Marketing and events

We understand your goals and objectives as a Raymond James branch.

More about our proposition

Marketing support to help your business grow

With dedicated marketing executives and an in-house team of content, design, events and PR specialists, we provide you with comprehensive marketing support; helping you build your brand.

Our events

We host a number of insightful events each year for our wealth managers, clients, and product partner firms

Gain valuable insights

Our professional development events provide insights on a range of industry-relevant topics as well as thought leadership and practice management to assist our branches with running their own practice.

Our professional development events include:

  • Annual Raymond James Professional Development Forum
  • Quarterly Strategist Reviews with our European Strategist Jeremy Batstone-Carr
  • Practice Intelligence workshops
  • Joint events with industry leaders

Alongside the range of events hosted by Raymond James, the Marketing team also offers support to our wealth managers in running their own client events. We can help with the event planning process including guidance on logistics, branding, agenda creation, speaker provision and many other event-related subjects.

Many of these events count toward your CPD. All CPD eligibility and event attendance certificates will be communicated by the Marketing and Events team on an individual basis.

Professional Development Forum