Raymond James announced Wednesday that it is offering training for advisers in how to attract and work with high-net-worth and ultra-high-net-worth clients.
The six-month Private Wealth Advisor Program, which combines virtual and in-person sessions, helps advisers understand these clients’ needs, as well as Raymond James’ resources in this area, and earns them a private wealth advisor designation.
The program is led by Andrea Beyer, who recently joined the firm as director of private wealth coaching.
“Raymond James has built a leading platform of advice, planning, solutions and support to serve the complex needs of wealthy clients through their trusted financial advisor,” Kim Jenson, chief operating officer of Raymond James’ Private Client Group, said in a statement. “The addition of the Private Wealth Advisor Program, among other developments, is a natural evolution of our innovative partnership with advisors who specialize in this practice.”
The program’s first class will finish its training this fall, with a second class due to start training later this year.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
