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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)
Key Chapters
0:00 –From concept to execution of Raymond James’ advisor-banker model
3:45 – The IBex program: turning education into action
8:20 – The Masterclass series and year-long learning model
13:00 – Building confidence and credibility with business owners
18:40 – How advisors are rebranding and hosting Business Owner Summits
24:10 – Case study: transforming revenue through investment banking partnerships
29:30 – Why every advisor should rethink their approach to business-owner clients
35:40 – Final takeaways: growth, fulfillment, and opportunity for 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/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
View all episodes
By Elite Consulting Partners
4.8
8989 ratings
Key Chapters
0:00 –From concept to execution of Raymond James’ advisor-banker model
3:45 – The IBex program: turning education into action
8:20 – The Masterclass series and year-long learning model
13:00 – Building confidence and credibility with business owners
18:40 – How advisors are rebranding and hosting Business Owner Summits
24:10 – Case study: transforming revenue through investment banking partnerships
29:30 – Why every advisor should rethink their approach to business-owner clients
35:40 – Final takeaways: growth, fulfillment, and opportunity for 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/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
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