Brand Power: Is consistency king in your communications?

October 27, 2015

Posted in business building, marketing, people - Ensuring a truly consistent brand experience for your clients starts with recognizing how many ways you connect with them. Read More »


Industry Award Finalist: Raymond James Financial social media platform

October 23, 2015

Posted in business building, marketing, people, rj news - Lisa Turley, VP Advisor Marketing, Raymond James Financial discusses the firm's social media platform. Read More »


12 ways to help clients revive their retirement savings

October 14, 2015

Posted in business building - While boosting savings is the most important factor, there are many changes they can make to increase the odds of attaining a comfortable retirement Read More »

we do

What happens when ‘I do’ turns into ‘I don’t agree’

October 8, 2015

Posted in business building, people - Compromise is essential when it comes to taking on risk in a couple's portfolio. Read More »

Language of fees

What language are you speaking when it comes to CRM II?

October 1, 2015

Posted in business building, regulatory - The level of transparency that will come with CRM II will be the beginning of new fee conversations. It will allow clients and advisors to discuss the fees investors pay, how much they pay and the chance for advisors to remind their clients of value they receive. Read More »


What happens to your digital estate when you’re gone?

September 24, 2015

Posted in blog - For your digital estate plan, make a letter of direction that has an inventory of your digital property, especially when there is financial or sentimental value. Read More »


At Raymond James, it’s all about YOU

September 15, 2015

Posted in people, rj news - At Raymond James, it's all about you - your freedom, your business, your success. Read More »


Meant to mentor?

September 9, 2015

Posted in blog - Mentorship can be extremely beneficial, so think about volun­teering and sharing your wisdom and experience, either formally through a mentoring program or informally. If you know of a potential protégé, offer to take them under your wing and be involved in shaping the next generation of leaders. Read More »


Three questions to answer when planning your retirement

August 26, 2015

Posted in business building, people - Joseph F. Coughlin, PhD is founder and director of the MIT AgeLab. His research focuses on how the convergence of baby boomer expectations and technology will drive innovation in business and government. Read More »

social media

How socially savvy is your business?

August 18, 2015

Posted in marketing - Explore some of the top reasons why you should be using social media and how to get the most out of the “big three” sites. Read More »