Strategies for Revolutionizing Client-Centered Financial Advisory with Tyson Ray

Tyson Ray, CEO and Co-founder of Form Wealth Advisors, joins the show to share his unique approach to wealth management, emphasizing the importance of building strong, personal relationships with clients. He discusses the "total relationship" concept, which includes life, wealth, and care plans, and highlights the need to understand clients' short-term goals and concerns. The conversation also covers proactive financial planning, collaboration with other professionals, and the significance of open communication. Tyson's insights aim to help advisors provide comprehensive, client-centered services that align with evolving client needs.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.