The academy, Hubler explained, is based on online courses that focus on how to run a financial practice. It includes modules on personal productivity and self-management, building the right team, and implementing solution sets and processes. Each module includes trick, tips and technologies to build the lifestyle business of your dreams.
Hubler said there are three kinds of advisors who would benefit from the course: The new person who doesn’t know how to be competitive because they don’t have a lot of experience; the guy in the middle who has been in the business for five to 10 years and making some money but is losing business because he is not competitive or getting bigger clients; and the firm that has grown in AUM and they realize that AUM is a dinosaur waiting for a meteorite.
“Being retainer-based helps you be legitimately different in a way that the clients want you to be. It’s advice entrepreneurs and executives can trust, no strings attached,” Hubler said.