“While the bond between every advisor and client is unique, the industry is in near full agreement that the nature of those relationships is changing.
In short, conversations are getting deeper, and the advisor’s role is getting broader.”
-InvestmentNews.com
For Wealth Advisors
Elevate your current practice with training & community.
Join our network of advisors across the country to:
develop more meaningful client relationships
enhance the depth of your investment, financial and life planning
experience significant personal and professional growth
secure your demand and relevance in today’s market
Apply to Join a Study Lab
Practical Tools. Supportive Peers.
Competitive Growth.
Our virtual Study Labs provide advisors a collaborative environment to learn critical methods of Relational Planning.
Our next Study Lab will be from April-June 2025. Over 6 sessions, advisors will learn, test and implement powerful tools and resources.
Study Lab Details
Joining a Relational Advisor Study Lab is an opportunity to learn and apply a new set of skills, tools and solutions that deepens the client relationship.
Click on the PDF for more details.
Become a Founding Member
Lead the movement.
Help transform the industry.
You joined the wealth management industry to make a positive difference in the lives of others.
Join us to lead the movement of equipping advisors across the country to provide more meaningful and comprehensive planning that clients are seeking.
Experience the impact
-
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.
-
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.
-
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.
-
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.
“How would I describe my advisor? A great listener. Truly concerned about each and every client. He provides tailored solutions. Always available. Genuine. A life advisor. Trusting. Really, he’s family.”
Additional Training Coming Soon
