WHAT WILL IT TAKE TO
DOUBLE YOUR SUCCESS?

Sick and tired of self-proclaimed experts who do nothing but talk about how great they are?
 
If "Industry Experts" are so good, then why aren't they SHOWING you:
  
  * How they raised their fees?
  * What their Gross Revenue is?
  * How they close IDEAL prospects?
  * How many active clients they have?
  * How they handle client objections?
  * Their annual profitability year over year?
  * How many vacations they take each year?

They cannot show you because they are not doing it. It is time for "Industry Experts" to put up or, shut up. 

What if instead of doing what some experts HOPE will work, you could be mentored by a team of real world financial advisors who are living your dream practice every day? 

*One Year Commitment

Ready to Build Your Ideal Financial Planning Practice?

We Did It. So Can You.

DREAM ENTERPRISE
Micah Shilanski, CFP®
Shilanski and Associates Inc.
  • AUM: $200M+
  • 2020 REV: $3,600,000
  • 2021 REV: $4,670,000
  • Vacation Days: 8 months annually
  • Rev per hour works: $2,000+
  • Average New AUM: $20M+
  • Team Size: 13 (including Micah)
  • ​Super Powers: Master of eMail Delegation, Niche Marketing, 5-Month Long Waiting List for Prospects, Custom Built Technology stack. 

DREAM SOLO
Matthew Jarvis, CFP®
Jarvis Financial Inc.
  • AUM: $200M+
  • 2020 REV: $1,500,000
  • 2021 REV: $1,900,000
  • Vacation Days: 6 months annually
  • Rev per hour works: $1,000+
  • Average New AUM:  $10M to $20M
  • Team Size: 4 (including Matt)
  • ​Super Powers: Never works Fridays, 6-month boat trip, Guardrails & One Page Plans, Master of Optimizing Center of Influence Relationships that lead to Prospects.

Ready for One-on-One Coaching, 
Strategies for Success you can Immediately Implement AND a Technology Platform that provides you with Value Adds 
you can deliver to clients?
“GUIDE ME”
INVICTUS Membership is appropriate for Advisors who are deeply committed to doubling their success as quickly as possible. 

This Membership is best for Advisors who are ready to take action, do not want to reinvent the wheel and are going to commit to learning, coaching, masterminds and implementing strategies for success NOW.

No wimps allowed. It's a tough club.

Included with INVICTUS:
  • Quarterly 1 on 1 calls with Micah, Matt and our other rock star advisors to create a custom tailored Mountain Map journey on how you can personally double your success.
  • ​Monthly 1 on 1 accountability & coaching with our power team.
  • Access to the same Value Add Toolkit used by Matt & Micah in their own offices to generate: Tax Projections, Beneficiary Value Add, Retirement Income Guardrails, Buckets (yes THOSE Guardrails and Buckets), 1099 letters.  
  • Invitation to Invictus-Only Masterminds with M&M twice annually. 
  • ​Practice audit and benchmarking.
  • ​INCLUDED: BackStage Pass membership, which includes hundreds of videos, templates, samples, resources and our Members Only ‘ask us anything’ forum.
  • ​BONUS 1: ‘Essentials’ membership to Retirement Tax Services which includes resources for delivering massive value in tax planning.
  • BONUS 2: Join the XYPN Live Pre-con event, October 8th, 2022, in Denver, Colorado, at no additional cost to you (Does not include travel or accommodations)!
It only makes sense to join INVICTUS if the value we can deliver is equal to 10x your investment. 

In other words, INVICTUS must deliver $100k+ to your practice.
“SHOW ME”
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, by themselves.

Also best suited for Advisors who are not quite ready to make a substantial investment in their success yet.
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.

Included with BackStage Pass:
  • Access to Member Only Power Sessions.
  • ​Recorded Power Sessions on all aspects of DOUBLING your practice success including: $100k of new revenue Challenge, One Page Plan Series, Guardrails Series, Raising Fees and the Prospect Process.
  • Hundreds of templates, samples, scripts, processes and systems used by Micah & Matt in their own practices.
  • Spot coaching with our team via email and our Members Only forum.
  • ​Access to the Financial Advisor forum where you can network and strategize with Advisors like you, committed to success.
  • ​BONUS: A HUGE discount for the XYPN Live Pre-con event, happening October 8th, 2022 in Denver, Colorado.
You Have a Choice To Make.
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. 

We have 2 Memberships for you to choose from.
*One Year Commitment

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 so hyper-focused on being effective in all aspects of your life.
  • ​​​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 Your Value to Clients. Deliver Value Adds each quarter that reinforces and solidifies 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 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. 
“But what makes Matthew unique is that he has so systematized his firm and the services he provides to his clients, that he’s able to support all 150 clients while also taking over 80 days of vacation every year, and still maintain a more-than-50% profit margin! In essence, Matthew runs a hyper-efficient lifestyle practice.”

  - Michael Kitces

Keep Your BD Leaders Club Card In Your Pocket.

We only measure real success here.

We focus on Effectiveness, Value, Prospecting and Profitability.  

Here is what a few our Members shared they have accomplished since joining TPR:

"20% Growth in Revenue Year over Year."

"Added $100,000 in Net Profit within 4 Months."

"Implemented Surge Appointments so me, my team and my clients can experience the benefits of 
"Deep Work" and hyper focus during meetings."

"Every quarter I know what Value Adds I am delivering to clients."

"Increased my fees and learned how to have those conversations with clients."

"Graduated (fired!) clients that I dreaded working with."

"Developed processes that my entire team knows how to follow."

"Spent more time connecting with my wife and kids; really being present when we were together 
and not feeling guilty about not being in the office."

"Identified my head trash and learned tools to move past it - getting out of my own way!"

*One Year Commitment
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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