Accelerator Workshop:
November 5-7, 2025
The Experience to Transform your Practice
Most advisors have good client relationships.
But, few know how to consistently turn them into breakthrough moments of clarity, loyalty, and impact.
That’s what makes the Accelerator Workshop different.
Join us on November 5-7 in St. Louis to learn the process, tools, and strategies that take “strong client relationships” to a whole new level.
This immersive, in-person workshop is designed for a select group of independent wealth advisors. With only a small number of seats available, now is the time to reserve yours.
Workshop Agenda
Day I:
Relational Advisor Development
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Discover, articulate and embody your personal purpose. Gain alignment with your advisory work.
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Develop the core competencies of a Relational Advisor. Discover what clients truly value, diagnose what’s most important to them, and deliver meaningful value and comprehensive planning.
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Transform the prospect and client experience. Learn to be curious, stay agile, be relational, and display empathy.
Day 2:
Relational Advisor Practice
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Define your competitive advantage, perform a business assessment, outline key strategic initiatives and market positioning.
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Further develop your firm’s unique brand identity. Understand the marketing materials needed to support your firm’s growth.
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Learn and implement processes to increase client loyalty and referrals, build strategic partnerships, and cultivate new business and AUM.
Day 3:
Relational Client Engagement
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Evaluate your current prospect and client experience, identify opportunities for enhancements, outline improvements and process consistency.
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Deliver an integrated three-part planning process with a relational focus: investment, financial and life planning.
Utilize tools and solutions to help clients achieve their goals: personally, professionally and financially.
“I can’t fully explain the incredible impact Relational Advisor has had on my life, personally and professionally. My client relationships are richer, my AUM continues to grow, and I’m having fun again.”
Details
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The Accelerator Workshop takes place at the Undivided Experience Center at 657 Spirit Airpark West, Suite 104 in St. Louis, Missouri.
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A hotel room will be reserved for you at the Townplace Suites by Marriott, directly across the street from the workshop location. The address is 748 Premium Way, Chesterfield, MO 63005
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The workshop investment is $3,500. This includes:
3 days of powerful learning and practical tools
On-going coaching support:
Individual coaching call after the workshop (1 hour)
3 months of community membership (monthly group calls, resources and training on private platform)
Option for additional support, as desired
Your meals and hotel accommodations
For those living in the St. Louis area, tuition is offered at an adjusted local rate. Please contact us for more details.
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Online registration only by using this link.
Workshop Components
Relational Advisor Role
Understand how the wealth management industry is changing, and how you can deliver the power of 3-Part Planning: investment, financial & life.
Genuinely C.A.R.E
Build knowledge and desire to grow as an advisor to add more value to clients. Learn to be curious, stay agile, be relational, and display empathy.
Clarifying your Purpose
Often, the most powerful component of our training - helping advisors discover, articulate and embody personal and professional purpose.
The 5 D Client Engagement Process
The proven process of a Relational Advisor: demonstrate, describe, discover, diagnose, and deliver.
Your Competitive Advantage
Identify and articulate your unique edge so you can outperform your competitors and achieve desired growth.
Growth & Target Markets
Discover your ideal clients and networks to cultivate new business and increase organic referrals.
GAP Assessment
Identify the most important Relational Advisor Development and Relational Advisor Practice priorities to focus on first.
Personal Assessments
Get data-based personality insights to maximize success through the Hogan Assessment, plus reveal the current state of your practice with the Relational Advisor Profile.
Tools & Resources
Learn and utilize powerful tools and resources for clients, such as Legacy Planning.
Ongoing Support
Your transformation doesn’t end after the workshop. We’ll help you continue to personalize your next steps.
Surrounded by experts and like-minded advisors nationwide, you’ll be equipped and encouraged to lead the industry—delivering next-level client value and engagement while achieving meaningful personal and professional growth.
On-going Support Includes:
Individual coaching call after the workshop (1 hour)
3 months of community membership (monthly group calls, resources and training on private platform)
Option for additional support, as desired
Yesterday I met with a prospect who had been loyal to another well-known financial firm for years. At first, I thought the meeting was slipping away—until I reframed the conversation with the holistic approach I learned through Relational Advisor’s training.
I introduced ‘Life Planning,’ and everything shifted. The couple immediately leaned in and said they’d been searching for a true one-stop shop—where investments, taxes, financial planning, and life events are all understood in one place. The wife said she wanted a team that truly sees the whole picture, because her husband has always handled the finances and she wanted to feel equally supported.
Thanks to Relational Advisor, I was able to bring a new perspective that resonated deeply—and I gained the client.
— Lou Dolan, Relational Advisor
Elevate your current practice with training and community.
Join our network of advisors across the country.