Old Way or New Way

The four C’s that drive change

April 26, 2017

Posted in blog, business building, people - Explore the motivating factors behind switching broker/dealers. Read More »

Real estate agent showing different properties to the clients

Maximizing client engagement during a review

March 29, 2017

Posted in blog, business building - The client review has many benefits, but the key objective is ensuring that your clients are confident about achieving their goals. Read More »

Teamwork couple helping hand trust assistance silhouette in mountains, sunset. Team of climbers man and woman hiker, help each other on top of mountain, climbing assistance, beautiful sunset landscape in Himalayas Nepal

Is your practice a trusted brand?

March 21, 2017

Posted in blog, business building, marketing - The most important part of your relationships with your clients is trust. Read More »

The chalkboard drawing shows multiple light bulbs in a row with one glowing. The light bulbs are hanging from the top. The small light bulbs are outlined in white,the big light bulb is yellow. The big light bulb is a symbol of innovation e/o success.

When old school prospecting strategies meet new school

January 30, 2017

Posted in business building - Today’s high tech, advice-centered wealth management business requires advisors to embrace and teach a new approach. Read More »

Financial stock market background on a blue digital display. Charts, diagrams and grids with numbers, tickers, line and bars related to stock exchange rates, financial figures, trading data and market trends. Focus on a candlestick chart. Perspective effect with selective focus. Blue background.

Help clients maintain perspective in turbulent markets

January 17, 2017

Posted in business building, people - Periods of market volatility – especially pullbacks – can trigger emotional responses in investors, causing them to feel upset or worried. Read More »

Happy group of people hugging in a circle

The Family Holiday Huddle

November 17, 2016

Posted in blog, business building, people - Openly discussing important matters during the holiday season can bring your family closer. Read More »


Introducing Life’s Special Moments Video

November 7, 2016

Posted in blog, business building, marketing, rj news - We reached out to all of our Raymond James associates and asked them to help us by sharing photos of their family and friends that would depict how our advisors assist clients to prepare for Life’s Special Moments. Read More »

Simferopol, Russia - July 9 2014: Google biggest Internet search engine. domain was registered September 15, 1997.

Original web content wins the Google ranking game

October 26, 2016

Posted in business building, marketing - The Google search ranking process combines an algorithm checking 200-plus factors and humans quality testing tens of thousands of sites, and they have made changes to place more value on content that is original, fresh and high quality. Read More »

Vector invest in education concept in flat style - stack of coins and book with university hat

Your client needs an education spending plan

September 19, 2016

Posted in business building - A successful wealth management approach to your clients’ education spending. Read More »


Welcome to the Raymond James Family Stephen Maroof!

September 15, 2016

Posted in blog, rj news - At one place, you'll find power, but not empowerment. At another, you'll find dedicated attention, but lackluster resources. The trick is finding the place in between — the happy medium where the strength to do nearly anything is matched by the freedom to do it your way. Read More »