What does it mean to be an advisor of the future? How can advisors become more productive over the next 10 years? What is your approach to client relationships?
In this episode, Duncan MacPherson is joined by Tyson Jon Ray CFP®, CIMA®, CEO of FORM Wealth. They cover a lot of ground including how to achieve professional contrast and how to activate future pacing as a goals-based planner with your clients, but also looking down the road at the evolution of this industry. Tyson shares details about FORM Wealth’s process and how they approach client relationships. Plus, Tyson explains what makes him and FORM Wealth different.
- The process FORM Wealth applies to help clients reach their financial goals
- His approach and how he views client relationships
- Why he wrote the book “Your World Impact: As A Financial Advisor”
- What makes him different from other authors of business development books
- How the definition of getting out of commotized wealth management has evolved recently
- How advisors can become more productive
- And more
- Your World Impact: As A Financial Advisor
- Pareto Coaching
Connect With Tyson Jon Ray:
Connect With Duncan MacPherson:
About Our Guest:
Tyson first learned about investing and the stock market during an economics class in his sophomore year at Badger High School, and at 16 years old, he decided to invest $100 into two different mutual funds. This was his first step on a path he continues to traverse today: using financial strategy to help make people’s lives better. He started his career in financial services after graduating from the Honors program at the University of West Florida and returning to Southern Wisconsin, where his family has lived for generations.
Over the past 20+ years, Tyson has sought to expand his knowledge and expertise through Yale School of Management, Investment Management Theory & Practice, CIMA Certification Registration Education Program, including obtaining the Certified Investment Management Analyst® (CIMA®) Certification and through the College for Financial Planning for the CFP® Certification, including obtaining CERTIFIED FINANCIAL PLANNER™ certification.
Tyson has been named a 2021-2018 Forbes Best-in-State Wealth Advisor*, 2021 Barron’s Top 1200**, and a 2021-2005 Chairman’s Council Advisor***. He is also a member of the Financial Planning Association of Wisconsin. He has been recognized for his many philanthropic endeavors in the community, including the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart Award for Sustainable Charity for his ongoing work with the Ray’s non-profit, Children’s World Impact.
Tyson is the author of “Your World Impact as a Financial Advisor”.
Tyson is devoted to his wife Jenny and their three children, Nelson, Austin, and Carson. When he has the opportunity, he enjoys spending time outdoors, hunting, fishing, and playing golf.