Only 35% of US adults work with an advisor
Although well-intentioned, too many financial advisors still depend on outdated standards and don't deliver true value. Author, Tyson Ray, saw this trend and created a compelling alternative.
Reshaping the financial services industry
The Total Relationship isn't just a book—it's a call to action to change the negative view of financial services.
Break industry molds
FoMO, appeasement & More →
Break Industry Molds
FoMO, appeasement, selling products and past performance, buying and holding. In order to break these molds, you'll need to first change your mindset.
transform partnerships
Become more than a money manager →
Transform partnerships
Become committed to creating an intentional relationship with your clients as their teacher, coach, and advocate.
Build True wealth
Life Beyond Money →
Build true wealth
A Total Relationship is designed to help clients achieve goals that will outlast them and reach into future generations.
You are leaving the website maintained by FORM Wealth Advisors
The following website is being provided for information purposes only. FORM Wealth Advisors and Raymond James are not affiliated with and does not endorse, authorize or sponsor the following website or its respective sponsors. FORM Wealth Advisors and Raymond James are not responsible for the content of the website or the collection or use of information regarding the website’s users and/or members.
Why it's people, not pie charts
6 things
The Total Relationship will teach you:
-
How to become so much more than just a money manager
-
Why you shouldn't sell yesterday's winning lotto numbers for a fee
-
How being in the permissions business also means saying no
-
Why clients’ behaviors are their greatest risk to their own investments
-
Why short-term information leads to distraction not direction, and what to do about it
-
The process of addressing 3 aspects of a client-advisor partnership—planning, investing, and care
You are leaving the website maintained by FORM Wealth Advisors
The following website is being provided for information purposes only. FORM Wealth Advisors and Raymond James are not affiliated with and does not endorse, authorize or sponsor the following website or its respective sponsors. FORM Wealth Advisors and Raymond James are not responsible for the content of the website or the collection or use of information regarding the website’s users and/or members.
Meet the Author
As CEO and co-founder of FORM Wealth Advisors, Tyson is dedicated to helping clients live better lives.
Tyson Ray
Author
Step beyond the pages of the book
Dig deeper into The Total Relationship approach by exploring these tools and resources:
TR Planning™ Discovery Deck
Your client's unique answers will provide a blueprint as you build lasting wealth for them.
In-Depth Podcast Episodes
Instant access to exclusive, authentic conversations with industry leaders and educators.
Become a vital part of your clients’ futures
changing your mindset
can be difficult, but...
Adapting and evolving as you learn more about the ways clients want to be seen and heard is one of the most important things you can do as a financial advisor.
You are leaving the website maintained by FORM Wealth Advisors
The following website is being provided for information purposes only. FORM Wealth Advisors and Raymond James are not affiliated with and does not endorse, authorize or sponsor the following website or its respective sponsors. FORM Wealth Advisors and Raymond James are not responsible for the content of the website or the collection or use of information regarding the website’s users and/or members.
Grab your copy of
The Total Relationship
available on amazon
You are leaving the website maintained by FORM Wealth Advisors
The following website is being provided for information purposes only. FORM Wealth Advisors and Raymond James are not affiliated with and does not endorse, authorize or sponsor the following website or its respective sponsors. FORM Wealth Advisors and Raymond James are not responsible for the content of the website or the collection or use of information regarding the website’s users and/or members.
