Advisor Essentials

Raymond James

A podcast for advisors that explores insights from leading industry professionals. Advisor Essentials is a podcast by Raymond James that shares timely and insightful discussions from advisors, professionals and thought leaders across the financial advisory industry. Each episode takes a deep dive into a various topics and long-term perspectives related to financial planning, wealth management, client-first service and other relevant insights. Raymond James | 880 Carillon Parkway, St. Petersburg, FL 33716 | 727.567.1000 | © 2025 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC © 2025 Raymond James Financial Services, Inc., member FINRA/ SIPC. Important Disclosure Information: http://raymondjames.com/smrja.htm. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. For Financial Professional Use Only

  1. 12/18/2025

    Meeting the moment for business owner clients

    Business owners are uniquely situated. Unlike the average investor, they are directly responsible for the success of their single biggest investment and bear the weight of converting its value into realized personal wealth. Chip Bauder, senior vice president of Private Wealth Consulting at Raymond James, shares his perspective on the decisions owners are faced with in today’s environment. Financial advisor Cody Hilbun also discusses how his practice specializes in business owner transitions.

    21 min

  2. 10/23/2025

    Private foundation vs. donor advised fund, evaluating the best fit

    For charitably inclined clients, these two popular giving vehicles each present unique financial and lifestyle implications that should be considered as part of their long-term plan. To help weigh the options, Nicole Hisler, chief sales and marketing officer, Raymond James Trust and president, Raymond James Charitable shares her expert insight while financial advisor Chad Andrews discusses his approach to giving strategies with his clients. Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a donor advised fund for federal and state tax purposes. To learn more about the potential risks and benefits of donor advised funds, please contact us.

    27 min

  3. 09/25/2025

    Niche down to help your business to stand out

    Catering to a niche client base is an effective strategy for financial advisors to differentiate, deepen their specialization and grow their business through target marketing and referrals. It can also look very different from one practice to the next and still be successful. Maggie Kokemuller, senior vice president, Marketing Services and Matt Ransom, vice president, New Financial Advisor Development at Raymond James join to discuss their distinct perspectives on niching down. Financial advisor Thomas Seiler also shares how his practice evolved to focus on athletes and entrepreneurs.

    28 min

  4. 06/26/2025

    Clients’ increasing interest in private markets and what it means for advisors

    Interest in private market investment opportunities continues to rise for investors and financial advisors alike as more mid-sized to large companies choose to stay private longer and represent an increasingly significant portion of the investible market. To help provide clarity on this evolving landscape, Ken Novak, senior vice president, head of Private Markets Strategy and co-head of Alternatives at Raymond James, shares his expertise. Financial advisors Yaakov Ringler and Yoni Marom also discuss how they are differentiating their practice by offering alternative investments to clients.

    19 min

  5. 05/29/2025

    Finding the right deal structure to transition your practice

    When planning for succession, whether advisors decide to sell or merge with another practice, or pass the reins to an in-house successor, how the deal is structured will have long-term implications for both the buyer and seller. Rob Goff, vice president of Succession and Acquisition Planning at Raymond James offers his insight on how to weigh those options. Also, financial advisors Terry Wiles and Trey Stilley share how they successfully transitioned ownership of their practice.

    23 min

  6. 04/24/2025

    The AI-empowered financial advisor

    Even for those who recognize artificial intelligence as the powerful tool it is, envisioning methods to make it work for your business and implementing those methods can be a challenge – particularly in the human-centric wealth management industry. Chief AI Officer at Raymond James, Stuart Feld, digs into how AI can help empower advisors and their teams while financial advisor David Colin shares practical applications from his own practice.

    19 min

  7. 03/27/2025

    When is lending a smart strategy for wealthy clients?

    While it can seem counterintuitive for wealthy clients to leverage lending solutions, the reality is, it can be a relatively inexpensive way for clients to access cash in the near-term without sacrificing long-term gains on their assets. Bill Geis, executive vice president of Raymond James Bank, leans on his extensive banking industry experience to explain the benefits of lending for clients pursuing a wide range of financial goals. Also, financial advisor Bruce Cacho-Negrete shares how offering specialized lending solutions to his clients has helped grow his practice.

    24 min

  8. 02/13/2025

    Grow with purpose to build a specialized, next-generation team

    There are many reasons to expand your team as a financial advisor, among them, to support business growth and expand services or to prepare for a future succession. But before hiring, the most effective teams analyze their business needs and build their team with a strategic purpose in mind. Matt Ransom, vice president of New Financial Development at Raymond James, shares insights from his decades of experience helping advisors to build and grow impactful teams. Financial advisor Rachel Nohlgren also shares how her practice has successfully developed to include multiple generations of financial advisors.

    29 min
See All (17)

Ratings & Reviews

4.9
out of 5
13 Ratings

About

A podcast for advisors that explores insights from leading industry professionals. Advisor Essentials is a podcast by Raymond James that shares timely and insightful discussions from advisors, professionals and thought leaders across the financial advisory industry. Each episode takes a deep dive into a various topics and long-term perspectives related to financial planning, wealth management, client-first service and other relevant insights. Raymond James | 880 Carillon Parkway, St. Petersburg, FL 33716 | 727.567.1000 | © 2025 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC © 2025 Raymond James Financial Services, Inc., member FINRA/ SIPC. Important Disclosure Information: http://raymondjames.com/smrja.htm. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. For Financial Professional Use Only

Information

  • Creator
    Raymond James
  • Years Active
    2024 - 2025
  • Episodes
    17
  • Rating
    Clean
  • Copyright
    ©2024
  • Show Website
    Advisor Essentials

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