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