with Matthew Jarvis, CFP® & Micah Shilanski, CFP®
- February 16th, 2022 I 9 AM PST -

TPR Nation Power Session
Doubling the value of client meetings
What would this do for your clients?
For your practice? For your family?
For your head-trash?
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with Matthew Jarvis, CFP® & Micah Shilanski, CFP®
February 16th, 2022 I 9 AM PST
Less than 1% of our prospects no-show or cancel meetings, here is why
Having EACH run thousands of client meetings, and sat in on HUNDREDS of other advisors meeting, Matthew and Micah have mastered the art of client communications, especially when it comes to client review meetings. During their upcoming TPR Nation Power Session, they will share:
  • Their 5 most important client meeting scripts, INCLUDING Matthew's proven referral script that involves NOT asking for referrals, that you can rip-off-and-deploy immediately in your own client meetings so you can spend more time Delivering Massive Value and less time trying to figure out what to say.
  • Their exact agenda for their upcoming client surge meetings that you can use to model your own client surge meetings, saving you dozens of hours trying to figure out how to Deliver Massive Value in client meetings.
  • A sample of the Value Add they will be delivering to clients - BackStage Pass members will be given a PDF of this value add and INVICTUS Members will get access to a white-labeled, web-based version being used by Micah & Matthew in their own practices.
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Matthew and Micah, founders of The Perfect RIA, are a well known professionals and successful advisors. They joined and started The Perfect RIA as a podcast only, to share their experiences with other advisors. Since then, The Perfect RIA grew up to a valuable resource for all of the Financial Advisors across US, giving them an opportunity to constantly learn and grow their practices by being part of the BackStage Pass or INVICTUS.
- February 16th, 2022 I 9 AM PST -
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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