Dr. Guy Baker

Founder, Wealth Teams Alliance

Dr. Guy Baker, CFP, Ph.D is the founder of Wealth Teams Alliance (Irvine, CA). He is a member of the Forbes 250 Top Financial Security Professionals List and author of Maximize the RedZone, a guide for business owners as well as The Great Wealth Erosion, Manage Markets, Not Stocks and Investment Alchemy. He received the 2019 John Newton Russell Memorial Award for lifetime achievement in the insurance.

Dr.’s Recent activity

Demystifying Life Insurance So Clients Can Make the Best Decision

Feb 26, 2024

Still thinking of buying term and investing the difference?

Four Factors of Money Management

Feb 15, 2024

Focus on the fundamentals.

Using Client Objections to Your Advantage

Jan 17, 2024

Keep things moving forward and follow up.

Help Clients Recognize Problems and Take Action to Solve Them

Jan 10, 2024

What advisors can learn from hot water heaters.

'Sales' Is Not A Dirty Word

Nov 07, 2023

Financial professionals must sell too. They’re just selling services instead of products.

Three Circles of Wealth

Oct 04, 2023

What selling life insurance taught me about becoming a comprehensive wealth advisor and facilitator.

Capital Split Dollar Programs Explained

Sep 13, 2023

This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent.

Three Strategies to Help Clients Retain More Wealth From Their Businesses

Aug 07, 2023

Some best practices to help fight the cash flow boogeyman.

Optimizing Your Client’s Business Exit

Jun 28, 2023

Good preparation in the 'Red Zone' can result in tax savings.