Exceptional Growth Support
Our aim is to provide you with the resources you need for growth in today’s competitive environment, and to put those resources right at your fingertips. We offer a number of concrete resources and distinct benefits for advisors, which include:
- Full book ownership within an independent structure
- Option to benefit from equity ownership in NYSE-listed Raymond James Financial, a member of the S&P 500 Index
- Initiatives for women advisor recruitment, retention and education through the Raymond James Network for Women Advisors
- Tools and resources to capture and leverage your distinctive value
- Premium marketing support with channels for individual advisor practices
- Our advisor desktop portal and technology tools to improve practice efficiency and profitability
- Close to the Private Client Solutions analyst team which offers a dynamic menu of investment strategies and ideas
- Succession planning and mentor programs to drive progress
- Account segmentation solutions to simplify your business
- Alignment with Raymond James’ commitment to sustained growth and leadership in Canada
- Robust technology platform including support for social media
- Non-producing Branch Manager dedicated to advisor growth with direct access to executives and C-level management
- One-of-a-kind US-Canada platform for cross-border clients
- Dedicated in-house Transition Team to maximize client retention
