Relational Advisor: Accelerator Workshop

Transform client relationships into lasting impact. Join a select group of independent wealth advisors for a life-changing in-person experience.

About This Event

Most advisors have great 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.

Over three immersive days, you’ll learn the process, tools, and strategies that take “strong relationships” to a whole new level. This is a hands-on experience built for a select group of independent wealth advisors who are ready to serve at a higher level.

What You’ll Gain / Agenda Highlights:

• Relational Advisor Development: Clarify and embody your personal purpose. Gain alignment with your practice.
  
• Relational Planning Mindset & Skillsets: Diagnose what clients truly value, and deliver meaningful, comprehensive planning.
  
• Genuinely C.A.R.E.: Curiosity, Agility, Relational, Empathy
  
• Business Strategy & Branding: Discover your competitive advantage, refine your marketing identity, and plan with purpose.
  
• Client Journey & Engagement Tools: Elevate prospect & client experience; integrate investment, financial, and life planning.
  
• Practical Applications & Peer Collaboration: Work directly on your practice with feedback, examples, and community of advisors.
  
  
  Who Should Attend:
  
• Independent wealth advisors who want to deepen their impact beyond financial transactions
• Leaders seeking to build relational practices that integrate purpose, strategy, and client value
• Advisors ready to grow professionally and personally, surrounded by peers who share vision
  
  
  What's Included:
  

• 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 hotel accommodations
• Your meals: breakfast & lunches, plus welcome dinner on Tuesday, and Wednesday and Thursday dinners.
  
  

For more information, visit the Accelerator Workshop Webpage.

For those living in the St. Louis area, tuition is offered at an adjusted local rate. Please contact us for more details.

What advisors say:

“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.”

— Lisa Turner, Relational Advisor

"Relational Advisor is unlike anything currently available - advisors and firms are going beyond the numbers and learning how to lead practices into the next generation of advice."

-Kim Rubenstein, CFP®, Relational Advisor