Professional Partners Program

Forming strategic alliances with other professionals in your community – such as CPAs, attorneys, insurance agents or pension administrators – can generate referrals and help you grow your practice.

The Professional Partners Program is designed to support your relationships with local professionals who work with investors that would fit your desired client profile. In addition to helping you identify qualified candidates for a partnership, our program will guide you through the formal process of establishing fee- or commission-sharing relationships with participating professionals.

Professional partnerships can be a source of new business and revenue growth and Raymond James has the proven systems in place to help you leverage such mutually beneficial arrangements.