Shows
Total SuccessionHow to Prepare Your Business to Sell at Any TimeAre you building a business that is ready to sell at a moment's notice, or are you just getting by? In this episode of the Total Succession Show, host Tyson Ray is joined by Kim Cochenour to discuss why you should always be prepared for an exit, even if you aren't planning to leave today. Learn how to transition from being the bottleneck in your business to creating a high value, scalable asset.The conversation highlights the importance of transitioning from being the god of your business to being a prophet by implementing scalable systems. We explore...
2026-06-0910 min
Total SuccessionDon't Leave Your Business on a Post-It: Exit Strategy TipsIs your succession plan sitting on a post-it note, or is it a documented strategy for the future? Many financial advisors delay planning because it feels emotional or scary, but treating your exit as a long-term business strategy is the key to protecting your legacy.Hosts Tyson Ray and Kim Cochenour, are joined by special guests to discuss the realities of moving from a single-owner practice to a leadership-team-run business. We dive deep into why exit planning should not be a one-time event, but rather a purposeful strategy to increase the value of your practice and ensure...
2026-06-0212 min
Total SuccessionBuilding Teams for Succession Planning: Why Asking Before Telling Changes Everything with Kaleen BarberaBuilding a team and making it work are two different things, especially when succession planning depends on your relationship with your next-gen advisor. Hosts Tyson Ray and Kim Cochenour are joined by JAM Consulting Group’s Kaleen Barbera to discuss and explore the behavioral science behind effective teams.Feelings come before facts, asking before telling builds connection, and acknowledging different opinions aligns everyone toward a common goal. Kim Cochenour kicks things off by stressing that advisors need to remember that building a team and making it work are two totally different things.Guest Kaleen Ba...
2026-05-2633 min
Total SuccessionWhat Financial Advisors Need to Know About RIA Valuations and Succession Planning with Emma BostonIt's a seller's market with higher multiples, but stretching for more money in your succession planning might lead to more suffering for you, your team, and clients. Emma Boston of Raymond James breaks down the four dimensions that drive practice value and why advisors must decide whether to put clients' interests first or maximize their payout. You'll discover why starting succession planning late eliminates most of your choices and about aligning your goals with the right model instead of chasing the biggest check.Emma Boston kicks things off by telling more about her background...
2026-05-1933 min
Total SuccessionThe Top 3 Reasons Advisors Avoid Succession Planning (and What’s Really Behind It)Why do advisors who excel at guiding clients through retirement planning struggle to start their own succession planning?Tyson Ray and Kim Cochenour, along with Aaron Hasler and Andrea Schlapia, explore the three reasons why advisors don’t get around to it.You’ll hear about the #1 challenge for advisors, why and how “business exit” should be reframed, and why failing to treat succession planning like the process it is leads to value erosion.Tyson Ray and Kim Cochenour look at why advisors seem to struggle to get their own succession planning process started.Tyson an...
2026-05-1214 min
Retire TodayWhat Happens to Your Retirement Plan When Your Advisor Retires? With Tyson RayAuthor, podcaster and financial advisor Tyson Ray explains the importance of knowing your financial advisor’s succession plan and what happens to you when they retire.
“If something happens to you, what happens to me?”
It’s a simple question.
But it’s one most people don’t ask.
When you hire a financial advisor, you’re not just hiring a strategy. You’re hiring a relationship. Someone who understands your goals, your family, your history, and your financial life.
But what happens when that person is no longer there?
Th...
2026-05-0535 min
Total SuccessionThe Retirement Planning Approach to Succession Planning with Jeremy KeilMost advisors retire three years earlier than they expect, which means your succession planning needs to be ready three years earlier, too!Guest Jeremy Keil, author of “Retire Today,” joins Tyson Ray and Kim Cochenour to explore how to apply retirement planning wisdom to your own exit.You’ll discover Jeremy’s five-step process, why being ready to exit early creates a more valuable business, and why you should approach succession planning similarly to how many approach retirement planning.Guest Jeremy Keil shares his thoughts on retirement planning and succession approaches, while Tyson Ray touches...
2026-05-0521 min
RIA CollectiveRIA Collective: Tyson Ray | What Advisors Don’t Know About Succession (And It Costs Them)What if you don’t actually own your book of business?In this episode of RIA Collective, host Charlie Van Derven sits down with Tyson Ray of FORM Wealth Advisors to break down one of the most misunderstood topics in financial services: succession.Tyson shares the eye-opening realization that many advisors, especially in W2 or hybrid models, may not truly own the goodwill of their clients. That has massive implications when it comes time to sell, transition, or exit your business.He also introduces his S.P...
2026-04-2820 min
Total SuccessionStop Delaying Your Exit: How Early Succession Planning Changes EverythingSuccession planning works like retirement planning: the earlier you start, the more options you have.Kim Cochenour and Tyson Ray explore why advisors delay planning, how to reframe it as business strategy, and why you should ask, "What am I exiting toward?" instead of, "What am I exiting from?"You’ll hear insights from guest experts Andrea Schlapia, Ted Motheral, and Dean Smith.Kim Cochenour kicks the episode off with an important premise: succession planning works the same way retirement planning does – the earlier you start, the more options you’re going to have.One of...
2026-04-2814 min
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their BusinessTyson Ray: What Every Accountant Needs to Hear About Exit PlanningIn this episode of the Grow My Accounting Practice podcast, Mike, Ron, and Liz sit down with Tyson Ray to explore a powerful but often overlooked driver of growth: alignment between how you naturally operate and how you build your firm. While many accountants focus on tactics and short-term wins, Tyson introduces a deeper lens—understanding your instincts, simplifying your approach, and designing a business that truly fits you. Tyson also brings attention to a critical topic many firm owners avoid: exit planning. As trusted advisors, accountants spend their careers helping clients prepare for the future, yet of...
2026-04-2337 min
Total Succession15 Acquisitions Later: What Makes an Advisory Firm Sellable with Vlad ZherenovskyMany great advisors build great books but not scalable businesses, and when it's time to exit, they don't have succession planning in place.Vladislav “Vlad” Zherenovsky joins Tyson Ray and Kim Cochenour to share patterns from 15 successful acquisitions.Dive in and hear more about why the industry is split, what makes firms sellable, and why you have more time than you think.Guest Vlad Zherenovsky kicks things off by providing a snapshot of Kraner and by highlighting what they have been intentional about when it comes to growing the practice.As the financial advising indu...
2026-04-2140 min
Business Superfans® AdvantageBusiness Succession Planning: Tyson Ray on Freedom | Ep. 205Episode 205 Frederick Dudek (Freddy D)Business succession planning gets easier when you stop treating your company as your only asset and start building freedom by design.Episode SummaryBusiness succession planning is not something you start when you are finally ready to leave your company. It starts much earlier, when you realize your business should be building freedom, wealth, and options instead of becoming the only thing your future depends on.Direct Answer Block: Business succession planning works best when owners build personal wealth outside the business, keep their financials clean...
2026-04-1942 min
Total SuccessionThe Succession Planning Crunch: Attrition Is Not a Strategy (Here’s What Is)A huge number of advisors are approaching retirement, but the next generation isn't entering the profession fast enough to replace them. If that wasn’t enough, many founders don't have succession planning in place. Tyson Ray and Kim Cochenour address the “succession planning crunch” with insights from Jackie Wilke, Duncan MacPherson, and Scott Danner.You'll discover why succession planning is about client continuity, not you, and why attrition isn't a strategy.Kim Cochenour kicks things off by highlighting a growing tension in the advisor industry: A huge number of advisors are approaching retirement, but the next genera...
2026-04-1416 min
Total SuccessionThe Branding Question That Defines Succession Planning with Mike SaundersWhen buyers evaluated Tyson Ray's practice in 2024, they asked one question: "What happens to client trust if you're not there?" That's where branding and succession planning often collide.Tyson and Kim Cochenour sit down with marketing expert Mike Saunders to explore how brand equity determines your exit value and why your brand drives your succession planning decisions.You'll discover the positioning mistakes that create founder dependency and how to build a brand that transfers client trust beyond the founder.Tyson Ray and Kim Cochenour sit down with marketing expert and author Mike Saunders to...
2026-04-0713 min
Total SuccessionThe New Succession Planning Playbook: More Options Than Ever (If You Start Early)Advisors have more options than ever when it comes to succession planning, but those options only work when you start early and bring the right people into the conversation. Kim Cochenour shares insights from various industry experts to help ensure your exit isn't rushed, reactive, or forced. You'll hear why modern "rainmakers" focus on serving rather than selling, and why being methodical about your own succession planning makes you more attractive to clients with their own continuity and legacy concerns. In this episode, Kim Cochenour shares insights from a few conversations with the goal...
2026-03-3112 min
Total SuccessionSuccession in the Age of RIA Consolidation: What Advisors Need to Know Before Selling with Chuck FaillaIn the era of industry consolidation, many advisors have turned their firms into a "joyful prison," and succession planning is the key to breaking free on your own terms. Tyson Ray and Kim Cochenour sit down with Charles "Chuck" Failla to explore why taking a private equity check means trading 30 years of hard work for a boss, and what advisors need to consider before signing with a mega RIA. You'll discover why succession planning can be what you want it to be, unless you wait too long — then it gets dictated to you. Tyson Ra...
2026-03-2424 min
Total SuccessionSuccession Planning and Legacy: What Will Your Clients Say When You're Done?You might be really successful, but if you have success without succession planning... you're failing. Tyson Ray and Kim Cochenour reveal why thinking about legacy is essential for advisors at every stage, how your legacy lives within your firm's culture and team, and the critical question to ask yourself: "What will people say about me when I'm done?" You'll discover why starting your journey with the exit leads to regret and why your practice might be your life's work, but your legacy gets to be bigger than that. In this episode, Tyson Ray and...
2026-03-1715 min
Total SuccessionFounder Dependence: The Biggest Obstacle to Your Succession Plan (and How to Fix It), with Ivan and Mariana PolicFounder dependence is often the largest obstacle to a successful succession plan, costing you your health, family time, and growth opportunities… but it doesn't have to be this way! In this episode, Kim Cochenour sits down with Mariana and Ivan Polic, a husband-and-wife team who took over a highly technical, founder-led business, eliminated founder dependence and sold it to a private equity firm in a stunning six-day transition. They talk about the three major shifts they focus on and what it takes to plan a succession that leaves everyone incredibly satisfied. Kim Cochenour is jo...
2026-03-1041 min
The Exit - Presented By FlippaWho Are You Without Your Business? The SPACE Framework for a Perfect Exit with Tyson RayWant a quick estimate of how much your business is worth?
With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.
You might be surprised by how much you can get for it: https://flippa.com/exit
--
In this episode, Steve McGarry sits down with Tyson Ray, CEO of Form Wealth Advisors and a certified exit planner. With over 27 years in the financial services industry, Tyson shares his journey from a childhood shaped by financial hardship to becoming a guide for business owners facing their in...
2026-03-0929 min
Total SuccessionSuccession Planning vs. Industry Consolidation: Why Waiting Means Fewer OptionsIndustry consolidation is unlike anything we've seen before, and if you're not watching closely, your succession planning won't matter because you'll get caught in the chaos. Tyson Ray and Kim Cochenour reveal why the longer you wait for succession planning, the fewer options you have, and how consolidation is eroding advisors' negotiating power and their understanding of what their practice is actually worth. You'll hear more about the common misconceptions founders have about what aggregators look for, when the value of your firm actually increases, and how solo advisors will lose clients to AI-powered teams...
2026-03-0313 min
Total SuccessionSuccession Planning Strategy Shift: From Dictating Direction to Co-Creating the Future with Bridget Venus Grimes and Marnie BonnerSuccession planning doesn't start with finding a successor… It starts with defining your vision and inviting your G2 to co-create the future of your firm. The mother-daughter duo of Bridget Venus Grimes and Marnie Bonner of WealthChoice reveal why soliciting feedback from next-generation advisors is non-negotiable for success and how coaching facilitated their transition. You'll discover the biggest challenges founders face when searching for G2 talent, why more conversations about succession would prevent fire sales, and what it looks like when your clients prefer your successor as their primary contact. This episode kicks off wi...
2026-02-2449 min
Family Business TodayEpisode 98: Building a Sellable Business Even if You are Not Selling It Yet with Tyson Ray
Episode 98: Building a Sellable Business Even if You are Not Selling It Yet with Tyson Ray
TNCFB
Our guest today is Tyson Ray. After nearly three decades building a successful financial advisory practice, Tyson thought he had it all figured out—until his 50th birthday reality check revealed his own succession plan was not what he thought it was.That moment of brutal honesty sparked the question: “If I wasn’t prepared, how many other advisors are walking around with the same blind spot?”The answer led to his book Total Succession, his SPACE™ f...
2026-02-2100 min
Total SuccessionTotal Succession Planning: Why You'll Only Exit Once (So Do It Right)You'll only exit your practice once… so will you lead it, or will it lead you? In this interview by Kary Oberbrunner, Tyson Ray pulls back the curtain on why most succession planning conversations miss the mark, sharing the hard-won lessons that led to his book Total Succession and the S.P.A.C.E. framework that keeps clients, team, and your legacy intact. Discover the critical questions every advisor must ask themselves before the million-dollar offers become a distraction from what you really want, and why treating your clients like family changes everything about ho...
2026-02-1726 min
Total SuccessionHow Money Stories Impact Succession Planning with Bill CatesWhat if the biggest obstacle to successful succession planning isn't strategy but the unexamined money stories running in the background? The Hidden Heist author Bill Cates joins Tyson Ray and Kim Cochenour to discuss how beliefs we formed about money around age seven secretly sabotage wealth transfer, client relationships, and your own financial psychology. Find out why understanding your clients' money narratives is the hidden key to becoming truly referrable, deepening trust across generations, and ensuring succession success that lasts. The conversation starts off with Bill Cates explaining how you define a money story...
2026-02-1043 min
Total SuccessionWhat to Do When You're Behind on Succession PlanningSuccession planning is often postponed, not because it's unimportant, but because taking care of clients always feels more urgent. Tyson Ray and Kim Cochenour unpack why "later" quietly becomes "now," how life events can force decisions before you're ready, and why clarity beats shame every time. Tune in to learn how to get started where you are and move toward an outcome that happens on your terms, not by accident. Today's episode kicks off with Tyson Ray sharing the main reason why founders put succession planning off, even if they know it matters. "The...
2026-02-0318 min
Total SuccessionThe Messy Middle of Succession: Not Out, Not In, Still HereSuccession planning isn't just about stepping away, it's about who you become once you stop doing everything yourself. Tyson Ray and Kim Cochenour dive into the messy middle of succession planning, where identity, control, and clarity collide and founders are forced to evolve. You'll hear why succession is built through trial and adjustment, how to create a business that can live beyond you, and the powerful question every advisor must eventually answer: If you're no longer running the show… who are you now? Tyson Ray kicks the conversation off by sharing something he was on...
2026-01-2715 min
Total Succession20 Years of Trial and Error: Lessons From Tyson's Personal Succession JourneyTyson Ray and Kim Cochenour discuss Tyson's 20-year journey and reveal the raw truth behind his internal succession plan, and why he eventually chose the joy of client impact over the lure of a multi-million dollar buyout. You'll hear about common succession planning mistakes and the hard-won processes that finally ended Tyson's cycle of "burning through people", including the S.P.A.C.E. framework and EOS to build a firm with staying power. If you're wondering why mastering succession planning is more critical than ever, as the industry faces a widening advisor shortage, this...
2026-01-2022 min
Next MileHow to Build a Firm That Outlasts You with Tyson RayEpisode 128: This week, Kyle Van Pelt talks with Tyson Ray, CEO, Founding Partner, and Senior Wealth Advisor at FORM Wealth Advisors. Tyson helps financial advisors exit their businesses with clarity, confidence, and no regrets. He's been recognized as a Forbes Best-in-State Wealth Advisor, AdvisorHub Advisors to Watch, and Barron's Top 1200 Advisor.
Kyle and Tyson discuss what it takes to build a successful wealth advisory practice that balances growth, client care, and community impact. Tyson shares the strategies, leadership mindset, and values that have guided his career to success. He also discusses his SPACE (See, Prepare, A...
2026-01-2043 min
Total SuccessionWhy Succession Planning Fails Financial Advisors… And How to Fix It with Jackie WilkeSuccession planning succeeds or fails in just a few critical places, and most financial advisors don't realize where they're vulnerable. Tyson Ray and Kim Cochenour are joined by Jackie Wilke to break down the three make-or-break factors in succession planning, from redefining rainmaking to building leaders who can truly care for clients. You'll hear why succession is your final act of client service, how to future-proof your firm, and what it really takes to prepare the next generation of advisors to step up. Tyson Ray and Kim Cochenour are joined by Jackie Wilke to...
2026-01-1346 min
Total SuccessionSuccession Planning, Legacy, and Letting Go: The Story Behind the Total Succession BookTyson Ray's new book, Total Succession, actually didn't start as a book idea… but as a responsibility. Kim Cochenour turns the mic on her co-host Tyson, to explore why succession is about far more than just retirement, and how identity, control, and legacy shape the decisions advisors struggle to make. Tune in to hear the personal moments, hard-earned lessons, and the S.P.A.C.E. framework behind Total Succession – and why none of us get to the next chapter alone. This episode sees Kim Cochenour interview co-host Tyson Ray to discuss something that has...
2026-01-0621 min
Total SuccessionShould You Sell Your Advisory Practice? How to Handle Unsolicited OffersWhen a buyer comes calling, it can feel flattering, urgent, and surprisingly emotional, but an offer is NOT a succession plan. Tyson Ray and Kim Cochenour break down how advisors should think about succession when acquisition conversations start, from asking the right questions to understanding what you may be giving up beyond the numbers. You'll learn how to evaluate opportunities on your terms, protect your clients and culture, and avoid regrets in a world where there is no such thing as a perfect exit. This episode sees hosts Tyson Ray and Kim Cochenour address...
2025-12-3028 min
Total SuccessionHow to Rethink Your Exit When Succession Doesn't Go as PlannedSuccession planning doesn't always go the way you expect… and when it falls apart, that moment can reveal the truth you've been avoiding. Tyson Ray and Kim Cochenour break down why plans derail, how to trust your gut over external pressure, and what founders should do when people or expectations start to crumble. You'll learn why a broken plan can ultimately protect your legacy, strengthen client care, and open the door to a better path forward. Tyson Ray and Kim Cochenour discuss what to do when your succession plan falls apart, and how advisors ca...
2025-12-2317 min
Total SuccessionHow Faith and Fit Shape a Better Succession Plan with Brian ChurchSuccession planning isn't just a business strategy, it's an identity shift. Tyson Ray and Kim Cochenour are joined by Brian Church to explore the emotional and practical realities founders face as they scale, surrender control, and redefine their best vocational life. You'll hear hard-won lessons from Advisory DNA's journey, why advisors must seek trusted community, and how letting go can actually lead to more clarity, freedom, and growth. Brian Church kicks things off by sharing Advisory DNA's origin story, the inspiration behind its creation and the gap he was trying to fill with it...
2025-12-1653 min
Total SuccessionBefore the Deal, Have the Talk: Why Succession Begins With the People You LoveSuccession planning doesn't start with lawyers, valuations, or deal terms (or at least, it shouldn't!)... It starts at home. Tyson Ray and Kim Cochenour address the topic of deeply personal conversations advisors need to have with their spouse or partner long before any transition becomes real, from aligning on "age and number" to navigating fears about the future. They discuss how to get on the same page, what to do when you're not, and why the most important succession agreement you'll ever sign is the unspoken one with the person who knows you best....
2025-12-0921 min
Total SuccessionThe Next Wave of Succession: Why Advisors Are Rejoining Bigger Firms to Regain Freedom with Alex GossAdvisors are rethinking what they want their future to look like, and the old model of "go independent and grind forever" is losing its shine. Co-hosts Tyson Ray and Kim Cochenour, along with Alex Goss of NewEdge Advisors, unpack the new realities of succession – from soaring valuations and G2 buyout challenges to burnout driving many advisors toward bigger, better-resourced firms. You'll hear about how deal structures are shifting, what buyers actually want, and why the real question isn't just how you'll exit… but what life will look like after you do. Alex Goss kicks the...
2025-12-0252 min
The Good Nite ShowTyson Ray Borsboom on Music & Calgary👉 Follow us on Instagram! https://www.instagram.com/thegoodniteshow/Guest Links: 👉 https://www.instagram.com/tysonrayborsboom/Welcome to The Goodnite Show, where Calgary’s best conversations come alive — with good food, local music, cold drinks, and even better people.In this episode, host Jordan Geske sits down with Tyson Ray Borsboom, a local folk and country artist who’s recently moved to the Vancouver area but still calls Calgary’s music scene home. Tyson and Jordan chat about the best venues for food, drinks, and live music around Calgary, from cozy stages to rowdy pubs tha...
2025-11-2552 min
Total SuccessionDe-Risking Your Practice: How to Build a Resilient Business Through Succession PlanningWhen your business depends on you, it's not just exhausting… It's risky! Tyson Ray and Kim Cochenour reveal the hidden traps that quietly drain your firm's value and share how real succession planning can protect your clients, your legacy, and your freedom. You'll learn what it means to de-risk your practice, so it can run – and THRIVE – even when you're not there. In this episode, Tyson Ray and Kim Cochenour look at the hidden risks of what drains your value, stalls your succession, and puts your clients at risk when you aren't there. The concept of de-ris...
2025-11-2522 min
Total SuccessionSuccession for Independent Advisors: 4 Key Valuation Drivers with Nate LenzWith a looming 100,000-advisor shortage, senior principals are failing to plan their own exit while misunderstanding what truly motivates the next generation of wealth managers. Nate Lenz, CEO of Concurrent, joins us to break down the entitlement mindset, the flaw of chasing rainmakers, and to share the key drivers of valuation that will help you with succession planning. Nate shares his succession background and a couple of industry developments he has witnessed up close and personal. According to a McKinsey study, there will be a shortage of about 100,000 advisors by 2034. Nate lists a couple of downsides...
2025-11-1846 min
Total SuccessionHow To Mentor the Next Generation: A 5-Stage Path to Building Advisor Talent from WithinToo many founders make a critical mistake when it comes to succession: seeking a successor who's a clone of themselves. Tyson Ray and Kim Cochenour break down why letting go of that idea is the key to building a sustainable legacy. Tune in to learn about the role of loyalty and the owner's responsibility to the next generation of advisors (G2), and to hear the hardest team-building lesson learned by Tyson. Tyson Ray kicks things off by stressing the importance of loyalty and the owner's responsibility of grooming the team, so that members can...
2025-11-1125 min
Total SuccessionThe Next-Gen Blueprint: How To Identify, Empower, and Retain Talent for a Flawless Succession with Brittany AndersonTyson Ray and Kim Cochenour are joined by Brittany Anderson of Sweet Financial to dive into why the so-called "Queen Bee Syndrome" actually kills value and impedes succession. Tune in to learn how to strategically identify your firm's leadership gaps, explore powerful external options, and find high-value next-gen advisors who are empathetic self-starters ready to lead their firm. Tyson Ray and Kim Cochenour explore potential external succession options. Brittany kicks things off by sharing how her journey in the wealth planning space started 17 years ago. She goes over why leadership development is such a critical piece...
2025-11-0451 min
Business Innovators RadioInterview with Tyson Ray Co-founder and CEO of FORM Wealth AdvisorsFor over 25 years, Tyson Ray has sat in the same seat many entrepreneurs find themselves in today: running a successful business, serving clients at the highest level, and facing the question of what comes next.As co-founder and CEO of FORM Wealth Advisors, Tyson has led through market cycles, built a multigenerational team, acquired firms, and guided clients through every kind of transition. He spent years focused on everyone else’s future until he realized his own succession plan wasn’t where it needed to be.That moment became the foundation for the SPACE Framework™ (See, Prepar...
2025-10-3120 min
Total SuccessionExternal Succession: Decoding Aggregators, Integrators, and the Private Equity PlayTyson Ray and Kim Cochenour dive deep into the topic of external succession. You'll hear what it means to sell your practice to an outside party (like an aggregator or private equity firm), and the difference between an integrator and an aggregator, as well as why you should consider exploring external succession. You'll walk away with more clarity and knowledge and a crucial reminder: You don't have to do succession alone, but you absolutely have to do it! Tyson Ray and Kim Cochenour explore potential external succession options. "External succession is something that everybody should explore...
2025-10-2832 min
Total SuccessionThe Future of Succession: What Retirement, M&A, and Private Equity Mean for Advisors with Dean SmithThe financial advisory industry is facing unprecedented change as succession, consolidation, and private equity reshape the landscape. Tyson Ray and Kim Cochenour sit down with Wealth Enhancement Group's Dean Smith to explore what's driving the surge in M&A activity. If you're an advisor wondering how retirement and succession will impact your future or why you may be underestimating both the value of your business and the complexity of succession, this conversation is for you. Co-hosts Tyson Ray and Kim Cochenour are joined by Dean Smith of Wealth Enhancement Group to address an unprecedented industry change...
2025-10-2140 min
Total SuccessionInternal Succession Strategies: Building a Plan That Truly WorksIs internal succession really the "ideal" advisors imagine it to be? Tyson Ray and Kim Cochenour unpack the realities of selling to team members, family, or merging with another group – and why alignment alone isn't enough. If you care about protecting your clients, your team, and the legacy you've built, this conversation will help you see internal succession in a whole new light. In this episode, Tyson Ray and Kim Cochenour talk all things internal succession. Tyson sees internal succession as "the ideal that everybody sets out for, but doesn't necessarily take the time to really implement or bu...
2025-10-1422 min
Total SuccessionSuccession and Exit Planning: What 40% of Advisors Must Face in the Next 7 Years with Nick ArellanoWhat's the difference between a smart succession and a rushed exit? Tyson Ray and Kim Cochenour are joined by Nick Arellano to discuss why treating your firm like a house sale is risky, and how valuation, growth, and planning shape your future. This conversation will help you approach succession and exit planning – something 40% of advisors will face over the next 5-7 years – with clarity, confidence, and long-term vision. Tyson Ray, Kim Cochenour and guest Nick Arellano look at the elements of a smart succession and what makes for a successful business exit. Nick shares his background, whil...
2025-10-0752 min
Total SuccessionThe Succession Illusion: Why Your First Choice Might Not Be the Right OneAre you choosing your successor out of clarity, or just comfort? In this episode, Tyson Ray and Kim Cochenour unpack the hidden traps of succession, from mistaking loyalty for leadership to assuming one person can wear all the hats you do. Packed with hard truths and practical takeaways, this conversation will challenge your assumptions and help you build a succession plan that actually works. Tyson Ray and Kim Cochenour look at how picking your successor isn't as obvious as you may think. Kim kicks things off by stressing how having familiar and loyal team members doesn't...
2025-09-3020 min
Total SuccessionSuccession Done Right: Bryan Sweet on Starting Early & Planning AheadWhat if succession wasn't the end of the road, but the start of something greater? In this episode, Tyson Ray and Kim Cochenour sit down with Bryan Sweet of Sweet Financial to uncover the lessons from his 47-year journey. Hear about how early planning, team buy-in, and focusing on your unique abilities create a smoother transition – and how to approach succession not just as an exit, but as an opportunity for growth, freedom, and lasting impact. Tyson Ray and Kim Cochenour explore successful succession, the importance of team buy-in, and exiting into opportunity with Bryan Sweet. Br...
2025-09-2342 min
Total SuccessionIt's All in Your Head: Unlocking the Value Trapped in the Founder's BrainIs your firm's future trapped inside your head? Tyson Ray and Kim Cochenour explore why founders who keep critical knowledge, instincts, and processes to themselves risk slowing down growth – and putting succession at risk. From documenting systems to transferring decision-making skills, they share practical ways to build a business that lasts beyond the founder. Tyson Ray and Kim Cochenour talk about one of the biggest challenges founders have, and that can hinder succession plans: keeping everything in their head. For Tyson, not only is there a lot trapped in the founder's brain, but there's also technology no...
2025-09-1619 min
Total SuccessionThe New Era of Succession Planning: AI, M&A, and Legacy Leadership with Ray SclafaniHow will AI, private equity, and shifting demographics reshape the future of financial advisors? In this episode, Tyson Ray and Kim Cochenour sit down with Ray Sclafani of ClientWise to explore the intersection of technology, leadership, and succession in a rapidly changing industry. From building legacy firms to preparing the next generation of advisors, this conversation reveals what it takes to thrive in a time of transformation. Tyson Ray and Kim Cochenour welcome Ray Sclafani of ClientWise to touch upon industry insights, AI, succession, and more. Ray kicks things off by sharing his experience at ClientWise...
2025-09-0954 min
Total SuccessionYou Can't Replace Yourself with Yourself, How To Rethink Next-Gen LeadershipWhen it comes to succession, are you searching for a clone or the right complement? In this episode, Tyson Ray and Kim Cochenour unpack why the best successors don't look just like you but bring different strengths that make the business stronger. From mentorship to letting go of control, they share real-world lessons on how to make succession a smoother, smarter transition. In this episode, Tyson Ray and Kim Cochenour look at whether succession actually means finding a "clone", a younger version of yourself. Kim and Tyson kick the conversation off by discussing why...
2025-09-0223 min
Total SuccessionSuccession Starts Sooner Than You Think: Lessons From 30 Years in the Industry with Duncan MacPhersonWhat's REALLY holding advisors back from tackling their own succession plan? Duncan MacPherson joins Tyson Ray and Kim Cochenour to unpack the mindset, systems, and blind spots that keep even the most well-intentioned professionals from preparing for the future. You'll walk away with insights on turning wisdom into value and making your business less dependent on you. Guest Duncan MacPherson, CEO of Pareto Systems, kicks things off by sharing his 30+ year journey that includes some marketing that involved… Winston Churchill! Duncan sheds some light on what he sees as the bigger picture of the la...
2025-08-2653 min
Total SuccessionInternal vs. External Succession: Choosing the Right Path to ExitShould you sell your practice to someone on your team or roll it up into a larger firm? In this episode, Tyson Ray and Kim Cochenour dive into the emotional, financial, and cultural tradeoffs of internal vs. external succession planning. If you're looking for clarity on one of the most personal decisions you'll ever make as an advisor, this conversation will give you the questions, cautionary tales, and insights you need before making your next move. This episode revolves around one of the most personal decisions every advisor faces: "Should I sell my practice...
2025-08-1918 min
Total SuccessionSuccession Isn't Just a Sale: What Advisors Miss When They Think They're Ready with Peter CampagnaThink you're ready for succession? You might be closer than you think — or further than you realize. In this episode, Tyson Ray, Kim Cochenour, and guest Peter Campagna reveal the blind spots, surprises, and strategic moves that strong advisors need to navigate succession successfully, including what no one tells you about control, integration, and private equity. Advisors often think that they're ready to sell, but they don't know what they don't know. Peter Campagna kicks things off by sharing his journey of how he got to Wise Rhino Group — including why they opted to do things diff...
2025-08-1238 min
Total SuccessionMel's Story: The Succession Disaster I Bought and What It Taught MeWhat happens when an advisor spends their whole career focused on short-term gains and never plans for succession? Could you be making the same mistake without even realizing it? Tyson Ray shares a personal story that reveals the hidden risks of reactive decision-making and why thoughtful succession planning is critical not just for your exit but for your legacy. This episode of Total Succession Show features co-host Tyson Ray sharing a story that's both personal and a cautionary tale for any advisor listening. The story revolves around a practice Tyson ended up acquiring and the advisor...
2025-08-0536 min
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 succession...
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...
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 works wh...
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 some of...
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. This is a topi...
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 contribution by ta...
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 highlighting the fact...
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 the su...
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...
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, founder of F...
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 Tyson's SPACE...
2025-05-0601 min
The Receive Experience184. Correcting Your Distorted View of God with Ray HayesConnect with Ray:https://www.identityexchange.com/coachingConnect with Tyson:https://receiveacademy.com/
2025-02-1744 min
Growth HouseHow to become a Wholesale Millionaire by Cold Calling | Tyson Smith GH129Jesse Ray and Tyson Smith dive into the highs and lows of entrepreneurship, exploring personal growth, business challenges, and the impact of social media. Tyson shares how he met his wife during the pandemic, discovered wholesaling, and mastered sales techniques.In this conversation, they break down the importance of leveling up as a person, learning from failures, and overcoming financial struggles. Tyson highlights the dangers of analysis paralysis in real estate, the power of taking action, and the value of building a strong community for long-term success.🚀 If you're an entrepreneur or investor looking to sca...
2025-02-1142 min
The Rundown with Ramon - small business growth podcast for entrepreneursYou Need Mike Tyson Type Mindset for Business SuccessFrom Mike Tyson's Mindset to Billion-Dollar Success: Key Business Insights from The Rundown with Ramon
In this dynamic episode of the Rundown with Ramon, host Ramon Ray explores diverse strategies for business success, from mindset development to market opportunities. Here are the key points discussed:
Mike Tyson's business mindset lessons
Making money through authenticity
Technology's role in startup success
Using webinars as marketing tools
Managing high-functioning anxiety
The $20 trillion female market opportunity
Podcasting strategies for business
The Siete Foods billion-dollar success story
Ramon explores how Mike Tyson's boxing mentality can translate to business success, emphasizing...
2025-01-1429 min
Deep Shallow DiveEP#234 | DSD | Jake Paul, Tyson, UFC, Jon Jones, Trump Dance & Matt Kim🎙️ EP#234 | DSD | Jake Paul, Tyson, UFC, Jon Jones, Trump Dance & Matt Kim:
In this episode, we dive into the convergence of cultural events, conspiracy theories, and global politics. It kicks off with a recap of the Jake Paul vs. Mike Tyson boxing match, a unique Friday night event streamed on Netflix, and Jon Jones’ UFC fight, which turned into a high-profile gathering of political figures like Donald Trump, Elon Musk, and RFK Jr. The viral rise of the "Trump Dance" adds a layer of cultural commentary to the sports world.
The c...
2024-11-1926 min
Top Advisor PodcastEpisode #76 The Power of Total Client Relationships: Transforming Client Engagement for Exponential Growth with Tyson Ray, CFP®, CExP®, CIMA®Building robust client relationships can lead to an increase in referrals, better client retention, and ultimately, a thriving business.
Do you do your financial planning in a vacuum, or do you consider all aspects of your clients’ lives as you work with them?
In this episode, Referral Coach Bill Cates interviews Tyson Ray, the CEO and founding partner of FORM Wealth Advisors and author of the book The Total Relationship: Four Steps to Breaking the Mold, Transforming the Financial Advisor-Client Partnership and Building True Wealth.
With a nearly $1 billion portfolio...
2024-10-3044 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
Scaling Japan PodcastJapan Scalers | Episode 12: Scaling Recruitment at Uber in Japan with Ray SatoIn this episode of the Japan Scalers Podcast, Tyson chats with Ray Sato, co-founder of Grow and former lead recruiter for Uber Eats in Japan. Ray shares his journey from being the first recruiter for Uber in Japan to scaling the team from 10 to 120+ employees across APAC, contributing to Uber Eats reaching a $1 billion run-rate. He discusses the competitive strategies and challenges that helped shape Uber Eats' success.
Ray also offers insights into key topics such as recruitment pipelines, OKRs & KPIs, employee value propositions, and his experience launching Grow, a recruitment agency that achieved $3 million in revenue...
2024-09-101h 16
The Modern CPA Success ShowStrategies for Revolutionizing Client-Centered Financial Advisory with Tyson Ray“The total relationship is about making life better for the client, focusing on what they need in the next 6 to 12 months, and helping them prioritize their financial decisions.” –Tyson RayThe finer details of this episode:The concept of the "total relationship" in financial planningThe importance of understanding clients' short-term goals and concernsThe role of wealth advisors in understanding clients' motivations and aspirationsProactive planning and collaboration between financial advisors, CPAs, and attorneysEducating clients about tax planning, investment decisions, and trade-offsSeeking deeper, more fulfilling connections beyond just financial mattersEpisode resources:Summit Virtual CFO by And...
2024-08-0545 min
Play Your PositionTyson Ray on How to Fund Your ContentmentWhen people enter the retirement phase of their lives my guest Tyson Ray describes what's left for them in three parts: the Go-Go Years, the Slow-Go Years, and the No-Go years. His mission is to help people have enough money to fund all three with plenty left over. In today's episode, we have a lively conversation about money, investing, and how to work with a financial advisor so you get the most of what you have to invest. Enjoy! About Tyson Ray Senior wealth advisor, philanthropist, and author Tyson Ray, based in Lake Geneva, Wisconsin...
2024-05-2051 min
Financial Advisor SuccessHelping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs with Tyson RayTyson Ray is the CEO of FORM Wealth Advisors, a hybrid advisory firm based out of Wisconsin that oversees approximately $900 million in assets under management for just over 800 client households. Tyson's unique "Total Relationship" planning approach emphasizes assessing clients' immediate lump sum spending needs, such as new car purchases or vacations, to ensure their portfolios maintain sufficient cash reserves for these goals. Listen in as Tyson talks about his firm's unique approach, their strategic growth through acquisitions, and the crucial lessons learned on due diligence. He also shares the operational challenges he experienced, as well as the...
2024-04-231h 33
Model FA PodcastInvesting in People: Valuing Relationships Over Returns with Tyson RayDavid interviews Tyson Ray, the CEO of Form Wealth Advisors, about his journey in financial planning and his book The Total Relationship. Tyson shares how he started investing at a young age and bought his first firm at age 24. He emphasizes the importance of understanding clients' lives beyond finances through the "total relationship" approach. Tyson discusses implementing life plans, wealth plans, and care plans for each client. He also stresses the value of building trust through empathy and personalized service over traditional sales tactics. This week on The Model FA Podcast: (0:02) Wealth management and...
2024-04-0255 min
Internal Use OnlyTyson Ray - FORM Wealth Advisors (Raymond James)Send us Fan MailTyson Ray joins today show to discuss his wealth management practice and Total Relationship Approach™ . You can also grab a copy of his book The Total Relationship, and take advantage of several free resources with the link below:https://totalrelationship.com/internaluseonly/ Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not p...
2024-03-261h 04
Scatterbrain: The Ray Bradford PodcastYou Think Jake Paul Can Hit Tyson?!Send us Fan MailFINALLY! I got my dogs with me on a episode of Scatterbrain! We had some very spirited debates on this episode! Huge shoutouts to the guys Trell and Ty! Topics this week started with the staple "Get It Off Your Chest" which stems from the Tye Tribbet debacle on the innanets this past week, problems with black culture and its division, possible solutions for the division in black culture and growth, Is Unk Shay Shay bad for black culture, Europe Vs America Top 5 teams(comment whose team you think would win), 1st Team...
2024-03-132h 00Scatterbrain: The Ray Bradford PodcastYou Think Jake Paul Can Hit Tyson?!Send us a textFINALLY! I got my dogs with me on a episode of Scatterbrain! We had some very spirited debates on this episode! Huge shoutouts to the guys Trell and Ty! Topics this week started with the staple "Get It Off Your Chest" which stems from the Tye Tribbet debacle on the innanets this past week, problems with black culture and its division, possible solutions for the division in black culture and growth, Is Unk Shay Shay bad for black culture, Europe Vs America Top 5 teams(comment whose team you think would win), 1st Team...
2024-03-132h 00
Deep Shallow DiveEP#117 | DSD | The Oscars, Jonathan Glazer's Speech, Tyson vs Jake Paul and TikTok Debates:🎙️ EP#117 | DSD | Navigating Controversies: Oscars Fashion, Jonathan Glazer's Speech, and TikTok Debates:
In this episode, the host kicks off with reflections on the Oscars, noting a casual dress trend among male attendees and providing a critical take on the fashion choices. The discussion then shifts to a standout moment from the awards: director Jonathan Glazer's acceptance speech for "Zone of Interest." Glazer's bold comments on Gaza during his speech sparked mixed reactions, highlighting a divide within the audience and potentially foreshadowing his future in Hollywood.
Transitioning from Hollywood to politics, the episode delves into a clari...
2024-03-1224 min
RIA CollectiveMoving from Asset Centric to Client Centric in Finance: A Conversation with Tyson RayIn this insightful episode of RIA Collective, host Charlie Van Derven engages in a thought-provoking conversation with guest Tyson Ray, the founding partner of Form Wealth Advisors. Urging a transition from a riches-focused mindset to a wealth-centered perspective, Tyson underscores the importance of nurturing total client relationships based on wealth, not just riches. Through anecdotes and experiences, Tyson details his journey in the finance industry, his transition towards total relationship investing, and the concept of 'funded contentment.' This episode unveils Tyson's passion for guiding clients toward their financial goals, breaking traditional molds, and employing technology to enhance client...
2024-02-1439 min
How2Exit: Buy, Don't Build - M&A of Small BusinessesE175: Financial Advisor Tyson Ray Discusses the Importance of Exit Planning for Business OwnersAbout The Guest(s): Tyson Ray is a founding partner of Form Wealth, a financial advisory firm that specializes in exit planning for small to medium-sized businesses. He has extensive experience in helping business owners navigate the complexities of selling their businesses and planning for retirement.Summary: In this episode, Ronald Skelton interviews Tyson Ray, a financial advisor and exit planning expert. They discuss the importance of involving a financial advisor in the process of buying or selling a business, and the role they play in helping business owners plan for retirement. They also...
2024-01-0551 min
The Millionaire Next DoorHow To Save Your Way To Freedom with Tyson Ray (Ep. 41)Wealth isn’t about just numbers…
Would you agree?
Join host Robert Curtiss and special guest Tyson Ray, CFP®, CExP®, and CIMA® from FORM Wealth Advisors in this eye-opening episode of The Millionaire Next Door!
Together, they unravel the lesser-known aspects of wealth management while talking about their approach to guiding individuals toward a life of choice and comfort beyond the balance sheet.
Rob and Tyson explore:
Changing the meaning of financial success to match wealth with personal goals and dreams
Moving from careful saving to spending with confidence
The value o...
2023-12-0541 min
Payback TimeS4E7 - Tyson Ray - Money vs Mindset and financial freedomDo you think you won’t retire? Believe it or not, most people feel this way and in some cases, it’s not a money issue, it’s a mindset issue. My next guest is a wealth advisor who places a high emphasis on mindset and how shifting your perspective can help give you more peace of mind with your finances. Please welcome, Tyson Ray.
Watch full episode on YouTube.
Key Timecodes
(00:46) - Show intro and background history
(03:09) - Deeper into his background history and business model
(07:06) - Understanding his business model and strategies
(07...
2023-11-2028 min
Selling Your Business with David KingFinancial Planning for Business Owners with Tyson RayIn this episode, Tyson Ray and I discuss exit planning for business owners, marrying business owners’ sale with their other financial planning. Tyson is a founding partner of FORM and a financial advisor with over 25 years of experience guiding clients through life's events. Tyson is the author of Total Relationship, a book to help financial advisors fully understand their clients’ needs. Tyson shares client experiences, and describes the elements of the Total Relationship, being their Life Plan, Wealth Plan, and Care Plan. Tyson emphasizes the need for early planning, succession grooming, and acquiring life insurance at a young...
2023-09-2633 min
Always On with Duncan MacPhersonThe Total Relationship: The Best Value-Add Advisors Can Offer with Tyson Ray (Ep. 40)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 e...
2023-05-251h 16
Always On for Financial Advisors PodcastThe Total Relationship: The Best Value-Add Advisors Can Offer with Tyson RayThe 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 e...
2023-05-251h 16Always On for Financial Advisors PodcastThe Total Relationship: The Best Value-Add Advisors Can Offer with Tyson RayThe 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 e...
2023-05-251h 16
The Arrive & Thrive Career Podcast68. Finding mental breaks in a chaotic world with Ray Good from The Good Place“Allowing our mind to wander is when we come up with our best ideas”
Ray Good is the founder of The Good Place. He is no stranger to the Arrive & Thrive podcast and is here again to share his insights on mindfulness, breathwork and the flow state. Ray works a lot with different organisations and inviduals on helping them find moments of calm when the chaos is turned up to 11! His insights are valuable and can support anyone from the busiest of business owners, to parents, to young people and everyone else in between.
Check out his we...
2023-05-181h 01
Apologetics ProfileA Theology of Science [Part 2] Daniel Ray talks with Dr. Paul Tyson about his new bookWe live in an age where the scientific definition of what it means to be human is not only radically different than the biblical understanding of our existence, but that the scientific view trumps any theologically informed beliefs about what it means to be created in God's image. Our imageo Dei is reduced to a matter of feeling and personal opinion, nothing more. Our guest this week is philosopher Dr. Paul Tyson, author of the book, A Theology of Science. Dr. Tyson makes the case that we as Christians need to radically revise our t...
2023-02-0656 min
Apologetics ProfileA Theology of Science [Part 1] Daniel Ray talks with Dr. Paul Tyson about his new bookToday we launch a two-part episode featuring philosopher Dr. Paul Tyson talking about his book, A Theology of Science. We take modern science quite for granted today, hardly ever thinking about where it came from or how it became to be the dominant cultural paradigm of our time. Science seems to dictate virtually every aspect of our lives. From the vastness of the cosmos to every bird of the air and every hair on our head, science seems to be able to explain virtually everything. And even in discussions about science's relationship to our Christian faith, it is almost...
2023-01-3059 min