Advisor Acceleration
$1,8008 modules · self-paced
The flagship program. A complete blueprint to restructure your practice around recurring retainer revenue.
Enroll→ Est. for advisors who want more
Get paid to advise,
not to sell.
The Retainer Based Academy trains financial professionals to replace commissions with predictable, recurring revenue — so your practice rewards the advice your clients actually need.
94%
of graduates transition at least one revenue stream to retainer within 90 days.
Recurring revenue ✦Aligned incentives ✦Operational clarity ✦Empowered teams ✦Lifestyle design ✦Client-first advice ✦Recurring revenue ✦Aligned incentives ✦Operational clarity ✦Empowered teams ✦Lifestyle design ✦Client-first advice ✦Recurring revenue ✦Aligned incentives ✦Operational clarity ✦Empowered teams ✦Lifestyle design ✦Client-first advice ✦
The Method
Three shifts that
transform a practice.
The transition from commission to retainer is rarely about pricing. It's about how you run the business beneath the advice — and the discipline to design it on purpose.
01
Aligned advice
When clients pay you for guidance — not products — you earn permission to do the work that actually changes their life. They'll thank you for it.
02
An effective team
Build clear roles, documented process, and the kind of accountability that lets you step away without anything falling apart.
03
A balanced lifestyle
When was your last real vacation? A retainer model keeps the practice running well whether you're in the office or out of the country.
Curriculum
Programs built for the
serious advisor.
From the founder
"I built this academy for the advisor who knows there's a better way to serve clients — and is finally ready to design the practice that delivers it."
Fred
Founder, Retainer Based Academy
After two decades inside the industry, Fred designed the retainer framework taught here to align how advisors are paid with the outcomes their clients actually want. It's a quieter, more disciplined way to grow — and it works.
Stories from the field
Advisors who made the shift.
"
This course allowed me to look at my business through a different lens. Fred provides the tools to better structure my day and office for optimal efficiency.
W
William V.
Financial Services Professional
"
I'm a financial planner with 30+ years of experience. Advisor Acceleration does what it says — it moves the successful planner to the next level by focusing on the organizational structures that growth demands.
V
Vincent
Senior Financial Planner
"
I always knew I was doing a good job for my clients, but I could never find enough time to grow. Fred taught me how to focus on my strengths and bring my best self forward.
E
Edwin S.
Mortgage Advisor
"
The knowledge and material from Retainer Based Academy will inevitably help every advisor create more structure and, therefore, become more successful.
J
Jason B.
20-Year Financial Services Professional
The practice you want is
already inside this one.
Begin with Advisor Acceleration — and start designing the firm your clients (and your calendar) deserve.