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:

• (0:02) Wealth management and providing meaningful value with Tyson Ray.
• (1:15) Entrepreneurship, investing, and personal growth.
• (5:53) Estate planning and prioritizing clients' interests.
• (11:26) Building a team for a successful financial planning business.
• (18:20) Finding the right people for a business venture.
• (20:13) Financial planning, coaching, and client service.
• (24:27) Building client relationships through empathy and personal connections.
• (29:29) Personalized financial planning and branding.
• (35:03) Financial planning and life goals with an advisor.
• (40:28) Financial planning, funding, and monitoring for clients.
• (45:30) Branding, marketing, and idolatry in financial planning.
• (52:27) The value of a relationship book and leaving reviews.

 

Connect with Tyson:

 

• Website: https://www.totalrelationship.com
• Email: [email protected]

 

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. 

 

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. 

 

Our Team:

President of Model FA, David DeCelle

If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm. 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.