Articles liés à Total Succession: 5 Steps for Financial Advisors to...

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

Ray, Tyson Jon

 
9781636804873: Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' Interests First
Couverture rigide
ISBN 10 : 163680487X ISBN 13 : 9781636804873
Editeur : Ethos Collective, 2026

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.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
Ethos Collective
Date d'édition
2026
Langue
anglais
ISBN 10 
163680487X
ISBN 13 
9781636804873
Reliure
Relié
Nombre de pages
124
Coordonnées du fabricant
non disponible
Personne responsable
non disponible