Programs
Unique programs that focus on your success.
Raymond James Financial Services offers a wide range of programs and services, many unique to the firm.
Raymond James has developed several sophisticated programs that can take your advisory practice to the next level. We have already implemented many of the programs discussed here in this site and have the experience to help you use them effectively.
The Professional Partners Program
This program provides a way to build assets under management through formalizing a new or existing referral relationship with CPAs, attorneys and other “centers of influence.” Establishing such a relationship, and negotiating the requisite contract, can be a minefield. We’ve done it, and can help guide you.
Raymond James Trust Programs
These services are ideal for structuring multi-generational relationships. Often complex in design, you'll need a good working relationship with this division. Our group has that relationship.
IPOs*
Our size and longevity gives us at a competitive advantage for allocation. One of our associates, Joe Calarco, is the liaison with Syndicate, and will help you with all new issues.
Underwriting and Financing
An example may best illustrate our interaction with Raymond James. In the fall of 2006 a $90 million bond offering will be made for a suburban metropolitan hospital. An associate effected the deal, and will share in the underwriting proceeds. Several additional municipal and corporate financing deals are being pursued by our group. Perhaps we help you with your deal.
Fixed Income
Unlike wirehouses, Raymond James does not mark up inventory over carrying costs. Your ability to offer competitively priced bonds is improved. Associates of our team do millions in bond business, both taxable and non-taxable. Let us help you enlarge this critical component of your practice.
*Qualifications criteria apply in order to participate in IPO's.
