Tag: Legacy Planning

FEATURE
How To Save Your Way To Freedom with Tyson Ray (Ep. 41)

How To Save Your Way To Freedom with Tyson Ray (Ep. 41)

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Wealth isn’t about just numbers…

Would you agree?

Join host Robert Curtiss and special guest Tyson Ray, CFP®, CExP®, and CIMA® from FORM Wealth Advisors in this eye-opening episode of The Millionaire Next Door!

Together, they unravel the lesser-known aspects of wealth management while talking about their approach to guiding individuals toward a life of choice and comfort beyond the balance sheet.

Rob and Tyson explore:

  • Changing the meaning of financial success to match wealth with personal goals and dreams
  • Moving from careful saving to spending with confidence
  • The value of client-advisor communication when planning for a strong financial future
  • The role of financial advisors when helping their clients create meaningful legacies and increasing the happiness that comes from their wealth
  • Key lessons from Tyson’s book “The Total Relationship” 
  • And much more!

Resources:

Connect with Tyson Ray:

Connect with Robert Curtiss:

About  Our Guest:

FORM Wealth Advisors | CEO, Founding Partner, Senior Wealth Advisor

Over the past 25+ years, Tyson Ray has sought to expand his knowledge and expertise through Yale School of Management, Investment Management Theory & Practice, CIMA Certification Registration Education Program, including obtaining the Certified Investment Management Analyst® (CIMA®) Certification and through the College for Financial Planning for the CFP® Certification, including obtaining CERTIFIED FINANCIAL PLANNER™ Certification. Tyson received his Certification in Business Exit Planning to better help entrepreneurs and business owners make the transition of selling their life’s work.

Tyson has been named a 2018-2023 Forbes Best-in-State Wealth Advisor**, 2021-2023 Barron’s Top 1200*, and a 2005-2023 Chairman’s Council Advisor***. He is also a member of the Financial Planning Association of Wisconsin. He has been recognized for his many philanthropic endeavors in the community, including the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart Award for Sustainable Charity for his ongoing work with Ray’s non-profit, Children’s World Impact.

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. Form Wealth Advisors is located at 431 Geneva National Ave S, Lake Geneva, WI, 53147 and you can reach the office at 262-686-3005.

Tyson Ray was named to the 2018, 2019, 2020, 2021, 2022, and 2023 edition of the Forbes Best-In-State Wealth Advisors. Barron’s Top 1,200 Financial Advisors 2023, is based on the period from 09/30/2021 – 09/30/2022 and was released on 03/15/2023. 5,630 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.raymondjames.com/awarddisclosures/#2023-barrons-top-1200.

Tyson Ray was named to the 2018, 2019, 2020, 2021, 2022, and 2023 edition of the Forbes Best-In-State Wealth Advisors. 2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.

Tyson Ray was named as a Chairman’s Council Advisor, 2005-2023. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.

FEATURE
Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)

Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)

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Advisors, are you currently evolving your business? 

What opportunities and information might your clients miss if you don’t continue growing your practice?

This week, Rob Curtiss brings back Mike Cy, a returning guest and business consultant at Pareto Systems. Rob and Mike discuss the importance of communication and building relationships with clients and explain why it is valuable to both of them.

Listen in as they touch on the value of aligning and personalizing services to their client’s unique needs while addressing all things market volatility, geopolitical tensions, and alternative investment strategies. 

Rob and Mike explore:

  • Reasons advisors should continually evolve their financial advisory practice depending on their client’s unique needs 
  • Client engagement as an essential financial planning component 
  • The comprehensive role of a financial advisor beyond basic financial advice
  • And more!

Resources:

Connect with Mike Cy:

Connect with Robert Curtiss:

About Our Guest:

Mike “Cy” Cajthaml Jr. has enjoyed a 14-year career in the financial services industry. Mike is a passionate and energetic leader who enjoys developing business refinement and practice management strategies and thrives on helping his clients achieve their goals.

He got his start in the industry at a large insurance marketing organization, where he consulted financial advisors across the country with product and marketing solutions for their businesses. It was during his time with this firm that he was introduced to Pareto Systems and began learning about the Pareto Process.

After six years of coaching and consulting advisers, Mike decided to become a financial advisor himself and built a practice with his father in Overland Park, KS. Together, they managed millions of dollars of assets and utilized various insurance-based products. In an incredibly competitive marketplace, Mike knew the value of creating professional contrast and began implementing many of Pareto’s processes.

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