If you ask any financial advisor where you would like to be 3-5 years from now, odds are almost certain your response will begin with two numbers: 

• The amount of recurring revenue you would like from fee based business
• The amount of assets you would like to have in managed money

Think about you were would you like to be. What answers to those two questions could create a situation that paid all your bills, funded your vacations, would have you hitting all your financial goals and all you had to do was keep your clients happily invested? What is the number that would put you on an financial automatic pilot?

Virtually all financial advisors recognize that fee based business is the future of the investment industry, and the key to unlocking your professional dreams. While we might recognize that it is the future, any advisors are still unable, unwilling, or just plain fearful of converting your business to fee based.

What that means is you will dabble at managed money and fee based business, and maybe even talk a good game but you will never get out of the starting block (phase I) gather momentum (phase II) or reach critical mass (phase III).

Through FeeBasedBusiness.com’s Managed Money Coaching Gym we introduce you to the concepts of Surfing the Money Wave:  Eight essential strategies for building momentum and reaching critical mass in building your fee based business. 

Surfing the Money Wave will show you how-to:

• Uncover hidden assets in your current book of business
• Transition your current clients to managed money
• Gain access to more of your clients investing-friendly assets
• Close more business faster
• Get more business from your existing book of business than you have ever dreamed possible. 

Fee based business benefits
You will achieve your professional goals more quickly and get off the production roller coaster, free up more of your most limited asset…time -- to invest as you choose.  You will perhaps build deeper relationships with your existing book of business, open new accounts, or spend time outside of your business enjoying life.  Most, importantly it will give you the time, strategies, and techniques to design your life instead of struggling to make a living.

Click on the links below to explore various coaching options:

• Managed Money Surf Report – Free Ezine with strategies from top industry producers, the FeeBasedBusiness.com research and development team, and our coaching staff gets delivered to your inbox every two weeks. Each issue provides you strategies and actionable items to help you build your fee-based business and gather momentum. Sign up now...

• Surfing the Money Wave – In our comprehensive tape series we outline for you the complete 8-fold strategy to taking your fee based business to the ultimate level. You will hear strategies, ideas, and conversations that give you more actionable ideas than you could implement the first time.  Listen to it in your car on the way to appointments to maximize your effectiveness in front of clients. Learn more...

• Teleclasses - Looking for a more custom experience?  Our Teleclasses allow your to explore the offerings even more deeply. 
• Register for a free upcoming Teleclass and hear an overview of the Eight Key Strategies, gain perspective and take advantage of the opportunity to find out what offering is right for you.
• Coaching is also available via Teleclass for a fee.  Join 20-50 advisors from different areas with different experience for a discussion of the Eight Key Strategies and learn from different perspectives while building relationships at a more economical offering. Learn more...

• The Managed Money Coaching Gym. Ride the Wave in style with our most customized and in-depth experience.  Join head coach Bob Cobb for quarterly in person intensives. Monthly Teleclasses and unlimited phone and e-mail contact for one of the most thorough all around methods for mastery of the Eight Key Strategies.  Receive a complimentary copy of the tape series and access to all Teleclasses at no additional charge. Learn more...

• The Managed Money Coaching Boot Camp - Don’t want to wait?  Want to learn it all at once.  Commit to 4 ½ of the most intense days of your career and jumpstart your sales engine to an entirely new level of strategy, techniques, resources, and confidence. This total immersion into the world of fee-based business is the fastest path to mastery of the Eight Key Strategies. Receive a complimentary copy of the tape series and special boot camp graduate pricing for all quarterly intensives and the Managed Money Coaching Gym. Learn more...