Shannon Reid, President of Raymond James Financial Services, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the various ways advisors can structure their businesses and the resources Raymond James offers.
Reid states that Raymond James sees the advisor opportunity as a broad one. Raymond James believes firmly in the independence of financial advisors, whether they are employees of Raymond James or custodial clients of the firm. Raymond James provides the tools and the flexibility for advisors to build their business the way that they want.
Reid and her team are focused on providing a high level of service, partnering with independent advisors to access the resources they need to serve their clients and grow their practice. The $1.4 trillion in assets brings scale that can benefit advisors. Raymond James supports succession and acquisition processes, providing financing and education on creating value within their practice and integrating new partners. The Advisor Choice program assists advisors in the transition across different channels, such as moving from a Raymond James employee to an independent advisor.
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