Adding Value to Your Business Through Retainer-Based Planning




Enterprise Podcast Network – EPN show

Summary: <br> <br> <br> <br> <br> Fred Hubler, the Founder of <a href="https://www.retainerbasedacademy.com/" target="_blank" rel="noreferrer noopener">Retainer-based Academy</a>, located in Phoenixville, Pennsylvania joins <a rel="noreferrer noopener" href="https://epodcastnetwork.com/category/exclusive-interviews/enterprise-radio/" target="_blank">Enterprise Radio</a>. Hubler is an accomplished financial advisor with more than 18 years of experience in the financial services and technology industry.<br> <br> <br> <br> Listen to host <a rel="noreferrer noopener" href="http://www.twitter.com/EricDye" target="_blank">Eric Dye</a> &amp; guest Fred Hubler discuss the following:<br> <br> <br> <br> * What is retainer-based financial planning?* How does retainer-based planning differ from traditional financial planning models?* How can entrepreneurs and SMBs benefit from working with a retainer-based financial advisor?* How can small business owners and entrepreneurs find balance in planning for their personal financial future, as well as the business’ financial future?* How can entrepreneurs add value to their business through retainer-based planning?<br> <br> <br> <br> <br> <br> <br> <br> Fred Hubler (Mr. Retainer) is an accomplished financial advisor with more than 18 years of success in financial services and technology. <br> <br> <br> <br> 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. <br> <br> <br> <br> Fred is an inspiring speaker with a deep knowledge of market leadership, business development, goal execution and wealth management. <br> <br> <br> <br> He is an innovative leader with a keen eye for unique solutions and vast knowledge in alternative wealth creation strategies. <br> <br> <br> <br> 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 AdvisorTM (BFATM).<br> <br> <br> <br> <br> <br> <br> <br> Website: <a href="https://www.retainerbasedacademy.com/">retainerbasedacademy.com</a><br> <br> <br> <br> <br> <br> <br> <br> People also listened to this: <a href="https://epodcastnetwork.com/liftango-an-on-demand-transport-and-carpool-technology-company/" target="_blank" rel="noreferrer noopener">Liftango, an on-demand transport and carpool technology company</a><br>