Getting Started
Wealth Managers exploring affiliation options with Raymond James have the opportunity to have detailed discussions with our Business Development Team so that we may fully understand their specific needs. Where common ground exists, wealth managers are asked to complete an Appraisal Questionnaire, providing detailed information about their business mix and expected growth plans. When appropriate, the Director of the Relationship Management and Business Support Department is introduced to address detailed questions regarding Raymond James’ services and support as well as any contractual questions.
This section outlines the key phases of Getting Started for all three of our affiliation options.