Practice Intelligence

Practice Intelligence

When you want to grow your business, this is where you start

Practice Intelligence is a programme that is dedicated to supporting our wealth managers grow their independent practices through a range of practice management tools, resources and sessions

Wealth managers working with Raymond James have access to a full suite of tools and resources which focus on four key areas to help develop and refine business planning and growth;

 

  Market and Connect: Can you define your ideal client? Do you have a marketing strategy to find more ideal clients?
  Plan and Invest: Is KYC a chore, or something that your clients delight in? Do you add ‘wow’ to your on-boarding process?
  Review and Delight: How deep are your relationships with clients and their families? Are your clients advocates for your business?
  Refine your practice: What’s your five year vision for the business and how will you get there? Do you have a plan to realise the value of your business?

 

If you are a wealth manager working with Raymond James, you can access these resources through the Raymond James Portal. Alternatively, please get in contact with one of our Business Development Consultants who will be able to share these materials with you.

Practice Intelligence in the Press

The Practice Intelligence Programme in the UK is led by Practice Intelligence Manager David Hazelton who was approached by The Times to share his insight on intergenerational wealth – a topic that is important to both our wealth managers and their investor clients.

Find out more about Practice Intelligence

If you would like to find out more about Practice Intelligence and how we have helped our wealth managers, please get in contact with one of our business development consultants.

Resources available to the wealth managers who work with us include a dedicated Practice Intelligence website with interactive navigation, allowing you to quickly and easily find the content that is relevant to your business, as well as Practice Intelligence workshops and training.

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

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