wealth management

A retro tv on a vcr and vhs. Isometric style, the video home system is waiting for the vhs cassette. The tv isn't working. 80's appliance technology video system.

Is the clock still blinking on your VCR?

July 17, 2017

Posted in business building, people - Differentiate yourself to elude technology-driven communization. Read More »

Diverse volunteers working in food bank distribution warehouse

The Many Faces of Philanthropy

May 11, 2017

Posted in blog, people - The goals are similar, but different generations give back in different ways. Read More »

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 »

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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 »

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 »

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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 »

art

The art of the hire in five steps

October 5, 2016

Posted in business building, people - Is it him, or her? Will she fit? Does he have the skills we need now? Hiring the right person can be challenging. Especially when you consider that everyone else is looking for that right person, too. Here is what you can do to make sure the best possible candidates find you. Read More »

business people passing relay baton

Who will you pass your business to?

August 18, 2016

Posted in blog, business building, people - There are four main options for creating a succession plan, and each has benefits and drawbacks. Read More »

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Welcome to Raymond James Rod Rees!

August 12, 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 »

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