As an attorney or CPA, you may have noticed a distinct change in your business – and in the needs and demands of your clients. Individuals are looking for more comprehensive professional services to meet all of their personal and financial needs. Because both of our industries are extremely client driven, it has become imperative to provide a coordinated financial team that works towards the same goal for the client, a comfortable financial future.
Are you acting In the best interests of your clients?
As you search for ways to remain competitive within your profession, you may want to consider the opportunities and resources of Raymond James Financial Services. By teaming up with us, you will find that you are able to provide more comprehensive services and choices to your clients than your competitors. You may also find that you have more free time, increased revenues, and an expanded client base. By developing a formalized referral relationship, you are giving yourself the opportunity to make sure that your clients are getting the products and services they deserve. What better way to increase the level of service that your clients have grown to expect?
We understand the importance of maintaining a trusting client relationship. Don't compromise that relationship which you have worked so hard to build. You owe it to yourself and your clients to consider forming a strategic alliance with experienced Raymond James financial advisors. Through a compensation sharing arrangement with us, you may be able to increase your income without additional workload, expand your practice into the financial services industry, and provide your clients a much needed integration of their professional advisors.