This webinar will focus on how financial advisors can stand out from the crowd and offer value to their clients through retainer-based planning. One of the biggest challenges advisors face is selling themselves to new clients. Many firms won’t branch out to nontraditional models out of fear of losing the game. However, in order to compete, advisors must provide clients with value they can’t find in a traditional advisor. Implementing a retainer-based model is a unique approach that will provide distinct advice for clients and mark off all of the checkboxes that clients seek in an experienced financial advisor.
You Will Learn How to:
- Implement a retainer-based model to your financial advising business that will differentiate you from other advisors
- Provide value and unique advice to clients that will grow their net worth and meet their exclusive needs
- Create a more effective work/life balance while still expanding your business
Fred Hubler, MBA, CWS (Mr. Retainer) is an accomplished financial advisor with more than 18 years of success in financial services and technology. He founded Creative Capital Wealth Management Group and grew the firm to 11 states. The practice focuses on retainer-based wealth management. As Chief Wealth Strategist, Fred works with individuals and families to serve their financial needs and achieve their goals. Following the success of Creative Capital Wealth Management Group, Fred founded his second firm, Retainer-based Academy, with the intention to help other financial planners, advisors, and wealth strategists change the game. Fred is an inspiring speaker with a deep knowledge of market leadership, business development, goal execution, and wealth management. He is an innovative leader with a keen eye for unique solutions and vast knowledge in alternative wealth creation strategies. He built a framework to allow third-party experts to collaborate with and assist his clients, a practice now spreading throughout the industry. He is also a certified Behavioral Financial Advisor™ (BFA™).
Registration Fee: $39
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
6:00 pm – 7:00 pm ET
5:00 pm – 6:00 pm CT
4:00 pm – 5:00 pm MT
3:00 pm – 4:00 pm PT
Note: This webinar was originally broadcast on May 6, 2020.