November 2011

In order to provide you with information you can use to build your practice and industry knowledge, we collect the best content from Raymond James publications and multimedia to bring you PracticeInsights. So please take a moment from your busy schedule to review this month’s issue. We know you’ll find something of value.

Practice Management

Resilient thinking in trying times

From Raymond James’ Practice Intelligence newsletter
Today, the endless stream of negative headlines is generating frustration, anxiety and concern about the future. So how can you maintain your energy and optimism and help your clients do the same? Professor Albert Bandura of Stanford University, one of the world’s leading researchers in the area of self-efficacy theory, offers some helpful advice on how you can exert greater control over your motivation, way of thinking, emotional well-being and accomplishments.

Marketing

Headlines present the opportunity to (re)connect with customers

From Raymond James’ Marketing Matters blog
A seemingly simple market letter or a personal note regarding a relevant news article can prompt clients you haven’t heard from in a while to reach out to you for more insight. It has worked for others and it can work for you, too.

Practice Planning

Is your business a stock or a bond?

From Raymond James’ Small Business Dimensions newsletter
Small Business Dimensions is a quarterly publication supplied to clients by Raymond James advisors. It is a useful tool for staying in touch with valuable clients. In this thought-provoking article, readers are asked to determine if their businesses provide a steady, reasonably predictable and at least marginally growing income and retirement savings stream, no matter what the financial markets are doing, or are their businesses riskier, with great potential, but with success (and cash flow and retirement savings prospects) subject to market and economic volatility? Their answers may influence their future investments. Read on and find out why.

Media Feature

Enrichment through education: Wealth management
From Raymond James’ AudioFile

Even for seasoned industry veterans, conference attendance remains important. Raymond James conferences present opportunities for advisors to enhance their skills, knowledge and ultimately their practices. Join host Larry Pugliese as he covers this topic with Raymond James financial advisors Margaret Starner, CFP, recently ranked in Barron’s 2011 top 100 list of women advisors, and John Acosta. Listen and learn more.

Raymond James Spotlight

Paul Reilly discusses the markets, the Fed and the economy

From Raymond James website
“How to fix the economy.” That’s the robust topic of this interview with Raymond James Financial CEO Paul Reilly on the “Nightly Business Report.” During the interview, Paul discusses the liquidity of U.S. banks versus European banks and the current state of consumer confidence, and he offers his thoughts on what it will take to get the U.S. economy back on track. Recorded on September 20, 2011

“Don't be afraid to give your best to what seemingly are small jobs. Every time you conquer one it makes you that much stronger. If you do the little jobs well, the big ones will tend to take care of themselves.”
– Dale Carnegie

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©2011 Raymond James Financial Services, Inc., member FINRA / SIPC

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