ABOUT THE TOTAL RELATIONSHIP
Clients' lives
are at stake
Each person is worthy of being saved from a product-focused industry
A Total Relationship helps clients and financial advisors understand their roles as they create a mutually-beneficial partnership where both lives can become better together.
Adopting the Mindset
Total Relationship Advisors
It's like using a compass
You'll find each conversation develops into a unique journey. True North is the same, yet, each turn will add color and beauty to our lives—and if we’re doing it right—it will add abundance to our clients’ lives, too.
A triad of roles
A financial advisor committed to creating a Total Relationship with their clients is a teacher, coach, and advocate. It requires dedication and a vested interest in more than just the well-being of their money.
Meet the author
About Tyson Ray
Tyson Ray built his career on the principles outlined in The Total Relationship. His journey from struggling to successful gave him unique insights into the dynamics between financial advisors and their clients. With this book, he hopes to inspire others to adopt a client-centric approach, emphasizing the importance of building trust and delivering value.
Over the past 25+ years, Tyson 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 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 the Ray’s non-profit, Children’s World Impact.
AS SEEN IN & HEARD ON:
Beyond the pages of the book
Explore these tools and resources to dig deeper into The Total Relationship approach
In-Depth Podcast Episodes
Instant access to exclusive, authentic conversations as Tyson Ray sits down with industry leaders and educators.
TR Planning™ Discovery Deck
Your client's unique answers to these discovery questions will provide a blueprint as you build lasting wealth for them.
Grab your copy of
The Total Relationship
available on amazon
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