2024 TPR LIVE
VALUE ADDS & FEES
IN CONNECTION WITH THE RTS TAX SUMMIT
September 25, 2024 | Phoenix, AZ
YOUR PRACTICE WILL REMAIN THE AVERAGE OF THE 5 ADVISORS YOU SPEND THE MOST TIME WITH
Do any of these pearls of headtrash sound familiar to you?
- I can’t charge XYZ; the prospect would never say yes!
- I don’t know how to deliver value to clients!
- I have to discount my fees, or clients will leave!
-
I hope the prospect doesn’t ask about my fees!
-
I hate having the fee conversation!
-
I could never raise my fees!
-
I don’t know why clients stay!
-
I can’t charge AUM and/or planning fees!
This kind of head trash around value & fees is nearly universal in the thousands of advisors we’ve coached. However, through our proven process of delivering massive value to clients and clearly communicating to your clients that, no matter how high your fee, it is still a screaming deal. We’ve helped advisors destroy this head trash, increase the value to clients, charge what they are worth, and thereby substantially increase their families' wealth.
*Invictus-Only Mastermind before and after the main event*
LOTS OF PEOPLE TALK ABOUT FEES & VALUE. WHY SHOULD I LISTEN TO YOU?
We speak only from experience. Your hosts:
Matthew
Jarvis, CFP®
$175m of AUM; 1.5% up to $2m and 1% above that. Kitces.com/7 & Kitces.com/247. Author of Deliver Massive Value. Co-host of The Perfect RIA podcast.
Micah
Shilanski, CFP®
$250m of AUM; 1.75%+; $5k annual planning fee; $495 initial meeting fee. 6-month prospect waitlist; Kitces.com/110; Co-host of The Perfect RIA Podcast.
We’ve also coached thousands of advisors on how to deliver massive value and charge accordingly through The Perfect RIA. Advisor results vary dramatically (almost entirely due to their effort), but we typically see a few hundred thousand to as much as two million in new annual revenue as a result of our work.
*Invictus-Only Mastermind before and after the main event*
BUT WILL IT WORK FOR ME?
We’ve successfully coached advisors from all corners of the industry, and without fail, those willing to trust our process have seen massive results.
For this to really work, you will have to bring a list of clients (names removed for privacy) along with their total assets and fees/commissions generated on an annualized basis. From there, we will walk you through a plan to deliver significantly more value and then charge accordingly.
HOW WILL THE DAY LOOK?
- 7AM - Why are YOU here. Why are WE here, and what makes today a success!
- 8AM to 10AM - Creating your calendar of systematized value adds for the next 24 months.
- 10AM to 12PM - Knowing and charging what you are worth with existing clients.
- 12PM to 1PM - Working Lunch with Peers.
-
1PM to 3PM - Fees in the prospect process and extreme accountability contracts.
*Invictus-Only Mastermind before and after the main event*
THINK WE ARE BIASED?
What other financial advisors have to say about TPR LlVE
FREQUENTLY ASKED QUESTIONS
Can you guarantee that I’ll leave this event with a strategy for $100k in new revenue?
Can we guarantee that you will participate and commit to taking the action required to transform your practice? Nope. Have we seen this work hundreds of times for anyone willing to do the work? Yes. So, let’s split the difference. If, at the end of the event, you don’t feel it will result in $100k of new revenue, we will refund half of your investment.
Can you guarantee that I’ll leave this event with a strategy for $100k in new revenue?
Can we guarantee that you will participate and commit to taking the action required to transform your practice? Nope. Have we seen this work hundreds of times for anyone willing to do the work? Yes. So, let’s split the difference. If, at the end of the event, you don’t feel it will result in $100k of new revenue, we will refund half of your investment.
Do I need to stay at the same hotel?
Yes. For two reasons. The first is that networking with your peers is a huge benefit that is lost if you are staying off-property. The second is that by having everyone stay at the same hotel, we significantly reduce everyone's cost of the event. The event will take place at The Westin Tempe Hotel, 11 E. Seventh Street, Tempe, Arizona, USA, 8528. Make a room reservation for your stay by following THIS link.
3rd Party Disclaimer:
Please make your reservations directly through our link provided by the hotel. Using third-party booking sites impacts our agreement with the hotel and limits our ability to provide you with the best possible experience. If you find a lower price on a third-party site, please let us know, and we will discuss it with the hotel.
Do I need to stay at the same hotel?
Yes. For two reasons. The first is that networking with your peers is a huge benefit that is lost if you are staying off-property. The second is that by having everyone stay at the same hotel we significantly reduce the cost of the event for everyone. The event will take place at The Westin Tempe Hotel, 11 E. Seventh Street, Tempe, Arizona, USA, 8528.
Make a room reservation for your stay by following THIS link.
3rd Party Disclaimer:
Please make your reservations directly through our link provided by the hotel. Using third-party booking sites impacts our agreement with the hotel and limits our ability to provide you with the best possible experience. If you find a lower price on a third-party site, please let us know, and we will discuss it with the hotel.
How do I ask more questions?
Click here to schedule a call with Tracy.
How do I ask more questions?
Click here to schedule a call with Tracy.
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 © 2024 The Perfect RIA