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Stop Playing Small
Stop Playing Small
STEP INTO THE PRACTICE YOU KNOW
YOU'RE MORE THAN CAPABLE OF RUNNING
STEP INTO THE PRACTICE YOU KNOW
YOU'RE MORE THAN CAPABLE OF RUNNING
Join Micah Shilanski, CFP®, and Matthew Jarvis,
CFP®, ChFC, at the Business Planning Workshop
Join Micah Shilanski, CFP®, and Matthew Jarvis, CFP®, ChFC, at the Business Planning Workshop
7-Figure Business Planning Workshop for Financial Advisors
7-Figure Business Planning Workshop for Financial Advisors
📅 December 1th - 4th, 2026 | 📍Omni Austin Hotel Downtown, Austin, TX
📅 December 1th - 4th, 2026 | 📍Omni Austin Hotel Downtown, Austin, TX
As Seen On
If You’re Tired of Spinning Your Wheels, This is Your Turning Point
Dear Financial Advisor,
Let’s be honest, how many years have you told yourself this is the year your practice would finally run like a business… only to find yourself stuck in the same cycle?
Scrambling for control over your calendar.
Wrestling with processes that live only in your head.
Reacting to client needs instead of leading them.
Maybe you’ve hit your income goals… but your business still feels chaotic. Maybe you're taking home solid profits… but you’re also shouldering everything yourself. And maybe, just maybe, you’ve even stopped believing that next-level growth is possible without burning out.
You’re not alone. We see it all the time.
The problem isn’t effort. You’ve put in the reps. The problem is direction.
You don’t need more hustle. You need a plan. A real one.
That’s why we built The Perfect RIA Business Planning Workshop - to take advisors like you out of reactive mode and into strategic execution.
This isn’t a weekend of inspiration followed by a Monday of inbox overwhelm.
It’s a full-on business reset.
You’ll walk in with questions, frustrations, and the honest truth about where your practice is stuck.
You’ll walk out with an executable plan, a structure that supports real growth, and the systems that make your business finally work without you.
And here’s why you can’t wait:
We only have limited seats available, and they will sell out.
Last year’s event filled up fast, and we had to turn people away.
If your practice is running on hope instead of systems…
If your team is spinning instead of executing…
If your calendar owns you instead of the other way around…
It’s time to stop playing small.
This workshop isn’t for every advisor. It’s for those ready to break the cycle. For those who know they’re capable of more and are ready to lead like a CEO, not just another overworked technician.
Let’s stop making next year a guessing game.
You bring the ambition. We’ll bring the blueprint.
We’ll see you in that room.
Matt & Micah
Your Path to a 7-Figure Practice
3 Days of Hands-On Business Planning Guided Experience
Real-world, field-tested strategies you’ll implement in the room led by Matthew Jarvis, CFP®, and Micah Shilanski, CFP®. You’ll walk away with a plan designed to scale your practice and your freedom.
($10,000 VALUE)
The Business Planning Workbook
This isn’t a fill-in-the-blank handout. It’s a working blueprint for setting revenue targets, optimizing your calendar, and building systems that support both growth and time off long after the event ends.
($1,000 VALUE)
Extreme Accountability Partnering
Get paired with another serious advisor who’ll challenge you to follow through; no excuses, no drift. It’s the kind of accountability that drives real change and lasting momentum.
($2,000 VALUE)
Access to an Elite Network
Surround yourself with ambitious advisors who are done with average. The kind who challenge you to think bigger, act faster, and build a business that matches your vision.
(Priceless)
Secure Your Spot Now
and Get These Immediate Tools to Accelerate Your Growth
BONUS #1:
The Prospect Process Masterclass
Lead better discovery meetings. Deliver value clearly. Close with integrity. A proven prospecting framework.
($597 VALUE)
BONUS #2:
The Estate Planning Masterclass
Go beyond “who gets what.” Deliver deeper, long-term estate planning that truly serves your clients. Elevate your value and expand your impact.
($497 VALUE)
BONUS #3:
Business Growth Session
Get personalized insight into your practice. Clarify what to focus on next. Walk away with a clear, strategic growth plan.
(Priceless)
TOTAL VALUE:
$14,094 $1,997
7-Figure Business Planning Workshop for Financial Advisors
📅 December 1th - 4th, 2026 | 📍Omni Austin Hotel Downtown, Austin, TX
Here’s What Others Are Saying!
"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
"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
"I wish I had done this 10 or 15 years before I did. It would have improved the processes that I do with my clients. It would have increased the value that I provide to my clients. It would have increased the profitability of my business."
Chris Michalman, Integrated Financial Partners
TOTAL VALUE:
$14,094 $1,997
7-Figure Business Planning Workshop for Financial Advisors
📅 December 1th - 4th, 2026 | 📍Omni Austin Hotel Downtown, Austin, TX
Register Now and Receive Over $14,000 in Value Including:
Full Access to the 3-Day Workshop: Led by Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this isn’t theory. It’s real-world strategy built for real-world advisors. You’ll walk away with a business plan that isn’t just smart on paper, it’s built to be implemented the moment you get back. ($10,000 Value)
The Business Planning Workbook: This isn’t just fill-in-the-blank. It’s your tactical blueprint, custom-built during the workshop, to finally bring structure to your goals, calendar, and growth strategy. ($1,000 Value)
Extreme Accountability Partnering: You’ll be paired with an advisor who won’t let you off the hook. Because when the pressure hits, execution wins. ($2,000 Value)
Exclusive Networking with Growth-Driven Advisors: The room is the value. You’ll build connections with top-tier advisors who are just as committed as you are and willing to share what’s working. (Priceless)
BONUS #1: The Prospect Process Masterclass - Lead better discovery meetings. Deliver value clearly. Close with integrity. A proven prospecting framework. ($597 Value)
BONUS #2: The Estate Planning Masterclass - Go beyond “who gets what.” Deliver deeper, long-term estate planning that truly serves your clients. Elevate your value and expand your impact. ($497 Value)
BONUS #3: Business Growth Session - Get personalized insight into your practice. Clarify what to focus on next. Walk away with a clear, strategic growth plan. (Priceless)
TOTAL VALUE:
$14,094 $1,997
7-Figure Business Planning Workshop for Financial Advisors
📅 December 1th - 4th, 2026 | 📍Omni Austin Hotel Downtown, Austin, TX
Meet Your Mentors In-Person
Micah Shilanski, CFP®
The Perfect RIA | Shilanski & Associates
Micah is living proof that you don’t have to choose between building a thriving practice and living a rich, fulfilling life. As a specialist in federal retirement planning, he runs a wildly successful firm while spending over half the year out of the office, on purpose.
His growth isn’t accidental; it’s the result of relentless systemization, team empowerment, and delivering massive client value. He’s the creator of Plan-Your-Federal-Retirement.com, the author of The Best Kept Secret in CSRS, and a leading voice in lifestyle design for advisors who want both freedom and impact.
Matthew Jarvis, CFP®, ChFC
The Perfect RIA | Jarvis Financial
Matt isn’t just an advisor, he’s a results machine. As co-founder of The Perfect RIA, he’s helped thousands of advisors rethink everything about how they run their practices.
At Jarvis Financial, he manages $175M with a lean team, serving just 150 households, and still takes 250+ days off each year. His secret? Ruthless prioritization, bold fee structures, and systems that don’t rely on him to keep running. Whether it’s raising your fees, reclaiming your time, or building a practice that runs on purpose, Matt’s already done it. And now he’s here to show you how.
Why You Should Be in This Room
This isn’t a “maybe someday” event. It’s a decision point.
This workshop is for financial advisors who are done playing office and ready to lead like CEOs. It’s for those who:
Want their business to stop relying entirely on them and start running with clarity and control.
Are done wasting time on theory and want real strategies that actually work in the real world.
Crave extreme accountability and want to be surrounded by peers who will challenge them to do better every step of the way.
Believe in working on the business, not just in it, and are ready to lead a team that helps them grow.
Are serious about building a business that supports the life they want not one that constantly competes with it.
If that’s you, this room was built for you.
TOTAL VALUE:
$14,094 $1,997
7-Figure Business Planning Workshop for Financial Advisors
📅 December 1th - 4th, 2026 | 📍Omni Austin Hotel Downtown, Austin, TX
Experience It in Austin
We chose this venue intentionally.
The Omni Austin Hotel Downtown puts you right in the energy of downtown Austin, steps from 6th Street, the Texas State Capitol, and some of the city’s best dining and live music.
This isn’t a bland conference room with stale coffee.
It’s an upscale downtown setting designed for focused work, real conversations, and meaningful connections.
Walk out of the workshop and into Austin.
Grab dinner with fellow advisors. Keep the conversations going.
Because environment matters.
When you step into the right room, you think bigger.
And that’s exactly what this workshop is about.
7-Figure Business Planning Workshop for Financial Advisors
7-Figure Business Planning Workshop for Financial Advisors
📅 December 1th - 4th, 2026 | 📍Omni Austin Hotel Downtown, Austin, TX
📅 December 1th - 4th, 2026 | 📍Kimpton Santo, San Antonio, TX
Frequently Asked Questions
When you have a question, chances are someone else has too.
Here are the answers to the most common questions about the Business Planning Workshop.
Who will I be in the room with?
Advisors like you, those who’ve put in the reps, want to scale with intention and are ready to stop being the bottleneck. We’re curating a room of ambitious professionals ready to build systems that support serious growth.
How big is the event?
We’re keeping the room intentionally tight, around 100 advisors. This isn’t a giant conference. It’s a curated room of serious professionals who are committed to building the next level of their practice.
Where will this event take place?
The 7-Figure Business Planning Workshop will be held in Texas.
Will there be a discounted hotel room rate?
Yes! Our team has negotiated a discounted room rate for attendees. Once you register, you'll be provided with a special link to reserve your hotel room.
What makes the Business Planning Workshop different from other industry events?
This isn’t a lecture hall or a theory-filled conference. This is a working room where you’ll build a business plan designed for implementation, not inspiration. Every strategy comes from real-world practices run by real advisors who walk the talk.
What will I walk away with?
You’ll leave with a custom, actionable business plan, real accountability, a clear calendar strategy, systemization tools, and practical next steps to scale without burning out.
What's your refund policy?
100% refund if you cancel at least 60 days prior to the event start date.
50% refund for cancellations between 30 and 59 days before the event start date.
Tickets are transferable to another attendee up to 7 days before the event start date, at no additional cost (written notice required).
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