WARNING: The Panel Of Success Is Limited To Only 50 People
The Perfect RIA, in connection with #XYPNLIVE 2022 presents:
PANEL OF SUCCESS
In-Person Power Session
HOW I DOUBLED MY VALUE
WHILE WORKING LESS
Join Micah Shilanski, CFP®, Matthew Jarvis, CFP®, Benjamin Brandt, CFP®, and other
Rockstar advisors to learn how they EACH doubled their incomes, while working fewer
hours and all while Delivering Massive Value to Clients.
#XYPNLIVE 2022 Pre-Con
Saturday, October 8th, 2022 - 8am to 5pm
Sheraton Denver Downtown Hotel
Denver I Colorado
What Is The Panel Of Success?
The single best way to achieve the next level of success is to find people who are already there and learn how they did it. What systems did they implement? What mistakes did they make that you can avoid? How did they overcome what looks to you like an impossible barrier to success? What can you ‘rip-off-and-deploy’ today in your practice to catapult you to the next level?
The Perfect RIA Panel of Success is your chance to learn from and interact with rockstar advisors who are crushing it everyday in their practice. Well, not EVERY day as each of our panelists takes great pride in spending more days out of the office than in the office, but you get the idea.
This is NOT for the faint of heart. If your goals for 2023 are to ‘add a couple of clients’ or ‘grow 10%’, you should probably skip this event. If however your goals include ‘double my practice’ or ‘take twice as much time off work’ or ‘add $250k of new revenue’ or ‘delegate twice as much’, then your best path to success is to learn from those who have already done what you are trying to do.
Do What Works - A Pattern Of Success
Benjamin Brandt, CFP®
Rockstar Financial Advisor
Host of Retirement Starts Today Podcast; Owner of Capital City Wealth Management; Increased his revenue per hour worked by 4x over last 3-years; Stopped taking new clients last year after reaching $100M of AUM; Leader of Dad-Visors Mastermind; Recognized by Michael Kitces on Kitces.com/181.
Micah Shilanski, CFP®
Rockstar Financial Advisor
Creator of Plan-Your-Federal-Retirement.com; Financial Planner, CFP®, RFC® at Shilanski and Associates, Inc.; Co-founder of The Perfect RIA and Retirement Tax Services; Recognized by Michael Kitces on Kitces.com/110; In office just 4-months annually; Holds 187 client meetings per 6-week surge session.
Matthew Jarvis, CFP®
Rockstar Financial Advisor
Author, Deliver Massive Value; Financial Planner, CFP® at Jarvis Financial; 2021 Gross of $2m; Transitioned 90% of clients to Jr. Advisor; Co-founder of The Perfect RIA and Retirement Tax Services; Most popular Kitces Podcast guest in 2017 and 2021; Coached hundreds of advisors to new levels of success.
BONUS Speaker!
Libby Greiwe, ChFC, RICP, FIC
Host of The Efficient Advisor Podcast; Creator of the Systems To Scale Framework©; Started, Built & sold her 7-figure firm by the age of 37… while working just 3 days a week; Has helped hundreds of advisors streamline their systems & processes to run their businesses, instead of their businesses running them.
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BONUS! Tax Expert!
Steven Jarvis, CPA
Founder of Retirement Tax Services; Works exclusively with Financial Advisors and Their Clients; Host of Retirement Tax Services Podcast and Co-Host of Retirement Tax Podcast. Steven is often invited as a speaker to conferences organized by organizations like NAPFA, AssetMark, Riskalyze etc. Regularly publish articles for U.S News and Advisor Perspectives.
The Agenda
Saturday, October 8th, 2022 - 8am to 5pm
7:00am - 8:00am: MEET AND GREET
Meet your fellow advisors and The Perfect RIA team as you claim the best seats. Take this time to ask other advisors and the TPR Team for systems and processes that have been proven to work.
BONUS for Preferred and Platinum Attendees: Exclusive Breakfast with Micah, Matt, Ben, Steven and our other Rockstar advisors.
8:00am - 10:00am: PANEL OF SUCCESS - 3 LESSONS I LEARNED THE HARD WAY
In a very interactive format, with plenty of Q&A, our panel of Rockstar advisors will each share their three most important (and often most painful) lessons for doubling their respective practices. Mistakes that you can now avoid in your practice.
10:00am - 10:30am: BREAK
10:30am - 12:00pm: DOUBLING YOUR REVENUE WORKSHOP
Using their proven Mountain Map Approach, our success panel members will walk you through what it will take to double your success, which includes clearly defining success.
12:00pm - 1:00pm: BONUS SESSION - WITH CPA, STEVEN JARVIS
How to Deliver Massive Value on Taxes WITHOUT becoming a tax expert.
1:00pm - 2:00pm: HEAD TRASH GROUP WORK
With the guidance of our experts and the support of your peers we’ll work together on an action plan for beating the head trash that is keeping you from being the best advisor possible.
2:00pm - 2:30pm: BREAK
2:30pm - 4:00pm: DOUBLING YOUR EFFICIENCY
The best advisors have the same 24 hours a day as everyone else, but manage to deliver 4x the value. Learn from each of our advisors their most valuable time saving strategies that you can implement today.
4:00pm - 5:00pm: DEVELOPING A FINANCIAL PLAN THAT DELIVERS MASSIVE VALUE
Each competitor gets a REAL client's redacted prospect information from one of our awesome members. Neither FA will see the information before the sound of the bell. Each FA has 30 minutes to review the case and develop their best prospect appointment pitch on how they would deliver massive value as the FA should hire them. Members of the audience will be able to cast their vote on which financial advisor was able to deliver the most value for the client within the time frame allotted. The loser cuts a check for $10,000 to the charity choice of the winner. Let’s educate and elevate.
6pm - 8pm: PRIVATE RECEPTION FOR PLATINUM ATTENDEES
Join Micah, Matt, Ben and our other guests for an evening reception where over snacks, beer and whiskey they will set you up with your own personal extreme accountability which will virtually guarantee you do what you said you would do.
*Subject to change
How Will You Experience The Panel Of Success?
Includes:
All-Day Session
Recording of Session
Breakouts
PDFs of Materials
Includes:
Breakfast
All-Day Session
Recording of Session
Breakouts
PDFs of Materials
25-min coaching session
(Scheduled post-conference)
(Scheduled post-conference)
Includes:
Breakfast
All-Day Session
Recording of Session
Breakouts
PDFs of Materials
25-min coaching session
(Scheduled post-conference)
Exclusive Evening Reception
Very Limited Openings
Important note: All current TPR INVICTUS and BackStage Pass members
will receive a substantial discount!
Frequently Asked Questions
Is this session a good fit for existing TPR members (INVICTUS or BackStage Pass)?
YES! Members also receive a substantial discount to attend.
Can I bring a team member?
We recommend that only currently practicing financial advisors attend this power session. If you have multiple advisors in your office, each one will need a separate registration.
Do I have to attend the #XYPNLIVE 2022 to attend this session?
The pre-conference is separate from the main conference and attendance and one is not required to attend the other. Related, the TPR Pre-Conference and the #XYPNLIVE 2022 Main Conference each have their own registration process and fees.
Are only #XYPNLIVE 2022 members invited?
The TPR Pre-Conference is open to anyone committed to doubling their success, regardless of their membership with #XYPNLIVE 2022. That said, we are offering a discount to current #XYPNLIVE 2022 members.
I already have more ideas to implement than I have time in the day!
Sounds like a priority and time management issue as we all have the same 24-hours in the day. Each of the panel of success members will touch on how they manage those same 24-hours that you have. More importantly, if you play all-out, we’ll make sure you leave with the Extreme Accountability that will virtually guarantee you implement the changes necessary to succeed.
Our Guarantee
Just as we tell clients and prospects: “It only makes sense to work with our firm if the VALUE we provide, is to you, worth some multiple of the FEE we charge.”
If after attending this session you have not identified action steps worth 10x your investment, we will refund your fee on the spot. After all, each of our panelists are transforming the industry and NOT trying to collect a few hundred dollars of conference fees.
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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