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Total Succession Show
Welcome to the Total Succession Show, your resource for learning how to exit confidently, be fully compensated, and keep your clients' interests first. Hosted by veteran financial advisor, Tyson Ray. Tune in each week and explore this site for free tools to help you start preparing for what's next.
about the show
A succession planning resource for advisors
So you’ve built a business helping others plan their future. But what’s the plan for yours? Your future deserves the same attention you give your clients every day. It’s time to protect what you’ve built and prepare for what’s next.
Each episode will help you navigate the emotional and strategic challenges of succession planning through real-life stories, insights from industry experts, and Tyson’s SPACE framework: See, Prepare, Act, Commit, Exit.
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Popular succession planning podcast episodes
Discover our most-listened-to episodes of the Total Succession podcast, where top financial advisors, industry experts, and business owners share real strategies for succession planning, business growth, and preparing your advisory practice for the future. Whether you want to sell your firm, transition to the next generation, or build a stronger team, these episodes deliver actionable insights you can apply today.
Succession Planning Isn’t Optional:How to Exit Your Business on Purpose
Every advisor will exit their practice, either by choice or by circumstance. In this premiere episode, host Tyson Ray talks about why planning ahead is critical, the surprising gaps Tyson found in his own plan, and how the SPACE framework (See, Prepare, Act, Commit, Exit) can help you create an intentional, profitable, and legacy-preserving transition.
What If You Don’t Sell? Rethinking Succession with David Patchen
Not every succession story ends with a sale. Discover the strategies behind building a sustainable, advisor-led business that thrives for decades. Guest David Patchen shares how to prepare internal successors, navigate generational differences, and protect culture while still maximizing firm value.
Grow Your Team or Plan Your Exit? Why Advisors Can’t Afford to Wait
Learn why delaying key hires or leadership transitions can cost you growth, value, and peace of mind. This episode breaks down how to identify your next leaders, delegate effectively, and position your practice for a smooth, profitable exit without sacrificing client service in the process.
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About the host of Total Succession
tyson ray
After nearly three decades building a successful financial advisory practice, Tyson Ray thought he had it all figured out—until his 50th birthday reality check revealed a shocking truth: his own succession plan was nothing more than dangerous assumptions.
That moment of brutal honesty sparked the question: “If I wasn’t prepared, how many other advisors are walking around with the same blind spot?”
The answer led to his book Total Succession, his SPACE™ framework (See, Prepare, Act, Commit, Exit), and The Total Succession Show podcast, where he helps financial advisors exit their businesses with clarity, confidence, and no regrets. What makes Tyson unique isn’t just his expertise—it’s his willingness to share his own real-time succession journey, documenting every mistake and breakthrough as he prepares to exit the business he spent three decades building.
Tyson challenges advisors to confront the uncomfortable questions: What happens to your business when you’re not in it? Are you prepared to let go of your title and ego? Are your clients truly protected? His message is simple but powerful—it’s never too late to get your succession plan right.
