RIA Collective: Tyson Ray | What Advisors Don’t Know About Succession (And It Costs Them)
What if you don’t actually own your book of business?
In this episode of RIA Collective, host Charlie Van Derven sits down with Tyson Ray of FORM Wealth Advisors to break down one of the most misunderstood topics in financial services: succession.
Tyson shares the eye-opening realization that many advisors, especially in W2 or hybrid models, may not truly own the goodwill of their clients. That has massive implications when it comes time to sell, transition, or exit your business.
He also introduces his S.P.A.C.E. framework, a practical way for advisors to think through succession beyond just…
The skinny
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