The Raymond James Marketing team is dedicated to providing our branches with comprehensive marketing support in the form of off-the-shelf resources, best practice guidance and strategic direction.

Pre-approved marketing materials and communications

We’ve created a range of ready-to-use materials for you to share with your clients and potential clients.

Brochures and fact sheets

Our Raymond James brochure acts as an introduction to the firm. Specialised brochures and factsheets are also available and cover topics that might interest your clients at different stages of their financial journeys, from intergenerational wealth transfer to financial planning.

Regular publications written by experts

Insights and market commentary are released regularly to share with your clients on social media or your website:

•   Monthly Market Commentary and Investment Strategy Quarterly publications written by our in-house economists
•   Budget newsletters
•   Ad-hoc pieces that address technical topics and current affairs

Share pre-approved content with our social media tool

With our tool RJ Connect, it’s easy to share pre-approved articles, communications and social posts that resonate with clients.

RJ Connect has been designed and built specifically for Raymond James wealth managers to enable you to create and distribute effective email communications and execute a compliant social media strategy for your branch.

Customised marketing materials for Raymond James branded branches

Incorporate your unique investment proposition and branch specific imagery into our branded Raymond James templates, including a bespoke branch brochure and customisable templates for advertisements.

Branch website solution

We can manage the creation of your Raymond James branch website, incorporating your unique investment proposition, messaging and imagery, giving you a quick-to-market, consistent and cost-effective solution.

Public relations

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


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, document templates and more.

Promotions and advertisements

We’re also able to assist you with promotional gifts, office signage, advertising and other initiatives you wish to use when marketing your offering.

Email the Marketing team

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

>> Support

>> Transition

>> Relationship Management

>> Training

>> Compliance

>> Events

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