FEE-BASED PLANNING IN A BOX

Stop giving away your intellectual capital! We provide you the operational blueprints to launch and maintain a $10k/month fee-based planning engine.

Advisors who adopted this process saw the program pay for itself within the first few months.

We are hosting FREE live workshops on July 8th, 2026 and July 14th, 2026. Join us and discover the proven frameworks to command your value, disarm fee friction, and consistently collect higher premium planning fees.

Learn More.

The model, program schedule, and more.

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Let’s get started TODAY.

Free Planning Workshop.

Register for a free workshop and learn the FBP in a Box Framework.

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 – Proven SOPs, deliverables, and planning philosophies. PLUG AND PLAY!
Scripts, tools, case studies, and hotseats – so you can turn ideas into results

QUICKFACTSTM

WHO THIS IS FOR

  1. You are ready to get paid for your counsel, not just your products.
  2. You are hitting production ceilings and need a proven blueprint to break through.
  3. You want to stop auditioning for clients and start leading them with total conviction.
  4. You want to build Total Business Certainty through predictable planning revenue and unsolicited referrals.
  5. You are committed, and ready to step into the role of an irreplaceable financial architect.
  6. … and you’re good with laughing and having fun while we do the deep work together

PROGRAM SCHEDULE

Immersive Session 1

Tuesday, August 11th

Open Coaching: August 17th, 24th and 31st

Immersive Session 2

Tuesday, September 8th

Open Coaching: September 15th, 21st, and 28th

Immersive Session 3

Tuesday, October 13th

Open Coaching: October 19th, November 2nd and 16th

INVESTMENT

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

Fun fact… Over half of our 2025 group said the program would paid for itself within a year, and 25% earned back their investment within months.

LIMITED SEATS – ENROLL NOW

Feedback from clients

 “The only coaching I’ve had in 15 years, that delivered exactly what I needed.”

Stephanie Collier CFP®, CLU®, CLTC® | Wealth Management Advisor

“By implementing the fee based planning process we transformed our firm and secured over $55,000 in planning fees in just 2 months.”

Glen Babcock, CFP®, CLU®, CLTC®, CASL® | Wealth Management Advisor

“By requiring a fee upfront we actually accelerated our growth and brought in $12 million in assets in a single quarter”

Matthew Nichols, CFP®, CLU®, RICP®, ChFC® | Private Wealth Advisor

“The coaching gave me the exact confidence and language needed to successfully pitch and secure a $10,000 planning fee from a CEO.”

Luke Bruns, CLU®, CFP® | Wealth Management Advisor

“I have been in the business for 29 years, and I am so grateful there is finally a step by step process to implement fee based planning with confidence. Before this program, I did not have a structured system that gave me the confidence to ask for a planning fee. This course allowed me to take proven, ideas and tailor them to fit my practice perfectly.”

Nicole Holland CFP®, CLU®, ChFC®, CASL®, RICP®| Wealth Management Advisor

“Because you can implement these strategies before the program is even complete, the financial impact is immediate. Last year, I did about $25,000 in planning fees for the entire year. After implementing the R10 strategies, I generated $19,000 in fees in just my first month and a half.”

Josh Howard, CFP® | Wealth Management Advisor

Meet your Coaches

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

JOSH BUTTREY, CFP©
Partner, Wealth Coast

*Janurary-July 2025, Tim and Josh ranked 7th in combined fee-based planning fees ($176,000).