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Podcast: Registered Investment Advisor Podcast
Episode: Building a Firm Around the FORM of Life
Description: What if your financial advisor cared less about beating benchmarks and more about the family tree, mission, and life you’re actually building?
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In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Tyson Ray, CFP®, CExP®, CIMA®, CEO and Founding Partner of FORM Wealth Advisors, who shares how an eviction notice on his family’s fridge shaped a mission-driven approach to money. As the author of The Total Relationship and the forthcoming Total Succession, Tyson explains why real advisory work starts with family, occupation, recreation, and mission—not pie charts, past performance, or product...