The Total Relationship: Four Steps to Breaking the Mold, Transforming the Financial Advisor-Client Partnership and Building True Wealth - Softcover

Inhaltsangabe

Don’t settle for anything less than The Total Relationship

When a crisis occurs we count on a few professionals—one of them being our financial advisor. We lean on these trusted relationships to help us navigate the storms of life. Unfortunately, around 85% of financial advisors can’t be counted on. Although well-intentioned, they don’t deliver true value. Too many still depend on outdated standards and strategies, creating collateral damage to investors and advisors.

Tyson Ray saw this trend and created a compelling alternative. His appreciation for wealth began during his youth when eviction notices hung on the family refrigerator. At that moment he decided to establish a healthy relationship with money for himself and others. The next three decades he partnered with hundreds of families, helping them travel through three financial crises to bring them to the other side—a beautiful life worth living.

The Total Relationship explores the dynamics between clients and financial advisors. It presents a fresh perspective on the importance of a mutually beneficial partnership, challenging the prevalent performance-focused approach in the industry. By emphasizing the need for clients seeking professional advice and advisors with expert guidance, this book aims to create a meaningful relationship to show what is possible and better for the client and the advisor.

Break the mold. Transform the relationship. Build true wealth—starting today.

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