In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra talk with Tyson Ray and Kim Cochenour from FORM Wealth Advisors about their unique approach to financial advising, centered on building “Total Relationships” with clients. Tyson and Kim discuss their personal journeys and the philosophy that drives their success—prioritizing client relationships over transactions. They explain how this purpose-focused approach has transformed their practice and can help other financial advisors make a meaningful impact.
Key Takeaways:
- Prioritizing a comprehensive understanding of clients’ personal and financial goals fosters deeper trust and leads to better long-term outcomes.
- Ensuring that team members share the same core values strengthens collaboration and enhances the overall client experience.
- Balancing creative visionaries with practical integrators is essential for sustainable growth and effective implementation of strategies.
- Moving away from a focus on products and performance to prioritizing clients’ holistic well-being leads to more meaningful advisor-client relationships.
- Using detailed CRM tools to document client interactions and preferences helps maintain personalized service and enhances client satisfaction.
Tyson Ray: “The goal is to give clients a life that can be free of all the information out there that’s trying to rob, steal, and destroy their joy.”
Kim Cochenour: “You need an integrator who can take those visionary ideas, put them through a process, and carry the weight to build the next level for your firm.”
Rob Brown: “Everything, even the most intimate way that you treat your clients, can be systematized in a way that doesn’t make it fake or false.”
About Tyson Ray: Tyson Ray, a senior wealth advisor, philanthropist, and author with over 25 years of experience, is the CEO and founding partner of FORM Wealth Advisors. He helps clients understand the impact of their financial decisions and clarifies a fear-driven industry. His podcast and book introduce The Total Relationship framework to help advisors meet clients’ needs and empower them to thrive. A lifelong learner, Tyson holds CFP, CIMA, and CExP certifications but values direct work with advisors and clients most.
About Kim Cochenour: Kim Cochenour, Chief Operating Officer of FORM Wealth Advisors, is a growth-focused leader. As the Integrator, she serves as the CEO’s extension, aligning the leadership team with future goals and turning vision into action. She co-hosts The Total Relationship podcast with Tyson, helping advisors build meaningful relationships and explore new possibilities.
Connect with Tyson Ray and Kim Cochenour:
Website: https://totalrelationship.com/
Tyson’s LinkedIn: https://www.linkedin.com/in/tysonray/
Kim’s LinkedIn: https://www.linkedin.com/in/kimberly-cochenour-98a3a117a/
Podcast: https://totalrelationship.com/podcast/
Episode References:
Connect with Rob Brown & Phil Calandra:
Website: http://truestfan.com/
LinkedIn: https://www.linkedin.com/in/truestfan/
YouTube: https://www.youtube.com/@truestfancoaching
Facebook: https://www.facebook.com/truestfan
DISCLAIMER:
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. The podcast guest is Tyson Ray, CEO, Founding Partner, and 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.