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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.
They discuss:
- 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
Related: The Advisor of the Future with Mike “Cy” Cajthaml Jr.