personal finances

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 »


Welcome to Raymond James!

February 13, 2017

Posted in blog, business building, rj news - At one place, you'll find power, but not empowerment. At another, you'll find dedicated attention, but lackluster resources. At Raymond James you’ll find that the strength to do nearly anything is matched by the freedom to do it your way. 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 »

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 »

Assistance living – caregiver and senior woman on a wheelchair

Six steps for taking care of the caregiver

July 27, 2016

Posted in blog, people - Help your clients plan to meet loved ones’ needs without neglecting their own Read More »

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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 »

Male and female business people shaking hands

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 »

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Is a Financial Plan Enough?

April 21, 2016

Posted in blog, business building - Maintaining quality of life throughout increasingly long retirements brings a new set of challenges for your clients. Read More »