The Total Relationship: The Best Value-Add Advisors Can Offer with Tyson Ray (Ep. 40)
May 25, 2023•1 hr 16 min
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Episode description
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 … Continue reading The Total Relationship: The Best Value-Add Advisors Can Offer with Tyson Ray (Ep. 40) →
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