UPGRADE TO THE BACKSTAGE PASS
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FREE SHIPPING WITHIN THE UNITED STATES
Scaling your business is difficult
but it doesn't have to be overwhelming.
With the Backstage Pass Membership, you get access to tried and true methods that Micah & Matt use in their own practices. From a Members Only advisory forum and powerful Value Adds tailored specifically for your situation, everything has been designed with one goal: giving you more freedom while providing better results and delivering massive value faster than ever before!
Enjoy convenient access whenever it suits your needs.
Resources in the BackStage Pass Membership are available on our easy to navigate digital platform, allowing you to access the exclusive content and tools whenever you need them.
We aim to help you work even more passionately towards your goals and do not want to waste your time, but instead, inspire you. It’s a lifestyle after all.
What's Included In the
BackStage Pass Membership:
- Access to Member Only Power Sessions.
- Recorded Power Sessions on all aspects of DOUBLING your practice success including: $100k of new revenue Challenge, One Page Plan Series, Guardrails Series, Raising Fees and the Prospect Process.
- Hundreds of templates, samples, scripts, processes and systems used by Matt & Micah in their own practices.
- Spot coaching with our team via email and our Members Only forum.
- Access to the Financial Advisor forum where you can network and strategize with Advisors like you, committed to success.
Just $497 per month!
Who's it for?
The BackStage Pass Membership is best suited for Advisors who are really good at taking an example of what works and duplicating it for use in their own practice, by themselves.
Also best suited for Advisors who are not quite ready to make a substantial investment in their success yet.
TESTIMONIALS
What others are saying about us
I'm not sure which is harder, firing a team member or firing a client. Thanks to Jarvis & Micah, I did both... multiple times... and it transformed my practice. As painful as it was, it laid the foundation for me to Deliver Massive Value to the clients who are the right fit for my practice AND give me the quality of life my family deserves.
Joe Curry
Matthews & Associates
I’ve always had a vision for my practice, but I didn’t have a roadmap to get there. Jarvis’ book, podcast, and INVICTUS Coaching Program helped me implement dozens of changes to make my practice more efficient, deliver more value to clients and create a better work balance for my team. Knowing who I could trust to get through my headtrash made all the difference.
Brian Skinner
Skinner Wealth Strategies
Jarvis’ prospect process is the best process I have implemented in 25 years in this business. There is no better lifestyle practice to learn from than Jarvis Financial. Many “gurus” are giving advice, but Jarvis is sharing what works. His advice has improved my business more than anything I have done in 25 years.
Todd Lester
Lester Financial Group
How You Will
DOUBLE Your Success
Our BackStage Pass Membership gives you the tools needed to break free from the shackles of office drudgery and make a powerful impact in your work. We'll help you figure out what an appropriate hourly rate looks like for all tasks, so that each step can be taken with intentionality and focus - creating a ripple effect throughout every other aspect of life! It will unlock unparalleled value for your clients - quarterly Value Adds that continually strengthen and build upon the relationship. We'll show you how to calculate your Earnings Before Owner Compensation (EBOC) so that calculating profitability is no longer intimidating. We'll also help you maximize your growth potential allowing you to create more room for the clients you know are a good fit, and confidently move on from those that simply won't work. Let's get started on this rewarding journey together!
Ready to Build Your Ideal Financial Planning Practice?
We Did It. So Can You.
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