Discover the secret ingredient to a thriving advisory practice: exceptional client relationships.

Join host Alex Lerch and industry experts Michelle Fischer and Ryan McClain as they unravel the strategies to build lasting connections. From understanding client needs to creating personalized experiences, we share actionable insights to help you transform your firm into a trusted advisor.

Ditch the Script, Embrace Authenticity! Watch Joe Conroy’s story and discover the power of authenticity in marketing! Learn how to connect with clients on a personal level & build trust with social media.

In the latest episode of Advisor Marketing Explained, Alex Lerch dives into the world of advisor marketing with Tyson Ray, CEO and Senior Wealth Advisor at FORM Wealth Advisors. With over 25 years of experience building client relationships, Tyson shares insights from his book, ‘The Total Relationship,’ focusing on building strong client-advisor connections. Discover why marketing is crucial in Tyson’s practice, the impact of his ‘Up or Down’ video series, and the essence of true client relationships. Plus, learn about his newly launched podcast who it can benefit.

Learn more about advisor marketing at https://www.advisormarketingexplained.com.

Learn more about Tyson, his book and his podcast at https://totalrelationship.com.

Disclosures:

Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not provide tax advice. Podcast guest is Tyson Ray, CEO, Founding Partner, Senior Wealth Advisor at FORM Wealth Advisors. FORM Wealth Advisors is located at 431 Geneva National Ave S, Lake Geneva, WI, 53147; 262-686-3005.