Gary Baker, President and CEO of Undivided Wealth Management, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss training financial advisors on client-centric planning for both finances and personal fulfillment.
Baker believes that the RIA industry is very good at helping clients become financially successful. In addition to wealth, clients crave fulfillment and want to know whether the sacrifices they made to accumulate their wealth were worth it, leaving a lasting impact and a legacy in their community. Financial advisors can provide even greater value for clients if they can contribute to both fulfillment and financial success.
The Relational Advisor Academy is less about connecting with clients than it is about finding out what truly matters to clients. Asking clients “What matters to you?” is a great way to start a conversation. In addition to growing his firm, Baker seeks his personal fulfillment of creating a legacy of growing the industry by training advisors to better meet the holistic needs of clients.
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