Wealth management is evolving.
Are you ready?
The opportunity of our generation has begun. The wealth management industry is ripe for change as our clients continue to search for more meaningful forms of planning, value and experiences.
As our clients’ needs and desires evolve, so must our industry and our firms. Join us and lead an evolution.
Clients want more than standard investment advice.
A generation ago, advisors could compete on prices and performance because they held information and access.
Today, advisors may compete on intellectual expertise and processes. However, clients want more than standard investment advice.
Of 300,000+ Financial Advisors, all provide investment planning. Of these advisors, about 35-50% provide financial planning as a core client service as well.
However, only a small fraction of advisors, an estimated 1-5%, deliver relational planning. This type of planning enhances financial planning to a deeper and more personalized level. It includes helping clients achieve goals, dreams, meaning and fulfillment.
The 3-part planning process:
the critical component
to your practice
Investment Planning + Financial Planning + Life Planning
We believe advisors who provide a 3-part planning approach will set the standard for the wealth management industry within the next decade.
The Evolution of Value has expanded beyond Financial Value (Investment Planning) and Intellectual Value (Financial Planning).
Our team provides education, consulting and community for advisors to provide a more comprehensive practice.
The future belongs to advisors & wealth management
firms who help their clients discover & achieve
what’s most important to them.
An experiential and meaningful planning process is required
Shifts in mindset, demographics and desired outcomes are requiring advisors to provide more value.
Clients expect more personalized and tailored financial advice and investment solutions. More importantly, clients are desiring engagement and understanding on how their financial plans connect to a more successful and meaningful life.
In addition, wealth transfer and multi-generational planning, the rise of millennial and Gen Z investors, and digital transformation continues to impact the industry. Advisors, now more than ever, need to demonstrate critical comprehensive planning.
Join us
Our virtual Study Labs provide advisors a collaborative environment to learn & exchange insights based on their desired focus.
Gain practical tools, powerful resources and enhance critical knowledge. Our Relational Advisor Study Lab begins on October 1, 2024.
Experience the impact
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Improve prospect & client dialogue
Learn how to create an environment of trust and authenticity. Enjoy a deeper level of conversation. Uncover your client’s true dreams, goals and values.
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Grow your practice with referrals
The planning a Relational Advisor provides results in gaining referrals comfortably. Introductions are given because of the relationship you share and your process.
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Increase client loyalty & retention
Relational Advisors consistently receive positive feedback from prospects and clients. The comprehensive planning process is unique, deeply valued and multi-generational.
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Help clients discover their dreams
Money is fuel to help live an exceptional life. It is not the end goal - it is simply the means to an end. Relational Advisors have the privilege of helping clients achieve a life of fulfillment.
Who we are
Relational Advisor was founded by Gary Baker, an independent wealth advisor who believes clients deserve more than just outstanding money management.
For over 20 years, Gary has provided his clients with radically different planning. In 2018, he created Undivided Wealth Management with a team of 150+ years of combined industry experience.
Our team is passionate about raising the standard of value in the wealth management industry through innovation and disruption.
What People Are Saying
“Thank you so much for this afternoon’s thoughtful conversation. Your genuine interest in my situation and honest assessment of where I am at this moment provided a lot of clarity, direction and peace for me. Thank you so very much.”
— Brian R., wealth management client
“Because financial planning is a highly individualized process, a primary goal for financial planners must be conducting a qualitative data gathering process that allows and encourages clients to communicate their values, priorities, hopes, and concerns.”
— Carol Anderson
President of the MQ Research & Education
Our network of Relational Advisors, thought leaders and industry professionals embrace authentic collaboration and knowledge sharing. We inspire and support one another. And, we aren’t satisfied with the status quo.
We are committed to providing comprehensive planning completely focused on our clients’ needs and desires. Finally, wealth management as it should be.
