Advisor Support

Financial planning is the foundation of what you do. Fortunately, it’s also a fundamental element of what Raymond James does. This firm was a financial planning pioneer – we know your business, we understand its intricacies and nuances, and we offer the resources you need to be the best possible advisor to your clients.

We even developed the Raymond James Advisory Process to provide you and your clients with clear, comprehensive guidance through each stage of building, executing and revising a financial plan. This step-by-step process can be adopted seamlessly into your current practice, or adapted easily to suit your own professional philosophy.

And whether you decide to adapt our planning process or decide to define your own, you’ll have access to an impressive array of services and expertise, including education, estate planning, retirement planning, consulting and software resources, through the Raymond James Financial Planning Group.

Every single client you have is going to retire. So, while your practice may offer a broad array of services and specialize in another area, the ability to develop a solid, long-term retirement plan is essential to any financial advisor. And we can help you make sure you hone that skill to its finest.

In our Retirement Plan Consulting Group, you’ll find a team of experts to offer you insight on the full range of retirement plans and to assist you with plan prospecting, setup, operations and maintenance. You’ll also enjoy consulting support, management and due diligence of relationships with service providers, marketing materials, training on plan execution, and more.

And through the Raymond James Retirement Plan Advisory Council (RPAC), you’ll learn the best practices and operational standards established by some of your most experienced peers. RPAC is a collaborative collective of top qualified plan advisors who have demonstrated proficiency in their understanding of ERISA regulations and the qualified plan markets.

In addition to offering insight and support, Raymond James stands ready to serve as custodian for traditional and Roth IRAs, SEP and SIMPLE IRA plans, as well as qualified pension or profit sharing plans. We also provide prototype documents for SEP, profit sharing, money purchase and 401(k) plans.

Best practices from some of the best in the business.
Raymond James Retirement Plan Advisory Council

As the affluent population grows, advisors must expand their capabilities, deepen their relationships and offer more of their time in order to stay competitive. Fortunately, Raymond James Wealth Management Solutions is here to help you do all of that and more. Created to help advisors compete effectively for high-net-worth clients, Wealth Management Solutions is a focused team of experienced professionals who specialize in complex issues affecting your largest clients, including:

• Handling the impact of significant wealth events (sale of a family business, retirement with significant assets, an inheritance, etc.)
• Complex legacy planning and charitable giving design
• Dealing with concentrated equity positions
• Developing customized portfolios incorporating sophisticated investment strategies
• Seeking maximum returns on large cash portfolios
• Tax minimization strategies
• Asset protection strategies
• Exit strategies for business owners
• Use of trusts for estate planning

“By Invitation Only” Visits

In addition to the extensive resources and support we dedicate to helping you serve your affluent clients, we also offer those clients the chance to experience it all firsthand – at our international headquarters in St. Petersburg, Florida. Since 1989, hundreds of prospective clients, existing clients and referral sources have visited the Raymond James Financial headquarters as part of our By Invitation Only (BIO) program, which gives advisors full access to our home office and our entire team. You’ll invite your clients to experience the capabilities and culture of Raymond James for themselves – from meeting with our experts and interacting with management to touring The Tom and Mary James/Raymond James Financial Art Collection, one of the largest private collections of Wildlife and Western art in the Southeast.

BIO visits have proved an invaluable tool for many Raymond James advisors. In fact, of the advisors who have participated in the BIO program, 98% said their visits led to new business.

Introduce your top clients and prospects to Raymond James –
By Invitation Only
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