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Building robust client relationships can lead to an increase in referrals, better client retention, and ultimately, a thriving business.
Do you do your financial planning in a vacuum, or do you consider all aspects of your clients’ lives as you work with them?
In this episode, Referral Coach Bill Cates interviews Tyson Ray, the CEO and founding partner of FORM Wealth Advisors and author of the book The Total Relationship: Four Steps to Breaking the Mold, Transforming the Financial Advisor-Client Partnership and Building True Wealth.
With a nearly $1 billion portfolio, Tyson shares his innovative approach to planning that shifts everyone’s focus from performance metrics to building total relationships with clients. In this insightful discussion, learn how Tyson nurtures a client-centric culture, leverages team expertise, and drives engagement within his client relationships through a comprehensive and caring approach.
Bill and Tyson discuss:
- Tyson’s mission to shift the financial advisory industry’s perspective from performance to what he calls The Total Relationship with clients.
- How Tyson starts all new client relationships using his 4 Key Pillars of The Total Relationship and how that impacts the client experience.
- How Tyson has created an elite team that helped him capture almost $1 Billion in assets.
- His decision to only work with clients willing to invest ALL of their assets with his firm and why he believes that’s best for the client.
- How his practice changed once he realized he need to bring in a COO to manage his team of 17.
- …And more!
Related: Live It Lists: Revolutionizing Your Financial Planning Strategy