BUSINESS PLANNING WORKSHOP

Creating a Written Business Plan for 2027

Wednesday, December 2 - Friday, December 4, 2026

Omni Austin Hotel Downtown

700 San Jacinto At, E 8th St

Austin, TX 78701

Done settling for a business that runs you? It's time to build one you lead.

The Perfect RIA Business Planning Workshop gives financial advisors the clarity, accountability, and strategy to take real control of their practice. No theory, just proven frameworks built from the front lines of successful advisory businesses.

Facilitated by Matthew Jarvis, CFP, and Micah Shilanski, CFP, this workshop is designed for advisors who are serious about 2027 being their best year yet.

Walk away with a concrete plan, a peer network that holds you to it, and the momentum to actually execute.

This workshop isn’t for those who settle. It’s for financial advisors who:

  • Hold themselves to a higher standard than the industry average

  • Are done with advice that sounds good but doesn't translate to results

  • Thrive with direct feedback and real accountability

  • Want to be surrounded by peers who perform at the same level

  • Are ready to implement bold moves — not just talk about them

AGENDA

Wednesday, December 2

2:00PM - 3:00PM | Registration Open

2:30PM | Reception

6:00PM - 9:00PM | Members Only Dinner

Thursday, December 3

7:00AM - 8:00AM | Breakfast

8:00AM - 9:00AM | Session 1

9:15AM - 10:45AM | Session 2

11:00AM - 12:00PM | Session 3

12:00PM - 1:00PM | Lunch

1:00PM - 2:00PM | Session 4

2:15PM - 3:15PM | Session 5

3:15PM - 3:45PM | Change for Activity

4:00PM | Depart for Activity

5:00PM | Shuttle to Hotel

Friday, December 4

7:00AM - 8:00AM | Breakfast

8:00AM - 9:00AM | Session 6

9:15AM - 10:15AM | Session 7

10:15AM - 11:15AM | Session 8

11:30AM | 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.

The Business Planning Workbook

($1,000 value)

A comprehensive tool to help you map out your 2025 goals, revenue targets, and action plans.

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.

FREQUENTLY ASKED QUESTIONS

  • What is the cost to be part of a Business Planning Workshop?

The cost for The Perfect RIA Business Planning Workshop is $1,997. Freedom members have access to three Masterminds as a benefit to membership.

  • Are accommodations included?

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

You can book your stay at the Omni using this group link if you book by November 11th.

  • When should I arrive?

Please plan to arrive no later than the morning of December 2.

  • When should I plan to leave?

Please plan to depart in the afternoon of December 3. Sessions will conclude at 11:15AM.

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