Key Chapters

0:00 – Introduction

2:15 – Why financial advisors should focus on business-owner clients

5:10 – The challenges of illiquid wealth and how advisors can solve them

9:00 – How Raymond James connects wealth management and investment banking

12:40 – Building deeper COI relationships with attorneys and accountants

17:25 – Why understanding business valuation matters for every advisor

22:40 – Raymond James’ unique culture and the “village” behind the success

28:10 – How collaboration with investment bankers expands advisor opportunity

33:30 – Why this approach is the future of growth for independent advisors

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Connect with Ken Grider: [email protected]

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

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https://linkedin.com/company/eliteconsultingpartners