What Is INVICTUS Membership?

INVICTUS Membership is appropriate for Advisors who are deeply committed to doubling their success as quickly as possible. This Membership is best for Advisors who are ready to take action, do not want to reinvent the wheel and are going to commit to learning, coaching, masterminds and implementing strategies for success NOW. 

No wimps allowed. It’s a tough club.

What’s Included?

• Quarterly 1 on 1 calls with Micah, Matt and our other rockstar advisors to create a custom tailored Practice Analyzer on how you can personally double your success.
• Access to the same Value Add Toolkit used by Matt & Micah in their own offices to generate: Beneficiary Value Add, Retirement Income Guardrails, Retirement Income Buckets (yes THOSE Guardrails and Buckets), 1099 letters.
• Invitation to INVICTUS-Only Masterminds with M&M.
• Practice audit and benchmarking.
• INCLUDED: BackStage Pass membership, which includes hundreds of videos, templates, samples, resources and our Members Only ‘ask us anything’ forum.
• BONUS: ‘Essentials’ membership to Retirement Tax Services which includes resources for delivering massive value in tax planning.

If you are ready to get serious about transforming not only your Financial Advisory practice but your entire LIFE, It’s time you decide which path is right for you.

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INVICTUS Membership BackStage Pass Membership

If you are an existing BackStage Pass Member and are upgrading to INVICTUS, please sign in prior to upgrade.

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INVICTUS Annually ( $19,997.00 / Year )

INVICTUS Monthly* ( $1,997.00 / Month )
(*One year commitment)

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By checking this box I agree this is a yearly commitment, even if paying monthly, starting from today's date. I also understand that my yearly membership will auto renew unless I reach out to The Perfect RIA prior to the end of each twelve month cycle to let them know I plan on cancelling my membership. (Why a year?? It will take at least that long to change your practice by implementing the changes from this program.)*

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*Note: If you just purchased a BackStage Pass Membership, that amount will be refunded to you if you choose to enroll in INVICTUS.