About this episode
Key Chapters0:00 – Introduction2:15 – Why financial advisors should focus on business-owner clients5:10 – The challenges of illiquid wealth and how advisors can solve them9:00 – How Raymond James connects wealth management and investment banking12:40 – Building deeper COI relationships with attorneys and accountants17:25 – Why understanding business valuation matters for every advisor22:40 – Raymond James’ unique culture and the “village” behind the success28:10 – How collaboration with investment bankers expands advisor opportunity33:30 – Why this approach is the future of growth for independent advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
