How to Attract Business Owners
Includes Q&A - with Duncan
Thursday, May 19th at 12 pm ET
Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
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Always On with Duncan MacPherson Podcast
2021-11-11 • 20 second read

Episode 4: What It Means To Be An Advisor Of The Future With Tyson Ray

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, I am joined by Tyson Jon Ray CFP®, CIMA®, CEO of FORM Wealth. We 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.

Join me and guest, Tyson Ray, by clicking here: https://bit.ly/AO_Ep4_Tyson_Ray

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