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End Of Year Special!
Get over $57,000 in trainings, resources, and bonuses when you enroll by Friday, January 2nd, at midnight PST
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Step Into the Kind of Advisory Business They Said Was Impossible, Where Top-Tier Clients Come Ready to Say ‘Yes’
Enroll in GROWTH and claim over $57,000 in elite trainings, done-for-you resources, 
and behind-the-curtain strategies - but only until January 2.
Everything we use to grow our practices - now yours. 

 What If You Could Run the Kind of Advisory Practice They Say Doesn’t Exist?

The one where ideal clients come ready to say “yes,” your calendar runs smoothly, 
and profit isn't an accident, it’s built in.
Dear Advisor,

Forget the grind. Forget the theory. Forget the talking heads who say “just work harder.”

Let us ask you something more important:
What if your advisory practice finally worked the way you imagined, not someday, but now?

You know the kind we’re talking about:
  • Clients who show up pre-sold, ready to pay your fee without objection.
  • Revenue that doubles, not by adding hours, but by removing the wrong clients.
  • Value so tangible, referrals become automatic.
  • A calendar with white space and permission to actually enjoy your life.
We’re not pitching theory. We’re handing you the playbook we use daily inside our own multi-seven-figure practices.

And through GROWTH, we’ll walk you step-by-step through the same system that’s helped elite advisors reclaim their time, upgrade their clients, and double their profitability with less effort, not more.
We’ll help you 2x your effectiveness by showing you what to stop doing. You’ll learn to calculate your real hourly rate and kill the admin junk that’s stealing your time and sanity.
We’ll help you 2x your prospecting without begging for leads. You’ll attract ideal clients who match your process, your values, and your fee. And yes, you’ll learn to graduate the wrong ones without guilt.
We’ll help you 2x your client value so you’re immune to “fee compression.” Quarterly value adds. Red-carpet communication. And a retention strategy that locks in loyalty for years.
And yes, we’ll help you 2x your profitability. With EBOC tracking and smart pricing strategy, you’ll finally see where the real money is hiding and how to pull it out.
Here’s the Deal:

As part of our End Of Year Special, we’re giving away over $3,200 in bonus trainings, the same behind-the-scenes templates, scripts, and assets we use ourselves, if you enroll by January 2 at midnight PST.

And yes, you’ll get access to over $57,000 in total resources, tools, and coaching inside the Growth.

This is not about theory. This is not about “working harder.”

This is about building the kind of practice that most advisors only dream about.

Don’t follow gurus. Follow results.

We built our practices on these systems. Now we’re handing them to you.

Join us and build the advisory business they said wasn’t possible.
Matthew Jarvis, CFP® & Micah Shilanski, CFP®

What Other Advisors Have Said About Their Experience!

With GROWTH

You Are Receiving Over $57,000 in Training, Resources and Bonuses!

🗸 The Elite Growth System Advisors Use to Create Scalable, Profitable Practices (Priceless)

Finally escape the random hustle. Tap into the exact system we use to double profit without adding more hours.

🗸 The Onboarding Blueprint That Keeps Clients Happy and Your Team Aligned ($12,000)

No more guessing who’s where. Know the status of every client, every time, and create an experience that feels world-class.

🗸 Guided Discovery Tools That Turn “Maybe Later” Into “Let’s Do It” ($12,000)

Facilitate powerful, action-driving conversations so your clients follow through and thank you for it.

🗸 Quarterly Value Templates That Make You Fee-Proof and Referable ($12,000)

Send clear, client-facing evidence of your value every 90 days so you’re never questioned and always remembered.

🗸 “Swipe and Deploy” Docs to Save Time and Eliminate Guesswork ($10,000)

Why reinvent? Use the same tools, templates, and systems we’ve battle-tested in our own advisory firms.

🗸 Plug-and-Play Client Newsletter That Builds Loyalty and Sparks Referrals ($4,000)

Stay connected with clients and COIs with the exact newsletter we use to deepen relationships and drive referrals.

​🗸 Access to the GROWTH Forum, Your Private Advisor Brain Trust ($2,500)

Get direct answers from a curated circle of growth-minded advisors. Skip the noise, join the top 1%.

🗸 Entry to Live, Members-Only Events That Keep You Ahead of the Curve ($1,000)

Exclusive sessions where we reveal what’s working now, not five years ago.

🗸 Special Pricing for THE SUMMIT

Lock in your seat at our flagship event and secure the best deal available to the public.

But Wait, That's Not All...

PLUS: You Also Get These Irresistible Bonuses:

Bonus #1 ($647)

"Profitability Masterclass"
Run A More Profitable Practice - Without Working More Or Chasing AUM

If you're an advisor who’s great at helping clients build wealth - but not seeing that same profit show up in your own practice - this masterclass is for you.

In five no-fluff sessions, Matthew Jarvis and Micah Shilanski break down the exact frameworks they use to build wildly profitable, low-stress firms that serve them and their clients.

You'll discover:
  • Why AUM is a vanity metric - and what numbers really matter
  • How to restructure your P&L so it actually drives growth
  • The simple systems they use to consistently raise fees - without guilt or churn
  • ​How to identify and eliminate profit-killers hiding in plain sight
  • ​Word-for-word scripts and templates for fee conversations that keep clients happy
This isn’t theory. These are the same strategies Matt and Micah use in their own firms - and inside The Perfect RIA community - to help advisors take home more, work less, and finally feel in control of their business.

If you're ready to stop leaving money on the table and start building a practice that pays you what you're worth, this is the playbook.

Bonus #2 ($547)

"The One-Page Financial Plan Masterclass"  Simplify Planning. Increase Engagement. Deliver More Value.

Most advisors are overcomplicating their financial plans - and it's costing them time, clients, and credibility.

In this masterclass, Matt Jarvis and Micah Shilanski show you how to ditch the bloated 87-page financial plan and replace it with a clean, client-friendly, one-page plan that actually gets used.

You’ll learn:
  • How to identify and communicate the only things that matter to the client’s success
  • Why less is more when it comes to planning - and how simplicity builds trust and follow-through
  • How to use One-Page Plans to stand out in a crowded market and boost client retention
  • ​How this one strategy has helped build multi-million dollar practices
  • ​Real-world examples from actual client plans—what works, what doesn’t, and why
This is how we do financial planning in our own practices - and it works. You’ll also get all the tools you need to implement it right away: templates, sample presentations, webinar recordings, and our full walkthrough on how to present and position One-Page Plans to drive long-term client value.

If you want to spend less time building plans no one reads, and more time delivering results your clients actually understand - this bonus is a game-changer.

Bonus #3 ($597)

"The Prospect Process Masterclass"
Convert More Prospects. Build Stronger Relationships. Grow With Intention.

Let’s face it - most advisors are either winging their prospect meetings or relying on charisma instead of process. That might work some of the time, but if you want consistent, scalable growth? You need a system.

In this step-by-step masterclass, Micah and Matt walk you through the exact prospecting framework they use in their own multi-million-dollar practices - from first interaction to long-term client onboarding.

You’ll learn:
  • How to spot the difference between a prospect and a time-waster
  • What to say - and what to listen for - during that crucial first meeting
  • ​How to position yourself as the expert, not the salesperson
  • How your team should support (not sabotage) the prospect process
  • ​Why most advisors blow the follow-up - and how to fix it
This isn’t about closing more deals. It’s about building a repeatable process that turns the right prospects into lifelong clients - and doing it in a way that reflects the high value of your work.

If you want to stop chasing and start converting - with less effort and more impact - this masterclass lays out the path.

Bonus #4 ($497)

"The Estate Planning Masterclass"
Build Deeper Relationships. 
Deliver Real Value.

Estate planning isn’t just for the ultra-wealthy - and it’s not just about documents. It’s one of the most overlooked ways advisors can create massive impact for clients and set themselves apart from the competition.

In this powerful masterclass, Micah Shilanski and estate planning expert Rod Zeeb show you exactly how to integrate estate planning into your practice - whether you’re just getting started or looking to go deeper.

You’ll learn:
  • How to confidently talk estate planning without being a lawyer
  • The key documents every client should have - and how to review them in minutes
  • How to run a family meeting that strengthens your client relationship and increases retention
  • ​When a trust makes sense - and how to explain it in plain English
  • ​The “guided discovery” approach that helps clients realize what they really want to happen with their estate
If you want to deepen trust, boost retention, and become the go-to advisor for the entire family, this masterclass is a no-brainer.

It’s not about playing attorney - it’s about leading your clients through one of the most important conversations of their lives.

Bonus #5 ($447)

"The Junior Advisor Masterclass"
Hire Smart. Delegate Confidently. Scale Without Losing Control.

Most advisors wait too long - or jump in too fast - when it comes to hiring a junior advisor. And without the right plan, it leads to frustration, client confusion, or worse… more work for you.

In this masterclass, Matt Jarvis and Benjamin Brandt share the exact process they use to find, train, and integrate junior advisors—without sacrificing client experience or profitability.

You’ll learn:
  • How to know when it’s time to hire
  • What financial metrics to track before bringing someone on
  • ​How to transition responsibility without losing control
  • How to set clear expectations and avoid bad fits
  • ​What works (and what doesn’t) from real-world experience
This isn’t about growing a bloated team. It’s about building the right support so you can scale your practice with less stress and more confidence.

Bonus #6 ($497)

"Fast Implementation Call"
Start Strong. Get Focused. 
See Results Faster.

The biggest challenge with a new program? Knowing where to start. That’s why we’re including a live Fast Implementation Call for all new GROWTH members.

On this call, you’ll get a personalized walkthrough of the program - so you know exactly what to focus on first based on where you are in your practice.

You’ll learn:
  • How to prioritize your first 30 days for maximum impact
  • What tools to deploy right away (and what to save for later)
  • ​Where other advisors are seeing the fastest results
  • How to plug into the community and get support
We’ll also use this time to get to know you, so we can better point you to the systems and strategies that will move the needle in your practice.

This isn’t just onboarding - it’s your launchpad to success.
It’s All Here - But Only If You Move Before January 2
This isn’t theory. This isn’t fluff.

 It’s the same toolkit, strategy, and support we use inside our own multi-seven-figure practices and it’s waiting for you right now. But after January 2 at midnight PST, the bonus stack disappears. So does your chance to get over $57,000 in proven tools, templates, and growth systems, all for a fraction of their value.
Enroll in GROWTH today.
 Escape the grind. Step into the practice you always knew was possible.

Still Not Sure? Here’s What Real Advisors Are Saying...

By investing in the GROWHT for just $497 per month, you gain access to Matthew's and Micah's almost $2M investment in professional development, distilled down to the things you need to do to grow your practice.

Who would want more? Act Now!

When You Enroll Today, You Can Have Access To All Of This...

🗸 The Elite Growth System Advisors Use to Create Scalable, Profitable Practices....................(Priceless)

🗸 The Elite Growth System Advisors Use to Create Scalable, Profitable Practices (Priceless)

🗸 The Onboarding Blueprint That Keeps Clients Happy and Your Team Aligned........ ($12,000 Value)

🗸 The Onboarding Blueprint That Keeps Clients Happy and Your Team Aligned ($12,000 Value)

🗸 Guided Discovery Tools That Turn “Maybe Later” Into “Let’s Do It”......................................($12,000 Value)

🗸 Guided Discovery Tools That Turn “Maybe Later” Into “Let’s Do It” ($12,000 Value)

🗸 Quarterly Value Templates That Make You Fee-Proof and Referable................................($12,000 Value)

🗸 Quarterly Value Templates That Make You Fee-Proof and Referable ($12,000 Value)

🗸 “Swipe and Deploy” Docs to Save Time and Eliminate Guesswork.....................................($10,000 Value)

🗸 “Swipe and Deploy” Docs to Save Time and Eliminate Guesswork ($10,000 Value)

🗸 Plug-and-Play Client Newsletter That Builds Loyalty and Sparks Referrals....................($4,000 Value)

🗸 Plug-and-Play Client Newsletter That Builds Loyalty and Sparks Referrals ($4,000 Value)

​🗸 Access to the GROWTH Forum, Your Private Advisor Brain Trust........................................($2,500 Value)

​🗸 Access to the GROWTH Forum, Your Private Advisor Brain Trust ($2,500 Value)

🗸 Entry to Live, Members-Only Events That Keep You Ahead of the Curve..........................($1,000 Value)

🗸 Entry to Live, Members-Only Events That Keep You Ahead of the Curve ($1,000 Value)

🗸 Special Pricing for THE SUMMIT..........................................................................................................................($533 Value)

🗸 Special Pricing for THE SUMMIT ($533 Value)

BONUS! The Profitability Masterclass..................................................................................................................($647 Value)

BONUS! The Profitability Masterclass ($647 Value)

BONUS! The One-Page Financial Plan Masterclass...................................................................................($547 Value)

BONUS! The One-Page Financial Plan Masterclass ($547 Value)

BONUS! The Prospect Process Masterclass.....................................................................................................($597 Value)

BONUS! The Prospect Process Masterclass ($597 Value)

BONUS! The Estate Planning Masterclass.......................................................................................................($497 Value)

BONUS! The Estate Planning Masterclass ($497 Value)

BONUS! The Junior Advisor Masterclass...........................................................................................................($447 Value)

BONUS! The Junior Advisor Masterclass ($447 Value)

BONUS! Fast Implementation Call........................................................................................................................($497 Value)

BONUS! Fast Implementation Call ($497 Value)

So...What's The Catch...?

We get it.

Over $57,000 worth of proven tools, templates, trainings, and bonuses for just $497/month?

Sounds insane.

But here’s the truth:

1. This is what we preach, so it’s what we practice.  We tell our clients to Deliver Massive Value. This offer is exactly that. You’re not getting fluff,  you’re getting the same systems we use to run multi-million-dollar advisory firms.

2. We don’t want everyone,  just the right ones. We’re not building the biggest advisor group. We’re building the sharpest. This deal attracts serious players, the ones ready to execute, grow, and win.

3. We know it works, and we know you’ll stay. GROWTH delivers real results. Once you see how it simplifies your practice, boosts profit, and upgrades your clients, you’ll never go back. That’s why we’re willing to give you everything up front.

4. We’re playing the long game, so you win fast. Why hold back? If we can help you double your profitability, work with better clients, and reclaim your time faster, everyone wins.

5. We’re sick of the noise. Too many voices. Too much theory. Not enough results. We actually run real practices, and we’re pulling back the curtain on all of it. No hype. No hiding.

Why Time Is Of The Essence...

This isn’t a gimmick. No fake countdown. No “extended through Sunday.”
 
This is a real offer with a hard stop at midnight, January 2, and here’s why:

Over $3,200 in fast-start bonuses disappear at the deadline. No replays. No second chances. Once it’s gone, it’s gone.

Spots are limited by design. This isn’t about volume. It’s about results. We’re capping new enrollments to ensure every advisor gets real traction, especially during your Fast Implementation Call.

You’re getting systems we use right now in our own high-profit firms. Not concepts. Not theory. Actual scripts, templates, and playbooks that aren’t shared publicly and won’t be offered in this bundle again.

We don’t open enrollment often. Once the door closes, it’s closed. You’ll have to wait for the next window, without the bonuses, without the price, and without the momentum you could’ve started building now.

So if you’re done winging it…
If you’re ready to run a better practice, with better clients, better margins, and better control...

This is your window.
But it won’t stay open long.

"Do you have a guarantee?"

You Bet. Matter Of Fact, We Have 
THREE Guarantees For You

Guarantee #1: 30-Day “No Risk, No Regret” Guarantee

Take GROWTH for a full test drive. Dive into the tools, trainings, and templates.

If you don’t feel it’s worth every penny, just let us know within 30 days. We’ll refund you, no questions asked.

You keep everything you’ve downloaded. Zero hassle. Zero risk.

Guarantee #2: Real Advisor Support, Right When You Need It

Got a question? Stuck on a client issue? Wondering how to use a template or tweak a system?

We guarantee a real advisor, not a chatbot, will respond within 24 business hours.

This isn’t DIY. This is Done-With-You.

Guarantee #3: The “Matt & Micah Crazy” 365-Day Results Guarantee

If you use GROWTH for a full year, implement what we show you, and still don’t see measurable improvement in your practice, we’ll refund your initial investment. Period.

Why? Because we know this works when you work it. And we’re not afraid to prove it.
How can we offer such a powerful guarantee?

Because we know the GROWTH works.

The strategies we teach have helped advisors double, triple, and even quadruple their revenue while working fewer hours and serving clients at a higher level.

Imagine if you implemented just ONE idea from the GROWTH… and you saw measurable improvements in your practice almost immediately.

How much would that one change be worth to you?

$10,000…? $20,000…?

Right now, all you have to say is “maybe” - and you can lock in your End Of Year offer, 100% risk-free.

Here’s What To Do Next...

From here, it’s just a matter of finalizing your enrollment and unlocking everything we’ve lined up for you.

Click the blue button below right now, and you’ll immediately get access to:

   - Over $57,000 in training, resources, and bonuses
   - All six bonus masterclasses (including Profitability, Prospecting, and One-Page Plans)
   - Your Fast Implementation Call to make sure you start strong and stay focused
   - The exact systems we use to run our practices - now yours to swipe and deploy

Thanks for taking the time to read this, and more importantly, for taking action to grow your practice the right way.

We can’t wait to welcome you to the GROWTH and see what you’ll do with the right tools and support in your corner.

Talk soon,
Matthew Jarvis, CFP® & Micah Shilanski, CFP®

If You’re Still Here…

Then You Must Be Thinking,
"Is This REALLY For Me And My Practice?"

If you’re still reading, odds are you’re not just browsing; you’re looking for the thing that finally helps you build the practice you know is possible.

Not another download.
Not another guru video.
Not another “someday, maybe.”

We didn’t build GROWTH to be more noise. We built it to be the last system you ever need.

Because what you get today and what we keep delivering every month isn’t “content.”

It’s strategy you’ll actually use the moment you launch a new campaign, host a client event, raise your fees, train your team, or finally stop wondering “what the hell do I do next?”
This is for you if…

You’re a serious financial advisor ready to run a smoother, more profitable, freedom-based business.
You want what actually works, from advisors who are using it now, not theorizing from the sidelines.
You’re done chasing tactics and finally ready to build the machine.

This is not for you if…

You’re hoping for a magic button that makes clients appear without action.
You binge-buy courses, ignore the logins, and move on to the next shiny object.
You’re allergic to implementation.

We’re not promising overnight riches. We’re offering a repeatable system, proven to upgrade clients, increase profitability, and give you back control of your calendar.

The truth?
Most advisors don’t fail because they chose the wrong strategy.
They fail because they never commit to one long enough to see what it can really do.

So the question isn’t “Should I?”
It’s “Can I afford to keep winging it another year?”

Do this for you.
Do this for your clients.
Do this for the practice you still believe is possible, even if it’s been buried under stress and chaos.

Hit the button below and make it real before the End Of Year offer disappears.
Frequently Asked Questions
Will this help me land more of the right clients?
Absolutely. You’ll get access to all the tools we use to attract ideal prospects, the ones who respect your fee, value your time, and are ready to say yes. Scripts, documents, videos, and walkthroughs, nothing hidden, nothing held back.
Can you really show me how to raise my fees without losing clients? 
We’ve done it. And we’ll show you exactly how. You’ll get the actual templates, words, and process we used to raise fees inside our own firms, plus recordings of real-world advisor conversations that made it stick.
What if I get stuck?
You’re never on your own. You’ll get access to our private Members Forum, quarterly email spot-coaching, and answers from real advisors inside the community. No fluff. No bots. Just real support from people who’ve been there.
How fast will I see results? 
That’s up to you. The tools work. We use them daily. But this isn’t “set it and forget it.” Most serious advisors see measurable traction in the first 90 days, some in less. You move at your pace. We’ll be here to push you when you’re ready.
What makes GROWTH different from other programs? 
We’re not theorists. We’re advisors. Everything inside this membership was built in the trenches, tested under real pressure, real clients, real deadlines. If you’re tired of hearing from “experts” who haven’t sat across from a prospect in years… this is where the noise ends.
Who is this really for?  
For the advisor who’s ready to stop winging it. If you’re building (or rebuilding) a serious practice, one that’s profitable, streamlined, and actually gives you a life, this is for you. We don’t want dabblers. We want doers.
Who shouldn’t join?  
If you’re chasing a magic button, this ain’t it. This is built for implementation. If you don’t plan to take action, you won’t get value, and we’re not afraid to say that.
I’ve tried other programs that didn’t work. What makes this different?  
We show our math. You’ll see how we run our firms, numbers, systems, wins and mistakes, and we hand you the exact playbook. No fluff. No hiding. Just what works.
I don’t have time right now - should I wait?  
Waiting won’t make your calendar freer. This is how you get time back. The system helps you eliminate noise, fire the wrong clients, and simplify everything. That starts now, not “later.”
I’m solo, no staff, no team. Will this still work?
That’s exactly how we started. GROWTH will show you how to structure, systematize, and scale even if you’re doing it all yourself today.
What if I fall behind?
There’s no behind. It’s self-paced. You keep access as long as you’re a member, and the wins stack as you implement. We’ll be here when you’re ready.
If you have a different question that we haven’t answered yet, email us at lifestyle@theperfectria.com.
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