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 »
wealth management
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »