Nation Power Session
YOU BUILT A LOUSY
BUSINESS PLAN!
- LET'S FIX THAT
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Nation Power Session
YOU BUILT A LOUSY
BUSINESS PLAN!
- LET'S FIX THAT
Are you staring at the end of 2023, thinking it’s not going to quite end up where you hoped? Is 2024 going to start the same - full of wishes and dreams but no real, concrete, ACTIONABLE plans to improve and reach your goals?
We hate to break it to you, but your practice isn’t going to magically improve, and there’s no silver bullet. If you don’t want to keep getting to the end of the year wondering what went wrong, now’s your chance to learn REAL strategies and solutions that will help kick off 2024 with a bang and propel your practice forward!
Join Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, to learn, from the trenches, how to program your days, weeks, and months to set yourself up for your best year ever.
Are you staring at the end of 2023, thinking it’s not going to quite end up where you hoped? Is 2024 going to start the same - full of wishes and dreams but no real, concrete, ACTIONABLE plans to improve and reach your goals?
We hate to break it to you, but your practice isn’t going to magically improve, and there’s no silver bullet. If you don’t want to keep getting to the end of the year wondering what went wrong, now’s your chance to learn REAL strategies and solutions that will help kick off 2024 with a bang and propel your practice forward!
Join Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, to learn, from the trenches, how to program your days, weeks, and months to set yourself up for your best year ever.
October 18, 2023 I 9:00 AM PST
What You Will Learn:
Morning Success Rituals:
Understand the importance of morning success rituals for productivity and focus.
Learn specific morning rituals that successful financial advisors implement to start their days right.
Resources for Business Planning:
Receive the exclusive one-pager designed to
help you start an effective daily planning process.
We call it "Your Daily Success Plan".
Effective Goal Implementation:
Discover how to translate your goals into actionable plans with specific steps.
Learn the importance of accountability and how to hold yourself and your team accountable for goal attainment.
Systems Thinking:
Shift your mindset from merely having goals to implementing systematic approaches for achieving those goals. Learn how to create and maintain effective systems in your practice.
Proven Success Strategies:
Gain insights and advice that are directly applicable to your day-to-day work as a financial advisor. Learn from the experiences and success stories of Matt and Micah, who are experienced advisors themselves.
Goal Setting for 2024:
Gain insights into setting clear, measurable, and achievable goals for the year 2024.
Explore techniques for aligning your goals with your personal and professional aspirations.
Learn From The Experts
Micah Shilanski, CFP®
Shilanski & Associates, Inc. & The Perfect RIA Co-Founder
Micah Shilanski, CFP®, is widely known as the absolute authority in financial planning for Federal Employees. As an expert in his field of study, Micah Shilanski CFP® has been cited as a source in Congressional Hearings and appealed to for advice in judicial proceedings. Attaining his CFP® at the age of 21 could have indicated the level of discipline that Micah Shilanski would apply to his unparalleled career in financial planning.
As the Co-CEO of Shilanski & Associates Inc., a Registered Investment Advisory Firm in Anchorage, Alaska, Micah Shilanski runs an enterprise office. His financial advisory team consists of financial professionals, including investment advisors, investment analysts, and para-planners working throughout the United States, helping over 600 households and managing $325 million in Assets.
Matt Jarvis, CFP®, ChFC
Jarvis Financial Services & The Perfect RIA Co-Founder
Critically acclaimed author Matthew Jarvis has quite literally written the book for financial advisors on how to Deliver Massive Value (™). His intense focus on delivering the most value possible to clients and spending quality time outside of the office with his family, all while being highly profitable in these pursuits, has catapulted Matthew Jarvis into the global league of extraordinary advisors.
Today, Matthew Jarvis is one of the most sought-after public speakers in the financial industry for his, albeit controversial, no-nonsense tactics to systemize policies to maximize efficiency. As a co-founder of The Perfect RIA, Matthew co-hosts the most prominent podcast for financial advisors by financial advisors.
WARNING: If you are looking for cute ideas for hip new trends or how Chat GPT can take away all the pain of prospecting, GO AWAY!
If, instead, you are willing to put in the real work, which includes a morning success ritual, ideal day, perfect week, surge schedule, and REJECTION, Matt and Micah can guide you on their same path to the next level.
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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