Always On with Duncan MacPherson Podcast - Episode 40
2023-05-25 • 20 second read
The Total Relationship: The Best Value-Add Advisors Can Offer with Tyson Ray
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.
- 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
Stream the new episode of Always On by clicking here: https://paretosys.co/AODM_ep40