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The money talk that is worth having

June 30, 2016

Posted in blog, people - Family conversations around future inheritance doesn’t have to be daunting. Read More »


Interview with Tash Elwyn

June 24, 2016

Posted in blog, business building, people, rj news - Find out what he has to say about robo-advisors and the future of Raymond James. Read More »

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Work your network

June 17, 2016

Posted in blog, marketing - Social media can help clients embrace your business Read More »

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Justify your fees to your clients

June 9, 2016

Posted in blog, business building, regulatory - CRM2 comes into effect July 2016 with a requirement for full disclosure of fees. Under the second phase of the client relationship model, you will be required to justify what you do for your clients to earn your fees. Read More »


Six questions to help couples get on the same page when planning for retirement

June 1, 2016

Posted in blog, business building - Talking through some big decisions will help you and your partner get on the same page before retirement. Read More »


Raymond James Ltd. Announces Agreement to Acquire 3Macs to Create Canada’s Leading Independent Investment Dealer

May 26, 2016

Posted in business building, rj news - Highlights Include: Creates Canada’s largest independent investment dealer with Cdn$33 billion in client assets under administration. 3Macs advisors and their clients will benefit from access to Raymond James’ world class wealth management expertise. 3Macs advisors will have access to Raymond James’ Equity Research providing coverage on more than 1,300 firms across the globe. Raymond James […] Read More »

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Stay hired

May 17, 2016

Posted in blog, business building, people - How do you stay hired by your clients? Read More »

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The importance of business planning

May 12, 2016

Posted in business building - A business with no plan is a plan for no business. Read More »


Prospecting as a professional

May 4, 2016

Posted in blog, business building - Conduct effective meetings with prospective clients with these four steps. Read More »

Business People Meeting Growth Success Target Economic Concept


April 25, 2016

Posted in blog, business building, people, rj news - Thanks to our advisors and our branch network! They, along with our support services team, have helped contribute to another strong showing, an overall 8.9 rating, in this year’s Investment Executive Brokerage Report Card. Read More »