Marketing

The Raymond James Marketing team is responsible for Brand Management, Communications, Public Relations, Social Media and Digital Marketing, Events, Market Research and Branch Marketing Support for all our offices, including customised branding coordination.

Off-the-shelf marketing materials & communications

A selection of materials approved for use with investor clients have been developed, such as Raymond James brochures and fact sheets, Monthly Market Commentary, Investment Strategy Quarterly publications, Budget Newsletters, and ad-hoc pieces addressing a range of technical topics and current affairs. The selection of materials includes the regularly updated Raymond James Corporate Profile as well as information for clients on accessing and managing their account. Materials have also been developed to help you market your services to professional introducers and centres of influence.

Customised marketing materials for Raymond James branded branches

The marketing team will support you in developing your own personal brand and branch identity, and will work with you to incorporate your unique investment proposition and branch specific imagery into pre-designed and branded Raymond James templates, including a bespoke branch brochure.

Website template

Support in the creation of your Raymond James branch website, incorporating your unique investment proposition and imagery and providing a quick-to-market and cost effective solution.

Public Relations

A bespoke PR plan will be developed with you, to maximise the exposure of your office in both national and regional media.

Events

We host a number of professional development events each year including our Annual Professional Development Forum. We can also support you in the running of your own client events.

>> Learn more about our professional development events

Many of these events count towards your CPD

Branded Templates

A full suite of Raymond James branded templates are available on the Raymond James Portal™, including report and proposal templates, email signatures, Office templates and more.

Communications

The Marketing team publishes a weekly newsletter which you will receive each Friday, containing all relevant updates from Raymond James for the week, including business updates, press coverage, upcoming professional development opportunities and any communications pieces.

The Marketing team is also able to assist with promotional gifts, office signage, advertising and guidance on any other initiatives you wish to adopt in order to market your business.

Email the Marketing team

Find out more about how Raymond James can support you in setting up and growing your business:

>> Support

>> Transition

>> Relationship Management

>> Training

>> Compliance

>> Events

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