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

by Tyson Jon Ray

ASIN: B0F8TN91NL

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One of the biggest gaps advisors and wealth managers have today from my experience is truly valued and trusted sources for accurate information about their businesses. Tyson Ray is one of those invaluable resources - whom you now have access to through this book! I've known Tyson for over a decade and count him among those on a very short list of people to turn to for all things best practice for wealth management. Those that have the opportunity to engage with him, and certainly the benefits his clients have received from working with him, are best of breed in the industry. It's a pleasure to call him a friend and I look forward to continue learning from him now and future. I hope you do as well!

-David Patchen

Founder GBED Enterprises LLC

Tyson and his team do a great job bringing open and transparent dialogue around difficult, yet critically important topics. His ability to balance the complicated world of succession planning through the lens of the advisor, the client, the acquirer, the banker, the psychologist, and the founder is exceptional.

-Dean Smith

Director of Business Development at Wealth Enhancement Group

I've always believed you should build your business like you're ready to sell it tomorrow. Not to leave, but to lead better. Total Succession captures that mindset perfectly. Tyson shows founders how to create lasting impact, protect their people, and leave a legacy that endures.

-Scott W. Danner

Executive Vice President, Head of Legacy at Steward Partners

Author of Freedom Street

For any financial advisor, firm owner, or wealth manager who wants to build a lasting legacy, this book is an essential read. This work goes far beyond the basic checklists and instead explores the nuanced challenges and human elements of transitioning a practice and FINISHING WELL. This book is a vital resource for anyone serious about the future of their firm, their legacy and the well-being of their clients.

-Brian Church

Chief Growth Officer at OneAscent

Founder & CEO of Advisory DNA