MASTERMIND

Omni Tempe Hotel at ASU

7 East University Drive, Tempe, AZ 85281

Elite Members

April 27 -30, 2027

*TPR Freedom Member for 2+ Years

New Members

April 27 -29, 2027

*TPR Freedom Member for >2 Years

Team Members

April 27 -28, 2027

*Team Member of a New or Elite Member

*Cutoff Date: April 6, 2027

The Perfect RIA Mastermind

No Excuses. No Escape. Face Your Headtrash.

The Perfect RIA Mastermind is where elite financial advisors confront what's holding them back and take radical ownership of their next level of growth.

Through honest conversations, peer accountability, and focused coaching, you'll uncover blind spots, solve real business challenges, and leave with clear, actionable strategies to strengthen your firm, elevate client value, and execute with confidence.

No fluff. No hiding. Just breakthroughs.

Agenda Overview

Elite Members

Tuesday, April 27

4:00PM - 6:00PM

Registration

4:00PM - 5:30PM

Meet & Greet

Dinner On Own

Wednesday, April 28

7:00AM - 8:00AM

Breakfast

8:00AM - 12:00PM

Mastermind Sessions

12:00PM - 12:45PM

Lunch

12:45PM - 5:00PM

Mastermind Sessions

5:30PM

Activity & Reception

Thursday, April 29

7:00AM - 8:00AM

Breakfast

8:00AM - 12:00PM

Mastermind Sessions

12:00PM - 1:00PM

Lunch & Panel

1:00PM - 4:00PM

Mastermind Sessions

4:30PM

Activity & Reception

Friday, April 30

7:00AM - 8:00AM

Breakfast

8:00AM - 12:00PM

Mastermind Sessions

12:00PM

Departures

New Members

Tuesday, April 27

4:00PM - 6:00PM

Registration

4:00PM - 5:30PM

Meet & Greet

Dinner On Own

Wednesday, April 28

7:00AM - 8:00AM

Breakfast

8:00AM - 12:00PM

Mastermind Sessions

12:00PM - 12:45PM

Lunch

12:45PM - 5:00PM

Mastermind Sessions

5:30PM

Activity & Reception

Thursday, April 29

7:00AM - 8:00AM

Breakfast

8:00AM - 12:00PM

Mastermind Sessions

12:00PM - 1:00PM

Lunch & Panel

1:00PM

New Member Departures

Team Members

Tuesday, April 27

4:00PM - 6:00PM

Registration

4:00PM - 5:30PM

Meet & Greet

Dinner On Own

Wednesday, April 28

7:00AM - 8:00AM

Breakfast

8:00AM - 12:00PM

Mastermind Sessions

12:00PM - 12:45PM

Lunch

12:45PM - 5:00PM

Mastermind Sessions

5:30PM

Activity & Reception

Thursday, April 29

Departures

HERE'S EXACTLY WHAT YOU'RE GOING TO GET

Full Access to the 3-Day Workshop

($10,000 value)

High-impact sessions led by Matthew Jarvis, CFP, and Micah Shilanski, CFP, focused on practical, real-world strategies for scaling your advisory practice.

Extreme Accountability Partnering

($2,000 value)

Get matched with a partner who will keep you on track and ensure you execute your plans.

Exclusive Networking Opportunities

(Priceless)

Build relationships with a select group of ambitious advisors who share your commitment to growth and success.

Here's What Past Attendees Had to Say

REGISTER NOW

*To receive texts from The Perfect RIA regarding this event. You can OPT OUT at any time.
Bringing a partner will include an additional fee to cover the cost of meals and activities. You will receive an email regarding payment details and instructions.
Bringing a team member will include an additional fee to cover the cost of meals and activities. You will receive an email regarding payment details and instructions.

FREQUENTLY ASKED QUESTIONS

  • What is the cost to be part of a Mastermind?

Freedom members have access to three Masterminds as a benefit to membership.

  • Are accommodations included?

Getting to Arizona and your hotel are basically the only things not included. Meals, drinks, adventures, and of course, Extreme Accountability ARE all included.

  • When should I arrive?

No later than 4:00PM on Tuesday, April 27

  • When should I plan to leave?

No earlier than the afternoon of Friday, April 30

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