A firm like no other
No one knows your business better than you. But when an issue arises, be it technological, personnel, procedural or even client-related, it helps to have a team of professionals and experts working on your behalf to make things right.
In the Midwest Division of Raymond James, our business is to support yours. We’re more than your management team. We are your advocates to help bring about solutions so you can do business the way you want to do it.
We take pride in helping you grow your practice. We provide a wide range of education resources and professional development tools like our Practice Intelligence website, designed to be a central hub where you can find practice management help whenever you need it. We also provide access to unique practice management and financial planning tools like Goal Planning & Monitoring (GPM)*, Raymond James’ innovative retirement and financial planning software designed to help you deepen and broaden client relationships by creating dynamic, interactive and measurable retirement plans.
I invite you to learn more about our firm and the possibilities that we can bring to your practice.
*The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.
Fiscal Year 2022 Update
Meet our team
Conferences, special events & workshops
We know that professional development, networking opportunities and continuing education are indispensable to career and practice growth. Our advisors enjoy access to numerous conferences, workshops and special events designed to provide equal opportunities for professional growth, personal enrichment and fun.
Each year we gather for the Elevate Conference. At Raymond James Financial Services' largest event, independent advisors can connect with their peers and firm leaders, expand their knowledge and explore new ideas.
Division Conferences provide opportunities for advisors to interact with their Division Management teams, key home office departments and Education and Marketing Partners through general sessions, breakouts and new intensive workshops that feature tactical ways to enhance their businesses. There is also a focus on hands-on technology sessions that highlight recent and upcoming technology tools at Raymond James.
Practice Intelligence Workshops
These “By Invitation Only” workshops are designed to assist you in developing your practice to its full potential.
Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation with our consultant about what your business would look like as an advisor at Raymond James.