Raymond James AdvisorChoice

Sharing Raymond James news and expert insights with #financialadvisors industry-wide.

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Lending solutions offer a wide range of benefits, even for wealthy clients. Bill Geis, executive vice president of Raymond James Bank, and financial advisor Bruce Cacho-Negrete share their insights on how specialized lending can support diverse financial goals for clients and grow your practice. https://t.co/gpv0EKAMVf

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Matt Ransom, VP of New Financial Advisor Development at Raymond James, shares his expert strategies for building impactful teams for business growth in the latest Advisor Essentials episode. Learn how financial advisor Rachel Nohlgren used those strategies to build a successful, multi-generational practice. https://t.co/gpv0EKAf5H

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Financial advisors can connect more deeply with their clients by focusing on what matters most to them. Senior Vice President, Head of Sustainable Investing, Samantha Trebesch shares insights on aligning investments with clients’ personal values in the latest episode of Advisor Essentials. https://t.co/gpv0EKAf5H

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Maggie Kokemuller, Senior Vice President, Marketing Services discusses the importance of advisors having an online presence. While it may seem daunting to get started, her "crawl, walk, run" approach simplifies the process of building a reliable brand. https://t.co/tBuaKrXTJn

[Raymond James AdvisorChoice @RJAdvisorChoice]

While digital marketing and communications aren’t a replacement for referrals, they can help make the difference between a referral who chooses you or one who decides to go a different direction. Lisa Turley, Senior Vice President, Advisor Marketing and Maggie Kokemuller, Senior Vice President, Marketing Services at Raymond James share their advice for defining and executing your online strategy. https://t.co/gpv0EKAMVf

[Raymond James AdvisorChoice @RJAdvisorChoice]

Your support staff has a significant influence on your practice, interfacing with clients, setting the tone for service and directly contributing to overall productivity. In this episode, Kristine Zambito, Director of Branch Admin Development at Raymond James, gives her advice for investing in your administrative team through education and development to empower a culture of growth. https://t.co/gpv0EKAf5H

[Raymond James AdvisorChoice @RJAdvisorChoice]

As an advisor, preparing clients for a happy retirement is nothing new to you – but have you given yourself the same treatment? Discover insights on constructing a succession plan with Rob Goff, VP, Succession & Acquisition Planning and advisor Ilona Box: https://t.co/YN8mL6m3uH

[Raymond James AdvisorChoice @RJAdvisorChoice]

As the average investor trends younger and wealthier, technology has become key to successfully managing client relationships. Explore insights on the latest tech, courtesy of Senior Vice President of Technology Salit Nagy-Todd and advisor Kevin Fusco: https://t.co/YN8mL6m3uH

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Are your clients ready for the Great Wealth Transfer? Roger Fakes, senior vice president of Raymond James Trust, and Nancy Leizman, Private Wealth Advisor, discuss the important role advisors play in addressing key estate planning priorities: https://t.co/YN8mL6m3uH

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Our new podcast, Advisor Essentials, brings you timely and insightful discussions from advisors, professionals and thought leaders from across the firm. Tune in to the discussion and subscribe now on your preferred listening channels: https://t.co/YN8mL6m3uH

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Extending a warm Raymond James welcome to advisor James “Buck” Williams. Read more: https://t.co/Z2AuYtRsih

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The 10th annual #RJBFAN Symposium was filled with educational sessions, opportunities for collaboration and in-person networking. Thank you to our advisors, leadership, partners and all who joined us. We look forward to seeing you next year.

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We are pleased to announce that Alex David has joined Raymond James as Northeast division director within our independent advisor channel. Read more: https://t.co/FfooIDXE4Y

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At Raymond James, we are dedicated to supporting advisors in growing their businesses and serving their clients. In keeping with that commitment, we are proud to announce the launch of our new Paraplanning Services for financial advisors: https://t.co/pUoJ5MdBCy

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Advisor Caitlyn Salloum is on a mission to empower women to take charge of their financial futures. Learn how she does it through education and connection in the latest edition of Aspire Magazine: https://t.co/j54GkV1B1p #RJWomen #AspiretoGreater

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Our Black Financial Advisors Network is celebrating a decade of achievement by launching a new era of empowerment for Black advisors, their clients and generations of Black financial professionals. Learn more about the 10th annual #RJBFAN Symposium and how to get involved: https://t.co/6KTAvr7gpP

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Unique to Raymond James, our Independence Plus program supports newly independent advisors in making their dreams of business ownership reality. Read about our enhanced offerings and how they can help advisors break away from the ordinary: https://t.co/pkHWmzOwJf

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She joined her family’s business – then she charted her own course. Learn more about advisor Kelly Rindock’s unique career journey and how it led her to Raymond James: https://t.co/BzXqZanh6r #RJWomen #AspiretoGreater

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We are pleased to welcome Sheridan O’Connor to Raymond James Financial Services. Read more: https://t.co/2sKm8QxaPo

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Welcome to Raymond James Financial Services, Michael Kennedy. Read more: https://t.co/texDXjYZcq