INVICTUS:
In – Victory – for – Us
Exclusively for Financial Advisors, a program that allows you to Deliver Massive Value with the click of a button.
Simple, fast and effective.
While our industry is full of self-proclaimed experts sharing how they think a practice should run, INVICTUS is based entirely on the successful practices of Micah Shilanski, CFP® and Matthew Jarvis, CFP® each of whom does $2M+ and $1.5M+ of annual revenue, while taking 6-months of vacation annually and Delivering Massive Value to clients.
Here is what INVICTUS will mean for your Clients
All Client Deliverables With Your Logo and Branding
Portfolio Guardrails: one page for clients to understand their distributions in retirement.
- Upper limit: show the client the maximum amount they can take out of their portfolio without jeopardizing the financial plan.
- Lower limit: show the client the minimum recommended to take out of the portfolio.
- Show the client what they SHOULD take out of their portfolio in retirement.
Portfolio “Buckets”: “How is my money invested” answered in a manner in which clients will understand.
- No industry jargon.
- Asset classes tied to buckets that clients can visualize.
- Concise manner to explain how to distribute funds during retirement.
Tax Calculator & Reports: deliver massive value with tax planning at your fingertips.
- 1099 checklist auto generated each year so the client knows what they need.
- Estimated income taxes projected.
- Forecast 5+ years of income taxes for effective planning.
- Access to partner with Retirement Tax Services - a CPA firm for Financial Advisors.
ROTH Conversions: conversion timeline that will show the client,
- Their current income and estimated taxes owed.
- Conversion amount and what they will owe in taxes,
- How that conversion could impact their Social Security and/ or Medicare.
- Project 5+ years of conversions so the clients can see the timeline.
Beneficiary Reports
- Identify clients assets that you manage as well as outside accounts.
- Run a report each Fall to show clients their designations.
- Reflect not only the % but the $ amount a beneficiary will inherit.
- Double check primary and contingents for changes.
Net Worth Report
- Identify clients assets that you manage as well as outside accounts.
- Identify liabilities so you can better project cash flow and the reduction of debt.
- Give the client the bottom line and let them see where they measure up demographically.
Long Term Care Report
- Clients may not need long term care insurance but they do need long term care planning.
- Show the costs of long term care coverage in the clients area.
- Make a plan for how your clients handle long term care when the need arises.
Here is what INVICTUS will do for your Back Office
Effectiveness: How to increase productivity.
- INVICTUS shows you how to apply best practice solutions instead of showing you a theory of what could be done.
- Training for your Team so that they can understand how they can improve their own productivity.
- Regular Master Sessions for Financial Advisors and Team members.
Processes: Step by step, actionable plans for areas you need most to refine.
- Onboarding new clients. Learn how to start your practice by providing massive value from Day 1 and thereafter.
- Prospecting Redefined. How we empowered our staff to screen prospects before they meet with a Financial Advisor for compatibility.
Profitability: How to double your Earnings Before Owner Compensation.
- How to define and calculate your EBOC.
- Actionable steps to increase your EBOC.
- How to have “fee” conversations with your clients that actually make the client comfortable with a fee adjustment.
- Confronting Head Trash about fees through classes, coaching and connecting with other Financial Advisors.
Policies: Written procedures on how to handle.
- Time blocking.
- Email delegation.
- Setting client expectations.
- Delegating more to your team - if it doesn’t involve financial advice, you probably don’t need to do it. Your team can and will do it but only if you show them how they can conquer too!
INVICTUS is NOT right for you if you are a Financial Advisor who is:
- Comfortable where you are at in life.
- Believes that clients are “satisfied” with the services they are already receiving and don’t need more from you as a Financial Advisor.
- You do not want to be away from the office more - you love being in the office 7 days a week and watching your health, lifestyle and relationships deteriorate.
- You think that having a lifestyle practice is “lazy” even though other Financial Advisors are outperforming you across the board.
- Have nothing to contribute. TPR is 100% about connecting other elite level Financial Advisors and learning from experts in a variety of fields. That is why we have the “No BS Rule” which means, if you do not have personable, proven experience on a subject then you shut your mouth. Other members' knowledge will not be silenced by your confidence. We want real people with real advice helping one another develop their practices.
What if INVICTUS could DOUBLE your Effectiveness? (measured by income per hour)
- Team effectiveness audit and action plan Value: $$$
- Monthly team member training and support portal - Value: $$$
- Systems, processes and procedures proven by Micah and Matt. Value:
What if INVICTUS could double YOUR Prospect Pipeline? (measured by new revenue)
- Complete prospect process audit and action plan. Value $10,000
- Complete marketing system audit, with website templates. Value: $5,000
- Vault of One Page Financial Plans AND ability to submit your prospect...
What if INVICTUS could DOUBLE your EBOC? (measured by line 9 of tax return)
- Fee vs. Value audit and toolkit to deliver so much value your clients welcome a fee increase
- Cost vs. Value audit to reduce and/or eliminate expenses not DMV
- Access to JFS/SAAI financials, comp plans, vendor contracts, etc...
What if INVICTUS could DOUBLE your EBOC? (measured by line 9 of tax return)
- Fee vs. Value audit and toolkit to deliver so much value your clients welcome a fee increase
- Cost vs. Value audit to reduce and/or eliminate expenses not DMV
- Access to JFS/SAAI financials, comp plans, vendor contracts, etc...
