Playing the Long Game with Scott Curtis, President Private Client Group - Raymond James

Advisor Talk with Frank LaRosa · Feb 9, 2023 · 37m

Among the many topics covered are:

*the Raymond James story, its affiliation options, and how the firm’s resources and tools can be leveraged by advisors to expand capacity, bolster productivity and processes, and ultimately deepen client relationships.

*the state of advisor recruiting, its industry impacts, and what trends will influence advisor moves to independence in the months ahead.

*how fluctuating market conditions translate into shifts in advisor perceptions regarding which independent model is right for them.

*the ability to attract and retain high quality advisors and teams as a…