The Retainer Based Academy

The Retainer Based Academy was created for planners and advisors who want to grow their practice, add more value for clients, and build a lifestyle business.

It’s hard to do those things without a gameplan, in fact, it’s impossible. RBA is your gameplan, your playbook, your how-to guide for creating a recurring revenue model that works for you, your employees, and your clients.

RBA is a series of online courses broken into the six main themes that make up a successful practice.

The Future of Financial Advising is Here

• • Happier Clients: Clients should pay for value. With a retainer model, you get paid to advise your clients on what is truly best for them. They’ll love you for it!
  • An Effective Team: Empower your employees to take ownership of their roles. Set clear, specific expectations, build the process, then step back!
  • A Balanced Lifestyle: When was your last vacation? With a retainer model, your practice keeps running well, regardless of whether you’re in the office.

What You Get

1. A Complete Guide to Building Your Practice
2. Access the Courses On Any Device
3. Step-by-Step Implementation
4. Send in your Questions, Anytime

Register for the Advisor Acceleration Course

Use code “BV2024” at check-out to get $500 off of the Advisor Acceleration course.

Join Us at the Alts Summit to Hear from Mr. Hubler in Person! 

Mark your calendar for March 10-12, 2025. The Blue Vault Alts Summit is the perfect opportunity to hear from and speak with Mr. Hubler in-person. He will be hosting a breakout session and will be available to answer questions and share his insights.

Watch the Retainer Based Academy webinar on-demand to learn more.