retirement plan

Are you asking the right questions about retirement?

August 12, 2015

Posted in business building - Help your clients evaluate important quality-of-life factors and ideally differentiate you from your competition. Read More »

women investors

Women investors are becoming a powerful force

August 5, 2015

Posted in business building - Financial planners risk losing business if they don’t recognize that women have more power and money than ever before. Read More »



July 29, 2015

Posted in regulatory - Sort through the myths and truths about CRM2. It's important to know the new rules for the client-focused initiative. Read More »

Multi-generation family having fun at dinner

The great wealth transfer is coming, putting advisors at risk

July 13, 2015

Posted in business building - Advisors should be thinking in terms of serving families from the beginning, not just couples or individuals. Read More »

torch (2)

Passing The Torch

July 8, 2015

Posted in business building - Just as you’d encourage your clients to develop a thorough plan as early as possible, you should do the same for yourself and your business. Read More »


Raymond James Cares Month 2015

June 23, 2015

Posted in people, rj news - At Raymond James Ltd., embracing our spirit of social responsibility and giving back to the communities in which we live and serve our clients is a key value on which we continue to build our firm. We believe it is our collective duty to help those most in need. Read More »


IP stands for Integrated Planning – We are proud to welcome back the IP Strategies Team!

June 10, 2015

Posted in people, rj news - Raymond James welcomes back Richard Kluska and his IP Strategies Team to our new Ottawa branch. Also joining Richard at the branch is financial advisor Craig Tubman. Read More »


Best practices for the big three: Are you using the biggest social networks wisely?

June 8, 2015

Posted in business building, marketing - No two social networks are the same – certainly not the biggest three – nor should they be used that way. The tips below will help you play to the strengths of each site and build a more powerful digital presence for your brand. Read More »

little tree on Stump. New development and renewal as a business concept

Managing Change Through Your Marketing Plan

June 5, 2015

Posted in marketing - Having a plan for how to execute the “business side” of change is important, but having a marketing plan to manage the communications is just as important for a successful roll-out. Read More »


Woman to woman

June 2, 2015

Posted in business building - There is a cultural assumption that women have a special rapport. What has been your experience? Read More »