Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' Interests First - Couverture souple

Ray, Tyson Jon

Couverture souple

ISBN 10 : 1636804861 ISBN 13 : 9781636804866

Editeur : Ethos Collective, 2026

Synopsis

You will exit your practice.
Will you lead it, or will it lead you?

As a financial advisor, you’ve spent years helping clients plan for what's next. But when it comes to your future, delaying seems easier than deciding. The longer you wait, the more likely your exit will be defined by a moment you didn’t choose or can’t control.

This part of the journey is different, and author Tyson Ray knows it’s filled with more questions than answers: Who am I without the practice? Will I get what it’s really worth? What if my team doesn’t want the responsibility or the debt? How can I be sure my clients will be cared for when I’m gone?

These quiet fears keep even the most successful advisors stuck. Maybe you’re someone who's been working more months than they should and waiting more years than they can afford.

That’s why Tyson built the SPACE framework—a five-step process designed to help you:

• See the life you want beyond your practice
• Prepare your team to thrive without you and keep your clients first
• Act while you still have time, control, and options that allow you to leave fully compensated
• Commit to letting go so others can step in
• Exit with confidence and purpose

What comes next is yours to shape, and Tyson is here to walk that path with you. Total Succession is your guide to planning a future you're excited to step into.

You only exit your practice once. Do it on your terms.

A propos du livre

À propos de l'auteur

After graduating from the University of West Florida, Tyson returned to Wisconsin to focus on his family and career. Tyson's first opportunity in his home state was with a financial advisor with whom he would walk through the succession process, a practice he would later acquire. For over two decades, Tyson has continually advanced his expertise, including studies at the Yale School of Management, the Investment Management Theory & Practice curriculum, and the Business Enterprise Institute (BEI). Tyson is a CERTIFIED FINANCIAL PLANNER(TM) (CFP(R)), Certified Investment Management Analyst(R) (CIMA(R)), and Certified Exit Planner (CExP(R)).Tyson was named a 2018-2025 Forbes Best-in-State Wealth Advisor, a 2021-2024 Barron's Top 1200 Advisor, and a 2005-2024 Chairman's Council Advisor.His dedication to excellence extends beyond his professional achievements. Tyson is an active member of the Financial Planning Association of Wisconsin and has been honored with awards like the Invest in Others Global Community Impact Award and REP Magazine's Advisor with a Heart Award for Sustainable Charity, which recognized his meaningful work with his family's non-profit, Children's World Impact.

Détails de l'édition

• Éditeur: Ethos Collective
• Date d'édition: 2026
• Langue: anglais
• ISBN 10: 1636804861
• ISBN 13: 9781636804866
• Reliure: Broché
• Nombre de pages: 124
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg