Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – With Ken Grider Of Raymond James (Part 2) Advisor Talk With Frank LaRosa podcast

Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)

published 10d ago

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Key Chapters

0:00 –From concept to execution of Raymond James’ advisor-banker model

3:45 – The IBex program: turning education into action

8:20 – The Masterclass series and year-long learning model

13:00 – Building confidence and credibility with business owners

18:40 – How advisors are rebranding and hosting Business Owner Summits

24:10 – Case study: transforming revenue through investment banking partnerships

29:30 – Why every advisor should rethink their approach to business-owner clients

35:40 – Final takeaways: growth, fulfillment, and opportunity for 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/

302 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 2)

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