RBA Blog

Fees are Going the Way of the Dinosaur: Extinct

by mrretainer | November 19, 2019 | Information for Advisors, The Future | 0 Comments

Admit it, we all want to get something for nothing. We live in a world where we shop at Target, scan an item and see if we can get it for less on Amazon. We want to value going to the local, small business to purchase a toy for a birthday party, but the...

How to Stop Giving Away Your Most Valuable Asset

by mrretainer | November 6, 2019 | Information for Advisors, Productivity, The Future | 0 Comments

As a financial advisor you know that clients come to you for a variety of reasons. They may be getting close to retiring, have inherited some money, or perhaps they are finally making enough to think about being strategic with their investments. They...

What if clients aren’t a fit for retainer-based planning?

by mrretainer | June 17, 2019 | Clients | 0 Comments

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Stop Waiting to Achieve your Goal, Jump and Find your Net

by mrretainer | March 2, 2020 | Uncategorized | 0 Comments

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How to Make More Money as a Financial Advisor

by mrretainer | Aug 17, 2019 | Information for Advisors, Productivity

We all have different reasons we became financial advisors. You may be at a point where you want to know how to make more money as a financial advisor. At some level we want to help people and that is a very important element of our job. But helping people can’t be...

Tools for Financial Advisors to Run the Perfect Practice

by mrretainer | Aug 16, 2019 | Productivity, Tools & Technology

Why do Financial Advisors need tools? Financial advisors need tools to be extraordinary. Tools include knowledge, skills, resources, and physical instruments. When I made the move to retainer-based, I questioned everything. I found tools along the way to help me...

Music to Inspire

by mrretainer | Aug 2, 2019 | Productivity

We compiled a list of music to inspire you to be productive. As an entrepreneur things get tough. Add to that if you are trying something new and it’s hard at first. It can be hard getting in the right mindset to knock out hours of work at times when there’s a lot on...

How to Take the Best Vacation for a Financial Advisor

by mrretainer | Jul 11, 2019 | Vacation

If you go on a vacation and take your clients with you (in the form of emails, texts, etc.) then that’s not really a vacation. A vacation for a Financial Advisor should be more than that. The Dream Vacation for a Financial Advisor I get it, customer service is one of...

Why Become a Retainer-Based Planning Advisor

by mrretainer | Jun 17, 2019 | Productivity, The Future, Tools & Technology

You decided that this is the year to make changes to live your dreams. Now what? Most of us have been there. Retainer-based planning is the way to make it happen. You meant well, you wanted to help people with their finances and maybe you worked for a “big firm”...

When is the right time to switch to retainer-based planning?

by mrretainer | Jun 17, 2019 | Productivity, The Future

When I started contemplating the idea of retainer-based planning, I had various thoughts and questions going through my mind. When is the right time to switch to retainer-based planning? How long will the transition period be? When's the best time to implement...

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