Advisor Essentials

Advisor Essentials is a podcast by Raymond James that delivers insightful discussions from advisors, professionals and thought leaders across our Private Client Group and beyond. Each episode takes a deep dive into a variety of timely discussions and long-term perspectives concerning financial planning, wealth management, client-first service and other relevant topics.

Access the latest episodes of Advisor Essentials below, or on your preferred listening channels.

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Are your clients ready for the Great Wealth Transfer?

By some predictions, up to $84 trillion in assets will exchange hands over the next two decades in the Great Wealth Transfer. To ensure your clients’ wealth is passed on according to their wishes, Roger Fakes, senior vice president of Raymond James Trust, discusses the important role advisors can play in addressing top estate planning priorities. Private Wealth Advisor, Nancy Leizman, also shares her firsthand experience helping clients to start early when thinking about their legacy.

For next generation clients advanced mobile tech is a must

Personal relationships continue to be the strongest driver of advisor success, however as the average client trends younger and wealthier, technology is becoming more seamlessly woven into those relationships. Salit Nagy-Todd, senior vice president of Technology at Raymond James, discusses the latest in advisor tech and how advisors can use mobile in particular to better serve next-gen clients. Financial advisor and member of the Technology Advisory Council at Raymond James, Kevin Fusco, gives his personal account of how mobile has impacted his business.

To achieve retirement bliss, start with a thoughtful succession plan

As a financial advisor, you’re an expert at thoroughly preparing your clients for a happy retirement – but do you give yourself the same treatment? Rob Goff, vice president of Succession and Acquisition Planning at Raymond James, is here to make sure that you do. Rob shares the results of his proprietary survey of retired advisors and how carefully constructing a succession plan in advance of retirement can improve your retirement satisfaction. Also, financial advisor Ilona Box speaks to her personal experience as the successor in a retirement plan 26 years in the making.

Join the Conversation

Advisors Essentials is your go-to resources for staying up-to-date and at the forefront in an ever-changing financial landscape. Join the conversation on LinkedIn and X, @RJAdvisorChoice.

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