BIO Program

At Raymond James, our “By Invitation Only” program allows financial advisors to bring high-net-worth clients/prospects/referral sources to the Raymond James home office to meet with our experts to build and strengthen business relationships.

The BIO program has been in existence at Raymond James for more than 19 years. Hundreds of prospective clients, existing clients and referral sources have visited the home office in St. Petersburg, Florida, to learn more about the products, services and support available. As a result, many prospects have become clients, many existing clients have invested additional assets and many referral sources have sent our financial advisors new business.