Gain a competitive advantage

For Firms

Empowering Wealth Management Firms to Differentiate

Wealth management firms face growing challenges: increasing client expectations, achieving successful AUM growth, scaling personalized services, and expanding the team.

We understand your demands. Our training and resources equips firms with innovative tools to strengthen client relationships, drive growth, and provide the needed competitive advantage.

Let us help your firm thrive and create lasting value for your advisors and clients.


Gain the Competitive Advantage

Enhance your advisors’ planning approach.
Experience growth, impact and legacy.

Your firm has specific needs and goals. Relational Advisor provides coaching, training, and leadership development for sustained success.

Implementing our resources and tools, along with our extensive network of industry experts and thought leaders, we create a customized program to best serve you.


Become a Network Partner

Lead the movement.
Help transform the industry.

You’re leading a firm of advisors and making a positive difference in the lives of your community.

Expand your influence and impact by partnering with Relational Advisor. Together, we’ll empower advisors and clients across the country to achieve success and significance.

The Buzz

Here’s the buzz words we’re hearing about the type of planning advisors must deliver:

  • Holistic

  • Comprehensive

  • Goal-Based

  • Relational


The question is:

Do your advisors really know how to deliver this type of planning?

Relational Advisor provides the training, resources and community to succeed in today’s marketplace.

Components of Relational Planning

Wealth advisors participating in the Relational Advisor program experience an incredible opportunity to learn, test and shape a new set of skills, tools and solutions that will accelerate their development. Relational Advisors deliver investment, financial and life planning in a richer, more meaningful manner for themselves and their clients. Here's a brief sample of some of the components we provide.

  • The cornerstone of Relational Planning begins with genuine C.A.R.E. This acronym stands for: be curious, stay agile, be relational. and display empathy.

  • Learning and implementing a powerful discovery process with engaging questions and actively listening transforms your client relationships.

  • Learn how to effectively prioritize what’s most important to your client and confirm their clarity.

  • Learn how to deliver value through action planning. This includes a personalized plan, valuable insight and community support.

“The research shows that clients of advisors who initiate a values-based discussion are likely to recommend the firm or advisor to a personal or professional connection. ”
— ALM | Think Advisor