Freedom
MEMBERSHIP
FREEDOM MEMBERSHIP
You didn't build a practice. You built a job. The highest-compensating job you've ever had — and the one you can least afford to leave.
So why does everything still depend on you?
You're generating $500k, $1M, even $2M in revenue. You have clients who trust you. You have a team — or the start of one. You think you should have more time, energy and profit...
AND YET…
You didn't build a practice. You built a job. The highest-compensating job you've ever had — and the one you can least afford to leave.
Here's what that actually looks like on a Tuesday:
You're taking on clients you don't want — because one of your ideal clients referred them, and you don't want to make it awkward.
You've tried marketing. Events. Referral strategies. Networking. None of it feels systematic. It feels like luck.
You have a team. You're still doing the work they should be doing, because explaining it takes longer than doing it yourself — and if they get it wrong, you're the one who pays for it.
You want to raise your fees. You know you've earned it. But the voice in your head says: what if I raise them and lose the clients I do have? So you don't. And the revenue number goes up, but so does everything else.
That is not a practice problem. That is a systems problem. And it has a solution.
MEMBER TESTIMONIALS:
Ryan (Freedom Member) spent 17 years in the business following Matt and Micah from the sidelines before finally going all in. He had already been implementing pieces of the system informally — but it wasn't until the Freedom Membership that everything clicked. His biggest breakthroughs: transforming his client meetings through Surge, making them repeatable, high-value, and consistent — and confronting the uncomfortable truth that he had spent years as a premium advisor charging discount fees. Hearing from both the TPR team and fellow members who had already made the leap gave him the confidence to finally align his fees with the value he delivers.
"This is a no-brainer for any advisor who has built real traction but knows their habits and complexity have gotten ahead of them. Two days in a room with peers who challenge your thinking and share what's actually working — I hadn't anticipated that and now consider it one of the greatest benefits of the program."
— RYAN KITTREDGE
One Freedom Member came in knowing he needed to cut his book of clients in half. He had 400+ clients, a four-person team, and a legacy book full of people with one expectation: just manage my money. He wanted to build a real financial planning practice. Those two things couldn't coexist. So he sent 150+ clients a graduation letter. It took three months. On the other side? He now looks forward to every client interaction. He has the capacity to actually serve the clients who want what he specializes in. He turned away the rest, gracefully — and his practice got better in every measurable way.
Another member spent a full year inside the Freedom Membership adding value, restructuring client communication, and showing clients the compounding impact of his work. Then he raised his fees. The result: $1.8 million in increased revenue.
Reagan spent his first 87 days in Freedom Membership doing one thing: preparing to raise his fees. No new clients. No new services. Just the work of articulating and communicating his compounded value. When he was ready, he raised his fees — and added $93,000 in recurring revenue without adding to his client roster.
Finn installed a marketing system that now runs on repeat. The only question he asks himself each year is: how many new clients do I want? He knows his conversion rate. He knows his ideal client profile. He turns away prospects that don't fit — not out of arrogance, but out of certainty. His marketing & prospecting system works and he trusts it. In under 2 years he went from $4M of AUM to $60M+.
These aren't outliers. These results are what happens when advisors stop consuming ideas and start executing inside a proven system.
This is not theory.
Freedom Membership was built by two financial advisors who pulled back the curtain on their own practices — the real numbers, the real systems, the real decisions — so you don't have to figure it out from scratch.
Micah Shilanski, CFP®
The Perfect RIA | Shilanski & Associates
Micah runs an $8M+ practice as a specialist in federal retirement planning. He also spends more than half the year out of the office — by design, not by accident. That combination is not luck. It is the result of relentless systemization, a team that owns their roles, and a client value delivery model that runs whether he is there or not. He did not stumble into lifestyle design. He engineered it. He is the creator of Plan-Your-Federal-Retirement.com and the author of The Best Kept Secret in CSRS.
Matthew Jarvis, CFP®, ChFC
The Perfect RIA | Jarvis Financial
Matt manages $176M. He serves 150 households. He takes 252+ days off per year. Those three facts belong together — they are the output of ruthless prioritization, bold fee structures, and systems that do not require him to keep running. Jarvis Financial does not depend on Matt being present. That was a deliberate design decision, not a happy accident. As co-founder of The Perfect RIA, Matt has helped thousands of advisors rethink how they run their practices — not with theory, but with the exact playbook he used to build his own. He recently sold Jarvis Financial to pursue TPR full time — because this is the work that matters most to him now.
When Micah and Matt give you their established systems, teach you how to structure your team, or graduate non-ideal clients — they are not advising you from the outside. They have already executed every decision they are asking you to make.
That is the difference between coaching and copying genius.
A MESSAGE FROM MATT:
This system is the shortcut we didn't have.
Between the two of us, Micah and I have invested over $1 million in coaching, masterminds, and mentorship building our practices. Not because we had money to burn — because figuring it out alone is the most expensive way to grow.
Freedom Membership is what we wish had existed 20 years ago. Every system, script, and process inside it came from that $1 million worth of trial, error, and hard-won clarity — distilled into something you can implement in 36 months.
You don't have to pay our $1M tuition twice.
— MATT JARVIS
Here's exactly what you'll build inside:
01
Restructure your time first.
Reset expectations with clients, staff, and family. This system alone reclaims 200+ hours per year — so you stop playing office and start doing only what matters most.
02
Define and systematize your value.
Install the client experience system: two surge meetings per year and four value-add deliverables. Copy it directly or use it as a framework to build your own hybrid. Either way, your clients will know exactly what to expect and when — and they will finally understand everything you do for them. Right now, most of them don't.
03
Set the standard for who gets on your “bus”.
There are only so many client seats available. Use the Red/Yellow/Green Report to identify clearly which current clients meet your profitability standard, personality standard, coachability standard — and which ones don't.
04
Graduate the clients who don't fit.
This is the hardest thing advisors do inside this program. We have a system that makes it executable without the drama.
05
Raise your fees.
The second hardest thing. Worth it on the other side. It's not even about the money — it's about the confidence that comes from knowing you deliver tremendous value and being able to communicate it clearly.
06
Rip and deploy 300+ resources.
Scripts, checklists, processes, client communications, team SOPs — everything Matt and Micah use in their own firms. Copy it, customize it, implement it. You are not starting from scratch.
What Freedom Membership Actually Delivers:
Double your revenue, net of markets, every 3 years on repeat.
Not because markets went up. Because you have a repeatable growth system that adds ideal clients on demand. This is why members stick around the mastermind for 3 or 4 years.
Take up to 6 months off per year.
Not someday. By design. Because your team owns their roles and your clients are served whether you're in the office or not. OR build 4 other businesses like Matt & Micah have chosen to do…the point is you get to choose what you do with your time and impact.
50%+ profitability — regardless of team size.
Growth without profit is just expensive chaos. We are relentless about the margin.
Graduate non-ideal clients without guilt or drama.
Know exactly who belongs in your practice, how to transition everyone else, and how to build a book you're proud of.
Raise your fees — and have clients thank you for it.
Every advisor who has gone through this process has generated a six-figure NET revenue increase. Every single one.
Stop being the bottleneck.
Your team will know what to do, when to do it, and how to do it — without you. That's not delegation. That's a real business.
Know what to say and when to say it.
Scripts. Cadence. Context. For client meetings, prospect conversions, fee conversations, team accountability — all of it.
How It Works
Freedom Membership is a 12-month program. Here's your support system:
Quarterly
Attend the Freedom Masterminds in person. Each mastermind targets the next highest-leverage area of your practice transformation. You leave with a step-by-step implementation plan and the accountability to execute it. These retreats routinely produce six figures of new income. (You do not have to go to every mastermind, go to the event topics that matter most to you when they matter.)
Monthly
Attend live Office Hours coaching. Submit your questions in advance so we can stay focused: a prospect you can't close, a process you can't delegate, a team member you're not sure about, a fee conversation you're avoiding. We work through submitted questions live with anywhere from 5-20 Members on the zoom.
WEEKly
Submit your stats and complete your self-reflection. Track what's moving, what isn't, and where you need to focus next. Some advisors need this accountability every week. Some don't. Either way, our team is here when you do.
MicahAI — 24/7
When you enroll, you get access to MicahAI — Micah in your pocket, available around the clock to answer questions and help you apply the systems to your specific practice. Micah's own team has been using it for years. Now you can too.
Your commitment: Two hours per week to follow the system and implement. Up to four in-person sessions over the year. That's it. Everything else is already built for you with a step-by-step guide.
When You Enroll, Here's What Happens Next:
1
Schedule your 1:1 onboarding call with our Member Success Manager — you'll know exactly where to start and what to focus on first.
2
Complete your Practice Analyzer and submit it to Matt for a personal feedback loom video — so the program is calibrated to where your practice actually is, not a generic starting point.
3
Restructure your time — your first implementation priority, and the one that gives you back 200+ hours before anything else changes.
4
Access MicahAI — from the moment you log in, the chat is available 24/7. MicahAI in your pocket, from day one.
Investment 2 options:
PAY IN FULL
$22,000
Payment Plan
$1,997/month for 12 months
This is not a course. It's not only a mastermind where you sit in a room and get inspired. It's a practice management operating system with consistent check points, real accountability, and exceptional advisors who have already done what you're trying to do.
When you pay in full, you also receive:
Bonus 1: SurgeTK — 3 Months Free (Value: $500)
The technology platform behind the systematized value-add delivery model. This is what makes custom value-adds feel effortless to execute — for you and your team.
Bonus 2: Dave Dee's Converting Webinar Events System (Value: $2,000)
The proven framework for turning virtual events into a repeatable client acquisition channel. Advisors who implement this know exactly how many events to run to hit their growth number.
Bonus 3: $1,964 in Savings
The monthly plan totals $23,964 over 12 months. Paying in full means you keep that difference — and walk in with bonuses on top of it.
Total advantage of paying in full: $4,464.
Reagan added $93,000 in recurring revenue in the first 90 days. Another member added $1.8 million. The investment pays for itself before the first quarterly retreat is over.
Matt is one of the finest financial advisor coaches I have ever had the pleasure of working with. He has the unique ability to make complex topics extremely simple. The systems taught are what Matt used to build his practice and continues to use today. As he likes to say: this is not theory. Each step is packed with real scripts, letters, and documents used with his clients today that can have an immediate positive impact on your business. If you want to build the practice of your dreams but don't know how, this is your roadmap.
The program works — but only if you commit to it completely and follow the recipe without cutting corners. Mike Nedreski has been in the industry for 37 years. Despite having a successful practice, he and his wife — also his business partner — knew they hadn't reached their full potential. After discovering the program through Delivering Massive Value, they went all in and followed the system exactly as laid out. His biggest breakthroughs: implementing Surge and raising fees.
My Extreme Accountability from the mastermind consisted of two things: I needed to hire, and I needed to raise my fees. I thought it was too early to hire, but they were absolutely correct. My firm has grown so much faster and allowed me to truly deliver more value because I have more time. I have now about doubled up the other firms in that original group. The fee raise increased annual revenue by nearly $100,000 even factoring in the handful of clients that opted out. My average revenue per client is up almost 45% and I just hit my forward-looking 10-year revenue goal — even with the market pulling back.
Our Commitment to You
No refunds. No safety nets. No "try it and see."
That's not arrogance. That's confidence in what this system produces when you implement it.
Work the program for 12 months — show up to execute the checklists, bring your real challenges to Office Hours — and if you don't see meaningful results, we will keep working with you until you do. At no additional cost.
We are not worried about whether Freedom works. It works. The only question worth asking before you enroll is whether you are ready to implement it.
If the answer is yes, join us.
This Is For You If...
Ideal if you're running a practice generating $500k or more in revenue
You're tired of being the ceiling of your own practice
You're ready to stop guessing at marketing and install a system that actually works
You want to raise your fees and finally know how to justify it — to yourself and your clients
You want a practice that runs when you're not in the room
You're willing to do the uncomfortable work — graduating clients, having hard conversations, holding your team accountable — because you know the other side is worth it
This Is Not For You If...
You're looking for motivation without implementation
You want someone to tell you what you want to hear
You're not willing to commit two hours per week to executing the system
"These are simple to follow but not easy to do. Do yourself a favor and use Matt and Micah as the guide to ensure you follow through on the hard things that no one wants to do."
— Joe Curray
Frequently Asked Questions
“I've bought coaching before and it didn’t work. How is this different?”
Most programs teach you what to think about. We give you what to execute. Every script, template, client communication, meeting agenda, SOP, and system inside Freedom came directly from Micah's $8M practice and Matt's $2M practice — not a whiteboard, not a case study, not a borrowed framework from another industry. You are not being taught how something could work. You are copying what already does. And implementation doesn't stop between quarterly retreats. Monthly coaching, weekly accountability, a member forum, and MicahAI available 24/7 — the gap between knowing and doing is where most programs lose you. That's where Freedom lives.
“What if I am in a business partnership?"
1 seat at all live events is included. You can pay for additional seats per event, keep in mind masterminds are for owner advisors only. 1 login to the Practice Management System™ is included.
“What if I can't make every quarterly mastermind?”
Life happens. Missing one or even two masterminds does not set you back — the online access is designed as an implementation system, not a series of isolated events. That said: the advisors who show up to every mastermind are the ones who get the biggest results. Not because the content is irreplaceable on its own — but because being in the room changes what you believe is possible. Show up when you can. The online system supports you either way.
“What if I raise my fees and lose clients?”
That's the right concern. Here's the one you're not asking: what happens if you never raise them? One advisor we worked with had not raised his fees in 17 years. Once he did, he doubled his income. We don't teach arbitrary fee increases. We teach you to increase value first, communicate it clearly, and implement the adjustment with proven messaging, scripts, and transition processes Matt and Micah have already tested in their own firms. One Freedom member increased annual revenue by more than $180,000 — after accounting for the handful of clients who chose to leave. Their average revenue per client went up 45%. Sometimes the most profitable decision you make is not keeping every client.
“Is $22,000 worth it when I'm already doing well at $500k?”
The advisors who get the best results in Freedom are not the ones who are struggling. They're the ones who are already successful — and smart enough to know that the habits that got them to $500k are not the habits that get them to $1M with 50% profitability and six months off. Micah personally invests $2,000 per hour in coaching. Not because he needs motivation — because the right guidance collapses years of trial and error into days. Some Freedom members go on to our private 1:1 program at $55,000+ per year. Freedom gives you access to the same methodology at a fraction of that investment. The real question is what staying exactly where you are is costing you over the next five years.
“How much time does this actually take? I'm already maxed out.”
Two hours per week. That's the minimum commitment. Freedom is not about adding work — it's about replacing low-value work with higher-value work and systematically eliminating the bottlenecks consuming your time right now. Most members don't finish the year wondering where the time went. They finish wondering why they waited so long to start.
“I'm already successful. Why do I need this now?”
Because the habits that got you here won't get you where you want to go next. Freedom was not built for advisors who are struggling. It was built for advisors who refuse to plateau. If your business isn't intentionally improving, it is quietly becoming more complex, more dependent on you, and harder to exit. Freedom exists to make sure that doesn't happen.
“Do I have to be an RIA to join?”
No, 56% of the Advisors already in the program are not. The program works across broker-dealers, insurance agencies, wirehouses, and other hybrid models. The principles of building a profitable, systematized, lifestyle-designed practice are not affiliation-dependent.
“What kind of results can I realistically expect?”
In year one, members commonly experience: revenue up approximately 20% net of markets, 108+ hours of time reclaimed, and repeatable systems in place that continue compounding results without you running them. Over three years: six systematized value-adds per year, six months or more off annually, profitability above 50%, and revenue doubled net of market growth. These are not projections. They are what the system produces when you implement it.
“Do you provide templates and systems, or do I have to build everything myself?”
You don't build anything from scratch. Freedom members receive the same templates, scripts, client communications, calendars, meeting processes, and implementation resources Matt and Micah use in their own firms. Copy it, customize it, deploy it. You are not reinventing. You are ripping and deploying what already works.
Freedom Membership is built for financial advisors ready to stop playing office and start building a practice that works for their life — not the other way around.
We have 3 Tenets that each Member of the TPR 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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