did It. So Can You.
We Did It. So Can You.
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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.
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