Shows
Total SuccessionPurpose-Focused Succession Planning for Financial Advisors with Rob BrownAre you treating your succession like a finish line — or a chance to rediscover your purpose? What if the next chapter of your business and your life could be just as meaningful as the one you’re preparing to leave behind? In this episode, Tyson Ray, Kim Cochenour, and guest Rob Brown dive into purpose-driven succession planning, helping advisors shift from urgency and overwhelm to clarity, intention, and legacy-focused decisions. Co-host Kim Cochenour kicks things off by asking two fundamental questions: “Why are you doing this?” and “What’s the purpose behind it all?” The purpose of...2025-07-2942 min
Total SuccessionDon’t Forget the Clients: The Most Overlooked Part of Your Exit PlanMost advisors make their succession plan without thinking about a key player: the client. What happens when clients aren’t at the center of one’s exit? And what are the benefits of including them in the process? In this episode, Tyson Ray and Kim Cochenour unpack why a successful succession is about far more than just transferring ownership. Discover common mistakes many advisors make, how to think like your client, why including them in your plan is a must, and 5 key questions that will help you feel the pulse of how client-centric your...2025-07-2219 min
Total SuccessionSuccession, EOS, and the Power of a Plan with Andrea SchlapiaAre you waiting for the “right time” to start your succession planning? Does the word “succession” feel more overwhelming than empowering? In this episode, hosts Tyson Ray and Kim Cochenour welcome Ironstone Founder & CEO Andrea Schlapia to talk about how EOS transforms succession from an intimidating afterthought into a practical, energizing business strategy. Discover how structure, vision, and a mindset shift can preserve your legacy, empower your team, and set your advisory practice up for lasting success. Andrea Schlapia kicks off the conversation with Tyson Ryan and Kim Cochenour by explaining why so many advisors...2025-07-1541 min
Total SuccessionBuild the Bench: Who’s Taking Over What You Built?“What would happen to your business if you weren’t around tomorrow?” That’s the key question that Tyson Ray and Kim Cochenour unpack in this episode. From the importance of succession planning to finding and training the next generation of advisors – they share insights that will help you future-proof your firm and build a lasting legacy. Tyson and Kim address the question “What would happen to my business if tomorrow I wasn’t around?” As Kim points out, most advisors still have their practice revolving around them. Is that you? Then know that if the business only wo...2025-07-0821 min
Total SuccessionM&A and Your Succession Plan: From Industry Hostage to High-Value Exit with Ted MotheralToday, the financial advisors’ space is seeing the most robust M&A market in history. A tidal wave of succession planning deals is transforming the advisory landscape, yet many firm owners are unprepared… Hosts Tyson Ray and Kim Cochenour welcome Mercer Advisors’ Ted Motheral to break down the entire succession planning puzzle, discuss the importance of fit over size, and what drives today’s high multiples. If you’ve been planning your exit strategy, this episode will provide you with valuable insights on the topic. Ted Motheral kicks the conversation off by sharing som...2025-07-0151 min
Total SuccessionBuilding a Sellable Business Even If You’re Not Selling YetSuccession planning isn’t just for advisors who are ready to sell – it’s for anyone who wants to build a stronger, more resilient business. In this episode, Tyson Ray and Kim Cochenour explain why preparing your firm to run without you makes it more scalable, more valuable, and, ultimately, more sellable, whether you’re years away from an exit or just starting to think about it. Tyson and Kim address a topic every advisor needs to hear: How to build a business that’s ready to transition – even if you’re not planning to sell right now. Thi...2025-06-2420 min
Total SuccessionWhat If You Don't Sell? Rethinking Succession with David PatchenWhat does successful succession really look like in today’s advisory landscape? Tyson Ray and Kim Cochenour sit down with Dave Patchen to explore the complex dynamics of succession planning – from generational mindsets and private equity pressures to the systems that truly sustain a business. Whether you’re planning to sell, pass the torch, or build a lasting legacy, this conversation will help you through value-packed insights and actionable takeaways. Tyson and Kim are joined by Dave Patchen who shares his insights on business succession and the role millennials play in the process. Dave starts his contrib...2025-06-1752 min
Total SuccessionGrow Your Team or Plan Your Exit? Why Advisors Can’t Afford to WaitIf your business can’t run without you, it’s not built to last…it’s as simple as that! Tyson Ray and Kim Cochenour dive into the tough but necessary conversations around delegation, team building and preparing for succession. From letting go of control to right-sizing your client base, they reveal the mindset shifts every advisor needs to make to lead with vision – and eventually step back with confidence. Tyson and Kim look at whether it makes sense to grow your team, fire some of your clients or sell your practice. Kim starts the conversation by highlig...2025-06-1026 min
Total SuccessionMore Than a Payout: Aaron Hasler on Exit Plans That Build Buy-InWhat if selling your advisory business wasn’t the end, rather the beginning of something new? Tyson Ray and Kim Cochenour sit down with SkyView co-founder Aaron Hasler to explore the emotional and strategic layers of acquisitions and succession planning. From preparing Gen 2 successors to avoiding common retirement pitfalls – it’s a candid conversation about legacy, leadership, and what it really takes to step away with purpose. Tyson Ray and Kim Cochenour are joined by SkyView co-founder Aaron Hasler. One of SkyView’s strengths is adding capital and fueling the industry with the funds advisors can use for...2025-06-0352 min
Total SuccessionYou Can’t Hit a Target You Can’t See: Creating a Vision for Your ExitStop your succession planning from becoming a list of regrets! Tyson Ray and Kim Cochenour tackle the overlooked, yet vital, element of vision – revealing how advisors often miss defining their own “What’s next?” Tune in to learn why, without this foundational piece, tactics are just numbers and how asking “What do I want to do when I grow up?” (even in retirement) is key to a fulfilling transition. Tyson Ray and Kim Cochenour address something many advisors skip when it comes to succession planning: VISION. Kim brings up the fact that, while advisors are supposed to be planne...2025-05-2723 min
Total SuccessionAlways Be Ready to Sell: Why Scott Danner Built His Firm for the ExitThe world of mergers & acquisitions can be hard to navigate. What should you think about before exiting? How can you get everyone on board, and how can you ensure that everything runs smoothly and leads to business success? In this episode, hosts Tyson Ray and Kim Cochenour, alongside Freedom Street Partners founder Scott Danner, explore what it takes to successfully undergo mergers & acquisitions, embracing a growth mindset, and why you should aim at living – and not leaving – a legacy. In today’s episode, hosts Tyson Ray and Kim Cochenour are joined by Scott Danner, founde...2025-05-2047 min
Total SuccessionSuccession Planning Isn’t Optional: How to Exit Your Business on PurposeSuccession planning. Every business needs it, yet most owners don’t really think about it. But why is it important to carve out time for business succession planning? Co-hosts Tyson Ray and Kim Cochenour talk about Tyson’s own journey into succession planning, discuss who benefits from a well-planned succession, and what you can expect from future episodes of the Total Succession Show. As Tyson puts it: “you only exit your business once, so you should create the space to make it happen.” The premise of the Total Succession show, hosted by Tyson Ray...2025-05-1312 min
Total SuccessionTotal Succession - TrailerSo you’ve built a business helping others plan their future. But what’s the plan for yours? Your future deserves the same attention you give your clients every day. It’s time to protect what you've built and prepare for what’s next. Welcome to the Total Succession Show, your resource for learning how to exit confidently, be fully compensated, and keep your clients' interests first. Hosted by veteran financial advisor Tyson Ray and co-host Kim Cochenour, each episode will help you navigate the emotional and strategic challenges of succession planning through real- life stories, insights from industry experts, and T...2025-05-0501 min
The Purpose Focused AdvisorTyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship ApproachIn this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra talk with Tyson Ray and Kim Cochenour from FORM Wealth Advisors about their unique approach to financial advising, centered on building "Total Relationships" with clients. Tyson and Kim discuss their personal journeys and the philosophy that drives their success—prioritizing client relationships over transactions. They explain how this purpose-focused approach has transformed their practice and can help other financial advisors make a meaningful impact.Key Takeaways: Prioritizing a comprehensive understanding of clients’ personal and financial goals fosters deeper trust and leads to be...2024-09-1247 min
The Practical MinimalistsTPM March BonusWe have another bonus episode for you today! Today with are chatting with Kimberly Cochenour. Kim is a friend of the show, has 3 kids and a husband, is instrumental in running a non-profit, and is just an all-around fun person to be around. Kim is also an essential oils user and lover. She has a background in integrative medicine and loves using her knowledge in that area when using her oils and today we’re talking with her all about oils + natural therapies. If oils aren’t your thing, feel free to skip this episode. However, we are talking abou...2017-03-2454 min