Tag Archives: Client Relationships

The Advisor of the Future With Mike "Cy" Cajthaml Jr.

The Advisor of the Future With Mike “Cy” Cajthaml Jr. (Ep. 30)



If you want to distinguish yourself from the advisor down the street, you’ll need to create a memorable client experience that extends beyond financial expertise. This includes being highly process-driven, keeping up with clients’ evolving needs, improving communication, and more.

In this episode, Duncan MacPherson speaks with Mike “Cy” Cajthaml Jr., a business consultant at Pareto Systems. They explain what it means to be the advisor of the future and strategies to move from organic to scalable growth.

Mike discusses:

  • What to do if you have maxed out and hit a growth plateau
  • The importance of clear communication — both internally and externally
  • How to make your value feel more “tangible” to clients
  • Key points to keep in mind while creating a succession plan for your business
  • Reasons to decommoditize, demystify, and depersonalize your practice (and how)
  • And more

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Outsourcing Your Wealth Management with Chris Garcia



What does an advisor of the future look like? How can you adjust your process and team to elevate the client experience?

In this episode, Duncan has a conversation with Chris Garcia, CEO of the Azimont Group. They discuss Chris’ journey to building a successful Franchise Ready practice. How his focus on people, his practice, and his process have contributed to continued growth while elevating his client experience and referability.

Chris discusses:

  • The benefits of outsourcing your wealth management 
  • How professional branding can impact growth 
  • How to increase the enterprise value of your business
  • What an advisor of the future looks like
  • And more

Connect With Duncan MacPherson:

Connect With Chris Garcia:

About Our Guest:

Chris Garcia is the CEO of Azimont Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. He graduated from Texas State University with a degree in Finance and quickly found his life’s calling. Chris is passionate about helping my clients build confidence in their financial futures. He helps them gain confidence in their future, knowing that they have a plan in place to help them reach their financial goals. Knowing that they have a team of professionals helping them manage their financial lives through a comprehensive process allows them to focus on the things that matter most, instead of worrying about the things that are out of their control.

Community is very important to Chris. He and his wife, Stephanie, are very involved with their church, and Chris serves on the Board of Trustees of the Texas State University Development Foundation. In his spare time, he enjoys spending time with Stephanie and their growing family, playing golf, and traveling.

 


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What It Means To Be An Advisor Of The Future With Tyson Jon Ray CFP®, CIMA®



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.

Tyson discusses:

  • 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

Resources:

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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.