Practice Intelligence is a newsletter designed to help you consider and plan for the lifetime of your practice. Published quarterly by Raymond James Practice Planning and Acquisitions, Practice Intelligence provides you with current industry news, trends, insights and strategies related to the world of succession planning, M&A and practice management. You can register to receive this complimentary newsletter via e-mail here.
Professional Development
As an advisor, you know that ongoing education doesn’t just keep you compliant, it keeps you competitive. So, we offer plenty of opportunities for you to easily and effectively hone your skills and expand your knowledge. Raymond James offers a wide range of educational courses and industry seminars, covering a variety of disciplines including financial and retirement planning, insurance, trust services, asset management and more.
And through our e-learning program, we make it possible for you and your staff to participate in nearly all of these classes from the comfort of your office.
Practice Intelligence
Conferences
Our annual professional development conferences and Women’s Symposium, offered regionally and nationally in locations like Chicago, Las Vegas, San Diego, San Francisco, Nashville, Tennessee, and Orlando, Florida, serve as educational opportunities and networking events. They also provide the chance to earn FINRA, CFP®, CPA and a portion of state insurance-licensing CE credits as you expand your knowledge base, network and share best practices with other advisors.
AudioFile
Another great way to stay sharp and develop your practice is to listen to AudioFile, a professionally produced CD featuring monthly product announcements, marketing programs, research analyst interviews and success stories from your peers.
Network for Women Advisors
The industry is constantly evolving and so are we. As a connected community, we develop innovative and effective growth strategies for women financial advisors. It’s about fresh thinking and keeping our minds and hearts open to imaginative ideas for an even brighter future. We champion excellence among female financial advisors and celebrate the contributions that set women advisors apart.
Our network continues to grow from a desire to celebrate and empower an alliance among women advisors. It’s the kind of support you need to enrich your life, relationship and career. In short, we’re leading the way for women advisors.
Discover a different way to thrive.
Network for Women Advisors
Professional Partners Program
Forming strategic alliances with other professionals in your community – such as CPAs, attorneys, insurance agents or pension administrators – can generate referrals and help you grow your practice. And Raymond James has the proven systems in place to help you leverage such mutually beneficial arrangements.
Our Professional Partners Program was designed to help you build and maintain relationships with local professionals who work with investors that fit your desired client profile. In addition to helping you identify qualified candidates for a partnership, the program guides you through the formal process of establishing fee or commission-sharing relationships with participating professionals.