FEE-BASED PLANNING IN A BOX

Equip yourself with powerful models and tools to launch fee-based planning — or elevate your current approach to land and serve higher-net-worth clients.

Join our free planning workshop on September 10th at 9AM PDT to discover what it takes — for you and your practice — to confidently charge (and collect) $10K+ per plan, consistently.

CLICK BELOW:

12-WEEK PRACTICE TRANSFORMATION

FEE-BASED PLANNING IN A BOX

THE OUTCOME IS SIMPLE

In just 90 days, you will have 10K+/month fee-based planning engine — while doubling premiums, gathering more assets, and delivering transformational planning without adding more meetings or prospecting up.

WHAT YOU GET

3 Virtual Half-Day Immersions – Sell It, Build It, Deliver It & Implement It
9 Weekly Open Coaching Sessions – Virtual live coaching to implement and accelerate results
The Advisor Identity Map TM – From product pusher to irreplaceable partner
The Fee Framer TM – Confidently price your planning
The Planning Toolbox TM – SOPs, deliverables, and planning philosophies
Scripts, tools, case studies, and hotseats – so you can turn ideas into results

QUICKFACTSTM

WHO THIS IS FOR

  1. You want to get paid for planning, not just products
  2. You’re producing, but know your value is underleveraged
  3. You’re ready to lead clients through deeper transformation
  4. You want more unsolicited referrals and better close rates
  5. You’re coachable, committed, and serious about being irreplaceable
  6. … and you’re good with laughing and having fun while we do the deep work together

PROGRAM SCHEDULE

Immersive Session 1

Tuesday, September 30th

Open Coaching: October 6th, 13th and 20th

Immersive Session 2

Tuesday, October 28th

Open Coaching: November 3rd, 17th, and 24th

Immersive Session 3

Monday, December 1st

Open Coaching: December 8th, 15th and January 5th

INVESTMENT

$4,000/month for 3 months OR $10,000 paid in full (save $2,000)

Our Promise: If you don’t feel like you’ll 10x your investment in the first year after the first session, we’ll refund you.

LIMITED SEATS – APPLY BY SEP 15TH

TIM MULROY, CFP©
Founder, R10 Coaching
Partner, Wealth Coast

JOSH BUTTREY, CFP©
Partner, Wealth Coast

*As of July YTD 2025, Tim and Josh rank 7th in combined fee-based planning fees ($176,000).