Services for affluent investors

Raymond James helps advisors compete effectively for high-net-worth clients. This affluent audience responds particularly well to our support of the advisor-client relationship, and advisors find our support tools and research valuable as they enter or expand their presence in this market.

Raymond James can work with you behind the scenes or can take a more active role to provide case management support that is unrivaled in the industry.

“By Invitation Only” visits

Invite your clients to our home office to experience the stability and strength of Raymond James. The firm’s “By Invitation Only” (BIO) visits bring your best clients to our international headquarters in Florida to meet with our experts and interact with management. The BIO program has been in existence at Raymond James for over 18 years. Hundreds of prospective clients, existing clients and referral sources have visited the Raymond James Financial headquarters in St. Petersburg, Florida, to learn more about the products, services and support available. During your visit, you’ll also have the opportunity to tour The Tom and Mary James/Raymond James Financial Art Collection, one of the largest privately owned collections in the Southeast.

As a result of these BIO visits, many prospects have become clients, many existing clients have invested additional assets, and many referral sources have sent our financial advisors new business. Feedback from our advisors on these visits shows a success rate of 90%. BIO visits allow our advisors to bring their clients in to see firsthand why they are so proud to be affiliated with Raymond James.