Always On with Duncan MacPherson Podcast - Episode 40

The Total Relationship: The Best Value-Add Advisors Can Offer with Tyson Ray

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
• And more

Stream the new episode of Always On by clicking here: https://paretosys.co/AODM_ep40