Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – With Ken Grider Of Raymond James (Part 1) Advisor Talk With Frank LaRosa podcast

Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)

published 2d ago

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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: [email protected]

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

https://linkedin.com/company/eliteconsultingpartners

299 episodes

#MBA #Entrepreneur #Business #Marketing #Elite Consulting Partners #Advisor Recruiting #Practice Management #Entrepeneurship #Wealthmanagement #Recruiting #Financial Planning #RIA #Asset Management #Financial Advisors #Financial Services #CFP® #Broker-dealer

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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)

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