The Future of Financial Advising is Here
The Retainer Based Academy will elevate your financial advising practice by teaching you the inside secrets of building a retainer-based business.
Welcome to the Retainer Based Academy
A Message from Mr. Retainer
Why the Retainer Based Academy?
Everything You Need to Run Your Practice in One Simple Course
The course is designed to cover from beginning to end of running a financial practice. It includes modules on personal productivity and self management, building the right team the right way, implementing solution sets and processes and more.
Each module includes trick, tips, and technologies to build the lifestyle business of your dreams.
RBA Courses
What You Get
A Complete Guide to Building Your Practice
Access the Courses On Any Device
Step-by-Step Implementation
Send in your questions, anytime
“This course does what it says it will do.”
“I am a financial planner with 30+ years of experience. I just completed the Advisor Acceleration course. This course does what it says it will do. It allows the successful financial planner to move to the next level. I have found that with success in your practice, the number of moving parts to continue to grow and succeed are threatened by your previous successes. This course helps you to focus on the organizational structures and requirements that may not have been in place in the earlier stages of your practice but which are crucial now.”
“helped me break through that by teaching me how to focus on my strengths and my passion for my practice“
“When I heard that this course was available, I was excited. I always knew I was doing a good job for my clients, but I could never seem to find enough time to grow my practice. It felt like I was constantly being held back by some of the required tasks of our profession. Fred has helped me break through that by teaching me how to focus on my strengths and my passion for my practice. I am grateful that he has given me the tools to help me bring my best self forward to my clients and myself. Thank you!”
“Optimal efficiency”
“Taking this course allowed me to look at my business through a different lens. Too often, I’m caught up in the day-to-day helping clients and reacting to their needs. RBA provides the tool to better structure my day and office for optimal efficiency.”
“will help every advisor… become more successful”
“The knowledge and material the Retainer Based Academy provides will inevitably help every advisor create more structure and, therefore, become more successful!”
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