The Total Relationship : Four Steps to Breaking the Mold, Transforming the Financial Advisor-Client Partnership and Building
(2023)

Nonfiction

eBook

Provider: hoopla

Details

PUBLISHED
[United States] : Ethos Collective, 2023
Made available through hoopla
DESCRIPTION

1 online resource

ISBN/ISSN
9781636801605 MWT16370851, 1636801609 16370851
LANGUAGE
English
NOTES

Don't settle for anything less than The Total Relationship When a crisis occurs we tend to 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. Although well-intentioned, some advisors 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 Too many still depend on outdated standards and strategies, creating collateral damage to investors and advisors.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 with the goal of helping them to the other side-a 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

Mode of access: World Wide Web

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