Your biggest decision. Our biggest event.

We know you’re weighing one of the most important professional decisions you’ll ever make, which is why we’re inviting you to our biggest event of the year.

The Raymond James Financial Services ELEVATE national conference is where independent advisors can connect with their peers and firm leaders, expand their knowledge and explore new ideas. And it could be where you get one step closer to making that big decision an easy one.

Watch Joe Taylor talk about his experience at NCPD.

– Joe Taylor, Senior Investment Advisor

We’re bringing Raymond James to you.

While the conference will give you a taste of our culture, we’ll also be offering you an even closer look at everything Raymond James has to offer. During your prospective advisor session, which can be conducted one-on-one or in group setting, you’ll enjoy a “mini” version of the home office visits we host at our international headquarters, giving you the chance to:

  • Sit down with senior leaders
  • Take in presentations from departments across the firm
  • Participate in Q&As with a panel of newly transitioned advisors
  • And more

A look inside NCPD


Top sessions

Prepare for this year’s event with a look back at our most popular sessions, as voted on by attendees.

General Session Erskine Bowles Remarks

Erskine Bowles, Co-Founder, The Campaign to Fix the Debt

'Absolutely fantastic. I could have listened to him talk for much longer.'
– Eric Hansen

General Session Making a Monumental Difference

Scott Curtis, President, Raymond James Financial Services

'Entertaining, informative and thought-provoking.'
– Deb Kelly, Financial Advisor

General Session Andy Friedman Remarks

Andy Friedman, Wall Street Tax Expert

'Great insight from a renowned expert!'
– John Rossignol, Financial Advisor

Super CE Session IRA Planning

Ed Barrett, CFP®, ChFC®, CLU, CEBS®, RPA, CRPS®, CRPC®, Instructor, Broker, Educational Sales & Training, Inc.

'I learned things that will help give me a competitive advantage.'
– Lynn Phillips-Gaines, Financial Advisor

Variable Annuity Session Delaying the Tax Reaper

Scott Stolz, Senior Vice President

Vanessa Marcos, Vice President, Raymond James Insurance Group

'Great information. Exactly my clients’ concerns.'
– Deborah Koller, Financial Advisor


Pictures of past events