WHAT WILL IT TAKE TO

SCALE AND RECLAIM YOUR FREEDOM?

Tired of generic advice from so-called "experts" who have never actually built a thriving advisory firm?
If these "Industry Experts" really had the answers, 

they’d be SHOWING you exactly how they:

  • Scaled their practice beyond just themselves
  • Raised their fees without losing clients
  • ​Systematized their prospecting to land ideal clients
  • ​Built a team that operates without constant hand-holding
  • Increased their profitability while working fewer hours
  • Took real, guilt-free time off - without their business suffering
The reality? Most can’t show you because they’ve never done it themselves.

Freedom Membership isn’t based on theory - it’s built on the exact strategies, systems, and frameworks Matt and Micah use in their own multi-million-dollar firms. You don’t need another "guru" with untested ideas. You need real-world advisors who are actually living the practice you want - and are willing to pull back the curtain and show you exactly how to make it happen.


It’s time to stop guessing and start scaling.

“SHOW ME HOW TO SCALE”

Freedom Membership is built for Advisors who have put in the reps to grow their practice but now need proven systems to scale beyond themselves. If you’re ready to build a business that doesn’t rely solely on you - and gives you the freedom to take time off while delivering an incredible client experience - this is for you.


With Freedom Membership, you’ll gain direct access to the exact strategies, tools, and coaching that Matt & Micah use to run high-profit, systematized advisory firms.

  • Masterminds that create breakthroughs – Join three exclusive, LIVE Mastermind events led by Matt and Micah. Achieve the freedom you crave through action oriented masterminds where Extreme Accountability will drive unprecedented growth.        (Value: $45,000)
  • ​Direct coaching from Matt & Micah – Group coaching sessions where you get expert insights on scaling, profitability, and team efficiency. Learn from coaches who have walked in your shoes, understand the intricacies of the industry, and know what it takes to reach your goals. (Priceless)
  • Access to the Value Adds Matt & Micah use – Stop reinventing the wheel. Implement the same templates, processes, and scripts Matt and Micah use to Deliver Massive Value to clients. (Value: $10,000)
  • ​Train like a pro – Sit in on Matt and Micah's team trainings and see how they develop their teams and streamline operations, giving them the freedom to work fewer hours each week. (Value: $5,000)
  • ​Group accountability for real progress – Don’t try to grow your business alone. Maintain momentum and stay connected between in-person masterminds by tapping into the collective wisdom of peers who will challenge and inspire you. (Value: $5,000)
  • Accountability check-ins with the TPR Team – Regularly check-in with the TPR team and spend less time searching and figuring things out as you accelerate your success with the resources and accountability you need to reach your goals faster.                (Value: $2,000)

Plus These Exclusive Bonuses:

  • BONUS 1: BackStage Pass Membership – Consider it the insider’s guide to running a highly successful financial advisory practice. A community of like-minded advisors focused on growth and delivering massive value to their clients as you leverage over 40+ years of combined experience and gain access to the tools, templates, and strategies used by Matt and Micah in their own practices.  (Value: $52,000)
  • BONUS 2: Ticket to TPR LIVE 2025 – Immerse yourself in a community of advisors as committed to delivering massive as you. Gain insights by connecting with peers who understand your challenges, share your goals, and have navigated the path you're on, and get your questions answered by those who’ve been where you want to go.       (Value: $1,492)
  • ​BONUS 3: Two-Day, In-Person 2026 Business Planning Mastermind – Fast-track your journey to freedom and set your 2026 on a path to unprecedented success. Join your fellow Freedom members for an exclusive two-day business planning session, laser-focused on vision, strategy, and execution. Prepare to unlock new opportunities, refine your goals, and build a roadmap for 2026 that ensures your best year yet.                  (Value: $10,000)
Are you ready for FREEDOM?


What makes Matthew unique is that he has so systematized his firm and the services he provides to his clients, that he’s able to support all 150 clients while also taking over 80 days of vacation every year, and still maintain a more-than-50% profit margin! In essence, Matthew runs a hyper-efficient lifestyle practice.”


- Michael Kitces

“HOLD ME ACCOUNTABLE”

INVICTUS Membership is best suited for Advisors that are deeply committed to doubling their practice as quickly as possible, and want the guidance and accountability to do that.


This membership is best suited for Advisors that are ready for Extreme Accountability and ready to commit to additional coaching and attending mastermind events.


No wimps allowed. This is a tough club. 

Included with INVICTUS:
  • All benefits associated with BackStage Pass Membership.
  • ​White-labelled value adds and quarterly newsletters.
  • ​Quarterly Accountability Calls with the TPR Team.
  • ​Two Mastermind Events (February 21-23, and September 24-25, 2024)
  • ​TPR Live (Annual Summit on September 25th, 2024) 
  • ​Ask Me Anything Sessions with Matt and Micah
  • ​Post Training Q&A Sessions with Matt and Micah
  • ​​BONUS: Essentials Membership for Retirement Tax Services (RTS) which includes resources to Deliver Massive Value in Tax Planning.
It only makes sense to join INVICTUS if the value we can deliver is equal to 10x your investment.


In other words, INVICTUS must deliver $100k+ to your practice.

The Perfect RIA

Transforming The Way Financial Planning Is Done

HOW CAN YOU GROW YOUR PRACTICE AND GAIN MORE FREEDOM?

Your practice has grown because of the work you’ve put in - but now, it’s time to scale beyond just you and build a business that creates more freedom, not more work. The Freedom Membership is designed to help you increase your effectiveness, scale your prospecting, multiply the value you deliver to clients, and maximize your profitability.
  • Increase Your Effectiveness – Take control of your calendar, refine your client meetings, and implement proven processes so you can focus on high-value work instead of getting stuck in the day-to-day.
  • Multiply Your Value to Clients – Stand out from other advisors by implementing the same Value Adds Matt & Micah use in their practices. You’ll get access to scripts, templates, and training that help you deliver next-level service - without having to create everything from scratch.
  • Scale Your Prospecting – Learn how to attract the right clients without spending more hours in meetings. With repeatable systems and clear client acquisition strategies, you’ll grow your firm without sacrificing your time.
  •  Increase Your Profitability – Not all clients are profitable, and not all time spent in the office is productive. The Freedom Membership gives you the tools to optimize your client base, set the right fees, and build a business that works for you- rather than a business that relies on you.
This isn’t about adding more to your plate. It’s about implementing the right systems, streamlining your processes, and structuring your practice so you can take time off - without things falling apart.


Your next level of growth isn’t about working harder - it’s about working smarter. With the Freedom Membership, you’ll finally have the structure and support to run a business that gives you the freedom you deserve.

CHECK OUT THESE RESULTS FROM OTHER

TPR MEMBERS

Who already took the leap of faith and joined us...
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. 

Copyright © 2025 The Perfect RIA