Advisor Essentials
Advisor Essentials is a podcast by Raymond James that delivers insightful discussions from advisors, professionals and thought leaders across our Private Client Group and beyond. Each episode takes a deep dive into a variety of timely discussions and long-term perspectives concerning financial planning, wealth management, client-first service and other relevant topics.
Access the latest episodes of Advisor Essentials below, or on your preferred listening channels.
To attract high-net-worth clients, define what makes you unique
At a high-level view, all clients have the same fundamental need – an advisor who understands their financial goals and has the knowledge and capabilities to help achieve them. So what tips the scales for advisors who attract and serve high-net-worth clients? Pat Daxon, senior vice president, Private Wealth Strategy, and Theresa Bursey, vice president, Advisor Coaching and Productivity at Raymond James share how advisors can position themselves and their practices to serve the unique needs of private wealth clients. Plus, financial advisor Nate Harris gives practical advice for prospecting high-net-worth clients by finding alignment between their values and financial plan.
Special Edition: An inside look at the national Summer Development Conference
Raymond James recently hosted over 2,500 financial advisors and professionals at its annual Summer Development Conference within the firm’s employee advisor channel. Tash Elwyn, president of the Private Client Group, offers an inside look at conference highlights and the themes that are top-of-mind for traditional employee advisors today. Also hear from financial advisors Michelle Marquez, Maura Holowchak, Cameron Diehl, Kaon Nelson and Margaret Starner from the sidelines of the conference.
Special Edition: An inside look at the Elevate national conference
Raymond James recently hosted over 3,100 financial advisors and professionals at its annual Elevate national conference within the firm’s independent advisor channel. Shannon Reid, president of the Independent Contractor Division, offers an inside look at conference highlights and the themes that are top-of-mind for advisors today. Also hear from financial advisors Ellenore Baker, Dan Carlile, Howard Kaplan, Greg Molfino and Dieter Ramaekers from the sidelines of the conference.
Does your digital footprint help turn prospects into clients?
While digital marketing and communications aren’t a replacement for referrals, the leading driver of new business for financial advisors, 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. Financial advisors Christopher Beavers and Emma Beavers also share how their team has built a robust and cohesive brand, supported by their digital communications.
Invest in your support team to empower growth and productivity
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. Financial advisor Gary Weiss and registered client service associate Sonja Ross share firsthand how a proactive approach continues to add value to their clients.
Are your clients ready for the Great Wealth Transfer?
By some predictions, up to $84 trillion in assets will exchange hands over the next two decades in the Great Wealth Transfer. To ensure your clients’ wealth is passed on according to their wishes, Roger Fakes, senior vice president of Raymond James Trust, discusses the important role advisors can play in addressing top estate planning priorities. Private Wealth Advisor, Nancy Leizman, also shares her firsthand experience helping clients to start early when thinking about their legacy.
For next generation clients advanced mobile tech is a must
Personal relationships continue to be the strongest driver of advisor success, however as the average client trends younger and wealthier, technology is becoming more seamlessly woven into those relationships. Salit Nagy-Todd, senior vice president of Technology at Raymond James, discusses the latest in advisor tech and how advisors can use mobile in particular to better serve next-gen clients. Financial advisor and member of the Technology Advisory Council at Raymond James, Kevin Fusco, gives his personal account of how mobile has impacted his business.
To achieve retirement bliss, start with a thoughtful succession plan
As a financial advisor, you’re an expert at thoroughly preparing your clients for a happy retirement – but do you give yourself the same treatment? Rob Goff, vice president of Succession and Acquisition Planning at Raymond James, is here to make sure that you do. Rob shares the results of his proprietary survey of retired advisors and how carefully constructing a succession plan in advance of retirement can improve your retirement satisfaction. Also, financial advisor Ilona Box speaks to her personal experience as the successor in a retirement plan 26 years in the making.
Join the Conversation
Advisors Essentials is your go-to resources for staying up-to-date and at the forefront in an ever-changing financial landscape. Join the conversation on LinkedIn and X, @RJAdvisorChoice.
