Episode Details
Back to EpisodesThe Total Relationship: The Best Value-Add Advisors Can Offer with Tyson Ray
Episode 40
Published 3 years, 2 months ago
Description
The biggest value-add advisors offer to their clients does not lie in the rates of return or complex financial reports. It lies in the advisor-client relationship!
In this episode, Duncan MacPherson speaks with Tyson Ray, CFP®, CExP®, CIMA®, founding partner at FORM Wealth Advisors, about the concept of Total Relationship and how it can help you grow your business organically — while maintaining a sense of purpose.
They discuss:
- Why relationship-based growth might be better than growing through acquisitions
- Areas where financial advisors add significantly greater value than AI coaching
- Strategies to improve relationship management (For example, Up or Down
by Tyson) - What it means to create true wealth for clients
- And more
Resources:
- Up or Down by Tyson Ray
- “The Total Relationship: Four Steps to Breaking the Mold, Transforming the Financial Advisor-Client Partnership and Building True Wealth” by Tyson Ray
Connect With Duncan:
- Pareto Systems
- 1.866.593.8020
- Schedule a Call
- Duncan on LinkedIn
Connect With Tyson:
Promotions:
- The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
- ProudMouth –