Profitability Masterclass
Profitability over AUM
Build A Practice That Lasts
With Micah Shilanski, CFP®, and Matthew Jarvis, CFP®
Profitability over AUM
Build A Practice That Lasts
Profitability Masterclass
With Micah Shilanski, CFP®, and Matthew Jarvis, CFP®
ARE YOU LEAVING MONEY ON THE TABLE?
Take a moment to reflect on these questions:
- Do you find yourself working longer hours but your profits aren't growing proportionally?
- When was the last time you confidently raised your fees without feeling guilty?
- Are you measuring your practice's success by AUM instead of actual profitability?
- Do you sometimes wonder if you're undercharging compared to the value you deliver?
- Has your revenue plateaued despite adding more clients?
If you hesitated on any of these questions, you're not alone. Many successful financial advisors are unconsciously undervaluing their expertise and settling for less than they deserve.
The Hard Truth About Advisor Profitability
Let's be candid: Your expertise is worth more than you're charging. While your AUM might look impressive on paper, true business health comes down to profitability. Every day you continue without optimizing your revenue strategy is a day of potential income lost forever.
Think about it: How many hours have you spent serving clients who aren't profitable for your practice? What could your lifestyle look like if you were charging fees that match your true value?
How much stress would disappear if you had clear systems for raising fees and communicating your worth?
Transform Your Practice's Profitability
This comprehensive masterclass gives you the exact frameworks and strategies you need to:
The Hard Truth About Advisor Profitability
Let's be candid: Your expertise is worth more than you're charging. While your AUM might look impressive on paper, true business health comes down to profitability. Every day you continue without optimizing your revenue strategy is a day of potential income lost forever.
Think about it: How many hours have you spent serving clients who aren't profitable for your practice? What could your lifestyle look like if you were charging fees that match your true value?
- Master the crucial financial metrics that actually matter for your practice's health
- Implement proven systems for confidently raising fees without losing clients
- Create a profit-focused P&L that reveals hidden opportunities for growth
- Develop the confidence to charge what you're really worth
- Build accountability systems that ensure you follow through on revenue goals
Our members report not just financial gains, but a complete mindset transformation about their worth as advisors. They've learned to prioritize profitability over vanity metrics and build sustainable practices that serve both them and their clients better.
Are you ready to stop leaving money on the table and start building the practice you deserve?
Are you ready to stop leaving money on the table and start building the practice you deserve?
HERE IS EVERYTHING YOU WILL RECEIVE
Module #1: Profitability Over AUM: Key Financial Metrics and Best Practices for Financial Advisors
In this lesson, Matt and Micah focus on the critical role of profitability in a financial advisor’s practice, arguing that profitability, rather than assets under management (AUM), is a more accurate indicator of business health.
Module #2: Smart Revenue Management and Expense Control in Financial Practices
In this lesson, Matt and Micah focus on maximizing revenue and profitability in financial practices by setting up a profit-focused P&L, tracking income sources such as fees and commissions, and maintaining accurate bookkeeping.
Module #3: Mastering Financial Growth: P&L Insights, Business Planning, and Client Value for Advisory Practices
In this conversation, Matt and Micah highlight the importance of understanding the Profit and Loss (P&L) statement within a broader business plan.
Module #4: Raising Fees with Intention: Transparent Communication and Client Profitability Strategies
In this lesson on raising fees, Matt and Micah emphasize the importance of being transparent and intentional about fees in client relationships.
In the last chapter of this masterclass, Micah and Matt emphasize the importance of confidence, preparation, and a structured approach when raising fees in your financial advisory practice.
YOUR PATH TO PROFITABLE PRACTICE STARTS HERE
In this 6-minute introduction, Matt and Micah outline the game-changing strategies you'll master in each module
In this 6-minute introduction, Matt and Micah outline the game-changing strategies you'll master in each module
WHAT YOU WILL GET FROM THIS MASTERCLASS
Core Masterclass Modules ($5,000 Value)
Core Masterclass Modules ($5,000 Value)
Module 1: Profitability Over AUM ($997)
Master the metrics that actually matter for your practice's health
Module 1: Profitability Over AUM ($997)
Master the metrics that actually matter for your practice's health
Module 2: Smart Revenue Management ($997)
Transform your P&L into a profit-generating machine
Module 2: Smart Revenue Management ($997)
Transform your P&L into a profit-generating machine
Module 3: Financial Growth Mastery ($997)
Turn your P&L insights into actionable growth
Module 4: Strategic Fee Raising ($997)
Master the art of profitable client relationships
Module 4: Strategic Fee Raising ($997)
Master the art of profitable client relationships
Module 5: Confident Fee Implementation ($997)
Execute fee increases with confidence and precision
Module 5: Confident Fee Implementation ($997)
Execute fee increases with confidence and precision
Exclusive Bonus Package ($2,991 Value)
use our proven processes & templates
Exclusive Bonus Package ($2,991 Value)
Exclusive Bonus Package ($2,991 Value)
Bonus 1: Profitability Definitions Guide ($497)
Your ultimate cheat sheet to understand and apply key profitability metrics
Bonus 2: Fee Increase Letter Template ($797)
Professional, customizable template to confidently announce fee adjustments
Bonus 3: Fee Increase Email Sequence ($797)
Step-by-step emails that communicate value and secure client trust during fee changes
Bonus 4: Fee Increase Phone Scripts ($900)
Word-for-word scripts to handle tough fee conversations with confidence and clarity
Bonus 1: Profitability Definitions Guide ($497)
Bonus 2: Fee Increase Letter Templates ($797)
Bonus 3: Fee Increase Email Sequence ($797)
Bonus 4: Fee Increase Phone Scripts ($900)
Bonus 1: Profitability Definitions Guide ($497)
Your ultimate cheat sheet to understand and apply key profitability metrics
Bonus 2: Fee Increase Letter Template ($797)
Professional, customizable template to confidently announce fee adjustments
Bonus 3: Fee Increase Email Sequence ($797)
Step-by-step emails that communicate value and secure client trust during fee changes
Bonus 4: Fee Increase Phone Scripts ($900)
Word-for-word scripts to handle tough fee conversations with confidence and clarity
Total Program Value: $7,991
Black Friday Special Opportunity: $647.97
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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