The industry is changing
(but don’t just take our word for it)
“The industry is at a crossroads. For financial advisors facing new competitive threats, transformative technologies and increasing customer expectations, it’s a pivotal moment. Decisions made today will reverberate through the next decade and beyond.”
An insightful visionary.
Leading with conviction.
For the past 10 years, Gary Baker, founder of Relational Advisor, has understood and forecasted the changes occurring in the wealth management industry.
Some have called his planning approach radical. Some ask why he cares so much. Others find his beliefs and actions gutsy and admirable.
Gary is dedicated to helping advisors provide the comprehensive, three-part planning (investment, financial and life) that clients are seeking.
Clients want Relational Advisors who genuinely care; who seek to understand their personal, professional and financial needs; and who can design and deliver a comprehensive plan that ties all aspects of their life together.
Speaking & Thought Leadership
Financial planning firms and industry conferences engage Relational Advisor Thought Leaders to provide insights regarding the current and future state of wealth management industry.
Gary Baker and others offers insightful, innovative ideas and practical frameworks tailored to resonate with audiences.
Whether delivering impactful presentations at in-person and virtual events, or sharing engaging insights on webinars and podcasts, we bring a fresh perspective that inspires action and drives meaningful change.
Topics
How to Design an Exceptional Client Experience
How to Live an Life of Value
How to Create and Implement an Integrated 3-Part Client Plan (investment, financial and life)
“I love the approach your company has designed to cover all aspects of client planning.”
Gary Baker
Managing Partner and Founder, Undivided Wealth Management
CEO and Founder, Undivided Experience Center
Chief Life and Innovation Officer, Evolation Consulting
Financial Services Institute, Board of Director
Former Fidelity Advisor Council Member
Former Kestra Private Wealth Council Member
Adjunct Professor, Washington University
MBA Capstone Professor, St. Louis University
Titan 100, St. Louis, Missouri
The Times They Are A-Changin'
We agree, Bob Dylan.
Industry Press
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The Future of Financial Advice
How financial advisors are charting a path forward to meet changing client needs and attitudes. (Wall Street Journal)
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10 Disruptive Trends in Wealth Management
The WM industry is in the midst of significant change - there are new standards regarding how advice and investment products are being delivered. (Deloitte)
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An ‘Amazing’ Opportunity Is Here for Advisors
Vanguard’s Investment Advisory Research Center discusses how advisors can best serve next-gen clients amid the $84 trillion wealth transfer. (Barron’s)
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Beyond the Numbers
Financial advisers go ‘beyond the numbers,’ bringing in retirement coaches to offer well-rounded advice. (MarketWatch)
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Why some financial advisers are helping people look holistically at retirement
Retirement is about much more than money. Financial advisers are trying to help clients with the nonfinancial aspects of retirement. (MarketWatch)
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Holistic financial planning to grow your wealth management practice
The wealth management industry has seen a shift from sales-focused relationships to holistic financial planning. Yet, long-term implementation of financial planning as a core service has lagged. (Invesco)
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AB Advisor Institute Podcast: Designing More Impactful Client Experiences
For the financial advisor who wants to improve the client experience, this research represents rich areas of possibilities. (Alliance Bernstein)
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The State of Holistic Financial Planning: The Effort and the Result
Holistic financial planning is a method of financial planning that accounts for a client’s entire life circumstances, not just their financial situation. (e-Money)