No Jerks Allowed | Raymond James' Philosophy for Financial Advisors

About this episode

Frank LaRosa discusses the unique culture and technology at Raymond James with Jodi Perry and Todd Ferguson.

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. What does it actually mean to own your business as a W2 advisor? In this special Ignite Conference Edition, Frank LaRosa sits down with Jodi Perry and Todd Ferguson of Raymond James for a candid conversation on culture, technology, AI and what actually separates Raymond James from every other firm in the market today.

People in this episode

Host: Frank LaRosa

Guests: Jodi Perry, Todd Ferguson

Topics covered

• financial advisors
• business ownership
• company culture
• technology
• AI
• financial services

Keywords

• financial advisors
• Raymond James
• business ownership
• company culture
• technology
• AI
• financial services

Mentioned in this episode

Organizations: Raymond James

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