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$1,497 every month
$14,997 every year
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By checking this box, I agree this is a yearly commitment, even if paying monthly, starting from today's date. I also understand that my yearly membership will auto-renew unless I reach out to The Perfect RIA prior to the end of each twelve-month cycle to let them know I plan on canceling my membership. (Why a year?? It will take at least that long to change your practice by implementing the changes from this program.)*
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With INVICTUS Membership you will get:
Initial 1:1 strategy call to create a custom-tailored Practice Analyzer on how you can personally double your success.
Access to the same Value Add Toolkit used by Matt & Micah in their own offices to generate: Beneficiary Value Add, Retirement Income Guardrails, Retirement Income Buckets (yes THOSE Guardrails and Buckets), 1099 letters.
INVICTUS VIP invitations to exclusive Masterminds with Matt &Micah 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: ‘Essentials’ membership to Retirement Tax Services which includes resources for delivering massive value in tax planning.