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

Advisor Talk with Frank LaRosa · Oct 27, 2025 · 40m

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…