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

Advisor Talk with Frank LaRosa · Oct 23, 2025 · 36m

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…