Advisor Essentials

Raymond James
  • 4,9 (13)
  • KINH DOANH
  • HẰNG THÁNG

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. For Financial Professional Use Only

  1. 23 THG 10

    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 phút

  2. 25 THG 9

    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 phút

  3. 26 THG 6

    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 phút

  4. 29 THG 5

    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 phút

  5. 24 THG 4

    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 phút

  6. 27 THG 3

    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 phút

  7. 13 THG 2

    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 phút

  8. 9 THG 1

    Aligning clients’ values with their financial plan

    Financial advisors are in a unique position to focus on their clients’ individual preferences and goals on a deeper level to customize their investments according to what matters most to them. Values-based investing is an opportunity for advisors to more deeply understand what motivates their clients to meet them where they are, and craft solutions that incorporate all of their goals. Raymond James senior vice president and head of Sustainable Investing, Samantha Trebesch, shares the discussions and resources that are necessary to help achieve that alignment. Also hear from financial advisor TJ King on how prioritizing values-based conversations has helped shape his business.

    32 phút
Xem tất cả (16)

Xếp Hạng & Nhận Xét

4,9
/5
13 Xếp hạng

Giới Thiệu

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. For Financial Professional Use Only

Thông Tin

  • Nhà sáng tạo
    Raymond James
  • Năm hoạt động
    2024 - 2025
  • Tập
    16
  • Xếp hạng
    Sạch
  • Bản quyền
    ©2024
  • Trang web chương trình
    Advisor Essentials

Có Thể Bạn Cũng Thích