February 21, 2023

Raymond James expands digital marketing program for financial advisors

The firm adds Instagram Professional to advanced advisor marketing capabilities, with plans for more platforms to follow

ST. PETERSBURG, Fla. – Raymond James announced an expansion of its comprehensive digital marketing program for financial advisors, increasing the available social and communications platforms to support advisor brand-building and help practices develop deeper connections with their clients. Advisors seeking advanced marketing capabilities and support may utilize Instagram Professional, with plans for a focused launch of YouTube and Spotify podcasting in the coming months.

“Consistent with our advisor-centric approach, we will continue working in partnership with advisors, helping them build their brands and grow their businesses while remaining compliant with regulations,” said Scott Curtis, Private Client Group president.

“For advisors investing in marketing and creating engaging content, these digital platforms are powerful tools to connect with clients and prospects on their platform of choice,” said Erica Sackett, vice president of Marketing and Digital Strategy. “The addition of Instagram Professional creates an opportunity for advisors who work with next-generation clients to access the typically younger demographic of that channel. While YouTube and Spotify podcasting offer a space for advisors who are experienced content creators to leverage rich audio and visual components.”

Since 2011, Raymond James has offered advisors support to post content on popular platforms, including Facebook, LinkedIn and Twitter. Advisors can choose from multiple social engagement options, ranging from self-driven, custom content to sharing from a pre-approved library of curated content using the firm’s internal RJ Connect portal, which is integrated with email and custom advisor website support. Today, RJ Connect has more than 10,000 active users among Raymond James advisors and branch associates.

“Thought leadership is an important part of an advisor’s brand, especially when they have a specific client niche or area of expertise. Social platforms can serve to amplify that value proposition, which our marketing services help advisors to establish and integrate across their digital and physical footprint,” said Sackett.

Raymond James Marketing + Agency Solutions delivers industry knowledge, strategic planning, industry-renowned creative and constant innovation to help advisors build and promote their brands. The full-service department, and its more than 150 associates, offers advisors a holistic approach to integrated marketing solutions and custom brand-building services.

About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.17 trillion as of Dec. 31, 2022. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at