Learn why other advisors say Relational Advisor is life-changing.
Discover what’s possible:
for you, your clients & your practice.
If you’re an independent wealth advisor, we welcome you to see how we can help you create a growing practice that is also deeply fulfilling.
Learn our process to:
Strengthen your client relationships and impact
Expand your business strategy
Achieve greater clarity & personal alignment
Finally, wealth management as it should be.
The Future of Wealth Advising Starts Here
Informational Webinars
Curious and want to learn more? But don’t want to invest too much time? We get it!
Our webinars are a quick and easy way to learn more about the Relational Advisor Path (from the comfort of your home / office).
What you’ll learn in 60 minutes:
The life-changing framework that empowers advisors to integrate life planning, financial planning, and investment planning.
The comprehensive benefits of joining Relational Advisor — from purpose clarity to client experience excellence, business growth, and relational marketing.
How our proven process helps you stand apart in a crowded market.
Why advisors across the country are calling Relational Advisor the most impactful professional experience of their career.
Additional 2026 webinar dates coming soon.
Accelerator Workshop:
April 8-10, 2026
Wealth advisors who have experienced our process call it life-changing.
This immersive, in-person workshop is designed for independent wealth advisors who want to move beyond transactions and create truly relational practices that transform client lives — and their own.
The Accelerator Workshop is intentionally designed for a small group of advisors. This intimate environment allows for breakthrough conversations and authentic relationships.
Location: Undivided Experience Center, St. Louis, Missouri
What it includes:
3 Days of Interactive Sessions & Powerful Learning
Practical Tools and Real-Life Application
Genuine community — shared dinners, engaging conversations, and time with advisors who share your vision for purposeful work
Plus, hotel and meals. Your investment is only airfare and the workshop fee.
Don’t miss this incredible opportunity to build the rewarding practice you desire!
From Transaction to Transformation
Meet founder Gary Baker as he shares why Relational Advisor is redefining what it means to serve clients.
-Lou Dolan, CRC®, Relational Advisor
“This is a natural fit for me. I believe this is the type of planning all advisors should provide. I’m excited and have been waiting for this.”
-Kim Rubenstein, CFP®, Relational Advisor