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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)
Episode 247
Key Chapters
0:00 – Introduction
2:15 – Why financial advisors should focus on business-owner clients
5:10 – The challenges of illiquid wealth and how advisors can solve them
9:00 – How Raymond James connects wealth management and investment banking
12:40 – Building deeper COI relationships with attorneys and accountants
17:25 – Why understanding business valuation matters for every advisor
22:40 – Raymond James’ unique culture and the “village” behind the success
28:10 – How collaboration with investment bankers expands advisor opportunity
33:30 – Why this approach is the future of growth for independent advisors
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com
Connect with Ken Grider: Ken.Grider@RaymondJames.com
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn:
https://linkedin.com/company/eliteconsultingpartners
Published on 3 weeks ago