Advisor Essentials Raymond James
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- Business
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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 | © 2024 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC © 2024 Raymond James Financial Services, Inc., member FINRA/ SIPC. For Financial Professional Use Only
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Are your clients ready for the Great Wealth Transfer?
By some predictions, up to $84 trillion in assets will exchange hands over the next two decades in the Great Wealth Transfer. To ensure your clients’ wealth is passed on according to their wishes, Roger Fakes, senior vice president of Raymond James Trust, discusses the important role advisors can play in addressing top estate planning priorities. Private Wealth Advisor, Nancy Leizman, also shares her firsthand experience helping clients to start early when thinking about their legacy.
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To achieve retirement bliss, start with a thoughtful succession plan
As a financial advisor, you’re an expert at thoroughly preparing your clients for a happy retirement – but do you give yourself the same treatment? Rob Goff, vice president of Succession and Acquisition Planning at Raymond James, is here to make sure that you do. Rob shares the results of his proprietary survey of retired advisors and how carefully constructing a succession plan in advance of retirement can improve your retirement satisfaction. Also, financial advisor Ilona Box speaks to her personal experience as the successor in a retirement plan 26 years in the making.
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For next generation clients advanced mobile tech is a must
Personal relationships continue to be the strongest driver of advisor success, however as the average client trends younger and wealthier, technology is becoming more seamlessly woven into those relationships. Salit Nagy-Todd, senior vice president of Technology at Raymond James, discusses the latest in advisor tech and how advisors can use mobile in particular to better serve next-gen clients. Financial advisor and member of the Technology Advisory Council at Raymond James, Kevin Fusco, gives his personal account of how mobile has impacted his business.