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Stop Playing Small
Transform Your Advisory Practice
at The Perfect RIA WORKSHOP
No Theories. No Excuses. Just Results
December 4th - 6th, 2024 | Phoenix, AZ
hurry! Enrollment closes in...
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Stop Playing Small
Transform Your Advisory Practice
at The Perfect RIA WORKSHOP
No Theories. No Excuses. Just Results
December 4th - 6th, 2024 | Phoenix, AZ
Here's Exactly What You're Going To Get...
Full Access to the 3-Day Workshop
($10,000 VALUE)
High-impact sessions led by Matthew Jarvis, CFP, and Micah Shilanski, CFP, focused on practical, real-world strategies for scaling your advisory practice.
The Business Planning Workbook
($1,000 VALUE)
A comprehensive tool to help you map out your 2025 goals, revenue targets, and action plans.
Extreme Accountability Partnering
($2,000 VALUE)
Exclusive Networking Opportunities
(Priceless)
Build relationships with a select group of ambitious advisors who share your commitment to growth and success.
ACT NOW AND GET THESE INCREDIBLE BONUSES...
BONUS #1: The Prospect Process Masterclass
This masterclass covers multiple aspects of the prospect process, such as identifying prospects, initiating contact, building a relationship, understanding their financial needs and goals, and ultimately converting them into clients. The Prospect Process Masterclass also offers strategies and resources for conducting successful initial meetings, delivering compelling presentations, and overcoming objections.
($497 VALUE)
BONUS #2: The Estate Planning Masterclass
The Estate Planning Masterclass teaches you how to plan for your clients' desired outcomes instead of simply deciding who gets what. If you’ve never implemented estate planning in your practice, don’t worry! Even if you’ve been in practice for five, ten, or twenty years, you’ll find valuable information in this course that will help you deliver massive value to your clients.
($497 VALUE)
TOTAL VALUE:
$13,994 $1,997!
10 MORE SEATS ADDED! (2 AVAILABLE)
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If you're tired of half-baked strategies and endless excuses, it's time to step up.
The Perfect RIA Business Planning Workshop is where real advisors get real results. No fluff, just hard-hitting strategies that have been battle-tested in the trenches of real-world practices.
Led by industry powerhouses Matthew Jarvis, CFP, and Micah Shilanski, CFP, this event isn't for everyone. It's for the elite advisors ready to challenge themselves, break through barriers, and set the stage for an unstoppable 2025.
Leave with a plan you’ll actually use, a network that keeps you accountable, and a fire to make things happen.
NOT KIDDING - THIS ISN'T OPEN TO EVERYONE
HOW WE GET THINGS DONE - FAST!
This workshop isn’t for those who settle. It’s for financial advisors who:
- Demand more from their business and themselves.
- Refuse to waste time on theories and "best practices" that don't deliver.
- Are serious about getting extreme accountability from peers who don't tolerate excuses.
-
Want to surround themselves with top performers who will push them to new heights.
-
Value bold strategies and are ready to implement them immediately.
here's everything you'll get...
- Full Access to the 3-Day Workshop: High-impact sessions led by Matthew Jarvis, CFP, and Micah Shilanski, CFP, focused on practical, real-world strategies for scaling your advisory practice. ($10,000 Value)
- The Business Planning Workbook A comprehensive tool to help you map out your 2025 goals, revenue targets, and action plans. ($1,000 Value)
-
Extreme Accountability Partnering Get matched with a partner who will keep you on track and ensure you execute your plans. ($2,000 Value)
- Exclusive Networking Opportunities: Build relationships with a select group of ambitious advisors who share your commitment to growth and success. (Priceless)
- BONUS #1: The Prospect Process Masterclass ($497 Value)
- BONUS #2: The Estate Planning Masterclass ($497 Value)
TOTAL VALUE:
$13,994 $1,997
10 MORE SEATS ADDED! (2 AVAILABLE)
"Just being in a room for a couple of days, getting to bounce ideas off, and getting people to challenge your way of thinking and bring new ideas that is really amazing."
—RYAN KITTREDGE, ClearPath Financial Partners
"Definitely do it. It's a great investment of time to get away from the business and spend time on the business. And not only that, this is a fantastic group of people. They're willing to help, and everybody's really performing at a high standard."
—DAVE ZAEGEL, CWOs For Hire
frequently asked questions
What is the cost to be part of this Mastermind?
The cost for The Perfect RIA Masterminds is $1,997. Freedom members have access to three Masterminds as a benefit to membership.
Are accommodations included?
Getting to Arizona and your hotel are basically the only things not included. Meals, drinks, adventures, and of course, Extreme Accountability ARE all included.
When should I arrive?
Please plan to arrive no later than the evening of December 4th.
When should I plan to leave?
In order to make sure you take full advantage of the session, make sure you plan to leave no earlier than the late evening on December 6th.
As the event is now within 45 days, we are unable to process refund requests due to commitments made with our hotel, venue and catering partners.
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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