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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