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Since its founding in 1962, Raymond James has become an industry leader in financial services, providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Raymond James is the proud home of approximately 8,100 advisors. We have always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most: clients. As we look toward the future, we remain committed to our founding principles of client first, conservatism, independence and integrity, ensuring we offer advisors the support they need to continue growing their businesses and empowering their clients.
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Matt Ransom

Vice President of New Financial Advisor Development at Raymond James

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Broker/Dealers > 1,000 Advisors:
Corporate Social Responsibility/Diversity
Raymond James’ Wealth Management Associate Program
Nearly 40% of advisors are expected to retire in the next decade, according to Cerulli. As a result, many firms are looking to add new talent to close the gap. This provides a unique opportunity to make significant progress in attracting new and diverse talent to this noble profession. But transitioning into our industry, particularly from a different profession or right out of college, can be intimidating. That led Raymond James to create the Wealth Management Associate Program (WealthMAP), designed as a bridge for new talent prior to entering the firm’s training program – increasing their runway to becoming successful advisors. WealthMAP gives candidates hands-on experience and robust preparation (see supplemental materials for details) to build their confidence and chances of long-term success as advisors.

Liz Stiles

Director of Practice Management Coaching at Raymond James

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Broker/Dealers > 1,000 Advisors: Practice Management
Raymond James Gap Analysis Consulting
As FinTech evolves our industry and a global crisis with severe market volatility affects our advisors and clients, immediate access to experts and tailored practice management solutions is critical. Advisors are developing increasingly broad capacity constraints as service offering expectations are growing which require advisors and coaches to rapidly diagnose and close identified gaps. In response, Raymond James has partnered with Actifi to develop the intelligence needed to provide advisors with an instantaneous, personalized report outlining strengths, weaknesses, and opportunities of their client experience, growth and efficiency. This process provides a health check report, access to a practice management coach for a consultative review, and on-demand solutions, as well as a team report to assess future advisory partnerships for long-term succession and team planning.

Debbie Sherriff

Director of Branch Associate Development, PCG Education & Practice Management at Raymond James

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Broker/Dealers > 1,000 Advisors: Service
RAMP Transforms Branch Associates into Next Generation of Advisors
Our advisory teams are more dynamic than ever before with specialized and diverse staff. Branch associates seem to be a natural pipeline for next generation of advisors; however, career path ambiguity, wavering confidence, and skills needed to ‘make it’ as an advisor holds talented individuals back. The enhanced Registered Associate Mentoring Program (RAMP) removes barriers, creating an inclusive environment for branch associates to develop into advisors. The program’s robust, year-long curriculum provides top advisor mentorship and coaching, behavioral assessments, targeted workshops and networking opportunities at the Women’s Symposium, and a pathway to obtain the Accredited Asset Management Specialist designation. Recently, we’ve adapted the learning content and guided action planning to increased participant self-awareness and confidence resulting in a 55% increase participant conversion into financial advisors.

Chelsea Cellamare

Director of Product Management, Raymond James Marketing

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Broker/Dealers: Social Media Leadership
RJ Social
We launched RJ Social to enhance our existing advisor social media program and platform. RJ Social enables advisors to better build and strengthen relationships through social media, providing timesaving technology, access and insights that cultivate each advisor’s specific brand. At its core, RJ Social is a technology solution that provides a single, consolidated portal to easily access RJ-approved social media platforms, to connect and share relevant, meaningful content in a compliant way. RJ Social motivates advisors to establish their own voice and brand on social media with:
Tech That Connects at Raymond James
Raymond James’ robust technology platform helps our advisors stay connected to clients and keep their businesses running – no matter where their office may be.
Raymond James’ Advisor Mastery Program
The Advisor Mastery Program provides talented candidates the expertise necessary to develop a rewarding career as a financial advisor.
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About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to: