About <em>The Total Relationship</em>

About The Total Relationship

After 25+ years in the industry, we know we have something special with our clients at FORM Wealth. Our service and relationships with you have deepened over time as we have established ourselves as professionals in your lives.

As we seek to make your life better, you've shared us with your friends and family members too. Through time we've learned the financial industry, at large, doesn't provide the same level of professional advice and service we do at FORM and have decided to do something about it.

Order Your Copy Now

Order Your Copy Now

Packed with mindset transformation strategies, Tyson wrote this book to help explain to advisors what it takes to have a Total Relationship. 

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Audiobook Coming Soon

Audiobook Coming Soon

Audiobook more of your style? We've got you! Listen as author, Tyson Ray, narrates The Total Relationship. Audiobook version coming soon and will be available on Audible.

Coming Soon!
<strong>Free Resource:&#160;</strong>Discovery Deck

Free Resource: Discovery Deck

Contains 36 questions finanical adivsors should ask potential clients as part of the discovery process in the TR Planning phase. Begin building the  foundation for a relationship that has longevity and commitment.

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<strong>Press Kit:&#160;</strong>The Total Relationship Book

Press Kit: The Total Relationship Book

Inside the press kit, you'll find additional information about the book, the author, and suggested interview questions. Join us on Tyson's journey from humble beginnings to his transformation into a successful financial advisor.

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About The Author

About The Author

Senior wealth advisor, philanthropist, and author, Tyson Ray, in Lake Geneva, Wisconsin, has 25+ years of experience in his field. As CEO and founding partner of FORM Wealth Advisors, Tyson is dedicated to helping clients live better lives. He seeks to add value by helping clients understand the future consequences of their actions. Tyson aims to provide perspective in an industry trying to scare clients.

Tyson introduces the Total Relationship framework in his book to help financial advisors fully understand the client's needs. While sharing client experiences, Tyson guides readers through the value an advisor can bring when they empower clients to live the best life they can afford.

As a continuous industry learner, Tyson has sought to expand his knowledge by obtaining his CFP®, CIMA®, and CExP®. However, he would say some of the most valuable education he received has been from the advisors and clients he works alongside.

Tyson Ray, As Seen In:

Our Process

2023 Forbes Best-In-State
Wealth Advisors for Wisconsin*

Our History

2023 Forbes Top Wealth
Management Teams**

Our Values

2023 Barron’s Top 1,200
Financial Advisors***

Our Resources

2023 AdvisorHub’s 100 Advisors to Watch under $1b****

Tyson Ray was named to the 2018, 2019, 2020, 2021, 2022, and 2023 edition of the Forbes Best-In-State Wealth Advisors.

*The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

**The 2023 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.  This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023.  Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm.  The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.  Portfolio performance is not a criteria due to varying client objectives and lack of audited data.  Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds.  This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.  Neither Raymond James nor any of is Financial Advisors or RIA firms pay a fee in exchange for this award/rating.  Raymond James is not affiliated with Forbes or Shook Research, LLC.  Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info. 

Tyson Ray was named to the 2021, 2022, and 2023 edition of the Barron's Top 1,200 Financial Advisors List. 

***Barron’s “Top 1,200 Financial Advisors,” March 2023. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 5,630 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2021 to 09/30/2022, and was released on 03/10/2023. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

****The 2023 AdvisorHub 100 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/14/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

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