Each year, senior bank and credit union executives, program managers and top-producing advisors gather in a unique location to hear informative presentations by peers, Raymond James home office executives and industry experts. The purpose is to address the unique opportunities that come with working in the financial institution brokerage space.
This event combines keynote presentations and hands-on breakout sessions to help you dive deep and evaluate how to take your program to the next level. Past topics – among others – have included evolving wealth management needs among retirees, new industry practices and trends, transitioning from a transaction to a fee-based approach and using digital marketing to reach new clients and deepen existing relationships. From best practices to new technology, you can expect a wealth of information that will help guide you and your program to even greater success. Special recreational and entertainment events are also held, and the venue is always top notch.