Apr 2, 2024
David interviews Tyson Ray, the CEO of Form Wealth Advisors, about his journey in financial planning and his book The Total Relationship. Tyson shares how he started investing at a young age and bought his first firm at age 24. He emphasizes the importance of understanding clients' lives beyond finances through the "total relationship" approach. Tyson discusses implementing life plans, wealth plans, and care plans for each client. He also stresses the value of building trust through empathy and personalized service over traditional sales tactics.
This week on The Model FA Podcast:
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About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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Securities through Raymond James Financial Services, Inc.
Member FINRA / SIPC. Investment advisory services are offered
through Raymond James Financial Services Advisors Inc. FORM
Wealth Advisors is not a registered broker/dealer and is
independent of Raymond James Financial Services. Raymond James and
its advisors do not provide tax advice. Podcast guest is Tyson Ray,
CEO, Founding Partner, Senior Wealth Advisor at FORM Wealth
Advisors. FORM Wealth Advisors is located at 431 Geneva National
Ave S, Lake Geneva, WI, 53147; 262-686-3005.