Raymond James says it has up to date its Independence Plus platform for newly autonomous advisors by increasing consulting companies for transitioning advisors, who can now choose and select extra choices for a way they arrange, run and develop their companies, as an example.
The adjustments embrace “vital investments” in this system’s crew of skilled consultants, in keeping with the agency, and the addition of latest advantages companions who can ship “a extra complete transition course of to extra advisors.”
“At this time, Raymond James delivers a extremely personalised mannequin supporting all transitioning advisors, from solo house owners to massive enterprise groups, designed to instill confidence all through the journey to enterprise possession,” stated Shannon Reid, head of the agency’s Impartial Contractor Division, in a press release.
“These enhancements embrace vital investments in our crew of skilled consultants and advantages companions to satisfy rising demand and supply our complete transition course of to extra advisors,” Reid defined.
This system — which has been in operation for over a decade and has helped some 450-plus advisory places of work turn into enterprise house owners — will proceed to be led by Steve Voss, vp of impartial enterprise consulting.